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        <title>admin-docs</title>
        <link>https://wiki.apstrom.ca/firm:sop:admin-docs?rev=1773776355&amp;do=diff</link>
        <description>Administrative documents

This page is a repository for the documents that the firm uses to administer aspects of its business.

Client-facing documents

Payment

	*  [Credit card authorization form (fillable)]
	*  [Credit card authorization form (editable)]

Financial

	*  [Transaction trust information (DOCX)]
	*  [Transaction trust information (PDF)]
	*  [Fees trust instructions (DOCX)]
	*  [Fees trust instructions (PDF)]

Fee schedules

	*  [Real estate transactions]
	*  [Civil litigation fe…</description>
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        <dc:date>2025-07-16T16:42:17+00:00</dc:date>
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        <title>alias-email</title>
        <link>https://wiki.apstrom.ca/firm:sop:alias-email?rev=1752684137&amp;do=diff</link>
        <description>Alias e-mail addresses

The firm uses alias e-mail addresses to deal with correspondence for various kinds of issues. 

Alias e-mail addresses forward correspondence to all firm users concerned by a category of issue. This way, we can provide a single address to a court or other party and have mail delivered to multiple recipients at the firm.</description>
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        <title>data-retention</title>
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        <description>Data retention

Here is the cardinal rule: Our bread and butter is manipulating data, and all data associated with the firm must be retained on the firm&#039;s servers and backup servers. 

This rule exists to give lawyers peace of mind. When data can be found on our servers, lawyers know that tasks are being completed and that client information is properly stored.</description>
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        <title>databases</title>
        <link>https://wiki.apstrom.ca/firm:sop:databases?rev=1721791362&amp;do=diff</link>
        <description>Database access

The firm uses a single login for the databases to which it subscribes. This login is used by everyone, so do not change the password or otherwise muck around with user settings. 

LexisNexis

&lt;https://signin.lexisnexis.com/lnaccess/app/signin?back=https%3A%2F%2Fadvance.lexis.com%3A443%2F&amp;aci=la&gt;

Username: AdamPStrom

Password: Stronglaw1!</description>
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        <title>dockets</title>
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        <description>Dockets

Meticulous docketing is an important part of law practice that most lawyers don&#039;t appreciate. For many, dockets are perceived as a nuisance that allows lawyers to get paid. They are also a very useful way to track client engagement, diligent administration of a matter, and interactions with opposing counsel and others. Tracking these activities allows professionals to demonstrate their ability to clients, courts, and the regulator. In brief: the habit of docketing may save a lawyer much…</description>
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        <title>file-naming</title>
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        <description>File naming

Digital files must have names that allow viewers to understand the purpose and content of the file. A user who offers a descriptive file name makes operations easier and, ultimately, saves clients&#039; time and money. 

Definition

A “digital file</description>
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        <title>llm</title>
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        <description>Language models

Tutorials

Using saved prompts</description>
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        <title>matter-closing</title>
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        <description>Closing letters

Closing letters are an essential element of ending a matter. They provide the client with an overview of the firm’s work on the client’s behalf and inform the client of next steps (if any) that the client might take. Letters also provide the client with any important documents created for the client or filed on the client’s behalf.</description>
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        <description>Matter opening

Matter opening follows a standard and mandatory procedure. Deviations from this procedure may only be authorized by Adam. 

By way of introduction to this section, we market our services as solicitors, with barristers tagged into files as needed. Our engagement letters reflect this point. The firm itself is not a solicitor (because it cannot solicit–it is a corporation devoid of legal training). The individuals enrolled as solicitors provide legal services as officers of the cour…</description>
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        <title>trial-prep</title>
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        <description>Trial preparation checklist

Or, the general conduct of an action

	*  Memorandum of proof/proof chart.
	*  Pleadings review--A--ensure that all necessary parties have been joined and properly named; and--B--consider any amendments required to pleadings, including whether the relief claimed is adequate.</description>
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        <title>trust-accounting</title>
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        <description>Trust accounting

Keeping track of trust funds is an essential requirement. In order to effectively track trust funds, the firm uses a lugubrious record-keeping system to eliminate points of failure.

The general requirements imposed by the Law Society of Ontario are as follows:</description>
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        <title>tutorials</title>
        <link>https://wiki.apstrom.ca/firm:sop:tutorials?rev=1747069772&amp;do=diff</link>
        <description>APStrom Tutorials

For those among us who learn best by a visual medium, the resources contained on this page will be most helpful. 

Procedures

Matter opening

	*  Cosmolex contact card creation

Systems

The firm runs on a host of digital systems, all of which are subject to unique modes of operation and differing user interfaces. The below tutorials provide some explanation to assist users with basic operation of the systems subject to the tutorials.</description>
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