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FAQs (ACL3)

1. How do I create, edit, select a file?

In the All Files tab, locate the Files navigation pane and click on Create New or Edit. To select a file, locate the Find feature in the Files navigation pane and click on Search for to enter part of the file name or number. The file list will be filtered to display only those files which contain the search criteria.

2. I do not have a file number. Do I need to have one in order to create my file?

No, you do not need to have a file number in order to create a new file. Simply leave the File Number blank and ACL will assign a temporary File ID. You can always add the File Number by editing your file at a later time.

3. I have entered a party in as self-represented, but they have now retained counsel. How do I change the party representation?

In the All Files tab, double click on the file you wish to edit. Once the file is open, click on Parties in the Files navigation pane and highlight the party you wish to edit. Click on Change Representation and select the option To other lawyer. Complete details as necessary.

4. I have a party represented by counsel and they have now retained new counsel. How do I change the party’s representation to reflect this?

In the All Files tab, double click on the file you wish to edit. Once the file is open, click on Parties in the Files navigation pane and highlight the party you wish to edit. Click on Change Representation and select the option To other lawyer. Complete details as necessary.

5. My proceeding type has changed. How do I change this information and am I charged an additional license fee for that file? What happens to my original file?

In the All Files tab, open your file for editing, click on Proceeding and change the proceeding type accordingly. You will then be given the option of saving the new proceeding as a new file or overwriting the original file. You will not be charged an additional license fee for changing the proceeding type. If you do not overwrite the original file, it will remain intact.

“I’ve been a legal secretary working in litigation for 29 years and cannot imagine ever having to work in litigation without the use of ACL3.  It just makes my job easier, faster and more efficient.”
– Donna E. Keay, Evans, Philp LLP, Hamilton, Ontario

6. I have entered the role of a party incorrectly. How can I change this?

In the All Files tab, double click on the file you wish to edit. Click on “Lawyers for…” Wording in the Files navigation pane, select the party you wish to edit and choose the correct role from the dropdown menu.

NOTE: You may have to Refresh the Lawyers for…, Title of Proceedings, Re-Lines and Backpage, in order for the role change to be reflected throughout the file.

7. I noticed a spelling mistake in the name of one of my parties in my Title of Proceedings. How do I make this correction?

In the All Files tab, double click on the file you wish to edit. Click on Parties in the Files navigation pane, highlight the party you wish to edit, choose Edit Party from the menu and make the necessary changes.

NOTE: You may have to Refresh the Lawyers for…, Title of Proceedings, Re-Lines and Backpage, in order for the spelling change(s) to be reflected throughout the file.

8. I have just received an address change from a law firm that is contained in ACL. How do I change the address of the law firm?

There are two ways to update law firm information:

In the All Files tab, double click on the file you wish to edit. Click on Parties in the Files navigation pane. Highlight a party represented by the law firm whose address requires the change, choose Edit Party from the menu and edit the law firm details by clicking the Edit Law Firm icon in the Firm Details section of the dialog. Once the changes are complete, you will receive a message confirming that all other files linked to that law firm will be updated. Click Yes and the changes will be saved globally.

or

The update can be completed through your ACL Administrator. This is accomplished by navigating to the Administrative section of the software, clicking on Data, clicking on Other Law Firms, highlighting the law firm in the list and then clicking on Edit to open the firm’s profile for editing.

9. Can I edit my Re-lines?

Yes. In the All Files tab, open your file for editing and click on Re-lines in the Files navigation pane. There are two options for the Re-lines: (1) Opposing Parties; and (2) Clients or Contacts.

Make amendments but remember that the Re-lines will need to be edited independently of one another, so if you make changes to one re-line, it will not automatically change the other.

10. How can I edit my Title of Proceedings?

In the All Files tab, open the file you wish to edit, and select Title of Proceedings on the Files navigation pane. Formatting changes may be made manually or by using the formatting toolbar located at the top of the screen. The Title of Proceedings will be locked if you have assembled a court form on the file. You must Unlock the document in order to edit it.

NOTE: Spelling or grammar changes to party names must be made by editing the party details directly.

“ACL3 is very effective, professional, efficient and dependable. This software has increased our office productivity and is easier and faster than our previous system of using merges and macros. We are very pleased with ACL3 and I enthusiastically recommend it to others.”
– Robert Colson, Partner, Teplitsky Colson, Toronto, Ontario

11. How can I edit my Backpage?

In the All Files tab, double click on the file you wish to edit. Once the file is open, select Backpage on the Files navigation pane. Formatting changes may be made manually or by using the formatting toolbar located at the top of the screen. The Backpage will be locked if you have assembled a court form on the file. You must Unlock the document in order to edit it.

NOTE: Spelling or grammar changes to party names must be made by editing the party details directly.

12. How does the Copy feature work?

The Copy feature allows you to create an identical copy of an existing file. Use this feature when the parties in your second file are either identical, or the majority of the parties are identical, as in a companion action.

There will be an additional licence fee for creating a Copy of a file.

13. My client has moved. How do I change the information in the database?

There are two ways to update client information:

In the All Files tab, double click on the file you wish to edit. Click on Parties on the Files navigation pane. Highlight the party to be updated, choose Edit Party from the menu and edit the client details. Once the changes are complete, you will receive a message confirming that all other files linked to that client will be updated. Click Yes and the changes will be saved globally.

or

The update can be completed by your ACL Administrator. This is accomplished by navigating to the Administrative section of the software, clicking on Data, clicking on Clients and Contacts, highlighting the client in the list and then clicking on Edit to open the client’s profile for editing.

14. I want to see only my files in the file list. Is there a way to accomplish this?

Yes. In the All Files tab, locate the Find feature in the Files navigation pane and check the box Show Only My Files. To choose the lawyer(s) whose files you wish to see, click on Select Lawyers. Highlight the name(s) from the Available Lawyers, press Add to select lawyer(s) and click OK. You will now only see the files of the selected lawyers. To return to the full file list, deselect Show Only My Files.

15. I need to create a letter. How do I access the letters menu?

You can either click on the Letters navigation bar or press F3 to open the letter templates.

16. I need to create court forms. How do I access the court forms menu?

You can either click on the Court Forms navigation bar or press F4 to open the court forms templates.

17. How can I locate a specific court document without having to look through all of the templates?

Either click on the Court Forms navigation bar or press F4 to open the court forms templates. Locate the Find feature, click on Search for and enter the name of the court form (or the form number) required. The court form list will be filtered to display only those templates which contain the search criteria.

18. My file is closed. How can I remove it from my file list without deleting the file?

All files can be archived without being deleted. In the All Files tab, highlight the file then select Archive on the File Tasks navigation pane. The file will be stored in an archived database. Only your ACL Administrator can access the archived files if a file needs to be reactivated.

19. How do I create a file in Small Claims?

In the All Files tab, click Create New in the Files navigation pane. In the File Details section under File Information, select File Type and choose Small Claims from the menu.