Add your client account templates so that you have all the correct fees and disbursements instantly applied to each file!

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Step 1:

Create a new file and call it TESTER. Under the Disbursements Tab, start adding all your current charges for a particular type of file. Here we have a purchase + mortgage for a condo that is under $1 million dollars and we would like to save an account template just for this.

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For each charge, you must make a selection under the ‘Account’ OR ****the ‘BSOA and OUT’ but not both. Otherwise, the client will be charged twice.

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Step 2:

Add the legal fees as a ‘fee’ under Additional Charges, and add any other charges that are not already added under Current Charges.

Step 3

Now scroll back up to the top and hit the green arrow to save your template. Give it a name. Here we used ‘Purchase + mtg condo < 1 million’ and hit SAVE.

Voilà! You can now load your template into new files by simply selecting the template with the down arrow and hitting LOAD!