Getting Started

Dashboard

• Getting started with your Dashboard

Contacts

• Create a new contact
• Create a new Individual Contact
• Create a new organization contact
• View contact's information
• Edit the Legal name of an organization (unmanaged)
• Edit the business name of an organization contact (unmanaged)

User Account

• User account setup
• User account setup as the first firm user
• Changing the user role of a firm member
• Removing a firm user access
• Deactivate firm user
• Change Password

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Firm Setup

• Setup firm account
• Adding Firm Users
• Add Firm Members (Non-user)
• Editing the firm profile details

Entities

• Onboarding an Entity

Transactions

• Annual Compliance
• Incorporation Transaction (Alberta)
• Create a Transaction
• Send the new transaction to Responsible Lawyer for Review and Approval
• Review and Approve the Transaction (Responsible Lawyer)
• Send the Transaction Documents for Signature

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Onboarding

• Review onboarded entity