OneLaw Software

Getting Started with OneLaw

• Getting Started
• Help Centre Overview Video

Administration

• User Management
• Firm Structure and Organisation
• Financial and System Configuration
• Templates and Document Configuration
• Tools and Data Management
• Access and Login
• Audit and Reporting
• Guides and Reference

AML/CFT

• Overview and System Functionality
• Setup and Configuration
• Data Entry and Customer Due Diligence (CDD)
• Risk Assessment and Monitoring
• Reporting and Compliance Obligations

Billing

• Overview and Setup
• Creating and Managing Bills
• Expenses and Disbursements
• Credit Notes and Write-Offs
• Statements and Templates
• Reversals and Corrections

Client & Matter Management

• Getting Started and Navigation
• Parties and Clients
• Matters
• Archiving, Closing and Re-Opening
• Confidentiality and Restrictions
• Deeds

Cloud Hosting (previously OneLaw Cloud)

• Cyber Security & Cloud
• OneLaw Cloud

Document Assembly

• Quick Start
• Overview and Concepts
• Precedents
• Precedent Libraries
• InfoSheets
• Fields and Data
• Fragments and Clauses
• Signatures
• Document Assembly Process

Debtor Management (previously OneCollect)

• Apply Penalty Interest in Debtors
• Apply Penalty Interest to a Single Accounts Rendered (AR)
• Debtor Management Administration Settings
• Debtor Management Demonstration Video
• Debtor Management Manual
• Debtor Management Rendered Processing - Process Bulk

Document Management (previously OneDesktop)

• Attaching Files to Emails Video
• Creating a New Email
• Creating Document Categories Video
• Document Bundling Manual
• Document Management and Word/Outlook
• Document Versioning

Integrations

• Completing an eIDV Check

• APLYiD
• ConveyIT
• InfoTrack
• Microsoft 365
• Realaml
• VXT
• Xero

Legacy OneAuthor

• Add the Template Administrator Role to a User Profile
• Compatibility Mode Fix Manual
• Create Templates
• Legacy OneAuthor Adding Users
• Legacy OneAuthor Change Management
• Legacy OneAuthor Creating Wills Video

Reporting

• Overview and General Reporting
• WIP reporting
• KPI and Fee Reporting
• Month End

Time Recording/Tasks & To-Do Lists

• Tasks and To-Do Lists
• Time Recording

Trust Accounting

• Overview and Reference
• Bank Reconciliations
• Receipts and Payments
• Batch Processing
• Float Accounts
• Interest Bearing Deposits and Periodic Interest
• Journals
• Third Party Costs
• Transaction Requisitions