1:00pm CDT | 2:00PM EDT
Built for mid-sized firms where billing is anything but simple.
For many mid-sized firms, realization is easy to measure but much harder to improve. Write-downs, rejected invoices, delayed payments, and increasing billing requirements can create friction throughout the revenue cycle. Firms that consistently achieve strong financial performance understand where complexity exists and have the processes, visibility, and technology in place to manage it effectively.
Join SurePoint and Scan Logic for a practical discussion on how leading firms navigate billing complexity, strengthen operational coordination, and maximize the value of the work they perform.
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Financial performance is shaped long before payment is received. Firms managing complex client requirements, outside counsel guidelines, e-billing platforms, and approval processes need visibility across the entire billing lifecycle. By connecting compliance, billing, appeals management, and financial operations, firms can improve realization, increase efficiency, and create a more consistent path from billed work to collected revenue
Join financial operations and technology leaders from SurePoint and Scan Logic as they share practical insights from working with firms managing increasingly complex billing environments. Drawing from real-world experience, the session will highlight proven strategies for improving realization, streamlining operations, and supporting long-term financial performance.
Brad Blickstein is a legal industry strategist and futurist known for his insights into how legal services are evolving and how firms can better serve clients. As CEO of Blickstein Group, he advises legal service providers and law departments on market trends, legal operations, and innovation. Brad is the creator of several influential industry studies, including the Annual Law Department Operations Survey and the Annual Legal Spend Survey, which have helped shape the legal services market through data-driven insights. A frequent speaker and writer, he is a Fellow of the College of Law Practice Management and holds a B.A. from the University of Chicago.
Rick Hellers is a recognized pioneer, innovator, and advocate in legal technology with more than 45 years of industry experience. He has co-founded and led companies that have transformed how legal technology is purchased, deployed, and adopted across the legal profession. His background includes C-level leadership roles within law firms, advising organizations worldwide on technology strategy, serving on boards of directors, raising capital, and successfully prosecuting patents. As a founding member of the International Legal Technology Association (ILTA), Rick has shared his expertise and thought leadership with legal professionals across four continents.
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.
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.
