After logging into www.lawyerdonedeal.com/lddlogin.asp, select the province you want to work in.
Go to Tools → Firm Settings. Complete the information as it pertains to the law firm. You will need to logout and log back in for these settings to take effect.
If you are logged in as an administrator, you will be able to edit the Firm Settings, otherwise there will be red text explaining who in the firm to contact. These settings are to save you time, especially when drafting documents.
Contact & Firm Address: This establishes the Firm Name and Title, and the Address of the firm. There is a place for the Firm Owner.
Document Options: This sets the defaults for documents. Any documents that are created within a RealtiWeb 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 anything you setup on a file by file basis (in case there are any exceptions).
Trust Statement Defaults: The fields will automatically come into your Trust Statement. If you have line items you always want included, but the charge changes then leave the dollar amount blank. You can always change the fields in each file (in case there is an exception).
Trust Account Information: Entering this information is optional. If you enter the information, then the system will remember your account details and fill it in for you.
3rd Party Account Information: Certain credential information can be saved (when available). User specific login credentials can be saved in User Settings in the Tools menu.
Basic information pertaining to your firm. Make any changes as needed and save.
The document options provide you the flexibility to set a default for how your documents will be merged in RealtiWeb and where to save them. These options apply across your entire firm account.
Use this section for setting defaults for the Statement of Account. The top section sets if you're allowing RealtiWeb’s Accounting Integration feature with PCLaw or CosmoLex.
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 disbursements. If you have a regular charge or disbursement that changes frequently, add it in the appropriate place without an amount.
The last two sections allow you to determine what items to include in your billing to the client, and if you want them to export to PCLaw or CosmoLex. You are also able to enter the G/L # for each line item for your PCLaw export.
Trust Statement information will populate into documents and letters, including the Registration Fees, Title Insurance Fees, and Land Transfer Tax in the Trust Statement.
To save you and others at your firm time, you can enter the firm’s trust account information.