uLaw Webinars

The uLaw team invests heavily into educating legal practitioners year-round.

Join us throughout Winter 2021 to learn how to revolutionize your practice and gain valuable and free Continuous Professional Development Credits!

Below is the agenda for January- early April 2021. Fill out the form to the right and we hope to see you there!

 

"Disbursement de-mystified" (1hr CPD) 

DisBursementDe-Mistified

When: Friday Jan 8, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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



 

"Law Office Matter Management" (1hr CPD) 

2020-09-16 11_31_14-Law Office Matter Management - Webinar - Google Slides

 

When: Friday Jan 15, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Matter creation and steps
  • Matter life cycle and status
  • Compliance documents after matter creation
  • handling retainers, receipts and non engagements
  • Law Society requirements after you intake a matter
  • Disbursements
  • Trust and General management
  • Invoicing, trust transfers
  • Matter document management
  • Mobile docketing, rate management, and additional parties
  • Matter analytics & FeeBook


 

"uLaw Business Reporting" 

2020-09-16 11_46_15-uLaw Business Reporting - Google Slides-1

When: Friday Jan 22, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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




"Law Society Bookkeeping Compliance -- 10 minutes, or 3 hours?" (1 hr CPD!)

2020-09-16 12_24_32-uLaw Law Society Bookkeeping Compliance - Webinar - Google Slides

When: Friday Jan 29, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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


 

"Analytics and Insights" 

2020-09-16 12_38_33-uLaw Analytics and Insights - Google Slides

When: Friday Feb 5, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Bring 360 degree vision to your business
  • Analyze the unknowm
  • Analyze accounting data
  • Get better insight into your legal business
  •  Get what Big law firms pay $1000s for at no extra cost


 

"Disbursements De-Mystified"  1hr CPD

DisbursementsWebinar

 

When: Friday Feb 12, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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



 

"Unsung Heroes"

2020-09-16 12_42_26-UlawWebinar - Unsung Heroes - Google Slides

When: Friday Feb 19, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Deeper Dive into the
      • Dashboard,
      • Contacts
      • QuickView & Calendar
  • How do these features overhaul your overall uLaw experience?
  • Features that are not used often, but should be



 

"Trust & General Reconciliation De-Mystified" (1hr CPD)

2020-09-16 12_55_35-Trust and General Reconciliation De-Mystified - Webinar - Google Slides

When: Friday Feb 26 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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



 

 

"How do you Ensure Bx, Cx, Ux & Px is high for your law office?" (1hr CPD)

2020-09-16 12_57_41-Bx, Cx, Ux & Px - Google Slides

When: Friday March 5, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • What is Bx, Ux, Cx & Px mean?
  • Why and how to be Bx Cognitive?
      • The Business of branding
  • How to think, breathe and live branding
  • Business Automation and tieing it to Ux & Cx
  • Benefits of Practice management and Legal Accounting software and its contributions to Px



 

"Document Management Simplified"

2020-09-16 13_01_09-Document Management Webinar - Google Slides-1

When: Friday March 12, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • What does document management mean in the cloud?
  • Key players include:
    • Google Drive
    • Dropbox
    • OneDrive
    • uLaw+Google Drive & uLaw + OneDrive
    • Setup & use case



 

"Unlock the Power of Going Solo"

2020-09-16 13_14_40-Going Solo - Webinar - Google Slides

When: Friday March 19, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Who is an Entrepreneur?
  • Why be an Entrepreneur?
  • Risks of an Entrepreneur?
  • Setting up your Business
  • Needs of Sole practitioners for automation – Tools & Tips



 

"Law Office Client Management" (1 hour CPD)

2020-09-16 13_20_00-Law Office Client Management - Webinar - Google Slides

When: Friday March 26, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Client Intake
  • Compliance Document after Client Intake
  • Group Management
  • 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
  • Law Society Requirements after you intake a cl

 

"Getting Started With uLaw"

webinar-getting-started-with-ulaw

 

When: Friday April 2, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

  • What do I start
  • What material should I prepare
  • How do I bring my contacts?
  • What do I need to with my matters?
  • What do I need to do about accounting
    • Trust
    • General
    • Accounts Receivable (AR) Balance
    • Opening Balance in Bank
    • HST/GST Balance in uLaw
  • Setting up other accounts for assistants, co-workers and the accountant