Tailored to your specific needs.

CAL Software support by Calvin Martin, Q.C.

If you order any item of CAL Software you have 30 days from receipt to decide whether you want to keep it. If, during that 30 days you send all diskettes and manuals back and tell me that you have kept no copies, we will cancel your invoice.

Support is as close as your telephone. We stand behind all of our products and know them intimately.

While the manuals are clear, some customers prefer to hire outside help to set up and/or change over their legal bookkeeping. This is more of a bookkeeping problem than a software problem. We can refer you to people experienced with our systems that you can hire to help you.

All CAL software is completely menu driven and menus are arranged in the most efficient way to use each system. Each program starts with a master menu which allows you to proceed logically into submenus and back into the master menu for different operations.

Save time. What formerly would have taken 10 hours to accomplish will be finished in an hour or less.

Save money. Time is money, but in addition to that, you can get your bills and statements out immediately, when it counts.

Reduce errors. The system does all of the arithmetic. Further, the report features allow you to quickly identify and correct other kinds of errors before your clients see them.

Satisfy the Law Society trust requirements. You can be up to date within minutes of receipt of your trust bank statements each month.

Posting, printing and reconciling in accordance with the manual will allow you to easily comply with all Law Society trust accounting requirements.

Satisfy the Government GST accounting requirements. As you post, you are completely up to date with respect to all GST payables and input tax credits. All GST posting is done automatically when you do your normal posting.

There is no extra posting to comply with GST requirements. Your normal posting through the menus will trigger automatic postings to your clients' ledgers, your GST payable ledger and your input tax credit ledger (ITC).

Post transactions to the appropriate journals such as receipts, disbursements, petty cash, etc. Balancing entries are made automatically. No need to maintain a parallel set of books when you start as all journals you post can be printed out to form a traditional bookkeeping system as you go along.

Up to date office ledgers, case ledgers (both trust & general) and trial balances can be printed or viewed at any time. No need to prepare a bill with a separate list of disbursements. Simply post the fee and give your client his general case ledger showing the fee(s), disbursements and the balance due in an appropriate case ledger format as a schedule to your bill. You can also annex his trust case ledger showing all trust receipts and disbursements as another schedule to your bill.

Opening entries are done by making a list of your chart of accounts and your case names and entering amounts from your last trial balance and case list. These amounts can then be automati- cally entered as opening balances for the new fiscal period.

In addition to the general journal, there are other closing journals to post to such as payables, accrued expense, prepaid expense, bad debt expense, allowance for doubtful accounts, etc.

Anybody can post with this system. You do not have to be a bookkeeper nor do you need to know anything about computing. Opening entries, year end and year beginning require some book- keeping knowledge so that you understand what the system is doing.

A comprehensive manual is included.

Post all of your clients with their particulars. Cases are posted with a link to clients. Use the case reference for correspondence to your clients such as bills, statements, address labels, etc.

This system can be linked to bookkeeping, dockets, trust documents and to copy or fax charges for more efficiency.

It will also give you a word processing merge file of clients names and addresses.

This system allows you to record and store your trust documents by number. It must be used with CASE & CLIENT MANAGEMENT to link your trust documents to the appropriate client. You will be able to find your trust documents easily and you will always know at a glance, just what trust documents are in storage for any specific client.

You can also catagorize your trust documents and access them by category as well as send form letters to your clients with respect to any category or combination of categories.

Follow the menus to post all time and service descriptions. Each lawyer can have one or more specific rates.

At any given time you can print a schedule with calculated time and charges and use this to decide your fee and make any corrections you wish. You can then elect to print out a more appropriate services schedule to include as a schedule to the bill you send your client.

If you want to look at a schedule with a different rate for a specific person you can change the rate for that person and change it back later if you want to.

If you want to look only at the detail for only one specific charge number you can do so.

Other lawyers or law clerks can keep their own dockets on their own computers and give them to you on diskette for a specific case or for all cases to a specific date. Dockets for each specific case or for all cases to a specific date can be purged from the computer after such transfer or after billing.

You can monitor your unbilled time by printing a case list which will show the dollar value of your unbilled time for each case in the system or you can simply ask for the value of the outstanding work in progress for any given case.

You can also monitor the unbilled time or ask for the value of the outstanding work in progress for any given case for any specific charge number.

All of this is as up to date as your last entry.

A comprehensive manual is included.

This is a document oriented system. First you organize and post all of your documents to a document database. Then, you extract and summarise relevant facts from those documents and post to an information database which is linked to your document database. Then, or during your examination of the information you decide on and post the relevant issues and witnesses to issues and witness databases which are linked to the information database. At that point your documents, facts, issues and witnesses are linked and can be accessed from each of those directions.

