Elevate your practice this month with a full lineup of CPD-accredited webinars—knowledge, compliance, and efficiency, all in one place!
When: Fri June 06, 2025 @ 2:00 PM Eastern
Join the uLaw team for this amazing CPD-accredited webinar session to master the essentials of Bussiness Success and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:
Introduction to Bx, Ux, Cx & Px: Understand Brand Experience, User Experience, Customer Experience, and Practice Experience—and how they connect to business success.
Becoming Bx Cognitive: Learn why intentionally crafting every brand touchpoint builds trust, loyalty, and differentiation—and how to apply this mindset in your business.
The Business of Branding: Discover the impact of strong branding on recognition, credibility, and customer acquisition.
Living Your Brand: Explore how to embed branding into company culture and daily operations for consistent and authentic brand delivery.
Business Automation & Experience: See how automation enhances user and customer experiences by streamlining processes and enabling personalized interactions.
Practice Management & Legal Accounting Benefits: Understand how these tools centralize operations, ensure compliance, improve productivity, and support financial health.
Improving Practice Experience (Px): Learn how technology optimizes practitioner satisfaction, client communication, and overall business growth.
When: Fri June 13, 2025 @ 2:00 PM Eastern
Join the uLaw team for this amazing CPD-accredited webinar session to master the essentials of Law Society Audits and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:
Understanding the Legal Audit Process: Learn what triggers an audit, who conducts it, and what legal professionals should expect during the process.
How to Prepare for an Audit: Get practical guidance on organizing your records, workflows, and tools to be audit-ready at any time.
Practice Review - Procedures, Methodologies & Records: Understand the practice-side expectations, including documentation of workflows, intake procedures, and client communication.
Financial Review - Books & Records Preparation: Dive into the financial aspects of the audit—what to maintain, how to record, and how to ensure accuracy and transparency.
Trust & General Account Documentation: Review the must-have documents including ledgers, journals, FeeBooks, disbursement records, and other compliance reports.
Procedural Compliance Documentation: Ensure proper documentation of procedures like Form 9A, deposit slips, reconciliations, and authorization trails.
Technology & Data Management Review: Learn the audit requirements around digital practices—data backups, device management, cloud access, and mobile tools.
Professional Conduct & Compliance Standards: Understand how adherence to Professional Rules of Conduct is evaluated during an audit.
Audit-Proofing with Legal Tech Solutions: Discover how practice management and legal accounting software like uLaw can automate compliance and minimize audit risks.
When: Fri June 20, 2025 @ 2:00 PM Eastern
Join the uLaw team for this amazing CPD-accredited webinar session to master the essentials of Client Management and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:
Understanding the Client Intake Process: Get a complete overview of how client intake works within a legal practice and why it’s critical for compliance and efficiency.
Client Intake via Secure Portal: Learn how to onboard clients quickly and securely through uLaw’s dedicated client portal.
Virtual Client Verification During Intake: Explore how to verify client identity remotely using uLaw’s LSO-compliant virtual verification tools.
Client Intake via QR Code: Discover how QR codes can streamline the intake process, making it easier for clients to initiate engagement from anywhere.
Using Intake Forms for Efficient Data Collection: See how pre-built and customizable intake forms help collect essential information while reducing manual work.
Do-It-Yourself (DiY) Client Intake Forms: Empower your clients to self-initiate their intake using automated, customizable forms designed to fit your workflow.
When: Fri June 27, 2025 @ 2:00 PM Eastern
Join the uLaw team for this amazing CPD-accredited webinar session to master the essentials of Matter Management and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:
Matter Lifecycle Management: Learn how to create, track, and manage matters from intake to closure with full visibility at every stage.
Compliance Documentation & Law Society Requirements: Understand the critical documents required after matter creation and how to stay compliant with LSO regulations.
Retainers, Receipts, Disbursements & Non-Engagements: Explore best practices for handling client funds, issuing receipts, documenting disbursements, and managing non-engagements.
Trust & General Account Management: Gain insights into accurate fund handling, trust-to-general transfers, and maintaining audit-ready financial records.
Invoicing, Rate Setup & Mobile Docketing: Discover how to generate compliant invoices, manage hourly rates, and capture time effectively using mobile tools.
Document Handling, Party Management & Matter Analytics: Learn how to organize documents, manage additional parties in a matter, and analyze performance using FeeBook and reports.
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