We recommend that administrators configure their Firm Settings within RealtiWeb. Setting this up saves time when completing files.
To get started,
log into LDD and select the
RealtiWeb province. In
RealtiWeb, go to
Tools → Firm Settings. Complete the information as it pertains to the law firm.
- Contact & Firm Address: This establishes the Firm Name and Title, along with the Address of the firm. There is a place for the Firm Owner too.
- 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 these settings on a file-by-file basis (for 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, leave the dollar amount blank. You can always change the fields in an individual file (in case there is an exception).
- Trust Account Information: Enter this information to avoid entering it manually every time.
- 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.
Document Options
Provides users the flexibility to set a default for how documents are merged in RealtiWeb and where to save them. These options apply across your entire firm account.
Statement of Account Defaults
Use this section for setting defaults for the Statement of Account. The top section is to enable RealtiWeb’s accounting integration with PCLaw or CosmoLex.
The following sections set defaults for Purchase, Sale, and Mortgage file settings. You can set everything from the standard fee charged for each file type to regular disbursements. If there’s a regular charge or disbursement that changes frequently, add it without an amount.
You can amend the wording that appears on your Account to Client, and add standard items to the report (based on the file type).
The last two sections allow you to determine what items to include in your billing to the client and if you want to export to PCLaw or CosmoLex. You can also enter the G/L # for each line item for your PCLaw export.
To include the item in the Account to Client, check off the checkbox under the Incl column.
Trust Statement Defaults
Trust Statement information, as it will populate in documents and letters, can be completed in this section. You can also select whether your firm is including the Registration Fees, Title Insurance Fees, and Land Transfer Tax in the Trust Statement by default.
To save you and others at your firm time, you can enter the firm’s trust account information. If you have more than one trust account, click the checkbox beside Allow Alternative Trust Accounts to enter other trust accounts.
To save you and others at your firm time, you can enter in any universal credentials. Anything set here will be the 3rd party account information default in User Settings (accessible under the Tools menu).