Law Firm Management
Year End Checklist

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).