Webinar – Why CRM, Why Now: Strategies for Unlocking Performance in Your CRM

Strategies for Unlocking Performance in Your CRM Why CRM, Why Now In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. In this webinar, CRM expert Jennifer Whittier, and Lydia Flocchini, Chief Marketing Officer, walk you through the steps required…

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Law Firm Profitability: The Science Behind the Numbers

Special GuestJay Erdman CPA, Executive Advisor, SurePoint® Technologies Jay Erdman delivers an in-depth exploration of the profitability of your practice and ways to increase revenue, incorporate profitability into your firm’s compensation plans and gauge HR efficiency. When:Thursday, April 30 at 2:00 pm EDT45 minutes with 15 minutes of Q & A

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Transitioning Your Law Firm to Remote Work

The Virtual Office Series “Insights on Transitioning a Law Firm to Remote Work Featuring Paul Walker, Controller, at Snow Christensen & Martineau” Special GuestPaul Walker Controller, Snow Christensen & Martineau In this webinar, Paul Walker, Controller at Snow Christensen & Martineau, will share learnings and insights as the firm transitioned to working remotely in response to…

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Webinar: Survive and Thrive

The Virtual Office Series “Best Practices in Client Relations & Communications During Uncertain Times” Special Guest Julie SavarinoMBA, J.D., Chief Client Services & Development OfficerBusiness Development Inc. In this webinar, our special guest, Julie Savarino, MBA, J.D., Chief Client Services & Development Officer of Business Development Inc. shares 5 best practices for strengthening your client relations and communications during…

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Law Firm Remote Work Tips

The Virtual Office Series “Top 10 Tips on Transitioning to Working Remotely” This webinar will cover insights, strategies, and tips to set you up for success when working remotely. The session will also address strategies for maximizing collaboration. When:Monday, March 23 at 2:00 pm ET30 minutes with 15 minutes of Q & A Hosts:Lydia Flocchini,…

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SurePoint Achieves ISO 27001 Compliance

Meeting ISO 27001 furthers SurePoint’s commitment to safeguarding customer data.

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