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.
To Access the Screen:
- 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.
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.
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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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