Agenda

• What is the difference between Disbursements and Business/Office Expenses
• 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
  
• What are the expectations of your Law Society
  
• Types of expenses
• What is the Expense Book?
• Analytics for Expenses 

Agenda

• • Bring 360 degree vision to your business
  • Analyze the unknown
  • Analyze accounting data
  • Get better insight into Client trust and general ledgers
  • Get what Big law firms pay $1000s for at no extra cost

Agenda

• What is the audit process?
• How do you prepare for an audit?
• Practice review
• Financial review
• Tech review
• Professional rules of conduct review
• Practice management and legal accounting solutions 

Agenda

• Learn how your law office can operate from virtually any place you have a WiFi connection
• How big data is being utilized by even the smallest Canadian law firms
• Revolutionize your legal practice and cut costs at the same time

• What are the different data touch points recorded when inputting a client's information in to your legal office?
• How to manage your contacts in an effective manner
• Practice management related protocols for managing one's contacts
• How inputting data into your law practice system can translate into time saved and overall productivity
• Learn to increase billable hours with a more effective system

Agenda

• Learn how legal admins, various partners can use uLaw to revolutionize their practice
• Use a single account to manage your entire law practice
• utilize analytics to see where each user benefits the whole firm

Agenda

• What do Bx, Ux, Cx, and Px mean?
• How these acronyms help you with the business of branding
• Why and how to be Bx Cognitive? 
• How to think, breathe, and live branding
• Business automation and how it pertains to your firm's Ux and Cx
• Benefits of practice management software and its contributions to Px

Agenda

• What does document management mean in cloud computing? 
• Key players; 
  • Google Drive
  • Dropbox
  • OneDrive
  • uLaw+Google Drive & uLaw +Onedrive
  • Ex: setup & use-case

Agenda

• What's it take to be a businessperson?
• Learning the administrative cost
• How you can actually become a sole practitioner
• Analyzing TCO (total cost of ownership)
• Ways to cut costs as a solo lawyer

Agenda

• Join our team to learn Practice Mgmt A  to Z
• Lead you through all components for compliance
• What's it take to keep auditors satisfied?
• How can you streamline your compliance measures?
• How to not WASTE MONEY doing your practice mgmt

Agenda

• How many hours do you spend doing your timesheets?
• Learn how to make use of uLaw's timesheet service
• Streamline your admin work with uLaw timesheets
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Agenda

• What the law society is looking for when looking at your trust accounting
• Why do things out of trust vs general? What's the better choice?
• How much effort is it to handle reconciliation? Learn how to streamline it with us
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