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Law Firm Management
Year End Checklist

Start your due diligence today


Let’s get a jumpstart in making the most out of the new year for your practice. The SurePoint® Year End Checklist offers a step-by-step inventory of all year end tasks for law firm management, including:


  • Finance
  • Human Resources
  • Systems and Technology
  • Office Procedures
  • Vendor Agreements
  • Client and Matter Files


This checklist will help you identify any potential year-end risks while ensuring the establishment and update of protocols and procedures that will maximize your law firm’s performance.


So, what are you waiting for? Get the ball rolling by downloading the Year End Checklist and contact a representative today to learn how you can automate several of these tasks using the SurePoint Legal Management System (LMS).

Download Your Checklist