SurePoint Partners with XPENS.ai and Cirrom to Automate and Optimize Law Firm Operations
Integrations power AI-driven accounts payable automation and CRM data optimization
February 4, 2025 [Austin, TX] – SurePoint Technologies, the leading provider of innovative legal software solutions to mid-sized law firms, today announced seamless integrations with XPENS.ai and Cirrom to automate and optimize tedious, time-consuming operations tasks. Facilitating an access point between XPENS.ai and SurePoint provides a fully automated, error-free system for law firms’ accounts payable departments. Meanwhile, SurePoint’s integration with Cirrom delivers enhanced CRM data quality for law firms by automatically capturing and correcting data issues without the need for human intervention.
Driving Accounts Payable Efficiency with XPENS.ai
Leveraging SurePoint’s partnership with XPENS.ai, law firms now have a cost-effective way to automate tedious accounts payable data entry tasks, which, until now, have required time-consuming and error-prone manual handling. XPENS.ai’s powerful algorithms can detect and automate rebillables, apply the correct tax models, and simplify workflows for invoice approval, ensuring faster, more accurate invoicing. This reduces the average time spent processing invoices from 30 minutes to just 30 seconds, a critical efficiency boost for firms looking to streamline their accounts payable functions. Additionally, XPENS.ai leverages AI to automatically extract and import data from documents like invoices, purchase orders, and receipts, creating automated AP vouchers that are recorded in SurePoint’s LMS and Coyote Analytics.
Combined with SurePoint’s focus on optimizing revenue and collections, law firms can now rely on a comprehensive system that maximizes profitability while addressing the intricacies of their back-office accounts payable processes. This partnership provides several benefits for law firms:
- Automated Workflow & Configurable Approvals: Streamlined data and expense report processing with a powerful rules engine that allows firms to easily post-process and configure invoice approvals based on firm-specific policies.
- Enhanced Reporting & Visibility: CFOs and finance teams will have access to real-time dashboards that provide visibility into monthly vendor spend, variance analysis, and invoice tracking, helping firms identify discrepancies and optimize month-end closing processes.
- Accuracy & Speed: Automating complex cost re-billing ensures that firms eliminate costly errors and get their bills out the door faster, resulting in quicker payments and improved cash flow. Automated data processing also minimizes the potential for AP fraud while ensuring compliance.
“Law firms have increasingly requested sophisticated support for their accounts payable functions,” said Dominic Larose, Co-Founder & Chief Financial Officer of XPENS.ai. “Leveraging XPENS.ai within SurePoint’s LMS provides a fully automated, error-free system for law firms’ accounts payable departments, helping them avoid non-compliance and fraud risks while improving accuracy and operational efficiency. For mid-sized firms that often rely on more manual or paper-based financial processes, this reduces the complexities of their finance workflows and creates a massive leap forward in efficiency.”
For a limited time, XPENS.ai is offering a Key Client Program for SurePoint customers, where early adopters will benefit from exclusive incentives.
Improve Data Quality for Law Firms' CRM Systems
SurePoint’s CRM solution, ContactEase, now offers a seamless integration with Cirrom, enabling firms to uncover and resolve critical issues related to data accuracy, such as blank fields, incorrect values, and duplicate records, while providing automated fixes that improve the overall health of the CRM system. Law firms can integrate the solution quickly, with initial reports and analysis available in as little as a week. Cirrom enhances workflow management by categorizing and prioritizing mailing lists, ensuring that law firms can easily focus on cleaning up the most important segments first.
“During this white glove onboarding experience, we have already seen the powerful results from our partnership with Cirrom and ContactEase,” said Walter McCorkle, Business Development & Marketing Technology Manager, Bradley Arant Boult Cummings LLP. “The impact of Cirrom on our daily data quality management is already bringing an improved level of scale and efficiency to a previously daunting task to maintain data cleanliness. We are thrilled to have layered this advanced application onto the CRM at our firm as we anticipate cleaner data will result in improved accuracy of list segmentation for email marketing, clearer reporting capabilities to review overall data health, and streamlined visibility into stickier, manual data research projects.”
While ContactEase has data cleanup tools embedded within the platform, augmenting with a specialty service like Cirrom elevates data management and accuracy even further. By solving these data quality issues, Cirrom’s integration with ContactEase delivers a seamless solution that ensures law firms can trust the accuracy of their CRM data and focus on driving growth. This leads to better and more effective targeting, improved open and engagement rates, higher event attendance, and more successful marketing campaigns.
“These partnerships with Cirrom and XPENS.ai add to SurePoint’s already robust and continually growing partner program,” said Lee Weinstein, Chief Partnership Officer, SurePoint. “Our partner ecosystem is customer-centric and rooted in its ability to enable a seamless connection with any technology provider designed to meet customer needs.”
Consulting partners, industry influencers, and industry software providers are welcome to contact becomeapartner@surepoint.com if they are interested in discussing a potential partnership. To learn more about SurePoint’s partnerships with Cirrom and XPENS.ai, visit www.surepoint.com/partners/.
About SurePoint Technologies
SurePoint Technologies is dedicated to empowering mid-sized law firms with software that enhances workflow efficiency and maximizes financial performance. By alleviating administrative burdens with our proven, reliable solutions, law firms can amplify revenue growth and focus on their clients. Be sure with SurePoint, software law firms can count on. Learn more at www.surepoint.com.
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