Frequently Asked Questions

Document Sharing

There are many secure options for exchanging files that we use, including Microsoft Teams, client portals, and sharing One Drive folders.  We try not to use email when possible because it is not a good solution for secure file transfer.  

While security threats cannot be completely eliminated, cloud computing has become a superior option for secure data storage by implementing features to protect the user’s account, like multi-factor authentication, and using bank grade data encryption.

Yes, once you have log in credentials for your chosen software solution, you can securely access your data from any computer, tablet or phone through the Internet.  We recommend using strong passwords and managing same with a password manager such as Dashlane or Last Pass.  

Once we have a signed Contract for Services, we will have you fill out an Intake Form to provide some information about your firm.  We will also ask you to share the login credentials for any programs that we will need to access on your behalf.  If you are a CosmoLex user, we can be invited to use your free bookkeeper access using our Certified Accounting Partner (CAP) login.  

Email was not designed with security in mind yet every day confidential documents are transmitted via email.  A secure client portal will allow you to collaborate on your important confidential documents by using an encrypted platform that will only be available to those provided with log in credentials to access same.

Law Society of Alberta

In 2017, the Law Society of Alberta announced Clio as the first cloud based practice management systems that meets security and trust accounting standards for lawyers in Alberta. While Clio does not have end-to-end bookkeeping functions within its practice management program, when used in conjunction with its various accounting software integrations, such as Quickbooks or Xero, it provides all features required to maintain good bookkeeping practices and ensure Law Society compliance. In the spring of 2018, CosmoLex was approved as an all-in-one practice management system that is compliant with the requirements of the Law Society of Alberta. Soluno is another integrated cloud-based legal specific software program that has been approved by the Law Society of Alberta.


With the increase of cyber attacks and data breaches being regularly targeted at law firms, it is inherent to mitigate these risks by using the most secure methods to exchange files.  Accordingly, I will only exchange files through a portal with built in 256 bit bank level SSL security and AES encryption at rest to protect you and your clients against these inherent cyber risks. 

Our team is aware of the importance of confidentiality, ethics and conflict management and this knowledge and this knowledge is sustained through our daily activities. A conflict check will be performed with each incoming project and a Confidentiality Agreement will be signed and become part of the Contract that is signed by you as the client.  Additionally, each team member has signed a Confidentiality Agreement with the Corporation in the provision of any services they are contracted to perform.

Please note that Advantage Virtual Services operates under the Code of Ethics defined by the Alberta Association of Professional Paralegals. Please visit the AAPP website for more information.

Legal Technology

Clio is a cloud-based legal practice management software suitable for small to mid-size law firms that makes running your practice, organizing your matters and collaborating with clients an easy process.  Clio offers more than 250 app integrations, allowing you to tailor the product to align with your law firms specific requirements. 

LEAP is a all-in-one, cloud based practice management software and is designed for law firms that provides full case management, contact management, document management, time billing and accounting, in depth analytical reporting and integrations with top industry products such as Microsoft 365, Adobe, and DivorceMate. It allows you to do all your work within one solution without having to access multiple programs throughout your day.

CosmoLex is a cloud based practice management software that integrates trust and business accounting, time tracking, billing, email, and document management into one all-inclusive platform. 

Soluno is a cloud based accounting and billing software that helps law firms work more productively. It offers time/expense entry, billing, accounting, and trust reporting features.

Clio DRAFT is an easy to use document automation and signature platform designed to create smart templates, increase overall efficiency, and avoid costly mistakes without sacrificing quality.

dealcloser is a transaction management hub for legal professionals that brings you and your client together on a deal. It transforms and modernizes the deal process.

Legalboards allows you to manage your practice visually from matters to client invoices and everything in between. We allow legal teams to automate their processes and build workflows to streamline their day-to-day activities. 

NetDocuments is a cloud-based document and email management platform designed primarily for law firms, legal departments, and other businesses that deal with sensitive and confidential documents. It allows users to create, edit, store, and share documents securely over the internet.

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