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On Demand Webinar

The Value of Integrating Your Financial Data with SurePoint CRM

Firms often struggle with a unified approach to client data, from managing contact information, identifying missed opportunities and driving business development focus for the greatest return. By integrating your systems to the SurePoint CRM, you deliver value to the lawyers working every day to maintain and grow their client relationships.

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What You Will Learn

  • Identify when it is time to move beyond spreadsheets to a truly cohesive system
  • Learn how to quickly add a contact to an event or mailing list, all within the email
  • Understand the value of integrating your financial data to the SurePoint CRM system

Announcing New Integrations with SurePoint Pro

Lawmatics and LawToolBox integrations extend automation across intake, calendaring, and matters.