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USER GUIDE
PREPARED FOR HARRISON PENSA LLP
8 King Street East, Suite 910, Toronto, Ontario, M5C 1B5 Tel: 416.363.1650 Fax: 416.363.0361 www.korbitecinc.com
THIS DOCUMENTATION IS SUBJECT TO COPYRIGHT AND MAY NOT BE COPIED OR DISTRIBUTED TO ANY PERSON WITHOUT THE EXPRESS WRITTEN CONSENT OF KORBITEC INC. ALL RIGHTS RESERVED.
DISCLAIMER
The information contained in this guide is subject to change without notice. Every effort has been made to ensure the accuracy and quality of these materials, and the publisher can assume no responsibility for any errors or omissions or their consequences. All names depicted in the screenshots are fictitious and are used for demonstration purposes only. Any similarity to actual persons or organizations is unintentional.
TRADEMARKS
In this document there will be references to a number of trademarks of products that can be used in connection with the document assembly features of GDMI and GhostFill. The following parties are the holders of trademark and other intellectual property rights: Korbitec (Pty) Ltd. is the owner of the trademarks and intellectual property rights in GDMI and "GhostFill", "ghostfill.com", and of all rights to the associated software and web sites. Microsoft Corporation is the owner of the trademarks and all intellectual property in "Microsoft", "Microsoft Windows 2000 Professional", "Windows", "Word for Windows" and of all rights in the associated software and the websites. Windows, MS Word, Word, MS Outlook and Outlook are registered trademarks of Microsoft Corp. Korbitec Inc. is the holder of the intellectual property rights in the application Automated Civil Litigation and ACL3 including the associated programming, templates and precedents.
TECHNICAL SUPPORT
To contact the ACL Help Desk: PHONE: 416.363.1650 ext. 100 or Toll Free: 1.800.340.3234 ext. 100 E-MAIL: ACLSupport@KorbitecInc.com
Table of Contents
Table of Contents
Table of Contents
Chapter 1 - Introduction
Korbitec Inc. develops time-saving, easy-to-use document automation software and has served the Ontario legal industry for over 10 years. Automated Civil Litigation (ACL3) automates the entire process of creating court documents, standard correspondence, and so much more!
All Files Tab This tab displays the list of files. This list can be sorted by clicking on a specific column heading, e.g. File Name. Current File Tab This tab shows the active file. Click the Current File tab to access the file.
File Tasks
Create New: Edit: Copy: Archive: Open a new file. Open the file for editing. Create an identical copy of the highlighted file. Remove a file from the All Files list.
Archive
To remove files from the All Files list, highlight the file and click the Archive icon in the Files navigation pane. A warning message will appear to ensure the selected file is to be archived. Click Yes to archive the file.
NOTE: An archived file can be restored. Only the ACL Administrator is able to restore an archived file.
Recent Files
This section displays the last five files accessed. Click the file to open. It will now appear on the Current File tab.
Find Feature
Click in the Search for field or use Ctrl+F. Enter a file number, part of a file name, the lawyer name or the court file number to search. Click Clear to return to the complete file list.
Group Items
Files can be grouped by File Type, Proceeding, Primary Lawyer, Last User or None.
Navigation Bars
There are three navigation bars: Files, Letters, and Court Forms.
File Number File Name File Type Primary Lawyer Court Documents for
Additional Lawyer(s) for Court Documents Overseeing Lawyer Level of Court Court Office or Location Proceeding Commenced At Court File Numbers Proceeding Procedural Route Save, Cancel, Previous and Next
File Number Enter the number assigned by your firm. If a number has not yet been assigned, this field may be left blank and completed later.
File Name Use the client name or the short title of proceedings. This appears in the All File List only, not on court forms.
Primary Lawyer for Court Documents Begin typing the first name of the lawyer or click the Find icon to select the lawyer for court documents and letters.
Additional Lawyers for Court Documents For additional lawyers, click the Select icon, highlight the names, click Add and click OK.
Overseeing Lawyer This field defaults to the Primary Lawyer. To change the Overseeing Lawyer, begin typing or click the Find icon to select from the list. The Overseeing Lawyer only appears on the File Information Sheet and not on court documents.
Level of Court Select the appropriate level of Court from the list. Available options are determined by the File Type selected above.
Court Office or Location Begin typing the city or town of the court location or click the Find icon to select from the list.
Proceeding Commenced At This field automatically defaults to the chosen court location. To modify, click into the field and type.
Court File Number The court file number can be added when available. For more than one court file number, ensure each number is separated by a comma (e.g. action and appeal court file numbers).
Proceeding Click the drop-down menu and select the Proceeding Type from the list.
Procedural Route This field defaults to Ordinary Procedure. To choose a different Procedural Route, click the drop-down menu and select the required Procedural Route from the list. This can also be changed later if necessary. Choosing the correct Procedural Route will ensure that the appropriate court forms and documents are assembled.
