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 […]
Streamlining Operations: How Stebelton Snider Enhanced Efficiency with Coyote Analytics
In the fast-paced legal industry, efficiency and responsiveness are critical to maintaining high-quality client service. Stebelton Snider needed a comprehensive financial and practice management software to improve operational efficiency and streamline workflows. Learn how they found it with Coyote Analytics.
Six Steps to a Winning Law Firm CRM Strategy
Transform Your Law Firm CRM Strategy and Maximize ROI The right client relationship management (CRM) solution can pay for itself many times. To be successful, you need to understand your law firm’s CRM strategy. An effective law firm CRM solution aligns with your firm’s strategic goals and objectives. This is why it is important to […]
How to Change Practice Management Systems Without Missing a Billable Hour
Making the move to new legal practice management software can feel overwhelming, especially when sensitive client data, billing records, and years of firm history are at stake. The good news? With the right preparation and approach, data migration for law firms doesn’t have to be disruptive. At SurePoint, we help firms successfully make this transition and we know what it takes to get it right.
5 Steps to Mastering Your 2024 Law Firm Marketing Budget
Master your law firm marketing budget for maximum ROI One of the most important and often frustrating tasks for law firm marketing professionals is creating and managing the firm’s marketing budget. You need to ensure you have the funds to accomplish your marketing goals and use those funds effectively to generate new business for the […]