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!

Starting the new year in 2022, 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" 

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When: Friday Jan 7, 2022
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 14 2022
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

"Unsung Heroes"

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

When: Friday Jan 21 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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.

"uLaw Gmail Integration"

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When: Friday Jan 28, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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


"Integrating payments with LawPay and uLaw"

IntegratedPayments

When: Friday Feb. 4, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

  • 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

"Law Office Client Management" (1 hour CPD)

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

When: Friday Feb 11th 2022
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

"Automate client intake with 'uLaw Client Portal'"

client-portal

When: Friday Feb 25th, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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

"Disbursements De-Mystified"  1hr CPD

DisbursementsWebinar

 

When: Friday Mar 4th, 2022
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

"Increase billing with uLaw's WIP reports and more!"

wip-construction

When: Friday, Mar. 11 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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

"Document Management Simplified with Google Drive & Microsoft OneDrive"

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

When: Friday Mar 18th, 2022
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



 

 

"Getting ready for Law Society audits" (1hr CPD)

auditor-love-ulaw-01-png

When: Friday Mar. 25, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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.

"Everything Practice management" (1hr CPD) 

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When: Friday April 1st, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Learn everything about Practice management
  • Learn about Compliance
  • Learn about Legal Accounting

"uLaw Gmail Integration"

ulaw-gmail-settings-jpg

 

When: Friday Apr 8, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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

"Expense Management 101" (1 hour CPD)

expenseclaimform

 

When: Friday Apr 22, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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

"Increase billing with uLaw's WIP reports and more!"

wip-construction

When: Friday, Apr 29 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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

“How do you ensure BX, Cx, Ux & Px is high for your law office?” (1 hour CPD)

DisbursementsWebinar

 

When: Friday May 6, 2022
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

"Integrating payments with Nuvei and uLaw"

IntegratedPayments

When: Friday May 13, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

  • 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

"Everything Practice management" (1hr CPD) 

ulaw-webinar-flatdesign

 

When: Friday May 27, 2022
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

  • Learn everything about Practice management
  • Learn about Compliance
  • Learn about Legal Accounting

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

ulaw-webinar-flatdesign

 

When: Friday Jun 3, 2022
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 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