June 11, 2024
How One Law Firm Counts on SurePoint for Reliable Reporting and Sustainable Growth
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Background
During a period of rapid growth, one law firm found its current legal management solution, Centerbase, could no longer keep up. This resulted in inefficiencies and frustration across the firm. After encountering slow performance, unreliable reporting, and unresponsive customer support, the firm knew it needed to find a solution it could count on. After researching and evaluating a number of solutions, the firm selected the SurePoint Legal Management System (LMS). In this case study, we’ll explore the transformative impact of this decision on the firm’s overall efficiency, client intake processes, financial reporting, and profitability.
“Implementing LMS has been a game changer for our firm. We went from weeks of client intake to just days. Our litigation team is busier than ever. It’s the best position we’ve ever been in, and we attribute it to SurePoint.”
Law Firm Finance Director
SurePoint Offers Scalable Solutions for Sustainable Growth
As the firm grew, it found that it was quickly outgrowing Centerbase. Despite the initial user-friendliness of the software, the firm’s users found that many tools and reports failed to deliver as promised, with critical reports consistently malfunctioning, leading to other inefficiencies and affecting the firm’s workflows and overall performance.
The firm attempted to address these issues with Centerbase but encountered prolonged periods of unresponsiveness and inadequate support. It was clear the firm needed to find a new solution to provide reliable reporting and promote its growth.
The committee researched potential software solutions, leveraging online reviews and legal industry peers to identify top contenders. After consolidating their findings, they narrowed down their options to four. This collaborative approach ensured thorough evaluation and alignment with the firm’s specific needs and objectives. SurePoint was the clear winner, providing the firm with a solution to their reporting needs.
Law Firms Can Count on SurePoint
Since implementing LMS, the firm has experienced significant improvements, dramatically reducing turnaround time for client intake. The firm is generating reports with a click of a button and gaining valuable insights into its financial performance, and even identifed inefficiencies in a key practice area, resulting in improved profitability. The firm’s billing processes are faster, month-end closings are quicker, and the collections process has improved—all contributing to its financial health and positioning it for continued success.
The challenges experienced by this firm are not unique, but they highlight the urgent demand for dependable, responsive, and reliable software solutions that law firms can count on. Firms rely on SurePoint’s solutions to streamline operations, improve efficiencies, enhance client service, and maximize financial performance.
Connect with an expert and learn why firms are making the switch from Centerbase to SurePoint.
ABOUT SUREPOINT
SurePoint Technologies develops software for mid-sized law firms that enhances workflow efficiency and maximizes financial performance. By alleviating administrative burdens with proven, reliable software, law firms have what they need to grow revenues and focus on their clients. Be sure with SurePoint, software law firms can count on. Learn more at https://surepoint.com.
