Cloud Computing &

Practice Management
Presented by Superfluid Software Inc.
OPN - CLOUD SEMINAR - JANUARY 18, 2015

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.

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
[

Rise of Cloud Computing

W I T H T H E R I S E O F C L O U D C O M P U T I N G , T H E R E A R E M A N Y B E N E F I T S & C H A N G E S I N T RO D U C E D

EASE OF
I M P L E M E N TAT I O N &
MAINTENANCE

S I M P L E - TO - U S E
SOLUTIONS WITH
R E A L - T I M E S U P P O RT

L OW C O S T S O F T WA R E
WITH MINIMAL
MAINTENANCE COSTS

F L E X I B I L I T Y I N AC C E S S
TO & T R A N S F E R
O F DATA

Value-Added Components

Practice
management

Dropbox/Box/
Google Drive
Integration

Email integration

Online phone and

fax services
RingCentral, Join.Me

Payment portal
integration
Square

Trends in the Industry

Lawyers are embracing technology to enhance their practice

89%

21%

% O F L AW Y E R S U S E
S M A RT P H O N E S F O R
T H E I R P R AC T I C E ( 2 0 1 2 )

% O F L AW Y E R S U S E
C L O U D S O F T WA R E F O R
T H E I R P R AC T I C E ( 2 0 1 2 )

Adopting Cloud Software

W H E N A D O P T I N G C L O U D P R AC T I C E M A N AG E M E N T S O L U T I O N S , YO U H AV E TO T H I N K L I K E A L AW Y E R .
YO U M U S T C O N S I D E R :

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

Security

256-bit SSL
Encryption

Robust
Password
Rules

Hosting
Location

Backup
Strategy

Todays Cloud
Cloud-based services are past the tipping point & will dominate future computing solutions
Relentless economies of scale best cost
Flexible capacity for the user - on demand computing
Better availability than any economically sensible in-house solution - always on
Enables mobility
Pay as you play
Requires due diligence by users (share the security responsibility, data sovereignty awareness, terms of use)

Overview
uLawPractice is a complete practice management solution
Includes Trust & 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

Pain Points
O P E R AT I O N A L
Inability to manage practice
remotely at a low cost
Lack of a cross platform
practice management
solution

EFFICIENCY
Revenue losses due to
inefficient operating
activities
Unable to reduce high nonbillable hours & generate
revenues in a timely fashion

RO I
30% of time & money is
wasted on manual
management & generation
of court documents
Existing I.T. solutions have
high setup and maintenance
costs

Our Remedy

O P E R AT I O N A L

EFFICIENCY

RO I

Providing an easy to use

pay-as-you-go cloud solution
that can be used
ANYWhere at ANYTime
on ANYDevice

Converting non-billable time

into billable time, thus
generating more revenue by
automating manual tasks

Relieving the lawyer from

manual, repetitive data entry
Replacing outdated legacy
systems, thus reducing total
cost of ownership

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
P R AC T I T I O N E R S C A N

Quickly record/docket time, actions, and notes

Keep track of future events, disbursements and client advances in a matter-centric interface
THE SOLUTION WILL

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
COMPELLING BENEFITS

F I N A N C I A L TO O L S

A rich financial feature set

including a Trust Accounting
module that eliminates the need
for external accountants or
third-party accounting software

DA S H B OA R D & A N A LY T I C S

Reduce the billing cycle and

ensure timely revenue
generation through
uLawPractices reminders and
analytics

C O U RT F O R M G E N E R ATO R S

Our form generator, which

includes Family Law, SCC, and
Landlord and Tenant forms, is
Law Society-compliant

The Process
U L AW P R AC T I C E S I M P L I F I E S A L L A S P E C T S O F YO U R P R AC T I C E

CLIENT
INTAKE

MATTER
MANAGEMENT

FINANCIAL
MANAGEMENT

MATTER
ANALYTICS

The Process
VA L U E P RO P O S I T I O N

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

Reminders ensure the

practitioner generates
revenue through
punctual docket
generation and invoicing

Existing matter
information can be
populated into court
documents (SCC,
Family Court Forms)

The Advantage

No other practice management

software has accounting
integration as robust as
uLawPractice
Ledger entries need not be
entered manually

It saves customers time, and

provides them with the
confidence of running their
practice without requiring
extensive accounting knowledge

Our automated form filler,

which contains nearly 90% of all
court forms, saves customers an
extensive amount of time

