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Key takeaways from ‘Best Practices in Client Relations & Communications During Uncertain Times’ Webinar

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…

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Changing Client/Matter Attorney Assignments in the SurePoint Legal Management System (LMS)

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.

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Community First – SurePoint team donates $21,000 to Freestore Foodbank

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…

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