uLaw PSO Presentation
Content
Cloud Computing &
Practice Management
Presented by Terry Curtis, President & CEO - Superfluid Software Inc.
AUGUST 9, 2014
The 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
Legal professionals are embracing technology to enhance their practice
89%
21%
% O F P R AC T I T I O N 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 P R AC T I T I O N 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
(2012)
[
Trends
Mobile & cloud practice
management solutions are
becoming common as
practitioners strive towards
automation
Cloud solutions can
increase overall
efficiency in a law
professional’s practice
I.T. investments decrease
costs, increase
competitiveness, and
deliver better client
experiences
[
Value-Added Components
Practice
management
Dropbox/Box/
Google Drive
Integration
Email integration
Online phone and
fax services—
RingCentral, Join.Me
Payment portal
integration—
Square
[
Security
256-bit SSL
Encryption
Robust
Password
Rules
Hosting
Location
Backup
Strategy
[
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
‣ 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
RO I
‣ Relieving the law
practitioner 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‣ Replacing outdated legacy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
uLawPractice’s reminders and
analytics
C O U RT F O R M G E N E R ATO R S
Our form generator, which
includes Small Claim Court,
POA/HTA, Family Law, and
Landlord and Tenant forms, is
Law Society-compliant
[
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, POA
[
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
[
Testimonials
C U S TO M E R
C U S TO M E R
C U S TO M E R
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.
uLawPractice has everything you
need to run your practice in an
efficient manner. It handles both
the LSUC requirements and all
of your general accounting needs.
David Lever, Director of PSO
Ottawa, ON
Cheryl Sheffer, Paralegal
Oxford, ON
The big plus is that they have a
practice account that you can play
around in and not have to worry
about making mistakes. I would
highly recommend uLaw, it is a
g reat alter native to the
conventional options out there.
Roger Diner, Paralegal
Ottawa, ON
[
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.
uLaw has made me more efficient
in my day to day activities for:
invoices , client files and overall
organizational skills.
Narainsamy Appaswamy, Paralegal
Roderick Walker, Trial Paralegal
A special note to uLaw Support
Team, you are committed to
customer excellence one that others
need to be admired, you are a
great help and I am looking
forward to building a long
relationship with uLaw.
Ian Shemesh, Paralegal
Toronto, ON
[
GTA, ON
Simcoe, ON
Testimonials
M E D I A A N A LY S T
With uLaw’s 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
Practice Management
Presented by Terry Curtis, President & CEO - Superfluid Software Inc.
AUGUST 9, 2014
The 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
Legal professionals are embracing technology to enhance their practice
89%
21%
% O F P R AC T I T I O N 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 P R AC T I T I O N 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
(2012)
[
Trends
Mobile & cloud practice
management solutions are
becoming common as
practitioners strive towards
automation
Cloud solutions can
increase overall
efficiency in a law
professional’s practice
I.T. investments decrease
costs, increase
competitiveness, and
deliver better client
experiences
[
Value-Added Components
Practice
management
Dropbox/Box/
Google Drive
Integration
Email integration
Online phone and
fax services—
RingCentral, Join.Me
Payment portal
integration—
Square
[
Security
256-bit SSL
Encryption
Robust
Password
Rules
Hosting
Location
Backup
Strategy
[
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
‣ 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
RO I
‣ Relieving the law
practitioner 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
uLawPractice’s reminders and
analytics
C O U RT F O R M G E N E R ATO R S
Our form generator, which
includes Small Claim Court,
POA/HTA, Family Law, and
Landlord and Tenant forms, is
Law Society-compliant
[
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, POA
[
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
[
Testimonials
C U S TO M E R
C U S TO M E R
C U S TO M E R
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.
uLawPractice has everything you
need to run your practice in an
efficient manner. It handles both
the LSUC requirements and all
of your general accounting needs.
David Lever, Director of PSO
Ottawa, ON
Cheryl Sheffer, Paralegal
Oxford, ON
The big plus is that they have a
practice account that you can play
around in and not have to worry
about making mistakes. I would
highly recommend uLaw, it is a
g reat alter native to the
conventional options out there.
Roger Diner, Paralegal
Ottawa, ON
[
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.
uLaw has made me more efficient
in my day to day activities for:
invoices , client files and overall
organizational skills.
Narainsamy Appaswamy, Paralegal
Roderick Walker, Trial Paralegal
A special note to uLaw Support
Team, you are committed to
customer excellence one that others
need to be admired, you are a
great help and I am looking
forward to building a long
relationship with uLaw.
Ian Shemesh, Paralegal
Toronto, ON
[
GTA, ON
Simcoe, ON
Testimonials
M E D I A A N A LY S T
With uLaw’s 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
