Elevate your practice this month with a full lineup of CPD-accredited webinars—knowledge, compliance, and efficiency, all in one place!
When: Fri March 14, 2025 @ 2:00 PM Eastern
Join the uLaw team for this amazing CPD-accredited webinar session and learn about Law Office Matter Management.
You will learn:
What is Matter Creation, and what are the key steps involved in its life cycle?
How to manage compliance documents, retainers, receipts, and non-engagements after matter creation?
What are the Law Society requirements for handling trust and general accounts, disbursements, and invoicing?
How to efficiently manage trust transfers, matter documents, and fee book entries?
What is the role of mobile docketing, rate management, and additional parties in legal practice?
How can matter analytics help optimize legal operations and financial tracking?
Benefits of using Legal Accounting Software to simplify and automate legal practice management.
When: Fri March 21, 2025 @ 2:00 PM Eastern
Join the uLaw team for this amazing CPD-accredited webinar session and learn about Bookkeeping Compliance.
You will learn:
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: March 28, 2025 @ 2:00 PM Eastern
Join the uLaw team for this webinar and learn how to stay compliant and get ready for Law Society Audits.
Discover:
What is the Audit process?
How to prepare for an Audit?
Practice Review : Practice, methodology and procedure and records to be ready for Review
Financial Review: Books and Records to be Ready for Review.
Trust Documents (Ledgers, Journals ….)
General books (Ledgers, Journals, FeeBooks, Expense Books, Disbursements …)
Procedural documentation: Form 9A, Deposit Slips etc
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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