Click Save to retain the details. Click Cancel to return to the Main Page. Use Next or Previous to move forward or backward between screens.
To avoid duplicate clients, contacts or representatives in the Stored Client and Contact List, check to see if the client, contact or representative already exists in the Stored Client and Contact List. Search Add client or contact Import contacts from MS Outlook Representative Names
Begin by typing the client, contact or representatives name in the Search for: field. If the name has been previously stored, it will appear in the list. In the above example, the Search for: contains smith and it locates John Smith and Suzie Smith as well as Bob Smith as a Representative with the ABC Company. To add this party, see Add Client or Contact Stored on page 21. If the party does not appear in the list, see Add Client or Contact New on page 9. If your firm has MS Outlook, clients/contacts can also be added by selecting the Import From Outlook icon. See page 22. Adding Representatives: If the client/contact being added to the file is an organization or corporation, existing representatives can be chosen or new representatives can be added. See page 10.
Contact Details: Add all available address details. The phone number layout (phone mask) has been pre-set by the firm. Enter the number without spaces, brackets or dashes. If entering a long distance number or an extension, click the drop-down menu and select the appropriate phone mask. File Notes appear on the File Information Sheet and are specific to the file (i.e. date of loss). Global Notes appear on the File Information Sheet and are specific to the client (i.e. second residence or mailing address).
If the party should not be stored in the Stored Clients and Contacts List, uncheck Include in Stored Clients and Contacts List.
To continue adding clients or contacts, click Add Another and complete the dialogs as necessary. Click OK to save the party information. The party will be automatically added to the Stored Clients and Contacts List.
If the representatives name does not appear on the list, click the icon to the right of Search for to open the Add Representative dialog. Complete the details as required and click OK. The new representative will now be added to the Stored Representatives List for that company and will be available for future use. Additional Information There is a drop-down menu for Additional Party Information to use if applicable. This field is fully editable. Name for Title of Proceedings: The party name will appear in full caps. This text can be edited. Name Elsewhere on Court Documents: This displays how the party name will appear throughout court documents. This text can be edited. Name for Copy To (letters): This is how the client's name will appear when copied with correspondence. This text can be edited. Contact Details: Add all available address details. The phone number layout (phone mask) has been pre-set by the firm. Enter the number without spaces, brackets or dashes. If entering a long distance number or an extension, click the drop-down menu and select the appropriate phone mask. File Notes appear on the File Information Sheet and are specific to the file (i.e. date of loss). Global Notes appear on the File Information Sheet and are specific to the client (i.e. mailing address).
If the party should not be stored in the Stored Clients and Contacts List, uncheck Include in Stored Clients and Contacts List.
To continue adding clients or contacts, click Add Another and complete the dialogs as necessary. Click OK to save the party information. The party will be automatically added to the Stored Clients and Contacts List.
Begin typing the law firm name. If the firm name does not appear go to step 2. If the firm has been previously stored, it will appear in a filtered list. Highlight the firm name, press enter and the firm details will display to the right.
Enter Law Firm Details Click the Create a New Firm icon to add a new firm. Firm or Sole Practitioner: This allows ACL3 to generate the correct wording for court documents. Firm Name: Enter the full name of the law firm. Descriptive: Select an option from the drop-down menu. Other descriptions can be manually typed if necessary. Enter the Main Switchboard Number and Main Fax Number. Click OK once firm details are complete. Enter Lawyer Details Click Add Lawyer. Lawyer Details: Complete as required. Direct Numbers and E-mail: Complete as required. Include on Court Documents/Use for Affidavit of Service: Check these boxes to include the lawyer on Court Documents and the Affidavit of Service. Add Another: Click Add Another to add additional lawyers. Repeat steps to above. Otherwise click OK.
Enter Party Details (if required) Click Add Party Party Role Select a Party Role from the dropdown menu. Roles are determined by the Proceeding Type chosen. Party Type Select a Party Type from the dropdown menu. Personal Details Complete Personal Details. Additional Information: There is a drop-down menu for Additional Party Information to use if applicable. This field is fully editable.
Name for Title of Proceedings: The party name will appear in Full Caps. This text can be edited. Name Elsewhere on Court Documents: This displays how the party name will appear throughout court documents. This text can be edited. Name for Copy To (letters): Not applicable. Contact Details To complete Contact Details, click the plus sign. File Notes: Not applicable. If necessary, click Add Another and complete the dialogs or click OK to save the party information.
Party Role Select a Party Role from the dropdown menu. Roles are determined by the Proceeding Type chosen. Party Type Select the Party Type from the dropdown menu. Include on Service List If the party is not to be included on the service list, de-select Include on Service List. Personal Details Complete Personal Details. Additional Information: There is a drop-down menu for Additional Party Information to use if necessary. This field is fully editable. Name for Title of Proceedings: The party name will appear in full caps. This text can be edited.
