This was a CPD our CEO Terry Curtis Delivered at OPA Members Conference in Toronto on Jan 18th 2015

1. Cloud Computing &
Practice Management
Presented by Superfluid Software Inc.
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

2. What is Cloud?
[
‣ Cloud computing enables users to manage and process data securely over the internet, as
opposed to a local disk
‣ Cloud technology has increased flexibility, allows constant access to your files, and can be
used across different devices
‣ Cloud enables you to take your office with you at ANYTime, ANYWhere, and on
ANYDevice.

3. Trends in the Industry
[
89%
% OF LAWYERS USE
SMARTPHONES FOR
THEIR PRACTICE (2012)
21%
% OF LAWYERS USE
CLOUD SOFTWARE FOR
THEIR PRACTICE (2012)
Lawyers are embracing technology to enhance their practice

4. Trends in Cloud Computing
[
Mobile & cloud practice
management solutions are
becoming common as
lawyers strive towards
automation
Cloud solutions can
increase overall
efficiency in a law
practice
I.T. investments decrease
costs, increase
competitiveness, and
deliver better client
experiences

5. [
Rise of Cloud Computing
WITH THE RISE OF CLOUD COMPUTING, THERE ARE MANY BENEFITS & CHANGES INTRODUCED
EASE OF
IMPLEMENTATION &
MAINTENANCE
SIMPLE-TO-USE
SOLUTIONS WITH
REAL-TIME SUPPORT
LOW COST SOFTWARE
WITH MINIMAL
MAINTENANCE COSTS
FLEXIBILITY IN ACCESS
TO & TRANSFER
OF DATA

6. [
Value-Added Components
Online phone and
fax services—
RingCentral, Join.Me
Email integration
Dropbox/Box/
Google Drive
Integration
Payment portal
integration—
Square
Practice
management
Add more value-added components - tech crunch article Terry sent.

7. [
Adopting Cloud Software
WHEN ADOPTING CLOUD PRACTICE MANAGEMENT SOLUTIONS, YOU HAVE TO THINK LIKE A LAWYER.
YOU MUST CONSIDER:
‣ Roles & responsibilities once the cloud solution has been
adopted
‣ Integration of the practice management solution with
existing systems
‣ Effects on existing office costs; additional costs associated
with implementing and maintaining the software
‣ Security practices to ensure your data is secure; how
often back-ups occur, location of back-up systems, etc.
‣ Procedures regarding disaster recovery of data

8. Hosting
Location
Security
[
256-bit SSL
Encryption
Robust
Password
Rules
Backup
Strategy

9. Overview
[
‣ uLawPractice is a complete practice management solution
‣ IncludesTrust & General Accounting features, client matter & schedule management,
dashboard & analytics, and form generation
‣ uLawPractice is a complete Canadian solution enabling law practitioners to take their
office ANYWhere, at ANYTime, and on ANYDevice

10. [
Pain Points
OPERATIONAL EFFICIENCY ROI
‣ Revenue losses due to
inefficient operating
activities
‣ Unable to reduce high non-
billable hours & generate
revenues in a timely fashion
‣ Inability to manage practice
remotely at a low cost
‣ Lack of a cross platform
practice management
solution
‣ 30% of time & money is
wasted on manual
management & generation
of court documents
‣ Existing I.T. solutions have
high setup and maintenance
costs

11. [
Our Remedy
OPERATIONAL EFFICIENCY ROI
‣ Converting non-billable time
into billable time, thus
generating more revenue by
automating manual tasks
‣ Providing an easy to use
pay-as-you-go cloud solution
that can be used
ANYWhere at ANYTime
on ANYDevice
‣ Relieving the lawyer from
manual, repetitive data entry
‣ Replacing outdated legacy
systems, thus reducing total
cost of ownership

12. [
The Solution
uLawPractice securely integrates all silos of practice management into a unified interface that can be
securely accessed from any browser or mobile device
‣ Quickly record/docket time, actions, and notes
‣ Keep track of future events, disbursements and client advances in a matter-centric interface
PRACTITIONERS C AN…
‣ Provide faster access to information, client management, and matter and document
generation
‣ Manage and generate general and legal trust accounting ledgers, journals, and other
documents in compliance with the Law Society
‣ Generate invoices and legal documents in 1-click from ANYWhere
‣ Proactively increase billing opportunities and reduce the billing cycle
‣ Dramatically cut administrative overhead, thus increasing billable hours
THE SOLUTION WILL…

