Client Success Story: How a Utah Law Firm Increased Profitability with SurePoint

Boosting Profitability with SurePoint

Founded in 1886, Snow Christensen & Martineau (SCM) is a Salt Lake City-based law firm specializing in business, litigation, and trial law. Trusted by Utah’s leading businesses and public entities, the firm is known for providing innovative, client-focused legal solutions.

The Challenge: Meeting Modern Client Demands

As SCM faced growing demands for advanced legal services, the firm realized its existing practice management system couldn’t keep up. To maintain its legacy of excellence, SCM required a cost-effective, modern legal management solution that offered:

• A fully integrated Enterprise Resource Planning (ERP) system.
• Accurate and reliable reporting capabilities.
• Streamlined operational workflows for enhanced efficiency.
• Reliable customer support to resolve issues promptly.

The inefficiencies of their previous system were costly, including double data entry, outdated workflows, and missed billable hours.

“The efficiencies provided to us through LMS have eliminated the need for us to backfill vacant positions, reducing the firm’s overhead cost by six-figures every year.”

The Solution: Why SCM Chose SurePoint 

SCM leadership began a rigorous search for a solution provider with a proven track record of innovation. Their internal practice management team evaluated three top solutions by engaging a focus group of 15 attorneys and paralegals to participate in product demonstrations.

SurePoint’s Legal Management System (LMS) stood out as the clear winner due to:

• Sophisticated cloud technology allows attorneys to access the system from anywhere, at any time.
• Streamlined workflows that eliminated manual dual data entry.
• Comprehensive business intelligence dashboards for on-demand access to real-time

Following unanimous support from the focus group, SCM leadership partnered with SurePoint. Expert implementation strategists at SurePoint tailored the conversion process to meet the firm’s needs.

“Of the focus group particpants, all 15 attorneys and paralegals ranked the SurePoint legal Management System as their top choice.”

The Results: Transformative Outcomes for SCM

Since implementing SurePoint LMS, SCM has experienced remarkable improvements in operational efficiency, cost savings, and profitability.

1. Streamlined and Paperless Workflows

The LMS Workflow Module allowed the firm to shift to a paperless environment, reducing manual processes across accounts payable, reimbursements, and client intake.

“Forms used to be entered two, sometimes three times. Now, they’re entered once by the initial requester, freeing up our team to focus on higher-value tasks.“

2. Instant Access to Performance Insights

SCM leadership, attorneys, and staff can now access accurate, real-time performance data from any device via the LMS Business Intelligence Dashboard.

“Accessing accurate, easy-to-read data has been a game changer.”

3. Mobile Timekeeping for Increased Productivity

LMS mobile timekeeping has significantly increased the number of billable hours captured by attorneys, reducing lost time and improving profitability.

“Attorneys are capturing more time. The ability to log time on the go is great.”

4. Cost Savings Through Efficiency

By automating workflows and reducing the need to backfill vacant positions, SCM saves six figures annually in overhead costs.

“The efficiencies provided by LMS have drastically reduced overhead, allowing us to reinvest in growth.”

Key Takeaways: Why SCM Made the Switch to SurePoint

SCM’s success story demonstrates the critical role of dependable legal management systems in driving law firm efficiency and profitability. Here’s what other firms can learn from their experience:

• Evaluate Inefficiencies: Identify manual processes, duplicate data entry, and lost billable time.
• Prioritize Mobility: Choose a cloud-based system for anytime, anywhere access.
• Focus on Reporting: Ensure the solution offers actionable insights through real-time dashboards.
• Plan for Growth: Invest in scalable solutions that reduce costs and enable firm-wide efficiency.

See What SurePoint Can Do for Your Firm

With SurePoint LMS, SCM has transformed its operations, increased profitability, and reduced costs. Whether your firm is looking to streamline workflows, capture more billable hours, or make data-driven decisions, SurePoint can help. Discover how SurePoint LMS can drive your firm’s success. Learn more here.