BCLMA | Small Firms Subsection | Activity https://bclma.org/groups/small-firms-subsection/ Activity feed for the group, Small Firms Subsection. Sun, 12 Apr 2026 04:57:43 -0700 https://buddypress.org/?v=10.6.0 en-US 30 hourly 2 7dd79300611b64ca3c832f8a9a04b476 Kathleen Brett started the topic IT contract support in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/it-contract-support/ Thu, 26 Mar 2026 23:04:57 -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!

]]> 1593eb9de9682176519459779b202939 Tatum Miller joined the group Small Firms Subsection https://bclma.org/activity/p/33320/ Wed, 18 Mar 2026 18:05:05 -0700 0 d2fae0cf1b9cc5210e24101437d16c82 Elizabeth Barclay started the topic AUTOMATING INVOICING ON ACTION STEP (SOLUNO) in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/automating-invoicing-on-action-step-soluno/ Mon, 16 Mar 2026 20:33:47 -0700 Hi everyone:

We currently use Actionstep for our accounting, but we haven’t used it to send invoices yet. We’re looking to transition from manually emailing invoices to using Actionstep’s automated invoicing features, and we’re hoping to learn from those of you who already use the system this way.

If you do send invoices through Actions…Read more

]]> becdb23ca8ed866aacf25425755d97e8 Kirsten Whitley joined the group Small Firms Subsection https://bclma.org/activity/p/33256/ Wed, 25 Feb 2026 17:42:39 -0800 0 56996339e3a20fc35584d7c0539d1806 Tiej Dapp joined the group Small Firms Subsection https://bclma.org/activity/p/33242/ Fri, 20 Feb 2026 21:12:51 -0800 0 0edc7e579bfff8b20e6d52ca1651bab6 Jessika Chico joined the group Small Firms Subsection https://bclma.org/activity/p/33189/ Thu, 12 Feb 2026 20:33:45 -0800 0 3896c062c8196d19c501400047681be2 Mimi Kuhl replied to the topic Changes to TAF in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/changes-to-taf/#post-75820 Wed, 11 Feb 2026 22:09:51 -0800 We use Esilaw Unity and are in discussion with Dye & Durham about if they have a solution. I would be interested in how others are dealing with this and what software they are using. We are interested in new accounting software suggestions.

]]> dc902f34b6a59dc41f2cda4b092fbfa9 Kelly Petz replied to the topic Feedback on Co in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/feedback-on-co/#post-75817 Wed, 11 Feb 2026 22:03:26 -0800 We use Cosmolex right now. 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 also does disbursements a little differently using “hard costs” and “soft costs” but we have…Read more

]]> 2f2ebd81aa3eea35787168602d7ca45f Claudia Mendoza started the topic Changes to TAF in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/changes-to-taf/ Wed, 11 Feb 2026 21:57:29 -0800 Hello everyone,

For those of you using Elite as your billing/accounting system, I’m interested in how your firm is managing the recent changes to the Trust Administration Fee (TAF) threshold.

Specifically, with the new requirement that TAF applies once trust deposits for a distinct client matter exceed $10,000 (effective January 1, 2026), how a…Read more

]]> 9549c96064f0c675b850b62225f76669 Paula Kiess replied to the topic Feedback on ActionStep in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/feedback-on-actionstep-2/#post-75787 Tue, 10 Feb 2026 22:31:27 -0800 I am also happy to connect, Paula
pkiess@kleinlawyers.com

]]> c0cc90ce9b5564d83b2bc66e4923a2f1 Natalie Leon replied to the topic Feedback on ActionStep in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/feedback-on-actionstep-2/#post-75786 Tue, 10 Feb 2026 21:24:33 -0800 Also happy to connect, Aida. nleon@mdslawyers.com

]]> c56ab37c3c43355bb94cdb82c9e2011b Christine Drag replied to the topic Feedback on ActionStep in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/feedback-on-actionstep-2/#post-75784 Tue, 10 Feb 2026 20:30:18 -0800 Happy to connect, Aida – my email is cdrag@nst.ca