The Process
W W W. U L AW P R AC T I C E . C O M : 8 0 8 0 / A P P /
USERNAME: JasonPractice
PA S SWO R D : t r i a l u l aw

CLIENT INTAKE

The Process
AC QU I R I N G C U S TO M E R S F O R YO U R P R AC T I C E

CLIENT INTAKE

You have limited time in front of the client to obtain their

information
The Law Society requires your firm to complete specific
documents while obtaining the client

The Process
LSUC COMPLIANCE
Perform a conflict check
Appropriate fee and matter disclosure with the new client

CLIENT INTAKE

Providing client with specific and clear retainer

agreements (scope of the matter, fee structure,
contingency fee, method of communication, retainer
cancellation )
Immediate deposit of retainer into trust account
Engagement documents (master & business lettehead,
etc.)
Agency work

The Process
M A N AG I N G T H E DA I LY O P E R AT I O N S O F YO U R P R AC T I C E

MATTER
MANAGEMENT

You need a solution to efficiently run your practice on

daily basis
Easily generate disbursements and dockets, and complete
the necessary documents in a matter of minutes and with
the simple click of a button

The Process
LSUC COMPLIANCE

File organization & management

MATTER
MANAGEMENT
DEMO

Individual & unique files for each matter for the same
client
Telephone & meeting dockets
Disbursement organization & management
Matter status: active // closed // archived

The Process
LSUC COMPLIANCE
Fee structure & rate management (hourly vs. fixed)
Fee schedule (blocked // disbursements // pro-bono)
Record of billable time

FINANCIAL
MANAGEMENT
DEMO

Interim billing
Invoices & adjustments (interest charges, overdue payments)
Trust receipt & trust disbursement journals
General receipt & general disbursement journals
Trust & general ledgers, fee book
Electronic trust transfer requisitions (Form 9A)
Monthly trust & general reconciliations

The Process
M A N AG I N G YO U R P R AC T I C E S F I N A N C E S

Our financial reporting components have The Law

Societys guidelines built in to ensure all of your financial
statements, activities, and reports are LSUC compliant

FINANCIAL
MANAGEMENT

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 your Trust accounts/
retainers

The Process
M E A S U R I N G YO U R P R AC T I C E S H E A LT H F O R B U S I N E S S I M P ROV E M E N T

MATTER
ANALYTICS

Understand the state of your practice to see what

corrective actions need to be taken (pending invoices,
unbilled dockets, pending trust transfers, aging invoices)
As a sole practitioner, you need to understand your
practices past success & failures to improve its future

The Process
M E A S U R I N G YO U R P R AC T I C E S H E A LT H F O R B U S I N E S S I M P ROV E M E N T

MATTER
ANALYTICS

Matter analytics empowers your law office to answer

powerful questions by amalgamating the data collected in
the previous components
uLawPractices 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

The Setup

Testimonials
C U S TO M E R

C U S TO M E R

C U S TO M E R

The uLaw software is easy to

use and meets all the requirements
in my job as a paralegal; I
personally recommend anyone to
use uLawPractice.

As a result, my practice has

become more productive,
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 as
compare to other expensive
softwares in the market.

The big plus is that they have a

practice account that you can play
around in. I would highly
recommend uLaw to solepractitioners, it is a great
alternative to the conventional
options out there.

Narainsamy Appaswamy
Toronto, ON

Kashif Ali
Toronto, ON

Roger Dinner
Toronto, ON

Testimonials
C U S TO M E R

C U S TO M E R

C U S TO M E R

Another great aspect of uLaw and

its team, is that they take your
suggestions into consideration on
how to improve their software. In
my time of being a satisfied
customer, I have witnessed them
implement 2 of my suggestions.

The document generation built

into uLaw is a huge time saver
for me. The uLaw team tries
hard to improve their product by
incorporating feedback from their
clients and adding new features
the software develops.

uLaw has provided me the opportunity

to maximize profits by ensuring that all
my legal services are being captured for
reconciliation. The forms are a time
saver such as your SCC Forms and
LTB Forms. I have saved so much
time and the user friendly approach is
next to none.

Vince Capicotto
Toronto, ON

Ian Wilkinson
London, ON

Ian Shemesh
Toronto, ON

Testimonials
M E D I A A N A LY S T

With uLaws web-based practice

management service, you spend
less time doing the books and
have more time for your clients.

Paralegal Scope Magazine

March 2014

uLawPractice
uLawPractice 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 AW P R AC T I C E . C O M

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