Extras – BC – Onboarding Form

Firm Information

Firm/Office Name:

(Required)

Business Address:

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

(Required)

Office Phone:

(Required)

Firm/Office email:

(Required)

Fax Number:

(Optional)

Add Legal Team Details

Mandatory Requirements: We require the full names (first and last), email addresses, and mobile numbers of anyone and everyone who handles/manages real estate and conveyancing. This includes all Conveyancers, Lawyers, and Notaries, as we need mobile numbers for Two-factor authentication (2FA).

Important: Please also select each person’s role(s) below (e.g., Billing Contact, Primary Contact, etc.). This helps us set up the right access and route onboarding updates correctly.

Administrator: The administrator will take part in the initial onboarding and have access to the Advanced User Profile. The administrator(s) would preferably be the lawyer/notary or a senior staff member. Note: We recommend appointing two account administrators.

Primary Contact Name:

(Required)

Primary Contact Email:

(Required)

Primary Contact Phone:

(Required)

Title:

(Optional)

Is the Primary Contact the same as the Billing Contact?

Yes
No

(Required)

Do you want to add legal team representatives?

Yes
No

(Required)

Add Additional Legal Team Details

Full Name:

(Required)

Email:

(Required)

Title:

(Optional)

Mobile Number:

(Required)

Assign This Person As:

Conveyancer
Administrator
Lawyer/Notary
None

(Required)

Click "Add" to include more representatives.

New Account Set-Up.

Firm Information

Add Legal Team Details

Add Additional Legal Team Details

Workflow & Preferences

Account Set Up

Billing Process

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