Accessing Firm Settings (MB)
As an administrator, it is recommended to configure the Firm Settings within RealtiWeb to save time when completing files.
To get started, log into www.lawyerdonedeal.com/lddlogin.asp and select Manitoba. In RealtiWeb, go to Settings → Firm Information. Complete the information as it pertains to the law firm.
- Contact & Firm Address: This establishes the Firm Name and Title and the Address of the firm.
- Document Options: This sets the defaults for documents. Any documents that are created within a file will follow the same standard format. This also controls where documents are saved.
- Statement of Account Defaults: The fields will automatically come into your Statement of Account. You can always overwrite these settings on a file-by-file basis (for any exceptions).
- Estimated Closing Costs Defaults: This section is for setting standard estimated amounts.
- Trust Statement Defaults: The fields will automatically come into your Trust Statement. If you have line items you always want to be included, but the charge is variable, then leave the dollar amount blank. You can always change the fields in each file (in case there is an exception).
- Trust Account Information: Enter this information to save entering it every time.
- Financial Defaults: You can overwrite the standard text used to name items on the Statement of Adjustment, Account, Estimated Adjustment, and Trust Statement to further customize the appearance of the Financial screen and documents.
Contact & Firm Address
This section contains basic information pertaining to your firm. Make any changes as needed, and press the save icon.
Document Options
The document options provide you the flexibility to set a default for how your documents will be created and where to save them. These options apply across your entire firm account. In particular, you can specify the following:
- Document Control Defaults: Specify the city and province where your document is being signed - for example, Dated at the City of Winnipeg in the Province of Manitoba. This setting can be adjusted in your document controls within a file when a client will be signing elsewhere.
- Document Justification: You can specify the default alignment or justification for your documents. These can be changed for individual documents and document templates later.
- Desktop Saving Settings: You can specify a file path to automatically save documents to a central location on your local or shared drive. This section is optional. The default is to use Cloud Storage included in the RealtiWeb file fee and unlimited amount of total space.
- Reline Wording: You can change the default text that appears in your file’s reline. For example, instead of using p/f in the Reline, you may prefer Purchase From.
Statement of Account Defaults
Use this section for setting defaults for the Statement of Account. The top section sets if you're enabling the Accounting Integration feature. Read more about the options here.
The following sections set defaults for Purchase, Sale, and Mortgage file settings. You’re able to set everything from the standard fee charged for each file type to regular disbursements. If you have a regular charge or disbursement that changes frequently, add it in the appropriate place without an amount.
You can amend the wording that appears on the Statement of Account, add a Legal Fee amount, and default disbursement items and amounts (based on file type). Information added for each type of file will then appear in any newly created files of that type. These fees, disbursements, and amounts are all editable within a file. If the PCLaw export feature is being used, the Explanation Codes and GL #’s can be included for each type of disbursement included in the default.
The last two sections allow you to determine what items to include in your billing to the client and whether you want these exported to PCLaw or CosmoLex. To include the item in the Statement of Account, check off the checkbox under the Incl column.
You can also enter the Explanation Code and G/L # for any additional disbursements that may not be included in the Account defaults above but may be added to the account depending on the transaction.
Estimated Closing Costs Defaults
This section is for setting up any standard estimated amounts, including if the estimated funds are automatically refreshed. If, for example, you open a Purchase file with the Auto Refresh Estimated Funds unchecked, it will require you to manually refresh the screen. To refresh the screen, go to the Estimated Closing Costs under the Financial heading in the leftside navigation. Next, click on the blue refresh icon to Make Estimated Closing Costs link (top-right of the screen). This will result in all the defaults (listed in the Settings) to populate inside the file. If the Auto Refresh Estimated Funds is checked in the Settings, then the screen will automatically be updated already.
Note: These costs are for estimation purposes only and will not carry over to your Trust Statement.
Trust Statement Defaults
Any default Trust Statement information as it will populate into the Trust Statement (or Statement of Receipts and Disbursements) can be completed in this section. For example, if you include Contingency Funds/Float for a Purchase transaction, you can include it in the default settings and then it will always show up in your files. These amounts can also be edited from within a file. In addition, the default can be set in this section to include the Registration Fees and Title Insurance Fees in the Trust Statement if preferred.
Trust Account Information
By entering the Trust Account information in this section, it will allow the program to auto-populate the information into any forms where it may be required, such as a lender’s Request for Funds.
If your firm has additional Trust accounts, you can add them by checking off the Allow Alternative Trust Accounts checkbox.
Financial Defaults
In the Financial defaults section, you can overwrite the standard text used to name items on the Statement of Adjustment, Account, Estimated Adjustment, and Trust Statement. For example, if you want to customize the text to describe the Sale Price on a resale home on the Statement of Adjustments, use the drop-down and select Sale Price — Resale Home, and type in your desired overwrite text in the text box that appears below the drop-down field (i.e, ‘Consideration’ or ‘Contract Price’).
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Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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