You can print lists of documents up to current posting in various formats including your affidavit of documents. If you post more documents you can print a new affidavit of documents right away. Exhibits can also be posted to an exhibit database (which is linked to the document database), tracked and linked to all other areas.

Your factual points can be accessed by issue and by witness and in chronological order. All information (in summary form) is linked to the documents it is obtained from.

A good legal and factual analysis training tool for law students and bright law clerks.

All entries can be reviewed, updated and modified as the case is studied. There is no duplication of work.

This is the document module included in the litigation support system for people who do not want want the whole system. You organize and post all of your documents to a document database by following simple menus.

You can then print or view lists of documents up to current posting in various formats including your affidavit of documents. If you post more documents you can print a new affidavit of documents right away. Exhibits can also be posted to an exhibit database (which is linked to the document database).

You can also use this system to produce document briefs for the court and indexes for those briefs without any additional numbering of documents.

You can also print or view in chronological order all occurrences of any partial word, word, or phrase in your document or chronology postings and immediately see what documents it is related to.

Documents are always an important part of the chronology of any case but in addition to documents, this module allows the separate posting of chronology and its separate printing or its printing with documents in chronological order.

Use one of these modules for every case you have in the office involving any significant number of documents. You only purchase one unit of the software but you can use it for as many cases as you want. You will always have up to the minute control of and ability to locate those documents.

A useful tool to analyse and present the flow of funds and its significance where you have multiple bank accounts and/or credit card transactions. Enter all transactions and you have at your fingertips the ability to show what has been spent and received in each account and its allocation to whatever ledgers you set up as being significant.

You can change allocations as you learn more about what is going on. Printing selected ledgers to show appropriate allocations can be a very useful tool for court purposes.

Post copy charges from the book left at your photocopy machine. You can then print out a breakdown of copies and charges for each case and post the totals into your bookkeeping system. Special cases can have special rates. There is no faster or better way to do this and the backup printout is always there.

Set it up as a separate system in a separate directory to handle fax charges because your basic charge per page will be different.

Why do important legal or precedent research more than once? That often happens because of a cumbersome or nonexistent archival system.

Follow the menus to enter, edit, look up and print. No need to even look up the next available number to assign to your research file. The system will give you that. It will also give you instant screen retrieval by key words or phrases.

You can describe your research file in as many different ways as you want for ease of finding.

Fill up to 5 lines of your continuous form 15/16 x 3 1/2 labels with whatever you want and as many repeats as you want. Return address labels. Law firm stickers for registry office documents.

As practical and as easy to use as the legal bookkeeping system. Office ledgers and customer ledgers are kept as up to date as your last posting. You can bill your customer by entering invoices in the invoice journal and sending the customer ledger.

Post all of your customers with their particulars. Use this for routine correspondence to your customers such as invoices, statements etc.

This system can also be linked to small business bookkeeping for more efficiency.

A fast, convenient way to keep and maintain a list of clients, contacts or customers and send correspondence to any or all of them.

Another system anybody can use by following the menus. This system is designed to work with incoming receipts on a cash basis where all the detail is posted from cash receipt forms instead of from bank deposit books. Bank deposits are simply posted as the total of the deposit page and that gross amount is credited from cash. This system takes all the anxiety away from the volunteer worker who is stuck with doing the association bookkeeping.

This allows you to keep track of your personal income and expenditure and reconcile your personal bank account. It is a cash oriented system similar to association bookkeeping. All receipts are treated as cash receipts and so your main journals are cash receipts and cash disbursements. Cheques and bank deposits are dealt with through a bank disbursements and a bank receipts journal. Bank receipts entries are automatically debited to bank and credited to cash. Specific receipts allocations are handled in the cash receipts journal where entries must be given a credit ledger number but are automatically debited to cash.

There are no fees or invoices journals.

Set up your chart of accounts with enough detail so that you can monitor your income and expenses with enough particularity to assist yourself with your budget and any income tax information you require. Trial balances from time to time will help you to monitor your budgetary goals.

How often does an issue come up where you would like to send a letter to a Member of Parliament or the same personal letter to all members of parliament? This system will allow you to do it easily. Ottawa addresses with building and suite numbers are kept updated.

What if you have an arrangment with your companion that the two of you will share some or all expenses on an equal basis. You may pay for dinners out and your companion may buy the groceries etc. You don't want your companion to end up spending more on the relationship than you are. Using the menus, post to this system so that you can see who is behind at any time and also print out the expenditures for verification. This works. All expenditures to be shared are out in the open and nobody has a sneaking suspicion that they are being had by the other.

If you have any office or litigation chore not dealt with by the above systems we would be glad to talk with you to see if an appropriate system can be put together for you. If there is, we would be glad to do it for you.

Check out the home pages we have done. We can put together any kind of home page that you would like.