Syntaq Forms

Overview

Portal is integrated with the Syntaq Falcon platform. This is an in-house system that provides a form and document assembly engine used to automate legal precedents.

Permissions

As a user with Syntaq permissions, you will be able to use Syntaq from the Portal via Syntaq Forms page or a Matter.

To access Syntaq forms, you need to have the following permissions.

• SyntaqForm.View
• SyntaqForm.Edit

Search for a Form

We can search for specific Forms using the search bar at the top of the Syntaq Form section. To do so you need to type in a search key and the list of Forms will appear based on the search.

Type of data you can search by includes:

• Form name

Available Forms

We currently have the following forms live:

• ACD SA
• AL Work Proposal
• Appointment of Enduring Guardian NSW
• Assignment of Asset (Template)
• Binding Death Benefit Nomination
• Business Sale Agreement
• Buy Sell Agreement
• Company Incorporation - ASIC 201
• Company Officer Appointment & Resignation Pack
• Company Power of Attorney
• Control Deed
• Conveyancing Letters
• Co-Ownership Agreement
• Deed of Gift
• Deed of Mutual Wills
• Deed of Release
• Discretionary Trust
• Employee Onboarding
• Employment Agreement
• Employment Law Strategy Paper
• Entities Cover Letter
• EP Cover Letter
• EPOA NSW
• EPOA SA
• EPOA Victoria
• EP Signing Instructions
• EP Strategy Paper
• General Security Agreement
• Independent Contractor Agreement
• Individual Flexibility Agreement
• Lease Variation/Assignment
• Loan Agreement
• National Mortgage Form
• Post-Probate Letter SA
• Probate Letters to Entities
• Recruitment Request Form
• Share Document Suite
• Share Sale Agreement (Template)
• Simple Assignment of Agreement (Template)
• Staff Policies Handbook
• Statutory Demand and Affidavit
• Super Fund
• Tailored Company Constitution
• Temporary Assignment of Asset (Template)
• Trust Deed of Appointment
• Trust Deed of Update
• Unit Document Suite
• Unit Trust
• Vocational Placement Deed
• Will

Using a Form

Syntaq Forms can be accessed directly from the menu.

You can also access a Syntaq Form from a Matter.

Once you have selected the form you want to use you will be presented with two options.

• Start New: This will load the form with:
  • No data if loaded from the standalone Syntaq Forms page, or
  • Matter data if loaded from within a Matter.
• Or use one of your existing records: This will load data from a previous record. You can also load data from other forms as well - for example; you can load a Will data record into a EPOA form and the form will look for all the same fields and populate the form with that data. It is best-practice to not load records from within a Matter.

When a Syntaq Form is loaded from the Matter page, the will automatically prepopulate some of the Matter specific data so that you don’t have to re-key any data.

Details we will pass through into the form include:

• User Details
  • Where the document will be sent
  • Document creator name/code
• Client Details
  • First Name and Last Name
  • Organisation details
  • Email
  • Contact number
  • Address
• Matter Details
  • Matter Reviewer info
  • Matter Coordinator Info
  • Offering Data
  • Office

Not all of these details are used by all Forms

Creating a Document

Once you have completed filling in all the mandatory fields, you can click on the Submit button. This will trigger a document assembly process, taking the data from your form and inserting it into the legal precedent (document template).

Once the document has been assembled you will be emailed a copy.