This was a CPD our CEO Terry Curtis Delivered at OPA Members Conference in Toronto on May 24th 2015

1. EVERYTHING
PRESENTED BY
PRACTICE MANAGEMENT
ONTARIO PARALEGAL NETWORK ONTARIO PARALEGAL ASSOCIATION ULAWPRACTICE

2. PROFESSIONAL OBLIGATIONS
CLIENT INTAKE, SERVICE & COMMUNICATION
FILE MANAGEMENT
FINANCIAL MANAGEMENT
BUSINESS MANAGEMENT
PROFESSIONAL MANAGEMENT
TIME MANAGEMENT
PERSONAL MANAGEMENT

3. PROFESSIONAL OBLIGATIONS
CLIENT 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

4. PROFESSIONAL OBLIGATIONS
CLIENT 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

5. PROFESSIONAL OBLIGATIONS
FILE 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

6. PROFESSIONAL OBLIGATIONS
FINANCIAL MANAGEMENT
Properfeeschedulingofhourlyrate;recordingbillabletimeintimesheets,clientfiles&accountingsystem
Prompttransmissionanddeliveryofinvoicestoclient(withinspecifiedtime,invoicedetailingpaymentterms)
Systematictrackingofoverpaymentsonaccounts
Recordingofgeneralaccountsthroughgeneralreceiptsanddisbursemententries
Maintenanceoforiginalbankstatements&books,cancelledcheques,detailedduplicatedepositslips
Preparationoffinancialstatements(income/expensestatement,annualbudget)togaugefirm’shealth

7. PROFESSIONAL OBLIGATIONS
FINANCIAL 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

8. PROFESSIONAL OBLIGATIONS
BUSINESS MANAGEMENT
Efficient use of a
reputed legal software
SOFTWARE
Secure file maintenance
& regular backups
SECURITY
Robust security of
mobile devices
MOBILE
Ability to remotely
access email & voice
messages
REMOTE ACCESS

9. PROFESSIONAL OBLIGATIONS
PROFESSIONAL MANAGEMENT
CompletionofrequiredCPDhours MembershipofProfessionalAssociations
Reviewingnewlegislation&caselaws ReviewingProfessionalConductGuidelines

10. PROFESSIONAL OBLIGATIONS
TIME MANAGEMENT
Maintenanceofato-dolist Managementofactivefiles Time-docketsfornon-billabletime

11. PROFESSIONAL OBLIGATIONS
PERSONAL MANAGEMENT
Satisfactionwiththelegalpractice;enjoymentofyourareaofpractice
Satisfactionwithgrowth,progress,andfinancialsuccessofyourpractice
Recordingofyourtimespentatwork,vacationtaken
Ensuringaproperwork-lifebalanceisachieved;properstressmanagement

12. 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.

13. MATTER MANAGEMENT
MANAGING THE DAILY OPERATIONS OF A LAW PRACTICE
uLawPractice provides efficient matter management to ensure your practice achieves its potential
Easily generate disbursements and dockets, and complete the necessary documents in a matter of
minutes with the simple click of a button
FILEORGANIZATION&MANAGEMENT PHONE&MEETINGDOCKETS DISBURSEMENTMANAGEMENT MATTERSTATUSUPDATING

14. matter management
managing the daily operations of a law practice
Demo

15. MATTER ANALYTICS
MEASURING 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

16. Demo

17. Syncingofpersonalcalendars Daily/weeklyagendaview
Matterdocketedincalendars Monthly/weekly/dailyview
CALENDERING
CALENDAR MANAGEMENT

18. FORMS AUTOMATION
AUTOMATE 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

19. Demo

20. ACCOUNTING - TRUST & GENERAL
MANAGING YOUR PRACTICE’S FINANCES
Seamlessintegrated
accounting
Powerfulanalytical&
reportingtool
LSUCcomplianceinreporting
foreaseofaudit

21. PROFESSIONAL OBLIGATIONS
FINANCIAL 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

22. Demo

23. SIGN UP TODAY
VISIT ULAWPRACTICE.COM TO ENHANCE AND REVOLUTIONIZE YOUR LAW PRACTICE
FOR A FREE 30-DAY TRIAL
uLawPractice

24. uLawPracticeuLawPracticeisaCanadiancloud-basedpracticemanagementsolutionenablingsolepractitionersand
smalllawfirmstomoreeffectivelymanagetheirpracticefromANYWhere,atANYTime,usingANYDevice.
TO LEARN MORE, VISIT ULAWPRACTICE.COM

25. EVERYTHING
PRACTICE MANAGEMENT