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Toolkit

Toolkit: Profitability

Profitability Toolkit

Resources for building strategies and analyzing profitability

Every law firm needs to have a solid understanding of its profitability components:

  • Products: The practice areas that are most profitable and which ones need to be re-evaluated.
  • Clients: The entities who buy the products.
  • Attorneys: Those who sell, manage, and create the products.

Now is the perfect time to analyze these components and how they impact your firm’s growth trajectory. We’ve assembled a toolkit of webinars, blogs, resources and ebooks to help you learn more about the strategies behind analyzing profitability.

 

Empowered with this information, your firm will gain a better understanding of its revenue streams, cost structures, pricing points, relevant volumes, and profitability logistics. In doing so, you can uncover opportunities to drive growth, efficiencies and more value for your clients.

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Blogs

Whether your firm is projecting for the next year, implementing new processes or simply evaluating its existing profitability model, we have a blog for you. Everything from ACH billing to the best way to set up your home office is covered at the SurePoint® blog.

 

Webinars

SurePoint has invited experts like Julie Savarino, Jay Erdman and Paul Walker to share their insights and provide best practices in their fields of expertise. Learn more about best practices for client relations, transitioning your firm to remote work and how to run a profitability analysis for your firm.

 

Explore our entire webinar series today!

 

photo-of-people-sitting-beside-wooden-table-3182762 “Profitability: The Science Behind the Numbers”
with Jay Erdman Watch Webinar

Downloads

“Law Firm Management Year End Checklist”

Let’s get a jumpstart in making the most out of the new year for your practice. The SurePoint Year End Checklist offers a step-by-step inventory of all year end tasks for law firm management

 

This checklist will help you identify any potential year-end risks while ensuring the establishment and update of protocols and procedures that will maximize your law firm’s performance.

 

Download the SurePoint Year End Checklist,  and start your due diligence today.

 

Download Checklist

 

“Choosing the Right Financial Management System for Your Firm”

As a law firm administrator, you must anticipate the future needs of the firm, its partners and its associates in order help achieve business growth.

 

Rather than waiting until you’re forced to choose a new financial management system, be proactive.

 

Download the “Choosing the Right Financial Management System for Your Firm” eBook, to prepare your firm to transition to your new system.

 

Download eBook

 

“How Your Financial Management System Can Provide You with Better Business Intelligence”

Your financial management system should provide you with more than raw data; it should provide you with the business intelligence you need to meet and exceed firm goals.

 

But how do you turn data into insights and those insights into a plan of action for firm growth?

 

Download the “How Your Financial Management System Can Provide You with Better Business Intelligence” eBook, to get started.

 

Download eBook

Technical and Workflow Evaluation

Whether your team is working remotely or in an office, it is critical that they have access to accurate and current data with the right processes in place to unlock greater levels of efficiency and financial performance. We have talked to hundreds of law firm leaders who are struggling with identifying the most impactful process improvements to make, getting immediate access to key performance indicators, and closing the books on time and with certainty.

 

We can help. Schedule a Workflow and Technical Evaluation to learn how the SurePoint Legal Management System (LMS) can help your firm automate its accounts payable, accounts receivable, time keeping, matter management, reporting processes and more.

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FAQs

Does SurePoint support LEDES and client billing guidelines?
Yes. UTBMS codes, validations, and client-specific rules are baked in.

Will attorneys actually use the workflows?
Adoption improves when steps happen where they work; automation reduces administrative burden. Industry data shows growing use of workflow automation across firms.

How is knowledge secured?
Role-based access, governance, and audit trails ensure only the right people see sensitive content. KM programs emphasize taxonomies and stewardship for accuracy.

Is AI safe to use in legal work?
Practical AI should be embedded with guardrails, human review, and clear governance—a trend reflected in 2025 tech surveys.

Announcing New Integrations with SurePoint Pro

Lawmatics and LawToolBox integrations extend automation across intake, calendaring, and matters.

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