Adding the Other Side's Lawyer (ON)
To maintain or update your firm’s Other Side’s Lawyer database, you can import directly from the Law Society of Ontario. To do so, see this article.
To use an existing lawyer in your firm's database, use the following steps:
- Navigate to the Basic screen and click the selection icon beside the Lawyer under the heading for the other side's lawyer (Transferor/Transferee Legal Representation) on the Basic Information tab.
- A window will appear with two options. Use the search bar to search your firm's database and click Go to search. (Or switch the tab to All Solicitors to browse.)
- The results will appear underneath the Law Society of Ontario search option.
- Scroll through the results and click the person's name to add them into the file.
Note: When editing an entry in the database, click “OK” for any changes to the lawyer entry to be updated in the file. If you click Update List (updating in the database), and close the popup the changes will not be in your file. For your changes to be reflected in the file, click “OK” before closing the popup.
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Billing, Accounting Integrations, Admin Functions & Reports
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Province-specific information for AB clients
Province-specific information for BC clients
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Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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