Resource centre

Guides for Ontario paralegal offices

Practical writing on moving off legacy systems, running provincial offence matters properly, keeping trust records straight, and getting documents out the door faster.

Migration

Migration9 min read

Migrating from HTA Pro: what an Ontario paralegal office should expect

What actually happens when a paralegal office moves off HTA Pro: how the data comes out, what a dry run proves, and the questions to ask before you commit.

Read the guide

Buying guide

Buying guide8 min read

Choosing an HTA Pro alternative: an evaluation guide for Ontario paralegals

A practical checklist for comparing HTA Pro alternatives, from provincial offence data models and trust accounting to migration support and your exit plan.

Read the guide

Ontario POA

Ontario POA8 min read

Ontario POA case management: what your software actually needs to handle

Provincial Offences Act work has a specific shape: offence sections, set fines, demerit and CVOR points, disclosure and dispositions. Here is what software must model.

Read the guide

Practice management

Practice management7 min read

Moving a paralegal office off MS Access: the risks you are carrying

Single-machine databases, fragile backups and no remote access. What an Access-based legal database really costs, and what a move to the cloud involves.

Read the guide
Practice management6 min read

Document templates and bulk generation for a traffic practice

Retainers, notices, disclosure requests and disposition letters, filled from the file rather than retyped, and produced for a whole court date at once.

Read the guide

Trust accounting

Trust accounting7 min read

Trust accounting for Ontario paralegals: a software checklist

What to look for in trust accounting: separate ledgers, client trust listings, monthly reconciliation, disbursements and an audit trail that holds up.

Read the guide