CHECKLIST

Law Firm Management Checklist

Our checklist is designed to help law firms streamline their year-end processes and set the stage for a successful year ahead.

What’s Inside?

Our checklist will help your firm stay on top of critical year-end tasks covering:

Finance
Marketing & Business Development
Vendor Agreements
Office Procedures
Systems & Technology
Human Resources

As the year draws to a close, it's critical to ensure your law firm is ready to wrap up key financial, operational, and administrative tasks.

Get Your Free Checklist Now!
Submit the form below to receive SurePoint's Law Firm Management Checklist and start planning for a smoother, more efficient year-end.

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“We can close our month-end in half an hour. The software saves us a lot of time-it provides valuable information when we need it. We can easily access data and provide information quickly.”

Gould & Rather, LLP Ken Koehn, Chief Operating Officer

“Our firm prides itself on delivering exceptional service and maintaining a high level of productivity. We knew that any software solution we adopted needed to align with our core values and streamline our workflows.”

StebeltonSnider Debbie Harris, Director of Finance and Marketing

"As a firm administrator with diverse responsibilities, I recognized the importance of a system that would not only simplify our operational processes but also reduce the technological burdens we had to manage."

McCabe & Mack LLP Jennifer VanDeWater, Firm Administrator

SurePoint Technologies
311 Elm St, Suite 270 #1280
Cincinnati, OH 45202