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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.


Download 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