Empowering Growth, Efficiency and Performance

BACKGROUND

As one law firm grew, so did inefficiencies and frustration with its practice management solution, Centerbase. Slow performance, unreliable reporting, and unresponsive support led the firm to look for a solution it could count on to keep things running smoothly. The firm found what it was looking for with SurePoint’s Legal Management System (LMS). In this case study, we’ll explore how SurePoint empowered the firm with improved efficiency, an expedited client intake process, and real-time insights into financial reporting and profitability.

“Implementing LMS has been a game changer for our firm. We went from weeks of client intake to just days. Our litigation team is busier than ever. It’s the best position we’ve ever been in, and we attribute it to SurePoint.”

Law Firm Finance Director

CHALLENGES

As the firm grew, it found that it was quickly outgrowing Centerbase. The firm discovered that many tools and reports failed to deliver as promised. Critical reports consistently malfunctioned, affecting the firm’s workflows and overall performance.

The firm attempted to address these issues with Centerbase but encountered prolonged unresponsiveness, inadequate support, and unreasonable timelines, making it clear that it was time to move on.

The firm’s selection committee researched potential software solutions, leveraging online reviews and legal industry peers to identify top contenders. This collaborative approach ensured thorough evaluation and alignment with the firm’s specific needs and objectives. SurePoint was the clear winner for its robust reporting capabilities.

BENEFITS

Since implementing LMS, the firm has experienced significant improvements contributing to its financial health and positioning the firm for continued success and sustainable growth:

• Dramatically reducing time spent on client intake
• Generating robust reports with a click of a button
• Gaining valuable insights into financial performance
• Identifying inefficiencies in key practice areas
• Faster billing processes
• Quicker month-end closings
• Improved collections

While not unique, the firm’s challenges highlight the urgent demand for dependable, responsive, and reliable software. Firms can count on SurePoint’s solutions to streamline operations, improve efficiencies, enhance client service, and maximize financial performance. And the best part? SurePoint’s in-house implementation team is with you every step of the way, with your matter history fully intact! Connect with an expert to learn more.