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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.

 

19

Upcoming Webinars

remote office
"E-mailing BIMs Certification"

11/12/2020

This webinar will provide 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

*SurePoint Community Exclusive Content*

 

paperless-attorney

"Flagging & Holding Time Entries on BIMs Certification"

11/5/2020
This webinar will provide detailed information on 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

*SurePoint Community Exclusive Content*

 

14

"BIMs and Rate Overrides Certification"

10/29/2020
This webinar will provide detailed information regarding 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

*SurePoint Community Exclusive Content*

Community Virtual Events

*SurePoint Community Exclusive Content*
SaaS Technology
"E-mailing BIMs Certification"

11/12/2020

This webinar will provide 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

 

paperless-attorney

"Flagging & Holding Time Entries on BIMs Certification"

11/5/2020
This webinar will provide detailed information on 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

 

14

"BIMs and Rate Overrides Certification"

10/29/2020
This webinar will provide detailed information regarding 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

 

mobile-lawyer
"BIMs & Billing Groups Certification"
10/21/2020
This webinar will provide detailed information regarding to 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

 

remote-lawyer

"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.

 

31
"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.

 

The Virtual Office

JulieSavarino-TVO-webinar
"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.

 

JulieSavarino-TVO-webinar

"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.

 

2
"Back to the Future: Technology Insights for Transitioning to a Virtual Law Firm"
4/6/2020
This webinar shares learnings and insights on: moving to the cloud, specific technology challenges that law firms are facing while transitioning to remote work, best practices and learnings to address specific challenges and various topics related to accessibility, security and scalability.

 

PaulWalker-TVO-webinar
"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.

 

paperless-attorney
"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.

 

Practice Pointers

*SurePoint Community Exclusive Content*
35
"Imaging"
7/23/2020

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

 

28

"Financial Center"

7/16/2020

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

 

32
"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.

 

31
"Practice Management Watchlists"
6/25/2020

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

 

30
"Import Facility"
6/18/2020

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

 

29
"Cost Reconciliation"
6/11/2020

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

 

19
"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.

24
"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.
27
"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.

 

23
"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.

22
"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.

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

 

6
"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.

2
"LMS+ Billing Modules, Setup and Best Practices"
3/26/2020
The session will cover paperless billing set-up in LMS and best practices.

14
"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.

 

Tips and Techniques

*SurePoint Community Exclusive Content*
20
"Utilizing Task Codes in LMS"
4/14/2020
In this session we will overview task code set up and application.

 

remote-lawyer

"Recommendations for Printing Checks from Home"

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

 

mobile-lawyer
"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.

laptop-mobile-lawyer
"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.