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Ari Kaplan Hosts Roundtable Discussion with Legal Tech Leaders on New “Implementing Financial Intelligence” Report

Recently, legal industry analyst Ari Kaplan of Ari Kaplan Advisors spoke with legal tech leaders including Tom Obermaier, Chief Executive Officer of SurePoint Technologies to discuss the findings of the new “Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond” report.

The discussion covered topics relating to what opportunities law firms are seeing in their focus on profitability and financial acumen, to the changing roles of financial leaders in law firms and the trajectory of legal tech innovation.

When asked what will fuel law firm success moving forward, Obermaier responded, “It is essential that leaders focus on automating growth, revenue and profitability while eliminating unnecessary administrative tasks, so that a lawyer can spend more time servicing clients. Successful law firms will embrace technology because their clients will demand it. That technology really will empower more predictability, which make firms better, help them repeat their successes and prevent past failures.”

Read the overview of Kaplan’s interview on the ABA Journal here or download the full free report here and learn how to make financial intelligence a competitive advantage for your firm today!

Download the full “Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond” report today!

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About SurePoint Technologies

SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s enterprise software to drastically improve workflow and maximize financial performance. With a community of 400+ firms and 50,000+ members across all 50 states, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. Learn more at surepoint.com.

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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.