1. Setting up SILQ

• Updating Your User Specific Preferences

Income accounts for different matter classes

• How to configure different income accounts for different matter classes

Setting up your Trust Account

• Setting up your Trust Account
• Initial Trust deposit and Starting Balance
• Trust Cheque Settings
• Entering a starting balance for a selected account

Sample Processes

• Example processes for Conveyancers using SILQ
• Sample processes you can adapt within your practice

Master Authority List

• Master Authority List

Configuration and Customisation

• Set up new users / fee earners
• Logging on
• Activities and Sundries
• Entering your Business Name and Company details
• Entering your ABN number and your default rates
• Template settings and folder locations for documents and templates
• Specify who gets emailed, CC'd and BCC'd within an email template
• Customising SILQ Online
• Sharepoint & Microsoft 365 Email Integration
• Setting Up Your Document Storage

Getting Started

• Getting Started with SILQ Settings
• Set Default Invoice Template

Setting up InfoTrack

• Setting up InfoTrack if you have an existing InfoTrack account
• Setting up InfoTrack if you don’t have an existing InfoTrack account