]]> d050adcb146dc422d702e07cd55792df Aida Holmes started the topic Feedback on ActionStep in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/feedback-on-actionstep-2/ Tue, 10 Feb 2026 19:31:56 -0800 We are also considering a transition from PCLaw to ActionStep (for Accounting, Practice Management and Document Management). We would be interested in learning more about ActionStep from those who are already using it — the good, the bad and the ugly. Any information you might be willing to share would be greatly appreciated.
Thank you

]]> feaeb7228494c59110db19a10d30dad5 Aida Holmes started the topic Feedback on Co in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/feedback-on-co/ Tue, 10 Feb 2026 19:25:13 -0800 We are considering a transition from PCLaw to Cosmolex (for Accounting and Practice Management) and NetDocs (for Document Management). We would be interested in learning more about Cosmolex from those who are already using it — the good, the bad and the ugly. Any information you might be willing to share would be greatly appreciated.
Thank you

]]> 5bca6445f90ee2a0b23dde00694c867d Jennifer Gauthier joined the group Small Firms Subsection https://bclma.org/activity/p/33127/ Mon, 09 Feb 2026 18:06:36 -0800 0 4cede6e8580df83ff935a5f8ed2b5294 Kristy Reynolds replied to the topic Bankruptcy & Insolvency Record Searches in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/bankruptcy-insolvency-record-searches/#post-75703 Mon, 02 Feb 2026 17:43:40 -0800 Great! Thank you Karen.

]]> 8c0afd0669537d6c7b9b4790d73c88d8 Kristy Reynolds started the topic Bankruptcy & Insolvency Record Searches in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/bankruptcy-insolvency-record-searches/ Fri, 30 Jan 2026 22:18:31 -0800 How are firms conducting bankruptcy and insolvency record searches? Are lawyers doing them from their personal CRA accounts rather than from the business accounts. Any guidance would be appreciated.

]]> c9f20f7141f3748f0f4cc37ccea3d724 Debbie Pellatt joined the group Small Firms Subsection https://bclma.org/activity/p/33022/ Thu, 22 Jan 2026 17:41:47 -0800 0 976f2e3a33af5bf48871a8f1fd47814c Lisa Andersen joined the group Small Firms Subsection https://bclma.org/activity/p/32925/ Wed, 07 Jan 2026 20:22:26 -0800 0 931575c9ad8db5410e5e53eedc430163 Bianca Farella joined the group Small Firms Subsection https://bclma.org/activity/p/32916/ Wed, 07 Jan 2026 20:06:41 -0800 0 16f005ed96eab3085c769645902f7422 Ramona Reynolds joined the group Small Firms Subsection https://bclma.org/activity/p/32905/ Wed, 07 Jan 2026 17:02:17 -0800 0 830153bfae8be27e1dbd3680a5bdf72d Suba Chandramohan joined the group Small Firms Subsection https://bclma.org/activity/p/32884/ Tue, 06 Jan 2026 18:55:39 -0800 0 2d75b3d3950382ce88444c560592b6a6 John Hawke joined the group Small Firms Subsection https://bclma.org/activity/p/32826/ Wed, 24 Dec 2025 00:01:45 -0800 0 e63b24ac512182847a07d1aabae94ade Ryan Sookorukoff joined the group Small Firms Subsection https://bclma.org/activity/p/32769/ Wed, 17 Dec 2025 21:20:11 -0800 0 f5793e696f66d0a73275578c2b6c4e2b Kimberly Kuntz joined the group Small Firms Subsection https://bclma.org/activity/p/32721/ Tue, 16 Dec 2025 17:37:48 -0800 0 c4f1a7221170a0f6ddf4ff6e64f7db51 Sunita March joined the group Small Firms Subsection https://bclma.org/activity/p/32716/ Tue, 16 Dec 2025 06:56:03 -0800 0 7a26eaf5fdf71dbe9d7e23d3f62ea115 Mary MacGregor joined the group Small Firms Subsection https://bclma.org/activity/p/32696/ Mon, 15 Dec 2025 21:28:52 -0800 0 08c265b107ff4f0b494272a9a4e461f2 Morgan Elander joined the group Small Firms Subsection https://bclma.org/activity/p/32684/ Mon, 15 Dec 2025 18:34:04 -0800 0 a95fcf93fd7f556384c0f449f8180844 Katelyn Walters joined the group Small Firms Subsection https://bclma.org/activity/p/32612/ Fri, 12 Dec 2025 17:40:55 -0800 0 8272c9ab80b4e24ea467453d038edd44 Trisha Reid joined the group Small Firms Subsection https://bclma.org/activity/p/32584/ Tue, 09 Dec 2025 05:39:18 -0800 0 cc4e433e85d9af64e51d83ce0a9db9e7 Amanda Eng joined the group Small Firms Subsection https://bclma.org/activity/p/32554/ Mon, 08 Dec 2025 17:45:01 -0800 0 d583c3ced53ad55f38a0db51f94801f8 Leslie Green replied to the topic How to open new file for Incorporation in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/how-to-open-new-file-for-incorporation/#post-75132 Tue, 02 Dec 2025 21:02:17 -0800 Hi Aida,

