Adding, Modifying & Removing a Lawyer or Notary
The Lawyer and Notary Management screen allows you to add, modify or remove your firm's lawyers or notaries. You must have administrative rights to add, remove, or modify any lawyer or notary.
This screen can be accessed through two different methods as described below:
Account Administration
- Log in to LDD at www.ldd.ca/login.
- On the application selection screen, select Account Administration.
- Choose Lawyer & Notary Management to open the screen.
Settings > Lawyer Setup
Within Realti, click the Settings (wheel icon) located on the top right corner of your screen:
- Select Lawyer Setup.
- The Lawyer & Notary Management screen will open.
Adding Lawyers or Notaries
To add a new lawyer or notary, click the Add Lawyer/Notary button. Fill in the required fields for their name, email, phone, and fax number. The page will automatically populate some fields with information from your Firm Information (for more information see this article), however this can be overwritten as needed. Click Save.
This will complete adding the lawyer or notary to the firm account. To add further information, such as title insurance provider account information, or mortage portal account information follow the steps outlined below.
Modifying Lawyers or Notaries
To update information for a lawyer or notary, click the pencil icon beside their name and update as necessary. For information on how to connect your title insurance or LLC mortgage portal to a specific lawyer or notary, please see this article.
Save changes via the Save button.
Deleting Lawyers or Notaries
To remove a Lawyer or Notary, click the Trash Bin icon next to their name.
CAUTION: Deleting a Lawyer or Notary is a permanent action that will sever all connections, including to Title Insurance orders and the LDD and LLC portals. This action cannot be reversed.
Still can't find what you're looking for?
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
Related Articles
Adding, Modifying & Removing Users
You need administrative rights to add users. There are two methods for adding, modifying & removing users. Account Administration on the application selection screen Manage Users within Realti Both methods have the same options available for ...Accessing Settings (ON)
We recommend that administrators configure their Firm's Settings within Realti during your initial onboarding. Setting this up will save you time when completing files. This can be completed at any point. To get started, log into LDD and select your ...Accessing Administrator Functions
Logging in as Administrator Go to www.ldd.ca and click on Login on the top-right of the page. For administrator access, login as the Super Admin (or with your personal credentials if you have administrator access). The Super Admin account is accessed ...Modifying Firm Information & Advanced Access Management
The firm information and advanced access management are limited to the Super Admin account. To login as the Super Admin: Go to www.ldd.ca. Click on Login on the top-right of the page. Enter your Account and Password (leaving the Username blank). Then ...Accessing Firm Settings (BC)
As an administrator, you need to configure your Firm Settings within RealtiWeb. After logging into www.ldd.ca/login, select your province. Go to Tools → Firm Settings. Complete the information as it pertains to the law firm. You will need to log out ...