Name Elsewhere on Court Documents: This displays how the party name will appear throughout court documents. This text can be edited. Name for Copy To (letters): Not applicable. Contact Details The phone number layout (phone mask) has been pre-set by the firm. Enter the number without spaces, brackets or dashes. If entering a long distance number or an extension, click the drop-down menu and select the appropriate phone mask. File Notes are specific to the file (i.e. date of loss, policy number) and only appear on the File Information Sheet. Click OK to save the party information. If necessary, click Add Another and complete the dialogs.
NOTE: To add parties with the same address, see Copy partys address Page 12
Order Parties
To change the order of the parties for the Title of Proceedings, highlight the party to be moved and click Move this party up or Move this party down.
Re-lines
There are two Re-lines: 1. Opposing Parties; and 2. Clients or Contacts. The formatting of the Re-line is set by the firm. If required, the content of the Re-lines are fully editable.
Clicking Refresh the document will remove any manual edits and will update the Re-lines with any changes made to File Details and/or Parties.
Title of Proceedings
NOTE: The Title of Proceedings will lock once the first court form is generated. To make any changes to the Title of Proceedings, click Unlock the Document.
The Title of Proceedings is fully editable. Formatting changes may be made manually by using the icons on the formatting toolbar or shortcut keys. Any changes to party names should NOT be done in the Title of Proceedings, instead edit the Party Details. Clicking Refresh the document will remove any manual edits and will update the Title of Proceeding with any changes made to File Details, Parties and Order Parties. There is an option to insert the words In the Matter of into the Title of Proceedings. Click Add In The Matter Of and then click Standard Options and make your selection(s) from the drop down menu. The list of Standard Options can be modified by your firms ACL Administrator.
If this place-holder is deleted, the word BETWEEN will not assemble in Court Forms. Also, the Court Official's details and date of the Order or Judgment will not appear. If this place-holder was deleted in error, use the Undo icon document to restore the place-holder. or click Refresh the
Service Details
NOTE: The Service List will lock once the first court form is generated. To make any changes to the Service List, click Unlock the Document.
To view the Service List, in the File navigation pane, click Service Details.
The details for Your Firm and Service List can be viewed and manually edited. Clicking Refresh the document will remove any manual edits and will update the Service Details with any changes made to File Details, Parties, Order Parties and Lawyers For wording.
All parties in the proceeding will automatically be added to the Service List. The Service List also accommodates for law firms who are not representing parties and for opposing contacts to appear on the Service List.
If a party has been removed from the proceeding, to exclude that party from the Service List, edit the party at the Parties task pane and uncheck Include on Service List. The party removed from the Service List will remain in the Title of Proceedings.
Adding Co-Counsel
Co-counsel may be added to Your Firm by adding them as opposing counsel without completing the Represented Parties dialog. Co-counsel will then appear in the Service List. Cut co-counsel's details from the Service List and paste those details into Your Firm and the Backpage, as required.
Note: Clicking Refresh the document will remove the addition of the co-counsel.
Once the co-counsels details have been added to Your Firm, it is recommended that you go back to the Parties task pane to edit their details. Uncheck the Include on Service List checkbox to ensure that co-counsel will not re-appear if you refresh the Service List.
Backpage
NOTE: The Backpage will lock once the first court form is generated. To make any changes to the Backpage, click Unlock the Document.
The Backpage is fully editable. Formatting changes may be made manually by using the icons on the formatting toolbar or shortcut keys. Clicking Refresh the document will remove any manual edits and will update the Backpage with any changes made to File Details, Parties, Order Parties and Lawyers For wording. The grey-shaded area is a place-holder. If this place-holder is deleted, the Document Title will not appear on the Backpage of an assembled document. Use the undo icon place-holder. or Refresh the document to restore the
Chapter 4 Stored Client and Contact List Adding a Client or Contact Stored
Click Add Client or Contact. To avoid duplicate clients, contacts or representatives in the Stored Client and Contact List, check to see if the client, contact or representative already exists in the Stored Client and Contact List. Search Representative Names
Begin by typing the client, contact or representatives name in the Search for: field. If the name has been previously stored, it will appear in the list. In the above example, the Search for: contains smith and it locates John Smith and Suzie Smith as well as Bob Smith as a Representative with the ABC Company. To add the party, highlight the name in the Party Name column and press OK. Choose the Party Role and complete any other information as necessary. Click OK to finish. Adding Representatives: If the client/contact being added to the file is an organization or corporation, existing representatives can be chosen or new representatives can be added. See Add Client or Contact New (Corporation) on page 21.
