BCLMA | Information Technology Subsection | Activity https://bclma.org/groups/information-technology-subsection/ Activity feed for the group, Information Technology Subsection. Tue, 23 Jun 2026 22:34:37 -0700 https://buddypress.org/?v=10.6.0 en-US 30 hourly 2 4f1ec9e23237fc4e6030d7628e67ad55 Leslie Green replied to the topic FoxiIt PDF Editor + in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/foxiit-pdf-editor/#post-76889 Thu, 18 Jun 2026 21:22:23 -0700 I like Foxit. I find it very user-friendly, but there are the carve outs for LTSO and some litigation needs. Some users feel that the redaction does not work as well in Foxit, but I’ve not experienced it.

]]> c65fcbf440f4f496e3aceb59536978a3 Greg Holubowicz replied to the topic FoxiIt PDF Editor + in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/foxiit-pdf-editor/#post-76887 Thu, 18 Jun 2026 21:03:39 -0700 We still can’t get away from Acrobat for everyone but for most people.

The paralegals that deal with Court of Appeal still have Acrobat as it does a superior job of only OCRing pages that are missing OCR.
We’ve selected 2 lawyers and 2 paralegals on the solicitor side that deal with Land title office to have Acrobat as there is still one form…Read more

]]> aebf73520e024a8ba3b1f3561712b4cf Barb Blouin replied to the topic FoxiIt PDF Editor + in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/foxiit-pdf-editor/#post-76885 Thu, 18 Jun 2026 20:17:31 -0700 Yes, we do here at Boughton Law. We only have a few people running Acrobat but the majority have and use Foxit.

]]> 32a02e0552654a5a2ac24d8178ab484a Mark Bruehler started the topic FoxiIt PDF Editor + in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/foxiit-pdf-editor/ Thu, 18 Jun 2026 19:36:18 -0700 I am looking to see if anyone is using FoxIt instead of Adobe. Seems to do all that is needed for a lot less than Adobe costs

]]> 248891eae39f912c636676ef35ee007f Jennifer Barnard started the topic AI - note taking for meetings in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/ai-note-taking-for-meetings/ Wed, 17 Jun 2026 18:28:02 -0700 Has anyone implemented an AI note taking app for client meetings? We’re looking at a few options, but I’m curious if anyone has found one that they like and that also meets the Law Society requirements.

I’m also open to hearing about other AI programs that you’ve found that have improved processes, if you’re willing to share.

Thanks!

]]> 51a4d24f7776b4f4ba31780aa71af4fa Linda Lam joined the group Information Technology Subsection https://bclma.org/activity/p/33623/ Tue, 16 Jun 2026 20:39:03 -0700 0 422e0ad36d871cbf3d3438a0c21f3ee8 Marcela Zeballos joined the group Information Technology Subsection https://bclma.org/activity/p/33603/ Thu, 11 Jun 2026 19:42:51 -0700 0 f85323b0e850abc441585f4e293728cd Natalie Leon replied to the topic Lawyer Transaction Management Software in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/lawyer-transaction-management-software/#post-76821 Mon, 08 Jun 2026 23:47:08 -0700 We use Closing Folders and love it, though it’s an iManage product. I’m not sure if it integrates with NetDocs…

]]> dd6a99641efcef7b062eba44f49499f7 Lauren Klein started the topic Lawyer Transaction Management Software in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/lawyer-transaction-management-software/ Mon, 08 Jun 2026 23:21:24 -0700 Hi Everyone,

Has anyone implemented lawyer transaction management software that integrates into NetDocs? I’m looking at these platforms Legastics, DealCloser, and Litera Transact – wondering if anyone has any insight.

Thank you,

Lauren

]]> cfe8014a29150584ac2d61e88ec4d28d Christine Edelmann started the topic AI use - checklist template in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/ai-use-checklist-template/ Mon, 08 Jun 2026 23:18:34 -0700 I understand that some firms use AI checklists that must be completed and given to delegators when AI is used. I am reaching out to see if anyone would be open to sharing their template.

I am happy to share some of the thoughts from discussions about what may be included.

Much appreciated,

]]> 8d5ba7b76b6fa7013183cb1327f0d424 Heidi Blaker started the topic Transition from eCorp to Unity in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/transition-from-ecorp-to-unity/ Thu, 21 May 2026 18:33:25 -0700 Would be interested in speaking with anyone who has done the transition from eCorp to Unity with D&D, as we are contemplating whether to go this route or just make the jump to Appara.

Thank you!

