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 […]
Harnessing the Potential of Operational KPIs and Metrics
What are Law Firm Operational KPIs and Metrics? Let us begin by reminding ourselves what the difference is between financial and operational activities. A good rule of thumb is that most of a law firm’s operational KPIs and metrics help measure productivity. Among other things, this blog post will discuss billable hours, billed rates, utilization, […]
Common Barriers to CRM Adoption at Law Firms
Learn about common barriers to law firm CRM adoption and how to overcome them A robust client relationship management (CRM) strategy is essential to a law firm’s growth in an increasingly competitive legal marketplace. CRM provides a centralized database to manage the firm’s relationships. The right CRM solution helps manage contacts and identify the activities […]
New Report Shares Insights from Law Firm Leaders on Growth, Profitability, and Navigating Digital Transformation
To understand how leaders charged with helping their law firms adapt and thrive are doing so most successfully, Affinity Consulting, iManage, and SurePoint Technologies engaged Ari Kaplan Advisors to gather the perspectives of a range of law firm leaders about the most promising areas for growth, best practices for change management, and how their firms […]
Law Firm Dashboards 101: Make Informed Decisions with Real-Time Data
Imagine driving a car without a dashboard. How would you know what speed you were doing? How would you know how much gas you had remaining? What would you do without the check engine light, low tire pressure light, or any of the other warning lights? You cannot drive your vehicle by just using the […]
Law Firm Leadership, Rapid Growth, and Increased Profitability
Tuesday, August 1 at 2:00 p.m. ET | Register The legal industry is at a watershed moment. Many in law firm leadership are reimagining law firm management and influencing a new era of success. Join legal industry analyst Ari Kaplan and law firm leaders on August 1, 2023, as they share insights from the forthcoming […]
Law Firm Data – Strategies for Making It Useful
By Rob McKay, General Manager of Coyote Analytics Do you have all the data you need? As you currently prepare reports for management committees or shareholders, the answer is probably yes. If all you need is to continue preparing the same reports, no changes are necessary. “To improve is to change; to be perfect is […]
Q&A with Brian DuCharme, Head of Payments at SurePoint
Brian DuCharme , Head of Payments at SurePoint Technologies, shares how digital payments help law firms operate more efficiently, spend less time on aged receivables, and improve client service.