TLS Office Presented by: Brodie Mulholland Total Legal Solutions Ltd.

1. TLS Office Presented by: Brodie Mulholland Total Legal Solutions Ltd.

2. TLS Office: • 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

3. 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

4. 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”

5. Click the “Home” button to return to the main menu at any time Navigating through this Presentation Except when you reach a Table of Contents page (example shown on the next slide), the presentation will advance to the next slide automatically after a few seconds. Instead you may use the buttons shown to take the described action Go to end of Presentation Next Slide Click this now to advance to the next slide Last Slide Go to start of Presentation

6. Below is the main menu reached by clicking the “Home” button. This is a Table of Contents page containing links to different parts of this Presentation. To view a part, click on the name. TLS Office Select Demo to View: • Contacts & Files • Online • Corporate • Conveyancing • Civil Litigation • Enquiry Screen • Legal Accounting • Trust Accounting • Document Management Click this now to advance to the next slide

7. TLS Office Select Demo to View: • Contacts & Files • Online • Corporate • Conveyancing • Civil Litigation • Enquiry Screen • Legal Accounting • Trust Accounting • Document Management

8. TLS Office Contacts and Files These are the basic building blocks in TLS

9. TLS Office Conflict Search Of course, the first step when opening a file is to ensure the firm has no conflict.

10. Simply enter the first few letters of the name of the person or entity

11. If a person or entity is detected by TLS, it will appear in one of the following 4 categories

15. No conflict - the other party though has been on the other side of litigation with the firm

16. TLS Office • Create New: • Contact/Entity • File • in TLS

17. Enter basic contact information - name, address, telephone and email. Also easily copy contact information from an entity already in TLS

18. Select the Entity Type

19. If a Client, enter Client Number and select the billing lawyer

20. Now to open the File

21. Select or enter the usual information required to create a new File.

22. Most is available from easy to use dropdown menus which saves time and reduces errors.

23. Enter basic accounting information for the File.

24. Select what taxes apply, interest rates, reminders and Statements. You may leave as the Firm default or customize for this File

25. Create a subfolder – in this case “Pleadings” in which to store those documents.

26. View the subfolder document area in Window Explorer with a mouse click.

27. Here is the document folder and subfolder for the File in Windows Explorer.

28. TLS Office • Return to Main Menu • Replay Contacts & Files demo

29. TLS Office Online

30. TLS Office BC Online Here’s how to quickly connect to BC Online and login using TLS

31. Open the BC Online form

32. Open BC Online

33. BC Online opens in your Web Browser and the BC Online Helper floats over the top of the Web Page. Simply click the appropriate button to enter the information directly into the Web Page!

34. TLS Office Corporate Online (COLIN) Here’s how to quickly connect to Corporate Online and login using TLS

36. Open Corporate Online

37. Corporate Online opens in your Web Browser and the BC Online Helper floats over the top of the Web Page.

38. Again, simply click the appropriate button to enter the information directly into the Web Page!

39. Enter the Corporation Password – TLS creates a randomly generated 15 number password which it remembers for you.

40. TLS Office • Return to Main Menu • Replay Online demo

41. TLS Office Conveyancing

42. TLS Office Conveyancing • Purchase & Mortgage • Sale • Return to Main Menu

43. TLS Office Purchase and Mortgage We will walk through some of the steps for creating a new purchase and mortgage file and the associated documents.

44. Let’s suppose the Purchaser is already a Client, but the seller is new to TLS.

45. Enter the Seller’s full name and contact information

46. Now create the File.

47. Select or enter the basic File information.

48. … and File specific billing and accounting information.

49. Create a subfolder to store documents, if you wish. Next we enter conveyance info.

50. The File and LTO are selected