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Navigating the Process of Implementing a Financial and Practice Management Solution

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On November 13, 2023, SurePoint’s Cindy Summers, Sales Engineer, met with Ed Deaton, VP of Marketing, for a webinar on “How NOT to Implement a Financial and Practice Management System for Your Law Firm.” In this blog post, we’ll dive into key takeaways from the webinar, covering topics such as finding the right vendor, preparing…

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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…

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The ROI of CRM: How Law Firms Boost Revenue with ContactEase

BACKGROUND  With several contact databases and thousands of contacts on paper, pulling together marketing lists and maintaining current contact information was impossible for this 100-lawyer firm. The firm’s marketing leader knew there had to be a more efficient way to communicate with important clients and contacts and share news from the firm. Working with a…

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Boosting Law Firm Profitability: How Gould & Ratner Revolutionized Its Financial Processes

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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…

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Real-Time Efficiency: How One Firm Streamlined Its Workflows

ABOUT THE FIRM  A west coast law firm representing clients in matters involving estate planning, estate and trust administration and litigation, family law, civil and commercial litigation, and tax controversy and planning.  BACKGROUND   The firm needed a system that would have a transformative impact on its financial operations and data management. The firm was looking…

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Streamlining 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 …

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Path 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…

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Laurence 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…

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Harnessing the Potential of Operational KPIs and Metrics

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What are Law Firm Operational KPIs and Metrics? Let us begin by reminding ourselves what the difference is between financial and operational activities. A good rule of thumb is that most of a law firm’s operational KPIs and metrics help measure productivity. Among other things, this blog post will discuss billable hours, billed rates, utilization,…

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Understanding 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…

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