Key Strategies for a Successful 2025: Insights from the SurePoint Community

We recently hosted an engaging webinar exploring how law firms are gearing up for 2025. Guided by Phil Flora, VP of Sales at Leopard Solutions, our client panel delved into the trends, challenges, and opportunities shaping the legal landscape for law firms. Thank you to Jaclyn Braga, Director of Marketing & Business Development at Morse, Eden Mandrell, Director of Partner Recruiting, Alumni Relations, and Career Strategy at Jenner & Block, and Tony Young, Executive Director at Chambliss, Bahner & Stophel, for joining us.

Here is a recap of the key takeaways:

Building Operational Resilience in Law Firms

Panelists highlighted the importance of operational efficiency as a foundation for success. Tools like SurePoint’s dashboards and profitability module are enabling firms to:

• Monitor key financial metrics like effective billing rates, receivables, and liquidity.
• Identify opportunities to improve profitability through data-driven decision-making.
• Streamline workflows and reduce time spent on administrative tasks.

The Role of Legal Technology in Driving Growth 

Adopting the right technology is critical to achieving a firm's business goals. Our panelists shared how solutions like SurePoint's Legal Management System (LMS), Leopard Solutions, and ContactEase CRM are transforming their operations:

• LMS & Profitability Module: Streamlining timekeeping and billing processes while offering granular insights into profitability.
• Leopard Solutions: Enhancing talent acquisition with data on lateral hires and market intelligence.
• ContactEase: Supporting business development efforts through better client relationship management and data tracking.

Strategic Hiring and Retention

Talent management remains a top priority, with firms adopting proactive strategies to attract and retain top-tier professionals:

• In-House Recruiters: Building pipelines of qualified candidates and fostering a culture of mentorship.
• Focus on Retention: Investing in career development, such as associate training and integration programs, to reduce turnover.
• Leveraging Alumni Networks: Tracking former employees and maintaining strong connections for potential future collaboration.

A Focus on Business Development

As 2025 approaches, firms are emphasizing business development as a core strategy:

• Investing in CRM integrations to track client engagement and BD activities.
• Training attorneys to strengthen their networking and client development skills.
• Enhancing client touchpoints through creative initiatives like personalized holiday campaigns.

Looking Ahead: What’s Next for 2025

Panelists expressed optimism for the coming year, with anticipated growth in litigation, transactional work, and regulatory practices. Key priorities include:

• Driving adoption of new technologies to improve efficiency and profitability.
• Expanding practice areas while staying agile in response to market trends.
• Continuing to build a strong culture of collaboration through in-office initiatives.

On-Demand Webinar Access

If you missed the live session, don’t worry! The full webinar is available on demand. Watch it here to hear directly from our panelists about how they’re preparing their firms for a successful 2025.