Webinars

Find the Virtual Events You're Looking for Here

Welcome to our webinars series designed to provide you insights and best practices on building, transforming and innovating the business and practice of law.

Community Virtual Events
The Virtual Office
Practice Pointers
Tips and Techniques

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Upcoming Webinars

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"Educational Session: LMS+ WebTime"

7/15/2021

This webinar will provide detailed information on the WebTime module in LMS+ including:

How to quickly enter time
How to change timekeepers
How to print reports in WebTime

User Forum

Smiling businessman working on laptop computer while sitting at the office desk with paperwork

"1099 Forms"

12/9/2021 and 12/16/2021
This webinar provides detailed information on 1099 forms, including:

How to prepare your firm for issuing 1099s
How to generate 1099s
How to send 1099s by paper copy and/or electronically

*SurePoint Community Exclusive Content*

User Forum

Portrait of bald mature businessman using laptop while working at coffee table in modern office, copy space

"Task Codes"

8/19/2021

Jennifer Webster, Success Engineer, provides detailed information on Task Codes including:

Adding new task codes
Editing existing task codes
Review of Activity & Phase codes

*SurePoint Community Exclusive Content*

User Forum

Community Virtual Events

SurePoint Community Exclusive Content

"Educational Session: LMS+ WebTime"

7/15/2021

This webinar will provide detailed information on the WebTime module in LMS+ including:

How to quickly enter time
How to change timekeepers
How to print reports in WebTime

User Forum

Two business partners sitting at the table and working on laptop together in team at office

"CRM Certification"

6/17/2021
This webinar will provide an overview of the CRM (Client Relationship Management) module and will include information on the following:

Basic functionality
How to track interactions with your firm's clients and prospects

User Forum

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"Docket Certification"

6/10/2021

Host Eoin Walden provides an overview of the Docket Module including:

Basic functionality
How to enter events
How to send out email reminders via the system

User Forum

Company director sitting at table thinking about future plans

"End of Month for General Ledger Certification"

2/18/2021

This webinar will provide detailed information regarding End of Month processes for General Ledger, including:

Step-by-step guide to closing the General Ledger module
Suggested best practices
Both period and year-end instructions

User Forum

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"End of Month for Time and Billing Certification"

2/11/2021
This webinar will provide detailed information regarding End of Month processes for Time and Billing, including:

Step-by-step guide to closing the Time & Billing module
Suggested best practices

User Forum

Multiethnic group of business people sitting in annual meeting in conference room. Mature leader with businessmen and businesswomen discussing. Busy partners working together in modern office.

"End of Month for Accounts Payable Certification"

2/4/2021
This webinar will provide detailed information pertaining to End of Month processes for Accounts Payable, including:

Step-by-step guide to closing the Accounts Payable module
Suggested best practices

User Forum

Creative business people working on business project in office

"User Administration and Profiles Certification"

12/17/2020
In the second User Administration Certification Series webinar, learn more about LMS profiles, including:

How to provide access to specific workflow forms
How to provide access to dashboards

User Forum

Programmers cooperating at IT company developing apps

"User Administration and Credentials"

12/10/2020
This webinar provides tips for user administration pertaining to credentials, including:

Creating user credentials and attorney numbers
User profiles and adding security profile access
Removing users, profiles and access

User Forum

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"E-mailing BIMs Certification"

11/12/2020

Jennifer Webster, Success Engineer, provides detailed information pertaining to the e-mailing of BIMs, including:

Set up for emailing BIMs
Flagging correctly when generating BIMs
What to do/what to check if an email does not send when BIMs are generated

User Forum

"Flagging & Holding Time Entries on BIMs Certification"

11/5/2020
Eoin Walden, Senior Training Specialist, provides an overview of flagging and holding time entries on BIMs, including:

The difference between Bill Yes, Bill No, and Bill Hold
How to flag time/cost to hold
Where you can go to review before processing the invoice

User Forum

"BIMs and Rate Overrides Certification"

10/29/2020
Allison Geier, Senior Training Specialist, covers best practices relating to BIMs and Rate Overrides, including:

Updating an attorneys rates within Attorney Maintenance
Attorney rate import facility
Completing a transfer on a BIM to update the rate being pulled

User Forum

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"BIMs & Billing Groups Certification"

10/21/2020
Cole Tippman, Training Specialist, explores BIMs and Billing Groups, including:

How to look up a pre-bill using available BIMs
How to read “Available BIMs” and pull the BIM into the open Billing Group
What to do if the pre-bill is already locked in another group

User Forum

"Getting Started with the New Help Center"

9/17/2020
In this webinar, our special guest, Cassie Bell, Customer Success Manager, will provide an overview of the new Help Center.