]]> 281eb9b600634a753b03ff68c1de2871 Maria Howell replied to the topic Advanced Microsoft Word Training in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/advanced-microsoft-word-training/#post-76637 Wed, 20 May 2026 16:26:07 -0700 ERICA BAILLIE
TRAINING MANAGER
ERICA@GREATCANADIANTRAINING.CA

https://greatcanadiantraining.ca/free-resources

]]> 85307d12cf9b1f453e4933763b41221c Cadence Konopaki replied to the topic Using AI for Client Intake in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/using-ai-for-client-intake/#post-76606 Fri, 15 May 2026 18:00:22 -0700 Ours is more automated than “AI” (but I guess that depends on your definition). Many portions have been automated over the last year including response emails (sent based on time or action triggers), several steps of our conflict check process (via PowerBI), building retainer forms (automated to take data from one area into a draft form), getting…Read more

]]> bc17000e48ef9c014369a7d514cab0b2 Kalynda Hampshire started the topic Using AI for Client Intake in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/using-ai-for-client-intake/ Thu, 14 May 2026 22:13:03 -0700 Hello. At the BCLMA conference this year there was a great panel discussion on AI usage in a firm.
It sounded like several firms use AI for client intake and how that has made their lives easier.
Anyone using AI for client intake and can share how?

]]> 5dd8f5aed8c8771bce06950adc534678 Kalynda Hampshire joined the group Information Technology Subsection https://bclma.org/activity/p/33479/ Thu, 14 May 2026 22:11:07 -0700 0 1f8470e23387ac38c045a7129dfd9160 Victoria St Laurent replied to the topic Advanced Microsoft Word Training in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/advanced-microsoft-word-training/#post-76589 Thu, 14 May 2026 21:40:33 -0700 We have worked with both Lori Dowaniuk and Frank Byl at Power Concepts- frankbyl@powerconcepts.ca

Both great service providers.

]]> 0052520069bc68a9ed6c84a36dc3be5b Leslie Green replied to the topic Advanced Microsoft Word Training in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/advanced-microsoft-word-training/#post-76578 Wed, 13 May 2026 23:59:23 -0700 I agree, Lori Dowhaniuk is great. lori@dowhaniuk.com

I have also used PowerConcepts in the past. They can do customized training for groups.They are based in Kelowna, but come regularly to the Lower Mainland. https://powerconcepts.ca/

]]> f957f57fae12ad0576c2cbff80a1c204 Zainab Yusuff replied to the topic Advanced Microsoft Word Training in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/advanced-microsoft-word-training/#post-76577 Wed, 13 May 2026 23:37:55 -0700 Hi Lisa,

Our Microsoft Trainer is Lori Dowhaniuk of LD Software Solutions. She handles our staff refresher trainings and helps with customization of our toolbars.

I can share her contact information with you if interested.

]]> 3e6596c12044572b8c90945d2c34f1d8 Lisa Andersen started the topic Advanced Microsoft Word Training in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/advanced-microsoft-word-training/ Wed, 13 May 2026 23:33:17 -0700 I am looking for a trainer to come in and do some advanced Word training for our staff. Does anyone have a recommendation?

]]> 5497b2d4c5f832d121d307346d1543fc Carly Beatty replied to the topic AI tool assessment rubric in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/ai-tool-assessment-rubric/#post-76573 Wed, 13 May 2026 19:42:08 -0700 Hi Kathleen,

I have been investigating the same and came across this helpful Reddit post: https://www.reddit.com/user/h0l0gramco/comments/1nq7buw/sept_2025_we_finished_onboarding_legal_ai/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

]]> 0ca60478a03b6ee749d545b75afe8d84 Kathleen Brett started the topic AI tool assessment rubric in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/ai-tool-assessment-rubric/ Wed, 13 May 2026 18:44:00 -0700 Hi,
Wondering if anyone has used a standard rubric to assess results of AI tool trials, and if so, if you would share it?

