Client Relationship Management for Law Firms: How to Build Stronger Client Relationships
Strong client relationships are crucial to the growth of a lawyer’s practice and the long-term success of your law firm. Make client relationship management part of your firm’s long-term growth strategy. The right client relationship management (CRM) solution can help law firms and their lawyers build and maintain stronger relationships with their clients. In this […]
Law Firm Time Tracking Tips
Transform your law firm time tracking with the right solutions and the right focus. Improve Law Firm Time Tracking Legal professionals rely on law firm time–tracking software to improve the process and optimize existing procedures. Relying on tools alone will not improve processes for the better. In this post, we’ll explore two areas to improve […]
5 Ways to Streamline Law Firm Directory Submissions With CRM
Have you ever felt overwhelmed by law firm or legal directory submissions? If so, you’re not alone. From identifying the right ones to getting your submission in on time, there are many moving parts. Directory submissions and industry awards can be daunting, especially for small and solo marketing teams. Many law firm marketers are reinventing […]
Law Firm Accounting Basics: Understanding Client Costs
Law Firm Accounting Basics: Client Costs When law firms perform certain tasks on behalf of clients, they may incur costs associated with those tasks. Often, these costs are reimbursable. Correctly managing and tracking client costs is critical. The Internal Revenue Service (IRS) recognizes that law firm client costs present a unique situation for law firm […]
Top Pitfalls of Incorrectly Tracking Client Costs and How to Avoid Them
What is so tricky about client costs? Most law firms deal with client costs on a regular basis and may not have stopped to consider whether they are tracking and reconciling their client costs correctly. The Internal Revenue Service (IRS) is aware that client costs in a law firm are a different animal when compared […]
Together We Succeed: Amber Elliott, Director of CRM Operations at SurePoint Technologies
Amber Elliott is a former law firm marketing professional who works with firms to implement SurePoint’s CRM solution. In her role as Director of CRM Operations at SurePoint, Amber draws on her own experiences as a former client to provide a customized implementation process that removes the fear of a failed rollout and ensures success. […]
Contacts to Clients: Getting Buy-in for Your Law Firm CRM Project
Get buy-in for your law firm CRM project for better ROI A recent industry report found that while most law firms have a CRM solution, few firms report receiving a return on their investment (ROI). ROI can be difficult to prove when the system doesn’t align with the firm’s strategic goals and objectives. CRM is […]
Navigating the Process of Implementing a Financial and Practice Management Solution
On November 13, 2023, SurePoint’s Cindy Summers, Sales Engineer, met with Ed Deaton, VP of Marketing, for a webinar on “How NOT to Implement a Financial and Practice Management System for Your Law Firm.” In this blog post, we’ll dive into key takeaways from the webinar, covering topics such as finding the right vendor, preparing […]
Boosting Law Firm Profitability: How Gould & Ratner Revolutionized Its Financial Processes
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 processes but was looking to maximize the technology to harness its full capabilities.
Real-Time Efficiency: How One Firm Streamlined Its Workflows
ABOUT THE FIRM A west coast law firm representing clients in matters involving estate planning, estate and trust administration and litigation, family law, civil and commercial litigation, and tax controversy and planning. BACKGROUND The firm needed a system that would have a transformative impact on its financial operations and data management. The firm was looking […]