Paralegal Case Management FAQ

Stream Legal Answers

What is Stream Legal, and how can it help my practice?

Stream Legal is a cloud-based case management platform designed specifically for Canadian paralegals, streamlining everything from Highway Traffic Act (HTA) disputes to small claims and landlord-tenant cases. It empowers your practice by centralizing case tracking, automating documents, and handling trust accounting all in one intuitive tool.

Whether you’re a solo paralegal juggling speeding tickets in Ontario or a team managing administrative hearings in Alberta, Stream Legal saves hours on admin, ensures Law Society compliance, and lets you focus on client wins. With features like real-time dashboards and synced calendars, it’s built to scale with your caseload nationwide.

Is my data secure with Stream Legal?

Absolutely security is our top priority. Stream Legal uses end-to-end encryption for all data in transit and at rest, plus multi-factor authentication (2FA) and role-based access controls to protect sensitive client info.

We comply with Canadian standards like PIPEDA and provincial privacy laws, with automated audit trails for Law Society reviews. Regular third-party audits ensure ironclad protection, so you can trust us with affidavits, financials, or HTA evidence without worry. Your peace of mind means more time for cases, not compliance checks.

Where are my uploaded documents stored, and is this compliant with Canadian law?

Your documents are stored securely in Canadian-hosted private cloud servers, ensuring data sovereignty and compliance with PIPEDA, FIPPA, and other provincial regs. We never store outside Canada without explicit consent. Our document transformation tool converts photos to editable files instantly, all encrypted and integrated into your workflow. This setup meets Law Society of Ontario (and other provinces’) requirements for secure retention, making audits a breeze.

How does the Advanced Dashboard keep me organized?

The customizable Advanced Dashboard is your command center, delivering real-time updates on cases, deadlines, and tasks in one glance. Drag-and-drop widgets show HTA filings due, unpaid billings, or upcoming court dates, with color-coded priorities to spot issues fast. For busy paralegals, it centralizes everything client comms, evidence logs, financials reducing email hunts and paper chaos. Users report 30% less time on organization, freeing you to strategize wins across your diverse caseload.

Can I access Stream Legal on multiple devices?

Yes! Stream Legal is fully responsive and works seamlessly on desktops, tablets, or mobiles via web browser—no app downloads needed. Syncs instantly across devices, so update a case note in court on your phone, and it’s ready on your office laptop. Perfect for on-the-go paralegals attending hearings in BC or client meets in Nova Scotia, with offline mode for basic edits (auto-syncs when connected). Stay productive anywhere, anytime.

How does the synchronized calendar feature prevent scheduling conflicts?

Our synchronized calendars integrate with Google/Outlook and auto-detect overlaps across team members, flagging conflicts in real-time (e.g., double-booked court appearances). Smart reminders via email/SMS prioritize HTA deadlines or client follow-ups, with drag-and-drop rescheduling. Shared access ensures team alignment—no more “who’s handling the stunt driving disclosure?” surprises. It’s conflict-free planning that keeps your practice running smoothly coast-to-coast.

What makes the client tracking system stand out?

Unlike generic CRMs, our client tracking centralizes everything—HTA offence details, comms history, billing status, and evidence uploads in one secure profile per client. Automated timelines track case progress, with tags for quick searches (e.g., “all tenancy disputes”). It stands out with Canadian-specific fields like provincial offence codes and trust reconciliations, reducing errors and boosting efficiency. Paralegals love how it turns scattered notes into actionable insights for better client service.

How do automated templates save time?

Automated templates pre-populate with case data (e.g., client names, offence dates for HTA motions), cutting drafting from hours to minutes. Customize via drag-and-drop, generate in bulk, and e-sign directly—fully compliant with Canadian formats. No more repetitive typing or template hunts; integrate with your dashboard for one-click creation. Teams save up to 40% on admin, focusing on arguments that win cases instead.

How do shared workspaces improve team collaboration?

Shared workspaces let teams co-edit cases in real-time, with internal notes and version history to avoid “lost edits” chaos. Assign tasks for HTA follow-ups or billing reviews, all visible in the dashboard. Role-based permissions ensure juniors see only what’s needed, while admins control access. It’s like a virtual office for distributed teams, enhancing collaboration without endless emails ideal for multi-province practices.

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