Transcript Slide 1

TLS Office
Presented by:
Brodie Mulholland
Total Legal Solutions Ltd.
TLS Office:
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Is a system that keeps track of your firm contacts, files, time and
accounting data
Uses that information to automatically generate hundreds of
complicated documents, create bills and do your legal and trust
accounting
Resulting in:
– Significant time saving
– Simplification of procedures
– Cost reduction
– Increased firm profitability
TLS Office:
• TLS stands for “Total Legal Solutions”:
Sounds a little boastful, but as you will see, there isn’t another easy
way to describe it because it is designed to combine most firm
management, accounting and document generation tasks into one
• What makes TLS unique:
– Enter information only once and you know it is correct
– Makes use of Microsoft Office software with which you are
already familiar and for which there is an abundance of reasonably
priced training – no “re-inventing the wheel”
– Designed specifically for the BC practitioner
– Documents automatically saved to your file for easy access
– It really does integrate with other software
– Colour coding of boxes for easy data entry
TLS Office:
• “My experience from over 20 years of private practice is that a firm’s
greatest single cost component is time – whether lawyers or staff”
• As a result, any significant reduction in that time means large cost
savings and increased profitability
• The proof is in the practice – “I have used TLS in my own practice for
the last two years without requiring any support staff”
TLS Office
Select Module to View:
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Contacts & Files
Online
Corporate
Conveyancing
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Civil Litigation
Enquiry Screen
Legal Accounting
Trust Accounting
• Document Management
TLS Office
Select Module to View:
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Contacts & Files
Online
Corporate
Conveyancing
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Civil Litigation
Enquiry Screen
Legal Accounting
Trust Accounting
• Document Management
Contact me
TLS Office
Contacts and Files
These are the basic building blocks in TLS
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Enter contact information (name address,
telephone, fax and email)
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Easily copy information from an existing
contact
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May have multiple types of contact
information – e.g. business, home, cabin
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Enter usual File information including the
Area of Practice
TLS Office
Online
Automatically open and, with a few mouse clicks, log into:
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BC Online
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Corporate Online (COLIN)
TLS remembers passwords for you and Company Clients
TLS Office
Corporate
Here are some of the things TLS can do:
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Incorporation
Corporate Information
Annual Reports & Resolutions
Extraprovincial & Societies
Alterations
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Change Offices
Change Directors
Dividends
Share Redemptions
Transition
Documents, letters, share certificates and registers automatically
prepared with all information inserted.
Insert information directly into common Corporate Online Web
Page forms with a mouse click
TLS Office
Conveyancing
Create all standard documents and letters for a Purchase,
Mortgage and/or Sale without having to re-enter
information. Documents are created in Microsoft Word
for easy, last minute changes. Letters and undertakings
automatically adjust depending upon the situation.
Automatic calculations for Statements of Adjustments,
Direction to Pay and In/Out Statements.
TLS Office
Civil Litigation
Create all originating process with all Style of Cause and
information automatically inserted, BC Supreme Court
forms with Style of Cause inserted. Also use TLS’
Document Management software – TLSDocs.
This is the form you will use most often in TLS. From here, with one mouse click:
Access Contact info for
file contacts, other
parties and lawyers
Open Windows
Explorer listing all
documents for the File
Create/access folders
specific to this File
in Outlook
View WIP, Trust
and Bill status for
this File
Create a Letter, Fax or
Email for the File
Record time for
the File
Create/access
your File Notes
TLS Office
Disbursements, Billing and Legal Accounting
With TLS you can quickly:
• Enter Disbursements
• Enter and write Cheques
• Create Bills
• Generate numerous Reports
• Perform your other legal accounting
All without having to re-enter any information.
TLS Office
Trust Accounting
With TLS you can quickly:
• Maintain multiple Trust Accounts for a File
• Enter and write Cheques
• Do Trust Bank Account Reconciliations
• Perform your other trust accounting
All without having to re-enter any information.
TLS Office
Document Management – TLS Docs
Manage volumes of documents and precedents:
• Fast indexing using TLS file paths
• Easy search
• One mouse click retrieval
TLS Office
Contact Information:
Brodie Mulholland
Total Legal Solutions Ltd.
1464 Village Greens Wynd
Tsawwassen, BC V4L 2K4
O: 604-948-1465 Fax: 604-948-1463
Email: [email protected]