Contacts to Clients: Get Buy-in for Your Law Firm CRM Project
Navigating the Process of Implementing a Financial and Practice Management Solution
Advanced Efficiencies: How Snow Christensen & Martineau Increased Profitability
ABOUT THE FIRM Snow Christensen & Martineau (SCM) is a business, litigation, and trial law firm in Salt Lake City, Utah. Founded in 1886 – ten years before Utah became a state – SCM serves many of Utah’s most vital and prominent businesses and public entities, several of which have been clients for more than…
Read MoreThe ROI of CRM: How a Law Firm Achieved 149% ROI with SurePoint
Background: Transforming Contact Management Managing thousands of contacts across multiple databases and outdated systems was a growing pain for this 100-lawyer firm. With contact information scattered on paper and in different databases, creating marketing lists and keeping client information current became a monumental task. The firm’s marketing leader saw the need for an efficient solution…
Read MoreBoosting 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.
Read MoreReal-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…
Read MoreStreamlining 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.
Read MorePath to Productivity: How McCabe & Mack LLP Stays Ahead of the Curve
ABOUT THE FIRM McCabe & Mack LLP is a full-service law firm in Poughkeepsie, New York. The firm traces its roots back over 125 years to the pioneering law practice of John E. Mack and provides counsel to clients in the Hudson Valley region and throughout New York. McCabe & Mack represents individuals, businesses, and…
Read MoreLaurence Winters, Chief Community Officer, Shares Insights on the Evolution and Success of SurePoint’s User Community
I joined the company in 2013 as a project manager focusing on implementation projects. In 2015, I was promoted to Director of Client Onboarding & Enhancement. My team ensured that our clients’ onboarding experience was smooth and efficient. In 2019, I was asked to lead a new function at SurePoint as Vice President of Relationship…
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