Let’s Get In Tune! Register today for Ignite in Austin, TX, Sept. 7–10 for 3-days of insights, innovation, and connection.

eBook

EBook: Choosing the Right Financial Management Software

Choosing the Right Financial Management System for Your Firm

A proactive approach to planning, evaluating and future-proofing your firm’s financial management system

As a law firm administrator, you must anticipate the future needs of the firm, its partners and its associates in order help achieve business growth. Rather than waiting until you’re forced to choose a new financial management system, be proactive. In this eBook, you’ll learn:

  • Why law firms are making the switch to cloud-based financial management systems
  • How to evaluate your firm’s current feature functionality, must-have features and wish-list features to choose the best financial management systems for your need
  • The four key attributes to consider for future-proofing your practice management system 

Fill out the form to get your FREE eBook “Choosing the Right Financial Management System for Your Firm.”

LEARN MORE

Access Now

You Might Also Like…

Gould & Ratner was facing the challenge of optimizing efficiency and profitability and in need of a comprehensive solution. The firm not only wanted to use financial and practice management software to efficiently manage its

As legal professionals, managing client funds is a significant responsibility. Trust accounts provide a critical mechanism for keeping client funds separate from firm assets, thereby protecting your clients and your practice from ethical pitfalls. Download

FAQs

Does SurePoint support LEDES and client billing guidelines?
Yes. UTBMS codes, validations, and client-specific rules are baked in.

Will attorneys actually use the workflows?
Adoption improves when steps happen where they work; automation reduces administrative burden. Industry data shows growing use of workflow automation across firms.

How is knowledge secured?
Role-based access, governance, and audit trails ensure only the right people see sensitive content. KM programs emphasize taxonomies and stewardship for accuracy.

Is AI safe to use in legal work?
Practical AI should be embedded with guardrails, human review, and clear governance—a trend reflected in 2025 tech surveys.

Announcing the 2025 LLFI Mid-Sized 200

Discover the top-performing law firms with 50-150 attorneys leading the mid-sized market in growth and long-term stability.

Privacy Overview
SurePoint Logo

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Additional Cookies

This website uses the additional cookies