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"
When: Friday Jan 7, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Law Society Bookkeeping Compliance -- 10 minutes, or 3 hours?" (1 hr CPD!)
When: Friday Jan 14 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Unsung Heroes"
When: Friday Jan 21 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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.
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"uLaw Gmail Integration"
When: Friday Jan 28, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Integrating payments with LawPay and uLaw"
When: Friday Feb. 4, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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- 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
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"Law Office Client Management" (1 hour CPD)
When: Friday Feb 11th 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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Agenda
- Compliance Document after Client Intake
- 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
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"Automate client intake with 'uLaw Client Portal'"
When: Friday Feb 25th, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Disbursements De-Mystified" 1hr CPD
When: Friday Mar 4th, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Increase billing with uLaw's WIP reports and more!"
When: Friday, Mar. 11 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Document Management Simplified with Google Drive & Microsoft OneDrive"
When: Friday Mar 18th, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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Agenda
- What does document management mean in the cloud?
- Key players include:
- Google Drive
- Dropbox
- OneDrive
- uLaw+Google Drive & uLaw + OneDrive
- Setup & use case
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"Getting ready for Law Society audits" (1hr CPD)
When: Friday Mar. 25, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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.
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"Everything Practice management" (1hr CPD)
When: Friday April 1st, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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Agenda
- Learn everything about Practice management
- Learn about Compliance
- Learn about Legal Accounting
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"uLaw Gmail Integration"
When: Friday Apr 8, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Expense Management 101" (1 hour CPD)
When: Friday Apr 22, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Increase billing with uLaw's WIP reports and more!"
When: Friday, Apr 29 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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“How do you ensure BX, Cx, Ux & Px is high for your law office?” (1 hour CPD)

When: Friday May 6, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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"Integrating payments with Nuvei and uLaw"
When: Friday May 13, 2021 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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- 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
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"Everything Practice management" (1hr CPD)
When: Friday May 27, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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Agenda
- Learn everything about Practice management
- Learn about Compliance
- Learn about Legal Accounting
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"Trust and General Reconciliation De-Mystified" (1hr CPD)
When: Friday Jun 3, 2022 Time: 2-3 p.m. Eastern Where: ANYWhere & ANYDevice
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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
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