Let’s Get In Tune! Register today for Ignite in Austin, TX, Sept. 7–10 for 3-days of insights, innovation, and connection.

Blog

Ari Kaplan Hosts Roundtable Discussion with Legal Tech Leaders on New “Implementing Financial Intelligence” Report

Recently, legal industry analyst Ari Kaplan of Ari Kaplan Advisors spoke with legal tech leaders including Tom Obermaier, Chief Executive Officer of SurePoint Technologies to discuss the findings of the new “Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond” report.

The discussion covered topics relating to what opportunities law firms are seeing in their focus on profitability and financial acumen, to the changing roles of financial leaders in law firms and the trajectory of legal tech innovation.

When asked what will fuel law firm success moving forward, Obermaier responded, “It is essential that leaders focus on automating growth, revenue and profitability while eliminating unnecessary administrative tasks, so that a lawyer can spend more time servicing clients. Successful law firms will embrace technology because their clients will demand it. That technology really will empower more predictability, which make firms better, help them repeat their successes and prevent past failures.”

Read the overview of Kaplan’s interview on the ABA Journal here or download the full free report here and learn how to make financial intelligence a competitive advantage for your firm today!

Download the full “Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond” report today!

implementing financial intelligence image


About SurePoint Technologies

SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s enterprise software to drastically improve workflow and maximize financial performance. With a community of 400+ firms and 50,000+ members across all 50 states, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. Learn more at surepoint.com.

You Might Also Like…

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

As legal professionals, managing client funds is a significant responsibility. Trust accounts provide a critical mechanism for keeping client funds separate from firm assets, thereby protecting your clients and your practice from ethical pitfalls. Download

FAQs

Does SurePoint support LEDES and client billing guidelines?
Yes. UTBMS codes, validations, and client-specific rules are baked in.

Will attorneys actually use the workflows?
Adoption improves when steps happen where they work; automation reduces administrative burden. Industry data shows growing use of workflow automation across firms.

How is knowledge secured?
Role-based access, governance, and audit trails ensure only the right people see sensitive content. KM programs emphasize taxonomies and stewardship for accuracy.

Is AI safe to use in legal work?
Practical AI should be embedded with guardrails, human review, and clear governance—a trend reflected in 2025 tech surveys.

Announcing New Integrations with SurePoint Pro

Lawmatics and LawToolBox integrations extend automation across intake, calendaring, and matters.

Privacy Overview
SurePoint Logo

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Additional Cookies

This website uses the additional cookies