uLawPractice

uLaw Webinars

ENJOY BACK-TO-BACK CPD CREDIT WEBINAR SESSIONS

Elevate your practice with a full lineup of CPD-accredited webinars—knowledge, compliance, and efficiency, all in one place!

WEBINAR: Law Office Client Management - Client Portal (CPD)

When: Fri July 17, 2026 @ 2:00 PM Eastern

Join the uLaw team for this amazing CPD-accredited webinar session to master the every stage of client management—from intake to compliance while meeting Law Society standards with confidence and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:

Client Intake & Compliance Essentials – Learn the full client onboarding process, including conflict checks, non-engagements, and post-intake compliance documentation.
ID Verification & Legal Documentation – Understand how to generate and manage key documents such as Client ID Verification, Retainer Letters, Authorization Letters, and Credit Card Authorizations.
Effective Group & Contact Management – Organize clients into groups, manage sources of contact, and streamline relationship building.
Law Society Requirements & Best Practices – Ensure you're compliant with client intake and ongoing client file management expectations.
Using Legal Tech for Client Oversight – Explore tools like uLaw for importing/exporting contacts, generating contact letters/envelopes, analyzing data, and integrating with FeeBook.

WEBINAR: Trust & General Reconciliation De-Mystified (CPD)

When: Fri July 24, 2026 @ 2:00 PM Eastern

Join the uLaw team for this amazing CPD-accredited webinar session to master the complexities of reconciliation and learn how to stay compliant with Law Society expectations through simplified processes and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:

Welcome & Importance of Reconciliation - Begin the session by understanding the role of financial reconciliation in legal practice, its connection to Law Society compliance, and why staying audit-ready is essential for every legal professional.
Understanding Trust & General Reconciliation - Dive into the practical differences between trust and general account reconciliation, with step-by-step guidance on how to handle each effectively using proper legal accounting practices.
Getting Audit Ready - What You Need to Know
Learn what triggers audits, what auditors look for, and how maintaining consistent records and following best practices can keep your firm compliant and stress-free.
Audit Checklist Walkthrough - Explore a detailed audit preparation checklist including trust ledgers, receipts journals, bank reconciliations, and more, helping you stay ahead of any regulatory inspection.
Live Demo on uLawPractice - Watch a real-time demonstration of how uLawPractice simplifies trust and general reconciliation, generates audit-ready reports instantly, and ensures nothing falls through the cracks.

WEBINAR: Disbursement De-Mystified (CPD)

When: Fri July 31, 2026 @ 2:00 PM Eastern

Join the uLaw team for this amazing CPD-accredited webinar session to master the essentials of disbursements and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:

What Are Disbursements? - Understand the definition and role of disbursements in legal practice.
Why Trust Accounts Aren’t the Whole Solution - Discover the risks of relying solely on trust accounts for disbursements and learn the proper procedures.
Best Practices for Disbursement Management - Learn how to accurately track, record, and reconcile disbursements while staying LSO-compliant.
Time-Saving Tools & Techniques - See how legal accounting software automates tedious tasks and minimizes manual errors.
Boost Efficiency with Practice Management Software - Explore how integrated platforms streamline your entire workflow from disbursement tracking to billing.

WEBINAR: Law Office Matter Management (CPD)

When: Fri Aug 07, 2026 @ 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.

WEBINAR: Everything Practice Management (CPD)

When: Fri Aug 14, 2026 @ 2:00 PM Eastern

Join the uLaw team for this amazing CPD-accredited webinar session to master the essentials of Practice Management and earn 1 hour of Professional CPD Credits. Our host will walk you through the following:

Client Intake, Service & Communication – Learn efficient client onboarding, communication, and ethical relationship management.
File Management – Explore best practices for organizing, securing, and managing legal case files.
Financial Management – Understand legal accounting, trust account management, billing, and invoicing.
Business & Professional Management – Discover strategies for running a law firm efficiently while ensuring compliance.
Time & Personal Management – Master productivity techniques and work-life balance for legal professionals.

REGISTER HERE FOR WEBINARS: CPD AND MORE

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