Law Firm Self-Report User Guide

3m ago
12 Views
2 Downloads
696.79 KB
16 Pages
Last View : 22d ago
Last Download : 22d ago
Upload by : Warren Adams
Transcription

Law Firm Self-ReportUser GuideTrust SafetyMarch 10, 2021LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 1

Table of ContentsBackground . 3Logging In. 4Navigation. 5Creating Bank Accounts . 7Trust Bank Account Reporting . 8Filing a Trust Bank Account Report . 8Printing the Trust Bank Account Report . 10Law Firm Self-Report . 11Starting the Self-Report . 11Types of Self-Report Questions . 12Changing pages . 14Attachments . 14Submitting the Self-Report . 16Printing the Self-Report . 16LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 2

BackgroundRule 119.30(3) requires law firms to provide a completed Law Firm Self-Report to the LawSociety of Alberta on an annual basis. The report is proof of compliance with Part 5 of theRules. Law firms provide details regarding their practice, trust accounting and other relatedactivities during the preceding year in this report. Usually, one Self-Report will be completed forthe practice and this will satisfy the filing requirements of all the lawyers (associates andpartners) of the practice. The Responsible Lawyer is accountable for all filing requirements ofthe law firm, as per Rule 119.3(1).The Law Firm Self-Report provides an opportunity to ask meaningful questions to the law firmabout their practice as well as their practices for bookkeeping (general and trust accounts) toassess the safety and security of trust funds. Questions asked on the Self-Report are alsouseful to other arms of the Law Society for regulatory purposes.This guide provides instructions on how to complete and e-file a Self-Report online via theLawyer Portal.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 3

Logging InYou can log in securely to the Lawyer Portal from any computer with Internet connectivity.1. Open your Web browser2. In the Address or Location field of your browser, type:https://lsa.memberpro.net/main/body.cfm?menu login3. The login window should appear4. To begin, enter your Login ID, which is your Law Society Member ID, and password5. Click Login. The portal page should appear.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 4

Navigation1. On the Welcome page, click on the drop-down menu in the Member Account Menu andselect “Trust Accounting”.2. The Trust Accounting Menu item in the Member Account Menu is available to: The current Responsible Lawyer; Former Responsible Lawyers for the firm, employed at the firm as recently as threemonths ago; and, Firm administrators.3. The Annual Filing Requirements section is located on the left-hand side of the page.4. On first entry to the Annual Filing Requirements section, the Welcome page is shown.No other Trust Safety pages can be viewed until the lawyer/firm administrator hasconfirmed that they have read this information.5. Trust Safety Filing Requirements consists of four main sections. The sections thatneed to be completed will depend on whether the law firm operates a trust bank account.FirmPracticeBankAccountTrust ionBSectionCLaw firm operates only ageneral bank account (doesnot receive, disburse orhandle trust money) N/A N/ALaw firm operates a trustbank account Law Firm Situation Indicates section of the Law Firm Self-Report that must be completedLAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 5Law Firm Self-Report

6. A lawyer may be eligible to access self-reports, bank account reports and firm practiceprofiles for more than one firm. In this case, they can choose which firm they are workingon from the list at the top of each of these pages:Once a firm has been chosen, the system will stay on that firm until the lawyer logs off.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 6

Creating Bank AccountsBefore the Bank Account Report can be created, the bank accounts themselves must be setup,using the “Bank Accounts” menu item:1. Enter the account information for your account, and click “Save”2. After saving, this displays the bank account in the list:3. Any bank accounts that have not been reported on can be removed by clicking on theDelete icon under the actions list.4. Clicking on the “Close” iconwill prompt you to enter thedate that the trust accountwas closed.5. A closed account can be reopened by clicking on the“Open” button under theactions tab.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 7

Trust Bank Account ReportingThe trust bank account report is required for any trust accounts that were open during thereporting period.Filing a Trust Bank Account Report1. The Trust Bank Account Report page lists the available reports. Click on “Update” toview and/or update it.2. Switch between “Current Report” and “Show Report History” to change the display toshow previous reports:3. A summary of the amounts keyed is updated on saving information for each bankaccount.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 8

4. Each trust bank account that was open at any time during the reporting period is listed,and must have the information keyed.All values are mandatory. A 0 response is valid.If your recorded bank balance did not balance to your total client trust listing, you arerequired to provide an Out of Balance explanation.5. Before moving to the next account, click on Save, or the information keyed will be lost.6. Moving from one account to another is performed by clicking on the account number.The account currently being shown is in bold.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 9

7. A bank account can be closed on this page, by choosing the date that it closed from thecalendar.8. Once all accounts have been completed, the submit button is available. This will preventthe lawyer/firm administrator from being able to make any further changes to the report.Printing the Trust Bank Account ReportThe Trust Bank Account Report can be printed by clicking on the “Print” button at the bottom ofthe report:LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 10

Law Firm Self-ReportStarting the Self-Report1. The Law Firm Self-Report page lists the available reports, together with the status of thethree components. Click on “Update” to view and/or update it.2. Switch between “Current” and “Show History” to change the display to show previousreports.3. The first page of the report shows the overall report information.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 11

