uLaw Client Life Cycle
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This document described the uLaw Client life Cycle process, it described the steps for practice management and legal accounting. uLaw is a leading Canadian Legal accounting and practice management software
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uLaw Client Life Cycle
- 1. CLIENT life cycle 1 Meet & Greet the client iii a iii b 2 Create a client 5 Send a non- engagement letter if the client doesn’t send a retainer 6 Enter the court file number 4 Retainer iv a iv a Collect the retainer amount and Record payment method Provide the retainer receipt Print a retainer letter ii a Enter the source of contact ii b Enter the client details ii c Perform conflict screening PRE TAX FLAT RATE CONTIN- GENCY FLAT RATES PRO BONO FLAT RATES TIME BASED DOCKETS viii b viii c 8 viii a viii d ENTER Disbursements viii e viii f viii g APPLY discounts and write-offs if applicable Print conflict screening questionnaire Set Lawyer & Assistant rate Print a client ID Verification Create a matter 3 iii c iv b iv c vii e vii d vii c vii b vii a 1425 7678 768 687 687 980 789 789 456 16 9 ENTER other trust deposits and withdrawals Billable expenses Unit Rate expenses Mileage Travel time Consultancy expenses Pre-paid expenses Recovery expenses $
- 2. GENERATE SEVERAL AUTOMATED DOCUMENTS 11 13 INVOICE payment via trust transfer 15 REPEAT 7-14 for each billing cycle 16 Generate court forms 14 ALLOW client to pay invoice balance directly from Invoice via credit card and deposit in the general account xi dxi exi f xi axi b xi c 21 22 SEND Final invoice, settlement account statement & general, trust accounts statements MARK the matter closed and archive it GENERATE Invoice Prepare a pre-bill Ensure invoice is raised to the right party Ensure taxes & totals are right Ensure the summary page is right Finalize the invoice Send the invoice to client by email Statement of activity Bills of costs Statement of Trust & General accounts Statement of Settlement CLARIFY QUESTIONS from client 12 xii a xii b xii c xii d 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 Sun Mon Tue Wed Thur Fri Sat ‘17 18 TRACK account statements in general and trust accounts on a WEEKLY BASIS 20 19 SENDyourclients aStatementofSettlementon aquarterlybasis SEND a closingletterat the time ofclosure 23 and print Statement of accounts for Trust& General accounts and archive it www.ulawpractice.com BUSINESS LETTER HEADS MASTER LETTER HEADS LABELS, MEMOS, ENVELOPES POWER OF ATTORNEY, WILLS & OTHER DOCUMENTS xvii d xvii c xvii a xvii b