User Forum

"Innovating the SurePoint Customer Experience"

9/10/2020

Todd Tribble, VP of Operations and Bethany Tod, Director of Customer Success provide an overview of how we are optimizing the customer success team, processes, and technology to ensure that the SurePoint Community has a best-in-class experience.

User Forum

The Virtual Office

"Tips for Lawyers to Survive & Thrive: What’s New & What Works in the Current Environment"

7/30/2020

Julie Savarino returns to The Virtual Office to explores how sales processes, developing new work and asking for business have changed for law firms in 2020.

Watch Now

"Best Practices in Client Relations & Communications During Uncertain Times"

4/13/2020
In this webinar, our special guest, Julie Savarino, MBA, J.D., Chief Client Services & Development Officer of Business Development Inc. will share 5 best practices for strengthening your client relations and communications during this time.

Watch Now

"Insights on Transitioning a Law Firm to Remote Work Featuring Paul Walker, Controller, at Snow Christensen & Martineau"

3/30/2020

Special guest, Paul Walker, Controller, at Snow Christensen & Martineau will share his experience on Transitioning a Law Firm to Remote Work.

Watch Now

"Top 10 Tips on Transitioning to Working Remotely"

3/23/2020
This webinar will cover insights, strategies, and tips to set you up for success when working remotely. The session will also address strategies for maximizing collaboration.

Watch Now

Practice Pointers

SurePoint Community Exclusive Content

"Imaging"

7/23/2020

Laurence Winters shares best practice for scanning, archiving and linking documents as PDFs or TIFs using LMS Imaging.

User Forum

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"Financial Center"

7/16/2020

Explore the LMS Financial Center’s accounting portal to create custom menus and organize reports.

User Forum

"Business Intelligence Dashboard"

7/9/2020

Receive key financial statistics for month-to-date and year-to-date production statistics to inform data-driven business decisions for your firm.

User Forum

"Practice Management Watchlists"

6/25/2020

Start leveraging watchlists in LMS to monitor performance and manage resources throughout your firm.

User Forum

"Import Facility"

6/18/2020

Learn the best practices for utilizing the LMS Import Facility to validate and import data from your Excel spreadsheets.

User Forum

"Cost Reconciliation"

6/11/2020

Jay Erdman provides tips to ensure your firm’s client costs are reconciled between LMS and the General Ledger.

User Forum

"Rethinking Financial Statement Design"

5/14/2020

In this webinar, SurePoint Senior Training Specialist Lucas Cowell will cover best practices for executing basic changes to financial statements within the financial statement designer (including the most effective methods of adding new accounts) and will challenge participants to rethink their current financial statement design.

User Forum

"Changing Client/Matter Attorney Assignments"

5/7/2020
In this session we will overview the impact of changing client/matter attorney assignments Originating, Billing or Responsible (including splits) to current and historical data.

User Forum

"Profitability: The Science Behind the Numbers"

4/30/2020
Jay Erdman provides an in-depth exploration of the profitability of your practice and ways to increase revenue, incorporate profitability into your firm’s compensation plans and gauge HR efficiency.

Watch Now

"End of Period Basic Steps and Best Practices"

4/21/2020
This session will cover end of period basic steps with Client Advocate, Jennifer Webster.

User Forum

"Streamline Your New Client and Matter Process in LMS+"

4/16/2020
This session will overview how you can use the workflow module in LMS+ to establish new client and matter set up process and what you can do to get started.

User Forum

"ARM: Accounts Receivable Management"

4/9/2020
This session will cover the Accounts Receivable Management module use for tracking and managing collection efforts.

User Forum

"Streamlining Your Check Request Process in LMS+"

4/2/2020
This session will overview how you can use the workflow module in LMS+ to establish an electronic check request process and what you can do to get started.

User Forum

"LMS+ Billing Modules, Setup and Best Practices"

3/26/2020
The session will cover paperless billing set-up in LMS and best practices.

User Forum

"Getting Started on Paperless Workflows"

3/19/2020

This session explores how to connect to and access LMS Cloud, processes for emailing Billing Information Memoranda (pre-bills and drafts) to timekeepers for review and configuring client matters to receive email invoices.

User Forum

Tips and Techniques

SurePoint Community Exclusive Content

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"Utilizing Task Codes in LMS"

4/14/2020
In this session we will overview task code set up and application.

User Forum

"Recommendations for Printing Checks from Home"

4/8/2020
In this session we will discuss options for remote check printing.

User Forum

"Setting up ACH and Recommendations for Printing Checks from Home"

4/1/2020
The session will cover how to set up email components for ACH, vendor set up, as well as recommendations for printing checks at home.

User Forum

"Setting up ACH and Recommendations for Printing Checks from Home"

3/24/2020
The session will cover how to set up email components for ACH, vendor set up, as well as recommendations for printing checks at home.

User Forum