uLaw Webinars

Disbursements vs. Office Expenses – Understand the key differences and why proper categorization matters.

Smart Disbursement Management – Learn when not to use the trust account and explore various disbursement types.

Compliance Made Simple – Know what your Law Society expects in terms of expense and disbursement records.

Mastering the Expense Book – Track, manage, and review business expenses effectively.

Live Demo + Analytics – See how uLaw automates expense tracking, generates reports, and offers actionable insights.

Decoding Bx, Ux, Cx & Px – Understand what Business Experience (Bx), User Experience (Ux), Client Experience (Cx), and Practice Experience (Px) mean for modern legal professionals.

Becoming Bx-Cognitive – Learn how to think like a brand, align your business goals with client needs, and create meaningful connections.

Living the Brand – Explore how branding isn’t just logos or messaging—it’s about how you operate, communicate, and deliver every day.

Business Automation Meets Experience Design – Discover how automation enhances both User and Client Experience, increasing efficiency and satisfaction.

Tech That Enhances Px – See how legal practice management and accounting software contribute to seamless, compliant, and client-focused Practice Experience.

Client Intake & Compliance Essentials – Learn the full client onboarding process, including conflict checks, non-engagements, and post-intake compliance documentation.

ID Verification & Legal Documentation – Understand how to generate and manage key documents such as Client ID Verification, Retainer Letters, Authorization Letters, and Credit Card Authorizations.

Effective Group & Contact Management – Organize clients into groups, manage sources of contact, and streamline relationship building.

Law Society Requirements & Best Practices – Ensure you're compliant with client intake and ongoing client file management expectations.

Using Legal Tech for Client Oversight – Explore tools like uLaw for importing/exporting contacts, generating contact letters/envelopes, analyzing data, and integrating with FeeBook.

Matter Lifecycle Management: Learn how to create, track, and manage matters from intake to closure with full visibility at every stage.

Compliance Documentation & Law Society Requirements: Understand the critical documents required after matter creation and how to stay compliant with LSO regulations.

Retainers, Receipts, Disbursements & Non-Engagements: Explore best practices for handling client funds, issuing receipts, documenting disbursements, and managing non-engagements.

Trust & General Account Management: Gain insights into accurate fund handling, trust-to-general transfers, and maintaining audit-ready financial records.

Invoicing, Rate Setup & Mobile Docketing: Discover how to generate compliant invoices, manage hourly rates, and capture time effectively using mobile tools.

Document Handling, Party Management & Matter Analytics: Learn how to organize documents, manage additional parties in a matter, and analyze performance using FeeBook and reports.

What Are Disbursements? - Understand the definition and role of disbursements in legal practice.

Why Trust Accounts Aren’t the Whole Solution - Discover the risks of relying solely on trust accounts for disbursements and learn the proper procedures.

Best Practices for Disbursement Management - Learn how to accurately track, record, and reconcile disbursements while staying LSO-compliant.

Time-Saving Tools & Techniques - See how legal accounting software automates tedious tasks and minimizes manual errors.

Boost Efficiency with Practice Management Software - Explore how integrated platforms streamline your entire workflow—from disbursement tracking to billing.