ulawpractice - cloud computing & practice management

8/9/2019 uLawPractice - Cloud Computing & Practice Management

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Cloud Computing &Practice Manageme

Presented by Superfluid Software O P N - C L O U D S E M I N A R - J A N U A R Y 1 8 , 2 0 1 5


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What is Cloud?

! Cloud computing enables users to manage and process data securely over

opposed to a local disk

! Cloud technology has increased flexibility, allows constant access to your filused across different devices

! Cloud enables you to take your office with you at ANYTime, ANYWher

ANYDevice.


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Trends in Cloud Computin

Mobile & cloud practicemanagement solutions are

becoming common aslawyers strive towards

automation

Cloud solutions canincrease overall

efficiency in a lawpractice

I.T. investcost

compedeliver

ex


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Rise of Cloud Computing

WITH T HE R ISE OF CLOUD COMPUTING, THERE ARE MANY BENEF ITS & CHANGES IN

EASE OFIMPLEM ENTATION &

MAINTENANCE

SIMPLE-TO-USESOLUTIONS WITH

REAL-T IME SUPPORT

LOW COST SOFTWAREWITH MINIMAL

MAINTENANCE COSTS

FLEXT


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Value-Added Components

Online phone and

fax servicesRingCentral, Join.Me

Email integration

Dropbox/Box/

Google DriveIntegration

Practicemanagement


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Adopting Cloud SoftwareWHEN ADOPTING CLOUD PRAC TICE MANAG EMENT SOLUTIONS, YOU HAV E TO T HINK L IK

YOU MUST CONSIDER:

! Roles & responsibilities once the cloud adopted

! Integration of the practice managementexisting systems

! Effects on existing office costs; additionwith implementing and maintaining the

! Security practices to ensure your data ioften back-ups occur, location of back-u

! Procedures regarding disaster recovery


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HostingLocation

Security

256-bit SSLEncryption

RobustPassword

Rules


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Todays CloudCloud-based services are past the tipping point & will dominate future computing solu

Relentless economies of scale best cost

Better availability than any economically sensible in-house solution - always on

Pay as you play

Enables mobility

Flexible capacity for the user - on demand computing

Requires due diligence by users (share the secur ity responsibility, data sovereignty awareness, terms o


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Overview

! uLawPractice is a complete practice management solution

! Includes Trust & General Accounting features, client matter & schedule mandashboard & analytics, and form generation

! uLawPractice is a complete Canadian solution enabling law practitioners to

office ANYWhere, at ANYTime, and on ANYDevice


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Pain Points

OPERATIONAL EFF ICIENCY

! Revenue losses due to

inefficient operatingactivities

! Unable to reduce high non-billable hours & generaterevenues in a timely fashion

! Inability to manage practice

remotely at a low cost

! Lack of a cross platformpractice managementsolution

! 30% of ti

wasted omanagemof court

! Existing I.Thigh setucosts


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Our Remedy

OPERATIONAL EFF ICIENCY

! Converting non-billable time

into billable time, thusgenerating more revenue byautomating manual tasks

! Providing an easy to use

pay-as-you-go cloud solutionthat can be used

ANYWhereat ANYTime

on ANYDevice

! Relieving

manual, r

! Replacing

systems, tcost of o


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The Solution

COMPELL ING BENEF ITS

COURT FODASHBOARD & ANALYTICS

Our formincludes FamLandlord an

Law So

Reduce the billing cycle andensure timely revenue

generation throughuLawPractices reminders and

analytics

F INANCIAL TOOLS

A rich financial feature setincluding a Trust Accounting

module that eliminates the needfor external accountants or

third-party accounting software


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The Process

CLIENT

INTAKE

MATTER

MANAGEMENT

FINANCIAL

MANAGEMENT

ULAWPRACTICE S IMPL IF I ES ALL ASPECTS OF YOUR PR


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Reminders ensure thepractitioner generates

revenue throughpunctual docket

generation and invoicing

The ProcessVALUE PROPOSIT I ON

Cloud infrastructureenables the software tobe accessible with no

limitations

Embedded accountingfeatures allows

practitioners to bepractitioners, and uLawto be the accountant

Einfo

popdo

Fam


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The Advantage

No other practice managementsoftware has accounting

integration as robust asuLawPractice

Ledger entries need not beentered manually

Our automa

which containscourt forms, sa

extensive a

It saves customers time, and

provides them with theconfidence of running theirpractice without requiring

extensive accounting knowledge


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The Process

CLIENT INTAKE

W W W . U L A W P R A C T I C E . C O M : 8 0 8 0 / A P P /

USERNAME : J a s o n P r a c t i c e

PASSWORD : t r i a l u l a w
http://www.ulawpractice.com/


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The Process

CLIENT INTAKE

ACQUIRING CUSTOMERS F OR YOUR P RACTICE

! You have limited time in front of the cliinformation

! The Law Society requires your firm to documents while obtaining the client


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The Process

CLIENT INTAKE

LSUC COMPL IANCE

! Perform a conflict check

! Appropriate fee and matter disclosure

! Providing client with specific and clear agreements (scope of the matter, fee stcontingency fee, method of communica

cancellation )! Immediate deposit of retainer into trus

! Engagement documents (master & busetc.)