Types of Self-Report QuestionsA number of different question types will be asked throughout the Law Firm Self-Report,including the following:Radio buttonsSome questions are radio button questions (i.e., only one option can be chosen). For example,Section A, question 1a.Multi-select buttonsSome questions are multiple choice checkboxes (i.e., several options can be chosen). Forexample, Section B, question 3a.TablesSome questions require a table to be completed. For example, Section A, question 6.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 12

TextboxesSome questions require a text answer. This can be either keyed into the memo field, orprovided as an attachment (see section below). For example, Section A, question 1.Mandatory questionsSome questions are always mandatory. These are indicated in red text and by a red asteriskbeside the question. For example, Section A, question 1a.Once the mandatory question has been answered, text becomes black, and the asterisk issmaller and black.Contextual mandatory questionsSome questions become mandatory based on the response to a previous question. Initiallythese questions do not have the asterisk, but once the page is saved (either by clicking on Saveor by changing page), the asterisk will appear. For example, Section A, question 1d. Initially there is no asterisk. Once the previous question is answered “No” and the page is saved, the asterisk is shownand the text is red.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 13

Changing pagesTo change page, click on the page number at the top and bottom of each page (the current oneis shown with a red circle around it).Note: Responses to questions are saved when Save is clicked or the page is changed.If the lawyer navigates to another page in the portal, then any responses on the current pagesince the last save will be lost.If the session times out, then any responses on the current page since the last save will be lost.A two-minute warning for the timeout is displayed to the lawyer to warn them to save.AttachmentsSome questions in the Self-Report require an attachment.1. The attachment can be added in the Self-Report at the question as below:2. Clicking on Browse opens a window to allow the user to choose a document from theirdrives.3. When the document is chosen, it is shown on the Self-Report.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 14

4. If the document covers more information than the answer to this question, details on howto find the relevant details can be provided.5. On Save, the attachment name and reference are shown, and another attachment canbe added in the same way.6. To delete the attachment, click on the document name.7. All the documents added can be seen from the “Firm Documents” sub-menu, with thename set to the Self-Report section where it was attached.Note: Lawyers cannot view the attachments once they are uploaded, as this is only available toLaw Society staff.Note: If another lawyer/firm administrator from the same firm logs in, they can see any firmdocuments that have been uploaded.LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 15

Submitting the Self-Report1. Before the Self-Report can be submitted, all the mandatory questions must beanswered. Complete pages are shown in a blue circle. In this example, only page 1has been completed.2. Before the Self-Report can be submitted, the Trust Bank Account Report must besubmitted. The “Submit” button is not displayed until the report is valid.3. Then, on the last page: Check and attach the Financial Institution Authorization Form. Save.4. At this point, the “Submit” button will appear, so the report can be submitted.5. After the report has been submitted, the lawyer can view and print it, but not update it.Printing the Self-ReportThe Self-Report can be printed by clicking on the “Print” button at the bottom of each page:LAW FIRM SELF-REPORTAPRIL 16, 2020USER GUIDE PAGE 16

The Law Firm Self-Report provides an opportunity to ask meaningful questions to the law firm about their practice as well as their practices for bookkeeping (general and trust accounts) to assess the safety and security of trust funds. Questions asked on the Self-Report are also useful to other arms of the Law Society for regulatory purposes.

Related Documents:

associates or otherwise employed in the firm "not to (1) actively exploit their positions within the [law firm] for their own personal benefits, or (2) hinder the ability of the [law firm] to conduct the business for which it was developed." Burke v. Lakin Law Firm, 2008 WL 64521 (S.D.Ill. Jan. 3, 2008), quoting FoodComm Intern. V.

TFR "Best Law Firm in Trade Finance" Trade & Forfaiting Review (TFR) named Sullivan & Worcester "Best Law Firm in Trade Finance" in its 2014, 2015 and 2016 TFR Excellence Awards . GTR "Best Law Firm" Sullivan & Worcester UK LLP was top ranked firm in the . Global Trade Review (GTR) Best Law Firm 2015 and 2016 polls . The Legal 500 UK . 2016

such areas as law firm brand, firm usage, and legal market trends. The responses are distilled . down into four different and non-related measures gathered from the Sharplegal research and . then used to generate the individual Global Elite Law Firm Brand Index score for each law firm. How we generate our insights. In-depth interviews with

LAW FIRM NAMES - AMENDMENTS TO RPC 7.5 AND COURT RULES 1:21-1A, 1:21-1B, AND 1:21-1C The Supreme Court has adopted amendments to Rule of Professional Conduct 7.5 ("Law Firm Names and Letterheads") so as to remove the requirement that the law firm name include the name of a lawyer and describe the nature of the firm's legal practice.

Years 6-8: Return to law firm as senior associate or counsel . Benefit: In addition to your government experience, law firm employers will value your prior firm experience with billing time, working with private sector clients, etc. In other words, you already "know how law firms work" and this provides a smoother transition back. *Disclaimer:

ProLaw XII reporting offers a firm the capability to turn data into knowledge for law firm performance management. The new reporting features within ProLaw XII provide key financial and operational metrics necessary to monitor firm performance - many of which can be self‐defined by the firm.