Thanks,
Kathleen

]]> 406ca8aa05225e9c6fd517080d72f7d6 David Dungey joined the group Information Technology Subsection https://bclma.org/activity/p/33461/ Tue, 12 May 2026 19:31:55 -0700 0 6d29f8600a48cb3d48333bac1bbcdcbe John Pater joined the group Information Technology Subsection https://bclma.org/activity/p/33433/ Mon, 04 May 2026 16:48:53 -0700 0 8adc4b5da39c378730d2e4637ac8e145 Cadence Konopaki started the topic AI Use Cases in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/ai-use-cases/ Thu, 23 Apr 2026 21:18:57 -0700 Hi folks, I’m wondering if anyone has any interesting and/or unique use cases for implementing AI (including automation) in the operations of your firm? We are familiar with all the usual things (ie: document analysis, resume reviews, inbox summaries, RFP comparisons, etc). But wonder if you have something that you think “this is such a huge win…Read more

]]> 74671d3308bc7c08f01146a6fa58ea49 Rose Carrera joined the group Information Technology Subsection https://bclma.org/activity/p/33408/ Tue, 21 Apr 2026 22:10:35 -0700 0 b1af957bf606bfbb943da277992f552b Pam Deleijer joined the group Information Technology Subsection https://bclma.org/activity/p/33399/ Tue, 21 Apr 2026 18:03:40 -0700 0 b9c550748663f3ca97885151be80a0af Anne Marie Johnston joined the group Information Technology Subsection https://bclma.org/activity/p/33382/ Thu, 16 Apr 2026 19:33:02 -0700 0 0d790774d0ddea852853f758aef2a284 Amy Sobels started the topic Hot desk booking app in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/hot-desk-booking-app/ Fri, 10 Apr 2026 23:44:50 -0700 Hello – we are looking for a user-friendly hot desk booking app which integrates with Outlook, preferably uses a floor plan on the interface, and allows descriptions of AV and other equipment available in each room. We’re also looking for a reasonable price point. We’re currently researching several options but curious as to what others might be…Read more

]]> 26146494cf7b65841b089b14656cdb47 Amy Sobels joined the group Information Technology Subsection https://bclma.org/activity/p/33364/ Fri, 10 Apr 2026 23:37:33 -0700 0 1fd4dae199e8da3c581249753b9a4124 Steven Pellerin replied to the topic IT contract support in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/it-contract-support-2/#post-76246 Mon, 30 Mar 2026 14:04:33 -0700 We’ve hit this exact issue too. The MSPs I’ve engaged/retained in the past and present are solid, but once you get into specific SaaS modules or workflow‑heavy stuff (DocuSign being a good example), they often won’t go there. What’s worked for us is bringing in short‑term, very targeted contract help, someone who actually knows the product r…Read more

]]> 7e62f0e232a9cc0a971c39b52cbaae3e Kathleen Brett started the topic IT contract support in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/it-contract-support-2/ Thu, 26 Mar 2026 23:06:09 -0700 Hi,
Wondering if anyone has used someone for IT contract project support with good results. We have an MSP but they won’t touch certain software and we have a project with DocuSign’s workflow module that requires some technical knowledge. Open to any ideas!

]]> dc7c8a788c78dea92106aee99a34b3cf Preet Gill joined the group Information Technology Subsection https://bclma.org/activity/p/33262/ Thu, 26 Feb 2026 00:11:16 -0800 0 becdb23ca8ed866aacf25425755d97e8 Malou Angeles joined the group Information Technology Subsection https://bclma.org/activity/p/33259/ Wed, 25 Feb 2026 17:42:39 -0800 0 becdb23ca8ed866aacf25425755d97e8 Kirsten Whitley joined the group Information Technology Subsection https://bclma.org/activity/p/33258/ Wed, 25 Feb 2026 17:42:39 -0800 0 56996339e3a20fc35584d7c0539d1806 Tiej Dapp joined the group Information Technology Subsection https://bclma.org/activity/p/33245/ Fri, 20 Feb 2026 21:12:51 -0800 0 0e75c4e33b112116b7e766b830029f68 Danica Shoults started the topic Centralized BF Program in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/centralized-bf-program/ Wed, 18 Feb 2026 16:39:31 -0800 Good morning,

Does anyone have any recommendations for programs that have a centralized BF system that integrate with Outlook calendars?

Thank you,

Danica Shoults
Manager, Legal Support Services
Farris LLP

]]> 168ab19ac271bffdb4ad8023cb63c522 Danica Shoults joined the group Information Technology Subsection https://bclma.org/activity/p/33227/ Wed, 18 Feb 2026 16:20:04 -0800 0 8d2f7f5d951b73a6046ec632e2de177c Natalie Rougeau replied to the topic AI Products in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/ai-products/#post-75841 Fri, 13 Feb 2026 15:14:48 -0800 I think there are many things to consider prior to finding the AI tool that will work for your firm, such as: Your current tech stack, does data need to stay in Canada (most Ai models don’t stay in Canada) and what is the purpose/use case for it – drafting docs, uploading client data, etc.

