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When Paul Walker assumed his role as controller at Snow Christensen & Martineau (SCM), he knew that his primary focus would be to lead all accounting and financial activities for the practice. Now, he finds himself serving as a driving force in the transition of his attorneys and staff working within a traditional office setting to working as a distributed team. Paul, who has been with SCM for more than 8 years, also led the…
Julie Savarino, MBA, JD, is no stranger to building and maintaining relationships within the legal community. A best-selling author and licensed attorney, Julie is one of the highest-rated speakers, trainers and coaches in the industry and currently serves as chief client services and development officer for Business Development Inc. SurePoint had the privilege of being accompanied by Julie as part of our Virtual Office Webinar series where she shared her expert insight on…
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Understanding the profitability of your firm is essential to the stability and growth of the practice. Every firm needs to have a solid understanding of its profitability components – the products (areas of law), the clients (those who buy the products), and the attorneys (those who sell, manage, and create the products). Unfortunately, many firms still rely on antiquated systems and manual data entry to collect this data, do not have processes for gathering it,…
Maintaining client/matter attorney assignments in your ERP is vital to supporting proper billing practices. Jennifer Webster, Client Advocate, recently presented the Practice Pointers webinar “Changing Client/Matter Attorney Assignments” where she shared best practices on updating regular and split attorney assignment designations to current and historical data in LMS. Entering and Maintaining Regular Attorneys LMS offers various options for attributing attorney type designation. This allows your team to easily differentiate between the various roles: Originating Attorney, Billing Attorney,…
If you were to sit in on any of the daily virtual town halls at SurePoint Technologies you would be familiar with the phrase, “Our community is everything”.  For each of us at SurePoint, this core principle guides everything we do. Trusted by more than 300 law firms and 50,000+ legal professionals, law firms rely on the SurePoint Legal Management System (LMS) to drastically improve workflow and maximize financial performance. We work to make each…
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First-of-Its-Kind Cloud-Based Data Analytics Platform Offers Law Firm Executives and Attorneys Critical Insight into Performance CINCINNATI, OH (June 4, 2020) – SurePoint Technologies, a leading provider of software solutions to law firms, announced today the launch of SurePoint View , an easy-to-use data analytics dashboard enabling attorneys and law firm management to gain essential insight at a glance into the metrics that drive business success. SurePoint View’s seven dashboards – each extensively tailored to…
Now, more than ever, businesses are relying on strong continuity plans to keep their organization operational. The legal market is no exception. Hundreds of law firms across the country have transitioned to working remotely which has presented a series of unprecedented challenges. Law firm leaders and management have been propelled into re-evaluating their existing practice operations, business continuity and technology investments, all while still serving their clients and running their firms. A primary example of…