CLIENT INTAKE, SERVICE & COMMUNICATION

ONE When on-boarding new clients, it’s important proper organization and expectations are set

in initial meetings. Each consultation should be recorded in detail and conflict checks must be performed for confidential data. It is also crucial that retainers be deposited into trust accounts and collateral for fees be determined. In the event of a non-engagement, the proper letters and documentation must be provided to the respective party.

FILE MANAGEMENT

TWO As practice management solutions become more prevalent in the legal industry, it’s imper-

ative that electronic files be properly organized and managed. As a law practitioner, you must ensure that all files are organized in a chronological and secure manner as well as nu-merically organized & cross-indexed. Furthermore, if a conflict check has been performed, confirmation must be shown and there must be a separate file for each matter

FINANCIAL MANAGEMENT

THREE Practice management solutions assist law professionals in managing their financial activity, ensuring payment of legal fees & gauging the firm’s financial health. It is critical that there

is proper fee scheduling, prompt transmission & delivery of invoices and maintenance of original bank statements & books. While all of this can be a hassle to do, legal softwares automate the financial tasks of a law office thus enabling you to be more efficient.

BUSINESS MANAGEMENT

FOUR Managing your law office requires operational efficiencies, which practice management

solutions can provide through their extensive workflows. These cloud-based solutions allow you to secure your client matters while also enabling you to turn your unbillable time into billable time. It is still imperative that your files be backed up on a regular basis, and your law office has robust security on desktop & mobile devices through encryption.

PROFESSIONAL MANAGEMENT

FIVE As the legal profession continues to evolve, it is critical that you stay abreast to changes

and constantly strive for professional development. Attending CPD sessions can help you stay in touch with new practices in the legal profession and reviewing other cases allows you to be in touch with the industry’s changes.

PERSONAL MANAGEMENT

SIX

When practicing law, you should always consider your satisfaction with the legal practice and your firm’s growth and progress. By tracking your firm’s financial performance, you can ensure that you are proactive of your firm’s financial health. And the most important point in managing your personal matters is the idea of maintaining a proper work-life balance

TIME MANAGEMENT

SEVEN

By properly managing your time, your law office can ensure efficient and effective use of resources. In order to do this, it is recommended that you maintain a to-do list and keep time-dockets for non-billable time.

7 OBLIGATIONS FOR A LEGAL PRACTICTIONER

As a legal practitioner, the provincial law societies across Canada require you and your law office to adhere to a certain set of guidelines in your practice. These guidelines govern how a modern-day law office should operate in this everchanging legal climate.

BENEFITS OF PRACTICE MANAGEMENT SOLUTIONS

FEATURES OF PRACTICE MANAGEMENT SOLUTIONS

ACCOUNTING, ANALYTICS AND ACCESSIBILITY

While making sure you adhere to the listed obligations can be a challenge, practice management solutions can be a great help. They not only provide tools to improve your practice but also workflows to keep you on top of your matters. Such legal software is being adopted by more and more lawyers across Canada and this quick guide goes over their benefits and features.

PREPARED BY ULAWPRACTICEPRACTICE MANAGEMENT MADE SIMPLE.

Investing in a practice management solution can reduce your overhead costs significantly & drastically decrease your firm’s costs.

Law societies across Canada contain strict guidelines on how your practice should be managed. Such software ensures you adhere to the guidelines.

Practice management solutions provide seamless integrated accounting so you don’t have to worry about complex

accounting practices. You can stick to being a lawyer!

You need to understand your practice’s past success &

failures to improve its future. A sophisticated legal software can give you the data &

analytic tools to make better decisions.

Most practice management softwares are web-based, and can be accessed on any device. They are compatible on Windows, Macintosh, iOS, Blackberry & Android devices.

CASE & TASK MANAGEMENT

TRUST ACCOUNTING MATTER ANALYTICS

FILE ORGANIZATION

TIME TRACKING MATTER MANAGEMENT

DOCUMENT GENERATION

CALENDARING

These solutions are secure & cloud-based, allowing you to practice anywhere. Access your files & your practice out of your office & wherever you go.

They also maximize efficiency with features that automate legal workflows and enable you to put more time towards what really matters.