EVERYTHING
PRESENTED BY
PRACTICE MANAGEMENT
ONTARIO PARALEGAL NETWORK ONTARIO PARALEGAL ASSOCIATION ULAWPRACTICE
PROFESSIONAL OBLIGATIONS
CLIENT INTAKE, SERVICE & COMMUNICATION
FILE MANAGEMENT
FINANCIAL MANAGEMENT
BUSINESS MANAGEMENT
PROFESSIONAL MANAGEMENT
TIME MANAGEMENT
PERSONAL MANAGEMENT
PROFESSIONAL OBLIGATIONSCLIENT INTAKE, SERVICE & COMMUNICATION
Detailed recording of calls & consultations
Conflict checking for confidential
information
Providing letters of non-engagement
Depositing retainers into trust accounts and provide receipt
Determining collateral for fees
PROFESSIONAL OBLIGATIONSCLIENT INTAKE, SERVICE & COMMUNICATION
When creating a retainer agreement, be sure to include the following
NATURE & SCOPE OF MATTER CLIENT RESPONSIBILITIES SCHEDULING & COURSE OF REPRESENTATION
METHOD & FREQUENCY OF COMMUNICATION RETAINER ARRANGEMENTS RETAINER TERMINATION DETAILS
LEGAL PRACTITIONER-CLIENT CONFIDENTIALITY RISKS ASSOCIATED WITH CERTAIN METHODS OF COMMUNICATION
PROFESSIONAL OBLIGATIONSFILE MANAGEMENT
File checklist discerning incoming matters
Confirmation of conflict check
completion
Separate files for each respective
matter
Chronological & secure
organization of electronic files
Personal recording of
client interactions
Proper organization
through numeric & cross-indexing
PROFESSIONAL OBLIGATIONSFINANCIAL MANAGEMENT
Proper fee scheduling of hourly rate; recording billable time in time sheets, client files & accounting system
Prompt transmission and delivery of invoices to client (within specified time, invoice detailing payment terms)
Systematic tracking of overpayments on accounts
Recording of general accounts through general receipts and disbursement entries
Maintenance of original bank statements & books, cancelled cheques, detailed duplicate deposit slips
Preparation of financial statements (income/expense statement, annual budget) to gauge firm’s health
PROFESSIONAL OBLIGATIONSFINANCIAL MANAGEMENT
When setting up your trust accounts to receive monies, be sure to include the following
CLIENT LEDGER TRUST RECEIPTS JOURNAL TRUST DISBURSEMENTS JOURNAL
MONTHLY TRUST COMPARISONS & RECONCILIATION
PROFESSIONAL OBLIGATIONSBUSINESS MANAGEMENT
Efficient use of a reputed legal software
S O F T WA R E
Secure file maintenance & regular backups
S E C U R I T Y
Robust security of mobile devices
M O B I L E
Ability to remotely access email & voice
messages
R E M OT E AC C E S S
PROFESSIONAL OBLIGATIONSPROFESSIONAL MANAGEMENT
Completion of required CPD hours Membership of Professional Associations
Reviewing new legislation & case laws Reviewing Professional Conduct Guidelines
PROFESSIONAL OBLIGATIONSTIME MANAGEMENT
Maintenance of a to-do list Management of active files Time-dockets for non-billable time
PROFESSIONAL OBLIGATIONSPERSONAL MANAGEMENT
Satisfaction with the legal practice; enjoyment of your area of practice
Satisfaction with growth, progress, and financial success of your practice
Recording of your time spent at work, vacation taken
Ensuring a proper work-life balance is achieved; proper stress management
BENEFITS OF PRACTICE MANAGEMENT
TOTAL COST OF OWNERSHIP EFFICIENCY IN PRACTICE
LSUC COMPLIANCE PRACTICE ANYWHERE
Reduce overhead costs by making an investment in a practice mgmt system. In the long run, total
cost of ownership will be significantly less.
Practice management systems provide documents, accounting, and court forms that are all compliant with Law Society of Upper Canada.
With most practice management systems utilizing cloud technology, you can practice anywhere— access files out of office, and on any device.
Maximize efficiency with the automated features of a practice management system, saving you more time to put towards what really matters.
MATTER MANAGEMENTMANAGING THE DAILY OPERATIONS OF A LAW PRACTICE
uLawPractice provides efficient matter management to ensure your practice achieves its potentialEasily generate disbursements and dockets, and complete the necessary documents in a matter of
minutes with the simple click of a button
FILE ORGANIZATION & MANAGEMENT PHONE & MEETING DOCKETS DISBURSEMENT MANAGEMENT MATTER STATUS UPDATING
matter management
managing the daily operations of a law practice
Demo
MATTER ANALYTICSMEASURING PRACTICE HEALTH FOR BUSINESS IMPROVEMENT
Understand the state of your practice to see what corrective actions need to be taken (pending invoices, pending trust transfers, aging invoices)
As a sole practitioner, you need to understand your practice’s past success & failures to improve its future
With the data presented in analytics, your practice can take it to the next level and have the strength & knowledge of a big firm
Matter analytics empowers your law office to answer powerful questions by amalgamating data collected in the complementing components
Syncing of personal calendars Daily/weekly agenda view
Matter docketed in calendars Monthly/weekly/daily view
CALENDERINGCALENDAR MANAGEMENT
FORMS AUTOMATIONAUTOMATE YOUR PRACTICE WITH FORMS
With uLawPractice’s form generators, you can save time through pre-population by matter files
uLawPractice’s form generator features forms for Family Law, Small Claims Court, and Landlord & Tenant
All forms provided in the form generator are Law Society compliant
ACCOUNTING - TRUST & GENERAL
MANAGING YOUR PRACTICE’S FINANCES
Seamless integrated accounting
Powerful analytical & reporting tool
LSUC compliance in reporting for ease of audit
PROFESSIONAL OBLIGATIONSFINANCIAL MANAGEMENT
Key Financial records to be generated and managed
CLIENT LEDGER TRUST RECEIPTS JOURNAL TRUST DISBURSEMENTS JOURNAL FEE BOOKS
MONTHLY TRUST COMPARISONS & RECONCILIATION
ACCOUNTING - TRUST & GENERAL
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uLawPractice
uLawPracticeuLawPractice is a Canadian cloud-based practice management solution enabling sole practitioners and
small law firms to more effectively manage their practice from ANYWhere, at ANYTime, using ANYDevice.
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EVERYTHINGPRACTICE MANAGEMENT
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