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Law Firm Checklist: Streamline Year-End Tasks

SurePoint's comprehensive law firm checklist helps firms streamline year-end tasks in key operational areas so they can start the year stronger. Now is the perfect time to take stock of your law firm's operations and prepare for the year ahead. Download our checklist now!

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Year-End Checklist for Law Firm Management

Now is the perfect time to take stock of your law firm’s operations and prepare for the year ahead. To help you streamline your year-end tasks and set your firm up for success, we created a year-end checklist just for you.

 

This comprehensive checklist covers essential areas of law firm management, including finance, human resources, systems and technology, office procedures, vendor agreements, marketing and business development, and client and matter files.

 

SurePoint’s year-end checklist will help you identify and address potential risks and maximize your law firm’s performance.

 

Download your copy today!

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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.

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