Shining Lights of Innovation – Katie Gregory of Isaac Wiles
In 2013, Isaac Brant and Wiles Boyle merged their historied firms to form Isaac Wiles. After 160 combined years of serving the people of Columbus, the two firms embarked on an exciting journey under a new name. However, after aligning their individual financial management systems, they learned their system was to be sunsetted. This afforded…
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Best Practices and Insights on Transitioning a Law Firm to Remote Work
An Overview of “Profitability Accounting Methodology for Law Firms”
By Jay Erdman Over the years, the term “profitability analysis” has meant different things to different people. For example, some refer to “billing realization” or “collection realization” as the metric for measuring profitability in the law firm environment. At SurePoint, we believe that law firms should measure profitability utilizing a different and better measurement derived…
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SurePoint Technologies Accelerates Remote Implementation for 15 U.S. Law Firms During Pandemic
Best Practices and Insights on Transitioning a Law Firm to Remote Work
When Paul Walker assumed his role as controller at Snow Christensen & Martineau (SCM), he knew that his primary focus would be to lead all accounting and financial activities for the practice. Now, he finds himself serving as a driving force in the transition of his attorneys and staff working within a traditional office setting…
Read MoreKey takeaways from ‘Best Practices in Client Relations & Communications During Uncertain Times’ Webinar
Key takeaways from ‘Best Practices in Client Relations & Communications During Uncertain Times’ Webinar
Julie Savarino, MBA, JD, is no stranger to building and maintaining relationships within the legal community. A best-selling author and licensed attorney, Julie is one of the highest-rated speakers, trainers and coaches in the industry and currently serves as chief client services and development officer for Business Development Inc. SurePoint had the privilege of being accompanied by Julie…
Read MoreChanging Client/Matter Attorney Assignments in the SurePoint Legal Management System (LMS)
Maintaining client/matter attorney assignments in your ERP is vital to supporting proper billing practices. Jennifer Webster, Client Advocate, recently presented the Practice Pointers webinar “Changing Client/Matter Attorney Assignments” where she shared best practices on updating regular and split attorney assignment designations to current and historical data in LMS.
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