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How to Unlock Performance in Your CRM: Part 3

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With the right data, showing ROI is easy, In this series, we’ll show you where to find it. Written by Sara Coffey for SurePoint Technologies Unlock Performance in Your CRM with Financial Data In our “Why CRM?” series we’re taking a deeper dive into the SurePoint webinar, “Why CRM? Why Now? Strategies for Unlocking Performance…

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SurePoint Technologies Announces Acquisition of Coyote Analytics

Surepoint Coyote banner

The unmatched industry insight, domain expertise, and technological prowess of the combined team furthers the company’s mission to empower legal professionals with predictive technology SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Coyote Analytics. The transaction marks significant expansion across the legal market,…

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How to Unlock Performance in Your CRM: Part 2

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With the right data, ROI is easy. In this series, we’ll show you where to find it. Written by Sara Coffey for SurePoint Technologies In the first post of our “Why CRM” series, we discussed the importance of using a system that aligns with your firm’s strategic goals. Often that starts with a gap analysis…

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Attending ALA? Visit SurePoint in Booth 908 to connect with an expert and transform the way you work.

2022 ALA annual conference logo

SurePoint is proud to sponsor the 2022 ALA Annual Conference & Expo which will be held May 15-18 at the Gaylord Palms Resort & Convention Center in Kissimmee, Florida. SurePoint’s team of experts will be available throughout the ALA Annual Conference & Expo to share how firms are transforming the way they work with SurePoint.…

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How to Unlock Performance in Your CRM: Part 1

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With the right data, ROI is easy. In this series, we’ll show you where to find it. Written by Sara Coffey for SurePoint Technologies Does the perfect law firm CRM exist? At SurePoint Technologies, we’re working hard to make sure that iti does. In our recent webinar “Why CRM? Why Now? Strategies for Unlocking Performance…

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SurePoint Technologies Announces Acquisition of Cole Valley Software, Creator of ContactEase CRM for Law Firms

SurePoint x ContactEase CRM

By acquiring ContactEase, SurePoint has obtained a turnkey, highly functional CRM system providing business data, insight and prospecting tools that, when incorporated in SurePoint’s own financial reporting and client management system, will capture return on investment (ROI) for business development.

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SurePoint’s Laurence Winters co-authors “He/Him, She/Her, They/Them: Why Pronouns Matter” in ALA Legal Management Magazine

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SurePoint is proud to sponsor the 2021 ALA Annual Conference & Expo in Austin, Texas October 3-6 and to celebrate the 50th Anniversary of the ALA! Stop by booth #223 to connect with our experts, and learn about the future of artificial intelligence and the law at our business matters session. Learn more below.

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Celebrate 50 Years of the ALA with the SurePoint Community. Stop By Booth #223.

ALA Expo 2021

SurePoint is proud to sponsor the 2021 ALA Annual Conference & Expo in Austin, Texas October 3-6 and to celebrate the 50th Anniversary of the ALA! Stop by booth #223 to connect with our experts, and learn about the future of artificial intelligence and the law at our business matters session. Learn more below.

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An Overview of “Profitability Accounting Methodology for Law Firms”

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By Jay Erdman Over the years, the term “profitability analysis” has meant different things to different people. For example, some refer to “billing realization” or “collection realization” as the metric for measuring profitability in the law firm environment.     At SurePoint, we believe that law firms should measure profitability utilizing a different and better measurement derived…

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Best practices for protecting firm and client data as a distributed team

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The transition from working in a traditional office setting to that of a distributed team has presented a series of unprecedented challenges for law firms, especially as it relates to technology. Most professionals working in the legal industry did not specialize in Computer Science or Information Technology which may raise concern regarding the management and…

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