SurePoint Technologies

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CINCINNATI- SurePoint Technologies, the leading cloud provider of practice management solutions to law firms, announced today the promotion of Steve Crossman to Chief Revenue Officer. SurePoint’s award-winning software addresses all areas of law firm operations including practice management, financial management, time management, workflow efficiencies, billing, and reporting to hundreds of firms across North America. “SurePoint has experienced an unprecedented period of growth in the last couple of years thanks in no small measure to…
CINCINNATI – SurePoint Technologies, the leading cloud provider of practice management solutions to law firms, announced today that its platform now services over 50,000 legal professionals, representing an approximately 100% increase since the end of 2018. SurePoint’s award-winning enterprise software expertly addresses all areas of law firm operations including practice management, financial management, time management, workflow efficiencies, billing, and reporting to more than 350 law firms across all 50 states and Canada. “The adoption of…
CINCINNATI – SurePoint Technologies, the leading cloud provider of practice management solutions to law firms, announced today award recognition in The National Law Journal, Washington D.C. and the Texas Lawyer 2020 “Best Of” surveys. The company’s award-winning software garnered national recognition this year by winning top spots in the prestigious “Best Of” awards. The “Best Of” was developed to help lawyers identify the finest legal products and service providers and to showcase their top…
CINCINNATI – SurePoint Technologies, the leading cloud provider of practice management solutions to law firms, announced today that it has won its 75th legal tech ERP deal this year, more than doubling last year’s sales total. The deal total cements SurePoint’s position as the fastest growing practice and legal management platform in the United States. This significant milestone speaks to both the need and demand for financial and practice management technology delivered by SurePoint. This…
Over the years, the term “profitability analysis” has meant different things to different people. For example, some refer to “billing realization” or “collection realization” as the metric for measuring profitability in the law firm environment.     At SurePoint, we believe that law firms should measure profitability utilizing a different and better measurement derived from the traditional “cost accounting” methodology used by the accounting function in the manufacturing world. In this approach, the cost accountant produces standard…
Remote implementations enable law firms to move toward virtualization and accelerates technology adoption SurePoint Technologies, the leading cloud provider of practice management solutions to law firms, announced today that it completed its 15th remote implementation for new clients since the pandemic began. The company also announced that it expects to double this number by the end of September. The SurePoint team has been working closely with customers to evolve its market-leading implementation process to address…
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,…