Why CRM: Client Relationship Management for Law Firms
In our CRM guide for law firms, you’ll find actionable insights and best practices for improving marketing ROI and building stronger relationships with your clients and referral sources. With the right data and the right CRM, it’s easy to understand the activities that lead to new business and do more of them.
Infographic – Law Firm Leadership Report
Infographic: Leadership, Growth, and Profitability In the new legal industry report, “Leadership, Growth, and Profitability in Post-Pandemic Era,” midsize law firm leaders share their insights on navigating digital transformation. Download the free infographic for quick takeaways and insights from the full report on how to balance technological progress, generational shifts, and complex business dynamics in an era […]
Download: Law Firm Leadership Report
Leadership, Growth, and Profitability in a Post-Pandemic Era Insights on Navigating Digital Transformation in the Modern Law Firm New industry research from Ari Kaplan Advisors highlights how law firms successfully navigate digital transformation in a time of rapid change. Supported in part by SurePoint Technologies, legal industry analyst Ari Kaplan interviewed leaders at midsize law […]
EBook: Why CRM – Client Relationship Management for Law Firms
Why CRM: A Guide to Client Relationship Management for Law Firms Client Relationship Management (CRM) is integral to a law firm’s success. On its own, CRM provides powerful visibility into the relationships that exist within a firm. When used as part of a holistic strategy, CRM can improve client satisfaction, unlock performance, and help firms […]
EBook: Leading the Way
Report: Implementing Financial Intelligence – National ALA
Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond In an effort to identify key trends among law firm financial leaders a consortium including SurePoint Technologies engaged Ari Kaplan Advisors to interview 30 legal professionals regarding: Ari Kaplan personally spoke with 20 CFOs, seven finance directors (three of which serve as […]
Infographic: Implementing Financial Intelligence
Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond – Infographic Download this infographic for an overview of some of the key takeaways from the “Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond” report. The full report was based on discussions with 30 law firm finance leaders to identify […]
Report: Implementing Financial Intelligence
Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond In an effort to identify key trends among law firm financial leaders a consortium including SurePoint Technologies engaged Ari Kaplan Advisors to interview 30 legal professionals regarding: Ari Kaplan personally spoke with 20 CFOs, seven finance directors (three of which serve as […]
EBook: How Your Financial Management System Can Provide You with Better Business Intelligence
Unlock Firm-Wide Insights for Strategic Growth Leverage Your Financial Management System’s Business Intelligence to Gain a Competitive Advantage Your financial management system should provide you with more than just raw data. It should provide you with the business intelligence you need to meet and exceed firm goals. Without reliable and accurate data it’s impossible to […]
EBook: Choosing the Right Financial Management Software
Choosing the Right Financial Management System for Your Firm A proactive approach to planning, evaluating and future-proofing your firm’s financial management system As a law firm administrator, you must anticipate the future needs of the firm, its partners and its associates in order help achieve business growth. Rather than waiting until you’re forced to choose […]