Thought Leadership
Advanced Efficiencies: How Snow Christensen & Martineau Increased Profitability
ABOUT THE FIRM Snow Christensen & Martineau (SCM) is a business, litigation, and trial law firm in Salt Lake City, Utah. Founded in 1886 – ten years before Utah became a state – SCM serves many of Utah’s most vital and prominent businesses and public entities, several of which have been clients for more than…
Read MoreBoosting Law Firm Profitability: How Gould & Ratner Revolutionized Its Financial Processes
ABOUT THE FIRM Gould & Ratner is a Chicago-based law firm representing individuals, organizations, and growing businesses, including entrepreneurs, family-owned operations, and larger companies. The firm represents clients in matters such as real estate, corporate, tax, estate and succession planning, litigation, employment, intellectual property, environmental, and other specialty fields. BACKGROUND Gould & Ratner was facing…
Read MoreStreamlining Workflows and Increasing Efficiency: How Stebelton Snider Simplified Firm Operations
ABOUT THE FIRM Stebelton Snider LPA, located in Lancaster, Ohio, was founded over 40 years ago when Jerry Stebelton started the firm in 1978. The firm represents families, individuals, and small and medium-sized businesses in various practice areas, such as business law, environmental law, civil litigation, criminal defense, employment law, family law, and more. BACKGROUND …
Read MorePath to Productivity: How McCabe & Mack LLP Stays Ahead of the Curve
ABOUT THE FIRM McCabe & Mack LLP is a full-service law firm in Poughkeepsie, New York. The firm traces its roots back over 125 years to the pioneering law practice of John E. Mack and provides counsel to clients in the Hudson Valley region and throughout New York. McCabe & Mack represents individuals, businesses, and…
Read MoreLaurence Winters, Chief Community Officer, Shares Insights on the Evolution and Success of SurePoint’s User Community
I joined the company in 2013 as a project manager focusing on implementation projects. In 2015, I was promoted to Director of Client Onboarding & Enhancement. My team ensured that our clients’ onboarding experience was smooth and efficient. In 2019, I was asked to lead a new function at SurePoint as Vice President of Relationship…
Read MoreUnderstanding Trust Accounts: Your Guide to Best Practices
In the legal realm, trust accounts serve as a cornerstone of ethical and financial responsibility. These specialized accounts are designed to safeguard client funds, ensuring that lawyers maintain the highest standards of integrity and professionalism. Lawyers frequently handle client funds, making trust accounts an essential tool for separating firm funds from client funds. A trust…
Read MoreCoyote College: Empowering Users to Learn in the Flow of Work
Coyote College is an on-demand training solution specifically created for Coyote Analytics’ clients. It was released on January 1, 2022, and has a library of courses geared towards training various types of law firm employees. Coyote College is primarily used for, although not limited to, on-boarding new employees, refresher training, and to implement new functionality…
Read MoreLaw Firm Dashboards 101: Make Informed Decisions with Real-Time Data
Imagine driving a car without a dashboard. How would you know what speed you were doing? How would you know how much gas you had remaining? What would you do without the check engine light, low tire pressure light, or any of the other warning lights? You cannot drive your vehicle by just using the…
Read MoreLaw Firm Leaders Highlight Opportunities in New Industry Research
Law firm leaders can reimagine management and influence a new era of success. The legal industry is at a watershed moment. Law firm leaders are reimagining management and influencing a new era of success. In the new report, “The Arbiters of Opportunity: Driving Growth, Enhancing Profitability, and Navigating Digital Transformation in a Post-Pandemic Era,” Ari Kaplan…
Read MoreThe Mid-Sized Law Firm Summit: A Recap
Exploring the Unique Competitive Position of Mid-Size Law Firms Earlier this summer, SurePoint Technologies’ Sara Coffey, Content Marketing Manager, and Chris LaFlamme, Account Executive, attended the ARK Group’s Mid-Sized Law Firm Summit (Summit) in Chicago. In our latest post, we’ll share some of their takeaways and look at how mid-size law firms are uniquely positioned…
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