BCLMA | Small Firms Subsection | Activity https://bclma.org/groups/small-firms-subsection/ Activity feed for the group, Small Firms Subsection. Tue, 25 Aug 2026 05:44:28 -0700 https://buddypress.org/?v=10.6.0 en-US 30 hourly 2 a0ea25531dd796de4e3e98a8bd62031d Leslie Green replied to the topic The Hill that is Hybrid Work Policy in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/the-hill-that-is-hybrid-work-policy/#post-78196 Mon, 24 Aug 2026 16:17:43 -0700 Trisha, it sounds as though you and your firm have build a wonderful policy that balances the needs of the employer with those of the employees. Congratulations.

]]> 8359dea2d12d22a09f1b7aeca0909d1a Trisha Reid replied to the topic The Hill that is Hybrid Work Policy in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/the-hill-that-is-hybrid-work-policy/#post-78188 Fri, 21 Aug 2026 20:13:20 -0700 Hi Michelle!

I think the key is to strike a balance between being compassionate and flexible while also maintaining clear and consistent boundaries.

We have a similar approach with our support staff, where each team member has 1scheduled WFH day per week. We want to provide flexibility when circumstances genuinely warrant it, but we also need…Read more

]]> 392d929a9f55135ac5ceaa91f0f54435 Michelle Yang started the topic The Hill that is Hybrid Work Policy in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/the-hill-that-is-hybrid-work-policy/ Fri, 21 Aug 2026 17:43:45 -0700 Hello everyone!

Our firm didn’t have an official policy before and it was something that the partners wanted when i joined. We just implemented an official hybrid WFH policy – 1 day a week for support and 2 days for associates – scheduled days. The idea was to build structure and know when people are going to be WFH on certain days…

Issues…Read more

]]> 15076da74cc329404f5f2c098c48d870 Michelle Yang replied to the topic How much is too much for IT? in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/how-much-is-too-much-for-it/#post-77752 Wed, 22 Jul 2026 18:23:20 -0700 Thank you Leslie! This does include managing lincenses — for ex. we have MS365 licenses that are included in the bill.

]]> c27c011ada5e6ebb5c6cdcbc3a82db34 Leslie Green replied to the topic How much is too much for IT? in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/how-much-is-too-much-for-it/#post-77725 Mon, 20 Jul 2026 15:38:06 -0700 Is your network in the cloud, and does this cost include that service. Does it include any licensing/subscription costs. If so, then these costs are pretty good. If the cost is just for helpdesk and network administration, then you are probably paying more than necessary. You should get quotes from other providers.

You are welcome to contact…Read more

]]> e60424900ca9e9933aea40a9311ab68e Michelle Yang started the topic How much is too much for IT? in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/how-much-is-too-much-for-it/ Fri, 17 Jul 2026 17:48:16 -0700 Hello!

Are we paying too much for IT?

We’re a boutique firm of about 14 people. We are somehow paying $4k+ every month for our third party IT services…. is that normal??

This is not including equipment costs when buying equipment.

Would love to get some perspective!

Thank you!

]]> 9457e3a9e4a24b5ad0a4ee3ca4706408 Kin Li joined the group Small Firms Subsection https://bclma.org/activity/p/33679/ Tue, 07 Jul 2026 21:18:27 -0700 0 ce496e51d067d73258da2697168cd78b Jennifer Barnard started the topic Skunkworks in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/skunkworks/ Tue, 07 Jul 2026 17:07:17 -0700 Hello,

Does anyone have any experience with Skunkworks for marketing they could share with me?

Feel free to email me directly – jbarnard@btmlawyers.com

Thanks!

]]> 5707ded65c768b0fc3812a63e606d509 Jennifer Barnard joined the group Small Firms Subsection https://bclma.org/activity/p/33675/ Tue, 07 Jul 2026 17:04:49 -0700 0 1efc507e87b7c72ba93483a3e99261cb Michelle Yang joined the group Small Firms Subsection https://bclma.org/activity/p/33652/ Thu, 25 Jun 2026 18:16:10 -0700 0 51a4d24f7776b4f4ba31780aa71af4fa Linda Lam joined the group Small Firms Subsection https://bclma.org/activity/p/33620/ Tue, 16 Jun 2026 20:39:03 -0700 0 422e0ad36d871cbf3d3438a0c21f3ee8 Marcela Zeballos joined the group Small Firms Subsection https://bclma.org/activity/p/33600/ Thu, 11 Jun 2026 19:42:51 -0700 0 19b6182deca258d601ea7b6e123d917f Kris Kohler joined the group Small Firms Subsection https://bclma.org/activity/p/33592/ Thu, 11 Jun 2026 17:05:25 -0700 0 ce406a5ee4d835e9a3a5abf1d7237dec Pavanpreet Athwal joined the group Small Firms Subsection https://bclma.org/activity/p/33538/ Fri, 29 May 2026 21:11:27 -0700 0 6d29f8600a48cb3d48333bac1bbcdcbe John Pater joined the group Small Firms Subsection https://bclma.org/activity/p/33430/ Mon, 04 May 2026 16:48:53 -0700 0 74671d3308bc7c08f01146a6fa58ea49 Rose Carrera joined the group Small Firms Subsection https://bclma.org/activity/p/33405/ Tue, 21 Apr 2026 22:10:35 -0700 0 b1af957bf606bfbb943da277992f552b Pam Deleijer joined the group Small Firms Subsection https://bclma.org/activity/p/33396/ Tue, 21 Apr 2026 18:03:40 -0700 0 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 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

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