Select the required contact and then click the Import icon. Review the information that has imported into the Add Client or Contact dialog page in ACL, choose the Party Role and complete any other information as necessary. Click OK to finish.
NOTE: A user must be set up as a delegate in the lawyer or law clerks MS Outlook account before having access to their contacts. Once designated a delegate, follow these steps.
To import contacts stored in a lawyers or law clerks MS Outlook account, click the Delegate Contacts bar to reveal the Manage icon of the Import Contacts from Outlook dialog.
The Delegate Contacts Manager dialog will open. The name of the lawyer or law clerk must be typed in the exact manner as their login name for their computer. Once this has been entered click OK.
Click again on the Delegate Contacts icon. Select the appropriate lawyers or law clerks name: A Microsoft Office Outlook warning will appear advising that a program is trying to access MS Outlook. Click Allow access for 1 minute and then click Allow in order to continue.
The lawyers or law clerks contacts will be listed in the Import Contacts from Outlook dialog. Highlight the required contact in the list and then click the Import icon. Review the imported information in the Add Client or Contact dialog, choose the Party Role and complete any other information as necessary. Click OK to finish.
Changing Representation
When a party changes representation, Parties will need to be modified to reflect this change. On the Parties page, highlight the party to be edited and click Change Representation. Select whether the party will become your client (To our client), be represented by another lawyer (To other lawyer) or become self-represented (To non- or selfrepresented).
When choosing To other lawyer, the Change Representation dialog opens to choose the new law firm and add the lawyer(s). Type the law firm name in the Firm field. If the firm has been previously stored in the Law Firm Manager, it will appear in the filtered list. Highlight the firm name and press Enter. If the firm does not appear in the list, see page 13 to add the firm. Click Add Lawyer and enter the lawyers information. The party name and role will carry through. Click OK.
Once you have changed representation review the Service Details and refresh if necessary.
Deleting a Party
Highlight the party and select Delete Party. Review and, if necessary, refresh the remaining task panes e.g. Title of Proceedings, etc. Clicking Refresh the document will remove any manual edits and will reflect the changes made.
In the File Details section, click the drop-down menu and choose a new Proceeding.
A message will appear outlining what portions of the file may require updating (i.e. Title of Proceedings, Party Roles, Backpage, etc.). Click OK, review each relevant section, edit if necessary and refresh the remaining task panes e.g. Title of Proceedings, etc. Clicking Refresh the document will remove any manual edits and will reflect the changes made. The Save icon will now appear as a Save As icon. Users have the option to save the new proceeding type as a new file or overwrite the original file.
Note: When saving as a new file, the File List will contain two files with the same name and file number; however, the proceeding types will be different.
For the Title of Proceedings, Service Details and Backpage, click Unlock the document followed by Refresh the document.
Clicking Refresh the document will remove any manual edits and will reflect the changes made. When refreshing Service Details, ensure you are updating Your Firm if your firms details have changed and the Service List for changes to opposing parties (including changes in representation) by clicking the appropriate radio button. To save changes, click Save or press Ctrl+S.
The Service List will lock once the first court document is generated. To update the Service List to reflect the modified law firm details, follow the steps as shown below: Click Unlock the document Click Refresh the document The changes to the modified law firm details will now be visible. Clicking Refresh the document will remove any manual edits and will update the Service List with any changes made to File Details, Parties, Order Parties and Lawyers For wording.
Note: If you had previously made substantial manual edits to the Service List, you may wish to copy and paste the Service List into an MS Word document before you click Refresh the Document. Doing this will then allow you to selectively copy and paste information again from that document back into the Service List.
Letters-Create: This folder contains blank templates to create envelopes or labels, fax cover sheets, inter-office memos, letters and e-mails. The remaining folders contain pre-written letter templates.
Assembling a Letter
Highlight the template in the folder list and click Generate this letter. Complete the dialogs as necessary and click Fill. OR Double-click the template in the folder list, complete the dialogs as necessary and click Fill.
Court Forms
Document Categories: This feature filters the templates into the following categories: Civil, Estates, FSCO, Construction Lien, Federal Court, Bankruptcy and Insolvency and Tax. Once a category is selected, only the templates for that category will be displayed. To return to the complete list of templates, select All.
Error Message
If you receive an error message such as the one displayed here, click Generate Error Report. ACL3 will close and an Error Report will generate in MS Word. In the General Information section, enter a brief description of the last actions performed in ACL3 prior to receiving the error message, and send the Error Report by e-mail to ACLSupport@KorbitecInc.com.
For any other type of error message, please provide a screenshot of the error message. To create a screenshot, press and hold the Alt key and then press the Print Screen Key. Paste the error message into an e-mail message to ACLSupport@KorbitecInc.com, along with a description of the problem, the sequence of events that led to the problem occurring and any additional information and/or screen-shots that you think will assist in troubleshooting.