When: Friday Jan 8, 2021
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

When: Friday Jan 15, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

• Matter creation and steps
• Matter life cycle and status
• Compliance documents after matter creation
• handling retainers, receipts and non engagements
• Law Society requirements after you intake a matter
• Disbursements
• Trust and General management
• Invoicing, trust transfers
• Matter document management
• Mobile docketing, rate management, and additional parties
• Matter analytics & FeeBook

When: Friday Jan 22, 2021
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

When: Friday Jan 29, 2021
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

When: Friday Feb 5, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

• Bring 360 degree vision to your business
• Analyze the unknowm
• Analyze accounting data
• Get better insight into your legal business
•  Get what Big law firms pay $1000s for at no extra cost

When: Friday Feb 12, 2021
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

When: Friday Feb 19, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

• Deeper Dive into the
  • • Dashboard,
    • Contacts
    • QuickView & Calendar

• How do these features overhaul your overall uLaw experience?
• Features that are not used often, but should be…

When: Friday Feb 26 2021
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 get Audit ready?
• How to be prepared for an Audit - a checklist walk through
• What are the core aspects of an audit-ready Financial management process?
• Live Demo

When: Friday March 5, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

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: Friday March 12, 2021
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

When: Friday March 19, 2021
Time: 2-3 p.m. Eastern
Where: ANYWhere & ANYDevice

Agenda

• Who is an Entrepreneur?
• Why be an Entrepreneur?
• Risks of an Entrepreneur?
• Setting up your Business
• Needs of Sole practitioners for automation – Tools & Tips

When: Friday March 26, 2021
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

• Law Society Requirements after you intake a cl

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

• What do I start

• What material should I prepare

• How do I bring my contacts?

• What do I need to with my matters?

• What do I need to do about accounting

• • Trust

• • General

• • Accounts Receivable (AR) Balance

• • Opening Balance in Bank

• • HST/GST Balance in uLaw

• Setting up other accounts for assistants, co-workers and the accountant