uLaw Webinars
The uLaw team invests heavily into educating legal practitioners year-round.
Learn how to revolutionize your practice and gain valuable and free Continuous Professional Development Credits!
Throughout Summer 2021 and onwards to the Autumn, the uLaw team will be here to deliver you a wide variety of new webinar topics and also traditional CPD lectures.
Below is the agenda for our Summer-Autumn webinar topics!
"uLaw Business Reporting"
When: Friday Aug 6, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- Reports in uLaw ( Over 30 Reports with Deep-Dive Data Insights)
- Contact Level Reports
- Matter Level Reports
- Accounting Level Reports
- Calendar Reports - Monthly Agendas & Work In Progress
- Active, Closed and Archived Matters Report
- ? The Question Mark icon
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"Law Society Bookkeeping Compliance -- 10 minutes, or 3 hours?" (1 hr CPD!)
When: Friday Aug 13 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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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
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"Unsung Heroes"
When: Friday Aug 20 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- The unsung heroes: dashboard, contacts, quickview, and calendar
- Dive deeper into the major components of uLaw and how to make use of them
- How do these features overhaul your overall uLaw experience?
- Features that are not often used, but should be used.
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"uLaw Gmail Integration"
When: Friday Aug 27, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What is uLaw gmail integration, and why should I use it?
- The benefits of docketing straight from gmail
- Learn how to cut down on lost time by immediately capturing billable hours in your familiar webmail interface
- A thorough demonstration on how gmail integration works, and the process
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"Integrating payments with LawPay and uLaw"
When: Friday Sept. 3, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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- Learn the virtues of using LawPay payments as a digital payment processor to get money from clients directly with uLaw
- Automate the payment process and access more cash flow for your business
- Learn the advantages of using uLaw's preferred supplier partnerhsip with LawPay
- Demonstration on how to use LawPay payments and integrated payments with uLaw
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"Law Office Client Management" (1 hour CPD)
When: Friday Sept 10th 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- Compliance Document after Client Intake
- Handling Conflict checks & Non-Engagements
- Client ID verification
- Retainer letter & authorization letter
- Source of Contacts
- Other important documents like Credit Card authorization etc.
- Importing and exporting Contacts
- Contact Analytics & FeeBook
- Envelopes and Other Contact Letters
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"Automate client intake with 'uLaw Client Portal'"
When: Friday Sept 17th, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- The importance of the client intake process for compliance with regulators
- Introducing uLaw Client Portal: its strengths and advantages over regular client intake
- Automation of client intake benefits
- a detailed guide on how the uLaw client portal can be set up
- minimize personal contact with automated client intake
- How QR codes and emailing can streamline your intake procedures
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"Disbursements De-Mystified" 1hr CPD
When: Friday Sept 24, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What are Disbursements and how to manage them
- Why not do it all out of Trust Account. What are the key benefits.
- How to manage Disbursements from General Bank / Business Credit Card / Owner's Pocket
- Types of General Disbursements
- Billable or Actuals
- Unit Rate expenses
- Mileage
- Travel Time
- Recovery of Expenses
- Outsourced work
- What are the expectations of your Law Society when it comes to disbursements
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"Automate your own forms with uLaw generic tags"
When: Oct 1, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- Learn with us how you can create customized, pre-filled forms for automation with uLaw
- Build your own branded documents with specialized, personalized information that you can pre-populate with the use of your uLaw system.
- Use cases for BYOF, or DIY (do it yourself) forms
- How to use Adobe Acrobat DC to 'prepare forms', with uLaw tags
- How uLaw tags work
- Demonstration on how uLaw tags can be used to customize your own forms.
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"Increase billing with uLaw's WIP reports and more!"
When: Friday, Oct. 8 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What are Work In Progress (WIP)reports?
- Why do WIP reports matter?
- Learn how oyu can do billing for partial work being rendered by your firm
- Learn about the three following report types, and how they can help unlock revenue and cash flow for your firm:
- 1. Work In Progress Report
- WIP Disbursements
- Invoice Pending reports
- A demonstration on how you can generate these reports with uLawPractice
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"Getting ready for Law Society audits" (1hr CPD)
When: Friday Oct. 15, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What is the audit process
- How can you prepare for an audit?
- Practice Review: practice, methodology and procedure. Records to be ready for review, financial review, books and records to be ready for review.
- Trust documents (ledgers, journals)
- General books
- Procedural documentation (form 9a, so on)
- Technology review: backup procedures, management of mobile devices
- Professional rules of conduct review
- Practice management and legal accounting solutions for audit-proofing yourself.
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"Document Management Simplified with Google Drive & Microsoft OneDrive"
When: Friday Oct 22, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What does document management mean in the cloud?
- Key players include:
- Google Drive
- Dropbox
- OneDrive
- uLaw+Google Drive & uLaw + OneDrive
- Setup & use case
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"uLaw Gmail Integration"
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When: Friday Nov 5, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What is uLaw gmail integration, and why should I use it?
- The benefits of docketing straight from gmail
- Learn how to cut down on lost time by immediately capturing billable hours in your familiar webmail interface
- A thorough demonstration on how gmail integration works, and the process
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"Expense Management 101" (1 hour CPD)
When: Friday Nov 12, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- Learn the differences between Disbursements and Business/Office Expenses
- What are disbursements, and how do I manage them?
- should I do it all out of trust? Why?
- recovery of expenses, outsourced work or consultancy
- What are business/office expenses?
- Types of expenses (office, rent, corporate tax, interest & bank charges, salary and much more)
- What is an expense book?
- Analytics for expenses
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"Increase billing with uLaw's WIP reports and more!"
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When: Friday, Nov 19 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What are Work In Progress (WIP)reports?
- Why do WIP reports matter?
- Learn how oyu can do billing for partial work being rendered by your firm
- Learn about the three following report types, and how they can help unlock revenue and cash flow for your firm:
- 1. Work In Progress Report
- WIP Disbursements
- Invoice Pending reports
- A demonstration on how you can generate these reports with uLawPractice
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“How do you ensure BX, Cx, Ux & Px is high for your law office?” (1 hour CPD)
When: Friday Nov 26, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What is Bx, Ux, Cx, and Px?
- What does Bx mean? Why is it a good idea to be cognitive of such an acronym?
- The business of branding
- how to think, breathe and live branding
- benefits of practice management and legal accounting software and its contributions to Px
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"Integrating payments with Nuvei and uLaw"
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When: Friday Dec. 3, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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- Learn the virtues of using Nuvei payments as a digital payment processor to get money from clients directly with uLaw
- Automate the payment process and access more cash flow for your business
- Learn the advantages of using uLaw's preferred supplier partnerhsip with Nuvei (discounts)
- Demonstration on how to use Nuvei payments and integrated payments with uLaw
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"Everything Practice management" (1hr CPD)
When: Friday Dec 10, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- Learn everything about Practice management
- Learn about Compliance
- Learn about Legal Accounting
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"Trust and General Reconciliation De-Mystified" (1hr CPD)
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When: Friday Dec 17, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice
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Agenda
- What is the reconciliation process
- How do you do trust reconciliation?
- How do you do general reconciliation?
- What does it take to be audit-ready?
- How to be prepared for audits - a checklist walkthrough
- What are the core aspects of an audit-ready financial management process?
- Live demo
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