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

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

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.

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

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

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

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

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

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
  
  

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

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.

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

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

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

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

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

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

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

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