]]> 5641254ae89f6cfbcd9852d6ef29fd4a Natalie Rougeau replied to the topic Group Calendaring in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/group-calendaring/#post-75840 Fri, 13 Feb 2026 15:12:11 -0800 Have you tried using Microsoft Bookings? It’s part of the business license and works pretty well.

]]> b400a904ad342b513f2ff0691351cbbb Maria Howell replied to the topic IT Support in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/it-support/#post-75838 Thu, 12 Feb 2026 22:42:13 -0800 100% recommend NexGen. Feel free to reach out to Phil:

NextGen Automation
pisabella@nxga.ca
http://www.NextGenAutomation.com

]]> 0edc7e579bfff8b20e6d52ca1651bab6 Jessika Chico joined the group Information Technology Subsection https://bclma.org/activity/p/33192/ Thu, 12 Feb 2026 20:33:45 -0800 0 759c7ee4346c9f2c54966ac5e371f67e Kelly Petz replied to the topic Feedback on Cosmolex in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-cosmolex/#post-75819 Wed, 11 Feb 2026 22:07:53 -0800 Hi Aida,
I thought I posted this here, but I don’t see it, so here’s what I said (somewhere else!).

We use Cosmolex. Their support is very good. A helpful chat tool and lots of help pages on their site– so it’s easy to troubleshoot. Lots of good reporting functions. The terminology sometimes throws me off because it’s an American product. It…Read more

]]> 262bc14c6890e7aec7ec38cefde49d94 Jessie Robson replied to the topic Feedback on ActionStep in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-actionstep/#post-75788 Wed, 11 Feb 2026 00:01:12 -0800 We transitioned from PCLaw to Soluno in the spring of 2024. We are just using the accounting module.

The transition went well with the help of external consultants. We used 3545 Consulting to do the transition as well as a local consultant for specific training and other onboarding. I can provide further details on the consultants if needed.

I…Read more

]]> 16b42f966714e6c4fa33723edc7c7202 Debbie Pellatt replied to the topic Feedback on ActionStep in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-actionstep/#post-75783 Tue, 10 Feb 2026 19:56:45 -0800 Following as well. We are currently using Esilaw/Unity Accounting and are exploring alternatives.

]]> 38008d8a2c18bb6a5c029aa2ead0c728 Karen Vandervoort replied to the topic Feedback on ActionStep in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-actionstep/#post-75782 Tue, 10 Feb 2026 19:46:05 -0800 I should add that we were only using it for accounting, not doc management so I can’t comment on that end.

]]> 03548179cf6715301d63f81d0cbb5bce Karen Vandervoort replied to the topic Feedback on ActionStep in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-actionstep/#post-75781 Tue, 10 Feb 2026 19:43:14 -0800 I did a transfer from PC Law to Soluno/ActionStep with my previous firm at the end of 2024. The actual data transfer and integration process was very smooth and easy but there were some glitches and bugs once we started using it. I would highly recommend using a consultant to manage the transition – they check and verify the data and set up all…Read more

]]> 4fa91fb37a865fb6a576e723102a3547 Esther Moore replied to the topic Feedback on ActionStep in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-actionstep/#post-75780 Tue, 10 Feb 2026 19:35:16 -0800 We transitioned to Soluno/ActionStep. We had a lot of great help getting going and working out the bugs – it was a lot of work but not that we have been using it for a while it is smooth. Help was amazing. It is now an AI help (and it’s been fine) for what we need. There are how to publications which have worked great. We are happy 🙂

]]> e9b96a63892f4702c3b221f86f2c0552 Mark Bruehler replied to the topic Feedback on Clio in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-clio/#post-75779 Tue, 10 Feb 2026 19:34:30 -0800 Hi Ashley we are looking at switching to Clio as well. Thanks for the info. on the accounting. We also would like to know about the DM capabilities of Clio. Any information you can provide would be appreciated.

]]> e57160e59a431dd0c7931d6bf6ca27b4 Esther Moore replied to the topic Feedback on Cosmolex in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-cosmolex/#post-75778 Tue, 10 Feb 2026 19:33:28 -0800 I looked at it as well. Decided against it and went with Soluno. It was a little clunky still. BUT there would likely be less of a learning curve.

]]> f199ac2b7e1abe506eb10132a19e24b7 Emma Clark replied to the topic Feedback on ActionStep in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/feedback-on-actionstep/#post-75776 Tue, 10 Feb 2026 19:30:57 -0800 Following as we are also considering this move

]]>