Accounting Integrations
Using Realti's PCLaw® Integration
Step 1: Create a New Matter in PCLaw® Create a new matter in PCLaw® to obtain the matter number for Realti. To do this, use New Matter and enter the matter based on the last matter number. Enter the Type of Law. For Real Estate, choose REM-Real ...
Setup for Realti/PCLaw® Integration
Setup the Computer If you're planning to use the PCLaw integration in Realti, you'll need to follow the below steps to setup your computer. Check to see if there is a folder on your computer called Realti on the local C:\ drive. If you don't have ...
Exporting Information from PCLaw to Create New Realti Files
The Realti PCLaw integration allows you to transfer information from PCLaw to create new Realti files and to export accounting information from Realti to PCLaw. Sending information to Realti from PCLaw One time: Setup your new Realti layout Each ...
Using Realti's CosmoLex® Integration
Step 1 – Create a New Matter in CosmoLex® Create a new matter in CosmoLex® to obtain the matter number for use with Realti. To do this, select Matters from the menu bar and click Add at the top toolbar. The matter is based on the last matter number. ...
Setup for Realti/CosmoLex® Integration
The Realti - CosmoLex® Integration allows for the exporting of your Realti file disbursements into CosmoLex. Your Main Fees associated with your Realti file are not exported. On the Computer Ensure that there is a folder called Realti for your export ...