! Agency work


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The Process

MATTER

MANAGEMENT

MANAGING THE DAILY OPERATIONS OF YOUR PRAC

! You need a solution to efficiently run yodaily basis

! Easily generate disbursements and dockthe necessary documents in a matter othe simple click of a button


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The Process

MATTER

MANAGEMENT

LSUC COMPL IANCE

! File organization & management

! Individual & unique files for each matterclient

! Telephone & meeting dockets! Disbursement organization & managem

! Matter status: active // closed // archivedDEMO


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The Process

FINANCIAL

MANAGEMENT

LSUC COMPL IANCE

! Fee structure & rate management (hourly v

! Fee schedule (blocked // disbursements // p

! Record of billable time

! Interim billing

! Invoices & adjustments (interest charges, ov

! Trust receipt & trust disbursement journals

! General receipt & general disbursement jou

! Trust & general ledgers, fee book

! Electronic trust transfer requisitions (Form

! Monthly trust & general reconciliations

DEMO


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The Process

FINANCIAL

MANAGEMENT

MANAGING YOUR PRACTICES F INANCES

! Our financial repor ting components haSocietys guidelines built in to ensure alstatements, activities, and reports are L

! These financial reporting systems also tfurther and keep you on top of your in

cycles

! Based on existing matter data, it remindcertain clients or move money from yoretainers


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The Process

MATTER

ANALYTICS

MEASURI NG YOUR PRACTICES HEALTH FOR BUSINES S IMPR

! Understand the state of your practice tcorrective actions need to be taken (pe

unbilled dockets, pending trust transfer

! As a sole practitioner, you need to undpractices past success & failures to imp


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The Process

MATTER

ANALYTICS

MEASURI NG YOUR PRACTICES HEALTH FOR BUSINES S IMPR

! Matter analytics empowers your law ofpowerful questions by amalgamating ththe previous components

! uLawPractices analytics provides deep how your practice is performing and en

in tune with trends

! With the data presented in analytics, yo

take it to the next level and have the stknowledge of a big firm


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The Setup


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Testimonials

The uLaw software is easy touse and meets all the requirementsin my job as a paralegal; I

personally recommend anyone touse uLawPractice.

CUSTOMER

Narainsamy AppaswamyToronto, ON

As a result, my practice hasbe come mor e p r oduc t i v e ,

p r o fi t a bl e , e f fi c i e n t , a n d

professional. Last but not least,uLaw is easily affordable ascompare to other expensivesoftwares in the market.

CUSTOMER

Kashif AliToronto, ON

The big pluspractice accouaround in.

recommend practi ti onersalternative tooptions out the

CUS


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Testimonials

Another great aspect of uLaw andits team, is that they take yoursuggestions into consideration onhow to improve their software. In

my time of being a satisfiedcustomer, I have witnessed themimplement 2 of my suggestions.

CUSTOMER

Vince CapicottoToronto, ON

The document generation builtinto uLaw is a huge time saver

for me. The uLaw team tries

hard to improve their product byincorporating feedback from theirclients and adding new featuresthe software develops.

CUSTOMER

Ian WilkinsonLondon, ON

uLaw has provto maximize profimy legal servicesreconciliation. T

saver such as yLTB Forms. Itime and the usnext to none.

CUS


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Testimonials

With uLaws web-based practicemanagement service, you spendless time doing the books andhave more time for your clients.

MEDIA ANALYST

Paralegal Scope MagazineMarch 2014


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uLawPractiuLawPractice is a Canadian cloud-based practice management solution enabling sole pra

law firms to more effectively manage their practice fromANYWhere, atANYTime, us

TO L E A R N M O R E , V I S I T U L A W P R AC T I C E . C O M
http://ulawpractice.com/


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ULAWPRACTICE & ONTARIO PARALEGAL NETSPECIAL OFFER

REGISTER NOW & RECEIV

25%OFF

ULAWS MONTHLY SUBSCRIP

OFFER VALID FOR THE FIRST YEAR

ulawpractice - cloud computing & practice management

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