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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…
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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.
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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…
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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,…
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Coyote College is an on-demand training solution specifically created for Coyote Analytics’ clients. It was released on January 1, 2022, and has a library of courses geared towards training various types of law firm employees. Coyote College is primarily used for, although not limited to, on-boarding new employees, refresher training, and to implement new functionality…
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