What happens to Topdocs Legal?
There will be no disruption to the Topdocs Legal services provided during the transition of Topdocs to NowInfinity. Any existing services or new services engaged during this period will be completed by Topdocs Legal.
Topdocs customers that have transitioned across to NowInfinity will thereafter have access to a client legal services through our external legal provider, DGF Morgan & Associates.
Will existing Topdocs documentation be incorporated into the NowInfinity Documentation Suite?
We are taking this opportunity to review all our legal document templates, incorporate the best features from our prior acquisitions of Smartcorp, Reckon Docs and now Topdocs, and deliver to our clients the 'best-in-industry' set of legal document templates. Any updates to our templates will be communicated to you via our newsletters and release notes.
Legal guidance on our legal templates is provided by our external legal provider. Accordingly, a review of the Topdocs' legal templates will be undertaken and their recommendations will be absolute for any changes to the existing NowInfinity templates, to incorporate any features of the Topdocs templates.
I want details on the structure of the documents if they change at NowInfinity
NowInfinity's platform utilise legal templates that are licensed from Denis Barlin (Tax Barrister) and reviewed by DGF Morgan & Associates (external legal provider). Our main legal templates will provide a similar standard to the Topdocs templates with only minor ancillary document differences. Please note that any difference in the ancillary documents provided will not affect the validity or compliance of the legal templates.
Who is the legal provider for NowInfinity?
NowInfinity license our legal templates from Tax Barrister Dennis Barlin of 13 Wentworth Chambers.
Our external legal provider, DGF Morgan & Associates are also responsible for providing and maintaining these legal templates as well as being available for referrals for day to day legal coverage and legal support for our clients.
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Topdocs include changes/amendments to their legal documents in the cost of the document. Will this be the same at NowInfinity?
As our legal templates are licensed and reviewed by our external legal provider, any minor custom changes to the standard template will be serviced via our Client Legal Review service. Any major custom changes to the standard template will need to be referred for Client Legal Advice service on a bespoke engagement.
What is the current process if I require Client Legal Advice today?
NowInfinity, whilst providing legal document solutions (which are licensed and maintained by our external legal providers), do not have an in-house legal team which can provide a custom legal document solution or legal advice service that are client specific and are are not "general advice" in nature.
If you require a client legal advice service, a request in writing can be send to our Technical Compliance Team via email on firstname.lastname@example.org. Your request will be reviewed and if a legal opinion is required, will be referred to our external legal provider DGF Morgan & Associates on a fee for service basis.
DGF Morgan will then contact you directly via email providing you with a quote and cost agreement for their bespoke service for your acceptance. Please note that dependent on capacity a response will be sent within 48 hours.
The cost agreement must be signed and returned before DGF Morgan can proceed with the legal service.
Note: NowInfinity accounts will issue a tax invoice once the service has been finalised.
What is the current NowInfinity Client Legal Review offer and what's coming?
Available from November 2021, you will be able to choose the appropriate level of client legal review via our platform. Please note that some Topdocs services only provide for a full service option, whereby NowInfinity's service will provide the option to add on client legal review where the client's particular circumstances require further legal opinion.
The following client legal review services will be available through our external legal provider, DGF Morgan & Associate's lawyers:
- Data confirmation - where you would like the data entered to be reviewed by the legal services provider;
- Scoped review - you would like the document produced to be reviewed in light of particular concern(s) identified by you; and
- Comprehensive review - when the entire situation of your client needs to be considered (up to one hour of legal professional's time).
What is the SLA for legal review documents under the new Client Legal Review process?
- Data confirmation - minimum 2 business day
- Scoped review - minimum 4 business days
- Comprehensive review - minimum 6 business days
For reference, Topdocs is currently five days for a comprehensive review.
Please note that the above minimum periods are subject to change depending on complexity.
What is the cost for the Client Legal Review?
In addition to the cost of the documents, the below costs will be applied:
- Data confirmation - $125 excl. GST per document;
- Scoped review - $295 excl. GST per document; and
- Comprehensive review - $600 excl. GST per document.
What is the SLA for full service establishment document packages i.e. company, SMSF and trust establishments?
Whereby our on-demand document service is completed without the requirement of a client legal review, the document will be available as an instant email delivery.
If a client legal review is required, the current SLA will be between two to six days depending on the level of service and complexity.