I think best practice is to consider the individual the client initially and ID that person or persons for the incorporation file. You then either open a separate file for the ongoing corporate matters and ID the company, or you rename the client on the original file to the company and ID it. No matter which way you proceed, it is two…Read more

]]> 23f775b007575c1da48b93e0f231ade1 Aida Holmes started the topic How to open new file for Incorporation in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/how-to-open-new-file-for-incorporation/ Tue, 02 Dec 2025 20:45:10 -0800 We do very little corporate work and I have a question about how to open a new file in light of all the Law Society CIV rules. One of our lawyers is assisting a client with the incorporation of a Co-Op. We are not sure if we can open the file in the name of the Co-Op re Incorporation or if we need to open the file under the instructing…Read more

]]> ef8ee78246a8fe78b52009ead906262b Aida Holmes replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74793 Thu, 23 Oct 2025 23:36:46 -0700 We have used TMVC Travel Medicine and Vaccination Center in the past.
In recent years we have made arrangements for a London Drugs pharmacist to administer the Flu Shot Clinic at our office.

]]> 1d06566819b47f42ccb4730a397da5f8 Karen Schmidt replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74792 Thu, 23 Oct 2025 23:04:27 -0700 We have used Onsite Immunization and Wellness for a few years now and they’ve been great. http://www.OIWBC.com

]]> 13d78b9536335fe5d29d449e73f5cf99 Elvis Atienza replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74790 Thu, 23 Oct 2025 22:48:34 -0700 We use TMVC (Travel Medicine & Vaccination Centre), Tel. 604-681-5261; Email: occhealthvan@tmvc.com; Janet Chandra, Flu Program Coordinator.

We’ve been using them for quite some time now.

Elvis

]]> 61e45f746a13c9f17bd3bd5b2600c8d1 Alana Metson replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74789 Thu, 23 Oct 2025 22:48:27 -0700 Thank you, Lori! I will reach out to them.

]]> d360f6995e0ef1bd4b63b269deebb06c Victoria St Laurent replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74788 Thu, 23 Oct 2025 22:47:07 -0700 We have used TMVC (Travel Medicine & Vaccination Centre) for our in-house clinics for years – occhealthvan@tmvc.com – we usually reach out in August to set an October date.

]]> 935ef8102391a223d1239059ffba881e Leslie Green replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74787 Thu, 23 Oct 2025 22:45:04 -0700 We use TravelVAX, travelvax.ca, 604-256-3588

]]> 9b4ce15a222edeefa0755aea1affb6a1 Aninder Sandhu replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74786 Thu, 23 Oct 2025 22:44:28 -0700 Hi there
Our firm puts on a clinic every year. See the contact details below.
TMVC Occupational Health Vancouver
Janet Chandra
Flu Program Coordinator
100-4585 Canada Way, Burnaby, BC, V5G 4L6
D: 604-681-5261 ext 105
TF: 1-888-288-8682
F: 604-681-9655
Email: occhealthvan@tmvc.com

