uLawPractice - Cloud Computing & Practice Management
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Transcript of 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
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ULAWPRACTICE & ONTARIO PARALEGAL NETSPECIAL OFFER
REGISTER NOW & RECEIV
25%OFF
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