Week 2 Post 1

Describe the software and versions, tools, and equipment used in the office.

We use Office 2010, Convencyer and Will builder in our office. It is also very nice because Teraview automatically connects with our Convencyer software. The usual day to day equipment found in an office are also found in my office. We have printers, fax machine, scanner, hole punches, staplers, and computers from what I can think of at the top of my head.

Are you using/will you use any of the legal software learned in your program? Explain. If you are using new software, was  it easy/difficult to adapt to. Why?

I am using Convencyer like 90% of the time since I have started at my placement. One day this week I opened up files for new clients in Will Builder who are creating Wills and POA's.

Describe some of the documents you have been preparing. Do not use client names.

I have been putting together purchase and sale files in Real Estate in order to have the file prepared on the day of closing. I have had to created/printed out VOI forms, direction re titles, acknowledgment and directions - transfer/charge, direction for funds, accounts, statement of adjustments, trust reconciliations, letters to send our to other solicitors asking for discharges, fax cover pages, letters to insurance companies, authorization for withdrawal, statutory declaration, etc. Basically all the documents that are needed to close the file, just like we produced in our real estate class for our file on Trigiani.

Do you have any accounting responsibilities? Explain what they are.

I currently do not have any accounting responsibilities. The closest I've got to money so far is going to the bank one day since I've started placement. Because days of closing are very stressful and we usually get funded towards the end of the day the other assistant takes care of all the banking.

Have you been assigned a specific project? Explain your role.

I am not sure if this counts as a specific project, but I have been given purchase/sale files, and I needed to ensure all the necessary documents were in the file in order to have the clients sign everything prior to their day of closing. I was given a checklist and I highlighted and crossed off documents I that were done as I got closer to completing the file.