ON-DEMAND

From First Touch to Five-Star Review: Building a Seamless Client Journey Across Your Firm

Lawmatics | SurePoint | LawToolBox

See how connected workflows and AI transform the client experience — from first contact to firm growth.

Watch On-Demand

Winning new clients is only part of the equation — how quickly and smoothly work begins is where firms create real advantage. Leading firms are turning the moment a client signs into a connected, efficient process that accelerates time to value, builds client confidence, and sets every matter up for success.

Join Lawmatics, SurePoint, and LawToolBox to see how a seamless approach improves efficiency, strengthens client experience, and unlocks more value from every new matter.

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WHAT HAPPENS AFTER “YES” IS WHAT CLIENTS REMEMBER

How Leading Firms Turn Momentum Into Results

The client journey starts the moment a client says yes. Firms that connect intake, matter setup, and deadline management turn that moment into a true advantage by reducing friction, accelerating start times, and creating a more seamless experience. With AI-driven workflows and connected systems, teams move faster, data flows cleanly, and firms gain better visibility across billing, reporting, and performance.

Attendees Will Gain:

THE PARTNER SYSTEM BEHIND A SEAMLESS CLIENT EXPERIENCE

Close The Gap in The Client Journey

Intake and Relationship Management

Lawmatics
Lawmatics powers the front end of the client lifecycle—from first inquiry through onboarding and beyond. With legal-specific CRM, intake automation, and client engagement tools, firms can capture leads, streamline intake, and create a consistent, high-quality experience that turns prospects into long-term clients.

Matter Management and Financial Operations

SurePoint
SurePoint drives everything that happens once a client is retained—matter management, timekeeping, billing, and firm financials. By centralizing operations and providing real-time visibility, firms can move faster, bill more accurately, and make better decisions with confidence.

Calendar and Deadline Management

LawToolBox
LawToolBox ensures critical deadlines are accurate, automated, and never missed. Built on court rules across jurisdictions, it calculates and syncs deadlines directly into daily workflows—helping firms stay compliant, reduce risk, and keep matters moving forward without interruption.

Meet Your Experts

Johnny Bissell, Sr. Director of Customer Success, Lawmatics

Johnny Bissell is Sr. Director of Customer Success at Lawmatics, overseeing Account Management, Customer Support, and Product Training. Since joining as one of the company's first employees in 2019, he has helped thousands of law firms leverage automation and legal technology to improve efficiency, enhance client experiences, and accelerate growth.

Connie Mysliwiec, Senior Product Owner, SurePoint Technologies

Connie Mysliwiec is Senior Product Owner at SurePoint Technologies, where she focuses on advancing practice management and financial solutions for law firms. She works closely with customers and internal teams to improve workflows across matter management, timekeeping, and billing. Connie brings a strong product and operational perspective, helping firms leverage connected systems to streamline processes, improve visibility, and drive better firm performance.

Brent Mayes, Sales Manager, LawToolbox

Brent Mayes earned his JD from the University of Oklahoma College of Law and practiced as an attorney before transitioning into legal technology. He currently serves as Sales Manager for LawToolBox’s Microsoft 365 team and Copilot for Legal Strategy Lead, helping legal organizations drive real‑world adoption of Microsoft 365 and Copilot to improve efficiency and modernize operations.

Meet Your Experts

Laura Kennedy — CEO & Co-Founder Laura brings 25+ years of legal technology expertise to every client engagement. Her work is grounded in the belief that technology strategy is not a product decision — it is an ongoing relationship between a firm and a trusted advisor who knows the space deeply, speaks the truth clearly, and never mistakes activity for progress. She is the architect of Circle 360® by Circle Management Group — CMG's proprietary methodology for guiding committed law firms from technology chaos to strategic clarity. She is the creator of TSaaS™ — Technology Strategy as a Service — the ongoing strategic advisory model that keeps firms moving upward continuously rather than episodically. And she is the author of Escaping the CTO Gap Zone: Technology Strategy as a Service for Law Firms Ready to Rise. Laura's expertise spans workflow design, automation, process assimilation, and education. She pushes the boundaries of what is possible for every client — technically, strategically, and organizationally. She brings the same standard to every engagement: honest, direct, peer-level partnership grounded in 25 years of knowing exactly what law firms need and having the courage to say so.

Olivia Mockel von dem Bussche is a seasoned legal technology executive with a proven track record of driving innovation, transformation, and growth across the legal industry. As Chief Brand & Market Strategy Officer at SurePoint Technologies, she leads strategic initiatives that help mid-sized law firms modernize operations, improve profitability, and deliver greater client value. Her career includes leadership roles across leading legal tech companies, including CEO of PCLaw | Time Matters, President of ZenCase, and Vice President at LEAP Legal Software. Known for aligning technology with the real-world needs of law firms, Olivia combines legal insight with operational expertise to support meaningful, lasting change.

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