13. [
The Solution
COMPELLING BENEFITS
COURT FORM GENERATORSDASHBOARD & ANALYTICS
Our form generator, which
includes Family Law, SCC, and
Landlord andTenant forms, is
Law Society-compliant
Reduce the billing cycle and
ensure timely revenue
generation through
uLawPractice’s reminders and
analytics
FINANCIAL TOOLS
A rich financial feature set
including aTrust Accounting
module that eliminates the need
for external accountants or
third-party accounting software

14. Reminders ensure the
practitioner generates
revenue through
punctual docket
generation and invoicing
[
The Process
VALUE PROPOSITION
Cloud infrastructure
enables the software to
be accessible with no
limitations
Embedded accounting
features allows
practitioners to be
practitioners, and uLaw
to be the accountant
Existing matter
information can be
populated into court
documents (SCC,
Family Court Forms)

15. [
The Advantage
No other practice management
software has accounting
integration as robust as
uLawPractice
Ledger entries need not be
entered manually
Our automated form filler,
which contains nearly 90% of all
court forms, saves customers an
extensive amount of time
It saves customers time, and
provides them with the
confidence of running their
practice without requiring
extensive accounting knowledge

16. [
The Process
CLIENT
INTAKE
MATTER
MGMT
FINANCIAL
REPORTING
ANALYTICS
ULAWPRACTICE SIMPLIFIES ALL ASPECTS OF YOUR PRACTICE

17. [
The Process
CLIENT INTAKE
ACQUIRING CUSTOMERS FOR YOUR PRACTICE
‣ You have limited time in front of the client to obtain all of
their information
‣ The Law Society requires your firm to complete specific
documents while obtaining the client
‣ uLawPractice has all of these documents readily available
and can populate them in a matter of seconds
‣ uLawPractice has an organized supported checklist of
documents ensuring you capture all the relevant &
required information

18. [
The Process
MATTER
MANAGEMENT
MANAGING THE DAILY OPERATIONS OF YOUR PRACTICE
‣ With dockets, disbursements, and critical documents
available, you’re able to live within uLawPractice
‣ Easily generate disbursements and dockets, and complete
the necessary documents in a matter of minutes and with
the simple click of a button
‣ The provided court documents are increasingly efficient
as they take in existing matter data and automatically
populate specific forms
‣ A proactive and responsive docket system is available, that
not only captures practice transactions but also converts
the transaction into a revenue-generating factor

19. [
The Process
FINANCIAL
REPORTING
MANAGING YOUR PRACTICE’S FINANCES
‣ Our financial reporting components haveThe Law
Society’s guidelines built in to ensure all of your financial
statements and activities are LSUC compliant
‣ These financial reporting systems also take it one-step
further and keep you on top of your invoicing & billing
cycles
‣ Based on existing matter data, it reminds you to invoice
certain clients or move money from yourTrust accounts/
retainers

20. [
The Process
ANALYTICS
MEASURING THE HEALTH OF YOUR PRACTICE
‣ Matter analytics empowers your law office to answer
powerful questions by amalgamating the data collected in
the previous components
‣ uLawPractice’s analytics provides deep information on
how your practice is performing and enables you to stay
in tune with trends
‣ With the data presented in analytics, your practice can
take it to the next level and have the strength &
knowledge of a big firm

21. [
The Setup

22. [
Testimonials
I was initially attracted to
uLawPractice by pricing that is
simply better than competitive,
and I received a product that was
superior to anything that I had
ever imagined or expected.
CUSTOMER
David Lever, Director of PSO
Ottawa, ON
The ability to docket time on the
fly through mobile devices is a
unique feature that is extremely
useful. uLaw is certainly a good
investment for a new lawyer as
well as a timely change for a
seasoned lawyer.
CUSTOMER
Vasu Naik, Barrister & Solicitor
Ottawa, ON
uLaw is the perfect solution to the
management of my law office.
uLawPractice is very easy-to-use
and is fast, reliable and offers free
support. I recommend all my
fellow legal practitioners to join
me at uLawPractice.
CUSTOMER
Alain Tayeye, Barrister &
Solicitor, Ottawa ON

23. [
Testimonials
With uLaw’s web-based practice
management service, you spend
less time doing the books and
have more time for your clients.
MEDIA ANALYST
Paralegal Scope Magazine
March 2014

24. 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.
TO L E A R N M O R E , V I S I T U L A W P R A C T I C E . C O M

25. [
ULAWPRACTICE & ONTARIO PARALEGAL NETWORKSPECIAL OFFER
REGISTER NOW & RECEIVE
25% OFF
ULAW’S MONTHLY SUBSCRIPTION
OFFER VALID FOR THE FIRST YEAR