Approved Sandbox Participants - Law Society of Alberta

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Approved Sandbox Participants

Alberta lawyers can use any of the technology products dealing with client identification and verification approved by the Innovation Sandbox to comply with their obligations under the Law Society’s Rules.

Sandbox Participant Name	Service Description	More Information	Application of Rule Waived
dealcloser	dealcloser is an e-signing platform that allows lawyers to electronically sign documents. To facilitate remote or electronic document execution, dealcloser removes most (if not all) administrative and non-value-added tasks.	Website	The Law Society has agreed that it will waive the application of Rule 119.50(6) which requires face-to-face client verification as defined in the Rules of the Law Society of Alberta.
TreeFort Technologies Incorporated	TreeFort Technologies Incorporated is an Alberta based tech company that was co-founded by an Alberta lawyer to create a platform that allows lawyers to meet with their clients and sign all manner of documents virtually.	Website	The Law Society has agreed that it will waive the application of 119.50(6) which requires face-to-face client verification as defined in the Rules of the Law Society of Alberta.
One Family Law	One Family Law provides couples with legal advice related to their separation or divorce, together, and at the earliest stages of their separation process. From there, they choose how to finalize the terms of their legal relationship.	Website	The Law Society has agreed that it will take no action on the application of Section 3.4-2 of the Law Society of Alberta’s Code of Conduct, which precludes a lawyer from representing opposing parties in a dispute, subject to conditions.
Visaplace ULC	VisaPlace seeks to provide an end-to-end immigration and legal services solution for prospective immigrants to Canada and the US, through its Arizona-approved ABS and Canadian subsidiary Globiliti Legal (Canada) ULC.	Website	Law Society will not initiate action ("no-action") to prevent Globiliti or its personnel from providing the Services, or for failing to conform to Rule 2 of the Rules of the Law Society of Alberta (“Rules”) (definition of ‘law firm’), Rule 119.9(a) of the Rules (professional liability indemnity coverage or equivalent for Responsible Lawyers), Rule 148 of the Rules (professional liability indemnity assessments and coverage), Law Society Code of Conduct (“Code”) ss.3.6-7 and 3.6-8 (fee sharing and referral fees), Code s.7.6 (preventing unauthorized practice of law) in connection with offering the Services during the term.
Syngraffi	Syngrafii's iinked™ platform is an all-in-one signature application with multiple levels of digital signing security, from one-use-only click-to-sign e-signatures to video-recorded signing sessions to remote wet-ink signatures.	Website	Alberta lawyers using the Services for client identification and verification purposes will be viewed as complying with their obligations under Rule 119.46(2) (delegation) of the Law Society’s Rules (the “Rules”), Rule 119.50(6) (in-person client identification and verification) and Rule 119.50(2) (use of agents)
Disability Claims Advocacy Clinic	DCAC is dedicated to providing case-management services to those individuals who often have little or no access to advocacy when appealing the denial of a Canada Pension Plan disability benefit.	Website	The Law Society has agreed that it will take no action on the application of Rules 2, 119.9(a), 148 and Code sections 3.6-7, 3.6-8 and 7.6, allowing SCAC to carry on business as a law firm based in Alberta, offer services through both employee and contractor lawyers and share legal fees and pay referral fees to non-lawyers in connection with their services.