Streamlining Workflows and Increasing Efficiency: How Stebelton Snider Simplified Firm Operations with SurePoint

In today’s fast-paced legal landscape, efficiency and responsiveness are critical for law firms striving to meet client expectations while managing complex operations. Stebelton Snider LPA, a distinguished firm in central Ohio, tackled these challenges head-on by adopting SurePoint’s Coyote Analytics, a financial and practice management solution that transformed their operations and enhanced client service.

About Stebelton Snider

Founded in 1978, Stebelton Snider LPA has been a trusted legal partner for over 40 years. The firm serves families, individuals, and small-to-medium businesses across diverse practice areas, including business law, family law, environmental law, civil litigation, criminal defense, and more. Known for its commitment to exceptional service and productivity, the firm recognized the need for a technology solution aligned with its core values and operational goals.

“Our firm prides itself on delivering exceptional service and maintaining high productivity. We knew that any software solution we adopted needed to align with our core values and streamline our workflows.”

Challenges Faced by Stebelton Snider

Stebelton Snider’s challenges stemmed from the increasing demands of the legal profession. Key pain points included:

1. System Timeliness: The need for answers and resolutions within 24 hours or less, especially during time-sensitive cases.
2. Workflow Efficiency: A solution was required to support extended working hours while maintaining uninterrupted access to critical tools.
3. Billing and Document Management: Manual billing and document handling processes were time-intensive and costly.
4. Research Efficiency: Attorneys needed a system that provided quick access to information, even on mobile devices.

The Solution: Coyote Analytics

Stebelton Snider selected Coyote Analytics to overcome these challenges. The solution offered advanced features that directly addressed the firm’s needs:

• Rapid Turnaround Time: The software enabled the firm to resolve issues and deliver answers within 24 hours or less, ensuring timely client service.
• Enhanced Accessibility: The firm could operate efficiently during extended hours with uninterrupted access to financials and essential data.
• Streamlined Billing: Simplified processes for generating bills and pre-bills reduced manual effort and cut costs.
• Efficient Research: A comprehensive database allowed attorneys to locate information quickly, improving productivity.
• Smooth Transition: Coyote Analytics’ user-friendly interface and robust support ensured a seamless implementation.

Results: Transformative Benefits for Stebelton Snider

“I rarely go out of Coyote to do anything else. We’ve joined all the financial parts of the law firm while running reports, getting information, doing the pre-bills, doing the bills.”
Debbie Harris, Director of Administration

Since implementing Coyote Analytics, the firm has seen remarkable improvements:

1. Improved Efficiency: Faster turnaround times for case resolutions improved client satisfaction and reinforced the firm’s reputation for responsiveness.
2. Cost Savings: Streamlined billing and document management reduced manual efforts and overall costs, boosting competitiveness.
3. Enhanced Research Capabilities: Attorneys now access information swiftly, eliminating time-consuming manual research.
4. User Satisfaction: The team adapted quickly to the new system, reducing the learning curve and ensuring seamless integration.

With the adoption of Coyote Analytics, Stebelton Snider has streamlined workflows, improved productivity, and reinforced its commitment to delivering exceptional client service. The firm overcame administrative challenges by leveraging advanced technology and unlocked higher performance.

Ready to optimize your law firm’s operations? Contact SurePoint today to join the more than 1,000 law firms that are running better with SurePoint.