]]> 26e84cf73665a54741a11775e8fb0572 Christine Drag replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74785 Thu, 23 Oct 2025 22:44:05 -0700 Yes! Here are the contact details for the company that we use (coincidentally, our clinic was today – they may still have room!):

Janet Chandra
100-4585 Canada Way, Burnaby, BC, V5G 4L6
D: 604-681-5261 ext 105
TF: 1-888-288-8682
F: 604-681-9655
Email: occhealthvan@tmvc.com
Web: http://www.tmvc.com

]]> f538d6ea1105c61161a737153220cb82 Mimi Kuhl replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74784 Thu, 23 Oct 2025 22:43:39 -0700 We use TMVC Travel Medicine and Vaccination Center
Ph: 604-681-5656
Toll Free: 1-888-288-8682
occhealthvan@tmvc.com

]]> e47d710a2e400aca18321454aa87d171 Lori Hart replied to the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/#post-74783 Thu, 23 Oct 2025 22:43:27 -0700 Hi Alana.

We offer this, yes. We’ve been using Travel Medicine & Vaccination Centre (TMVC) for years and they’re pretty good.

Here’s their contact info:

100-4585 Canada Way, Burnaby, BC, V5G 4L6
D: 604-681-5261 ext 105
TF: 1-888-288-8682
F: 604-681-9655
Email: occhealthvan@tmvc.com
Web: http://www.tmvc.com

]]> a774aa4ed86f1de4456a0be419cc65e2 Alana Metson started the topic In House Flu Clinics in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/in-house-flu-clinics/ Thu, 23 Oct 2025 22:38:47 -0700 Hello!

Do other firms in Vancouver organize in-office flu shot clinics for staff and have recommendations on clinics that provide this service? We’ve typically used West 10th Medical but they’ve announced that they no longer have the capacity to provide this service with a travelling practitioner. We might be a bit late to the party this year,…Read more

]]> 472a7003b49e02486df5f22b5999d796 Taylor Critchley joined the group Small Firms Subsection https://bclma.org/activity/p/32357/ Mon, 20 Oct 2025 20:16:34 -0700 0 c84809bfca5bacb25b27ab3cf68009f7 Rubyna Jinnah replied to the topic ALF - PAD Agreement in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/alf-pad-agreement/#post-74552 Wed, 01 Oct 2025 20:40:42 -0700 Hi Barb – I recall when I was dealing with BC Online back in the day, we had them also debit our general account when we hit a certain dollar point. The way we handled reconciling this is that every week (or whatever schedule you want to implement), you get a statement from BC Online and see what they have used from your account. You then…Read more

]]> 3d5bd069f1b5b1cb6407dcbcc15572dd Barbara McNab started the topic ALF - PAD Agreement in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/alf-pad-agreement/ Wed, 01 Oct 2025 16:30:56 -0700 Good morning,

Has anyone signed the new PAD agreement with ALF, which replaces the previous agreement with BC Online?

I’m not comfortable with them debiting our account on a daily basis as charges run are incurred.

This method makes it extremely difficult to reconcile what’s being run through our bank account and has no controls in…Read more

]]> 12d7c7f1d66e3f1c5463d4473eb704ff Dawn Halliday joined the group Small Firms Subsection https://bclma.org/activity/p/32295/ Mon, 29 Sep 2025 20:47:21 -0700 0 87f4435e11cc2ddadc7cd4c2a6c2b1f7 Rubyna Jinnah joined the group Small Firms Subsection https://bclma.org/activity/p/32241/ Wed, 17 Sep 2025 16:36:19 -0700 0 a40a998ec0f5abc0882b10739efa0a95 Kathleen Brett replied to the topic Office Furniture Available – September Move in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/office-furniture-available-september-move/#post-73630 Wed, 30 Jul 2025 16:19:22 -0700 Hi Farhana,
I might be interested in the boardroom tables and chairs and office chairs. Can you email me photos? kbrett@meplaw.ca

Thanks!

]]>