ULAW WEBINARS

*We have for you   6   Webinars for this month and 3hr of CPD Credit  for  Ontario, New Brunswick & BC

“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

Contact Management in uLaw a deep dive

iPhoneContactManagement

Agenda

    • How to intake contact in web
    • How can you intake on the phone
    • Importing a contact in Phone both iPhone and Android
    • Documents you can generate after you intake a contact
    • Grouping contacts
    • Law Society Requirements after you intake a client
      • Client ID Verification
      • Retainer Letter
      • Authorization Letter
      • and much more
    • Importing and exporting Contacts
    • Live Demo

When: Nov 9th 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: Nov 16th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

uLaw Analytics Mobile and Desktop

expense-chart-by-client

Agenda


  • Analytics for Desktop
  • Analytics for Mobile
  • Live Demo

When: Nov 23rd Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

How to make your Bx, Cx, Ux & Px better for your Law Office?*1hr of CPD Professional Credits for ON,NB & BC

BxCxUxPx-1

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

When: Nov  30th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice

 

uLaw Reporting a deep dive

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Agenda

  • Live demo of all reporting options and show their value
  • Live Demo

When: Dec 7th Friday, 2018 
Time: 2:00pm EST to 3:00pm EST 
Where: ANYWhere & ANYDevice