ULAW WEBINARS

*We have for you   5   Webinars for this month and 3hr of CPD Credit  for  Ontario, New Brunswick & BC

“Trust reconciliation*1hr of CPD Professional Credits for ON,NB & BC

AccountReconciliation

Agenda

    • What is the Reconciliation process?
    • How do you do Trust Reconciliation?
    • How do you do General Reconciliation?
    • What does it take to get Audit ready?
    • How to be prepared for an Audit - a checklist walk through
    • What are the core aspects of an audit-ready Financial management process?
    • Live Demo

When: Oct 5th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

uLaw Multi user Firm

time-of-the-essence

Agenda

  • Learn how to use uLaw in a Multi-user firm
  • Dow can several Lawyers, Legal Assistants and Paralegals docket together
  • How can Invoice show these aspects
  • How can uLaw reporting help in timesheets and multi user configuration

When: Oct 12th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

“Expense Management*1hr of CPD Professional Credits for ON,NB & BC

LegalExpense

Agenda

  • What is the difference between Disbursements and Business/Office Expense
  • What are Disbursements and how to manage them
  • Why not do it all out of Trust Account. What are the key benefits.
  • Types of General Disbursements (Billable or Actuals, Unit Rate expenses, Mileage, Travel Time, Recovery of Expenses, Outsourced work or Consultancy)
  • What are the expectations of your Law Society when it comes to disbursements
  • What are Business/Office Expenses and how to manage them
  • Types of Expenses (Office Expenses, Rent, Corporate Tax, Interest & Bank Charges, Salary and much more)
  • What is the Expense Book?
  • Analytics for Expenses

When: Oct 19th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

uLaw Settings explained

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Agenda

  • Live demo of all setting options and show their implications

When: Oct 26th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

“Law Society Bookkeeping Compliance*1hr of CPD Professional Credits for ON,NB & BC

bookkeeping

Agenda

  • What are Trust & General Ledgers? What does it take to maintain them
  • What are Receivable and Disbursement Journals, why do you need to maintain them?
  • What is reconciliation? Can this process be simplified?
  • What is a Fee Book? Why should a firm need to maintain it?
  • What are other compliance documents like Form 9A, Deposit Slip etc?
  • How much time do you spend on all the above if you do this in a seamless way? Is it 10 minutes or 3hrs per week?
  • Benefits of using a Legal Accounting Software

When: Nov 2nd Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice