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Research

Executive Summary – The Arbiters of Opportunity

The Arbiters of Opportunity: Driving Growth, Enhancing Profitability, and Navigating Digital Transformation in a Post-Pandemic Era

With the legal field at a watershed moment, law firm leaders can reimagine law firm management and influence a new era of success.

Ari Kaplan Advisors interviewed 30 law firm leaders for their perspectives on the most promising areas for growth, best practices for change management, and how firms can continue to thrive in an uncertain economic climate. SurePoint Technologies, Affinity Consulting, and iManage supported this research.

Download the executive summary to learn how law firm leaders are successfully adapting and thriving. Highlights of the report include: 

  • Leadership opportunities and challenges
  • Trends in financial management
  • Best practices in digital transformation
  • Advantages of dynamic training 
  • Effects of innovation on midsize law firms

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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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