- Florida Bar Op. 94-7: o Law firm refers personal injury cases to a lawyers who is "of counsel" to the firm and who sometimes works in the law firm's offices, but who also . Formal Ops. 1995-9: o A law firm named "A B & C" is a NY partnership consisting of partners A, B, and C. Motivated by tax concerns, C retires and becomes .

INTRODUCTION TO LAW MODULE - 3 Public Law and Private Law Classification of Law 164 Notes z define Criminal Law; z list the differences between Public and Private Law; and z discuss the role of Judges in shaping Law 12.1 MEANING AND NATURE OF PUBLIC LAW Public Law is that part of law, which governs relationship between the State

2. Health and Medicine Law 3. Int. Commercial Arbitration 4. Law and Agriculture IXth SEMESTER 1. Consumer Protection Law 2. Law, Science and Technology 3. Women and Law 4. Land Law (UP) Xth SEMESTER 1. Real Estate Law 2. Law and Economics 3. Sports Law 4. Law and Education **Seminar Courses Xth SEMESTER (i) Law and Morality (ii) Legislative .

Law 1 of 1971-15th December, 1970 Law 7 of 2000- 20th July, 2000 Law 7 of 1973-28th June, 1973 Law 5 of 2001-20th April, 2001 Law 24 of 1974-22nd November, 1974 Law 10 of 2001-25th May, 2001 Law 25 of 1975-9th December, 1975 Law 29 of 2001-26th September, 2001 Law 19 of 1977-10th November, 1977 Law 46 of 2001-14th January, 2002

ciples stated in Boyle’s Law, Charles’ Law, Gay-Lussac’s Law, Henry’s Law, and Dalton’s Law. Students will be able to explain the application of Boyle’s Law, Charles’ Law, Gay-Lussac’s Law, Henry’s Law, and Dalton’s Law to observations or events related to SCUBA diving. MateriaLs None audio/visuaL MateriaLs None teachinG tiMe

common law system civil law system!! sources of law in civil law !! a1. primary: statutes (written law) enacted by legislative power are the principal source of law. ! a2. two subsidiary sources of law: ! a2.1 administrative regulations a.2.2 customs!! ! sources of law in common law !!! b1. two primary sources of

flock to the piece rate firm. After the price of output falls, firm A values all workers at 17.50 per hour, while worker 1’s value at firm B falls to 50 cents, worker 2’s value falls to 1 at firm B, etc. The question is what happens to the wage. Presumably wage also falls, to 17.50 per hour in firm A.

Your IPO law firm membership grants member benefits to all employees of the firm worldwide. There's no need to spend another 300 for each additional attorney. Up to 15 attorneys/agents in firm 1,820 16-25 attorneys/agents in firm 3,695 More than 25 attorneys/agents in firm 8,375 Method of Payment

law firm respect for human rights across the profession. Sponsoring firms believe that the Law Firm Peer Learning Process will play a role here - hopefully one that reinforces and will continue to build on the work of law firms, bar associations, professional regulators, clients, academic lawyers and other stakeholders, not

Law L Law IV 8 Drept procesual civil II / Civil Procedure Law II 5 Law L Law IV 8 Dreptul comerțului internațional / International ommercial Law 4 Law L Law IV 8 riminalistică / Forensics 4 Law L Law IV 8 Practică de cercetare pentru elaborarea lucrării de lincență(3 săptămân

Ohm ’s Law Ohm's law states that, in an electrical circuit, the current passing through most materials is directly proportional to the potential difference applied across them. 3-1—3-3: Ohm ’s Law Formulas There are three forms of Ohm’s Law: I V/R V IR R V/I where:File Size: 1MBPage Count: 40Explore furtherOhm's Law Quiz MCQs with Answers Ohm Lawohmlaw.comOhm’s Law Worksheet - Basic Electricity - All About Circuitswww.allaboutcircuits.comohms law worksheet - TeachEngineeringwww.teachengineering.orgOhm’s Law Worksheet - Richmond County School Systemwww.rcboe.orgOhm's Law with Examples - Physics Problems with Solutions .www.problemsphysics.comRecommended to you b

3.6 Sexual Shame and Self-esteem; Self-esteem expert Rosenberg (1965) defined self-esteem as an attitude towards one's self, a self-worth with levels of positive and/or negative feelings about the self. Coopersmith (1967) described self-esteem as being an appreciation of oneself and showing self-respect,

Track 1: Basics of Accounting and Bookkeeping for Your Law Firm Speakers: Stephanie Messas, The Messas Law Practice, PLLC; Mark Josephson, Murray & Josephson, CPAs, LLC CLE Credit: 1.0 Law Practice Management Accounting for law firms can be more difficult than other businesses. Learn the nuts-and-bolts to keep your law practice running.

evaluation of English Pronunciation and Phonetics for Communication (second edition) and English Phonology (second . textbook is English Phonology written and edited by Wang Wenzhen, which was first published by Shanghai Foreign Language Educational Press in 1999. It was modified and republished in 2008 and also came with a CD. 4 Polyglossia Volume 25, October 2013 2.4 Procedure and Data .