SurePoint View provides role-specific dashboards that contain powerful analytics and actionable insights into the performance drivers critical to a law firm’s success.
Managing partners and CFOs can get immediate insight into the firm's financial health, enabling data-driven business outcomes. Attorneys can uncover opportunities to increase client value, productivity and efficiency.
Integrated with the SurePoint Legal Management System (LMS), dashboards and analytics are available for the following roles: Billing Attorney, CFO, Managing Partner, Supervising Associate, Supervising Partner, Working Associate and Working Partner.
Billing attorneys can spot opportunities for growth by reviewing data such as: billing and collection realizations, collection budget and actual totals, billing and accounts receivable trends, unbilled dollars total and aging trends, top new clients and top aged accounts receivable.
Chief Financial Officers (CFOs) and their staff can instantly access critical performance metrics, including current revenue and net income, billable and non-billable hours, collection and billing realizations, a 13-week cash flow projection, workdays with missing hours, working capital, cash on hand, open payables, total income, total expenses, billing and accounts receivable trends, unbilled dollars total and aging trends, top new clients and top aged accounts receivable.
Managing partners can view analytics to shape strategies and drive business outcomes, including current revenue and net income, collection and billing realizations, cash on hand trends, quarterly revenue trends, new clients and matters trends, year-to-date revenue concentration and revenue from new clients and matters, top producing attorneys and top new clients.
Supervising associates can track the team’s progress and view trends for billable and non-billable hours, collection realizations for their time and the time from other team members who work on their supervising matters, their supervised billing trend, top supervised attorneys and top supervised clients.
Supervising partners can drive greater client value and team performance by tracking metrics, such as billable and non-billable hours, collection realization, accounts receivable trends, number of supervisees working on their matters, top supervised attorneys and top supervised clients.
Working associate attorneys can gain insight into individual performance and view analytics, including billable and nonbillable hours, missing time entries, completed training and CLE hours, ad top clients and matters.
Working partners can see trends and data specific to their matters including: their billable hours, collection budget and totals, collection and billing realizations, accounts receivable trend, quarterly unbilled hours trend, missing time entries, completed training and CLE hours, top clients, and top aged accounts receivable.
We understand no two law firms are the same. A trusted leader in legal tech, we’ve provided smart solutions to law firm practice management for 40 years and counting. Our Legal Management System (LMS) is a configurable ERP designed with you in mind, empowering you to run your firm your way, and not as a “one size fits all” operation for advanced efficiencies and profitability.
Innovative cloud solutions provide users the mobility to work from anywhere at any time while protecting the data of your clients and reducing overhead costs for the firm.
Strong accounting principles developed by accountants instills confidence in practice management in the firm’s ability to close on time and with certainty, every time.
Configurable Business Intelligence dashboard reporting provides real-time performance summaries from the highest overview down to the granular level for each client, matter and/or transaction within seconds.
Specialized forecasting tools allows key decision makers to assess resource allocations, individual rates and client revenue opportunities to forecast for business growth and maximize profitability.
Join the 50,000+ legal experts who utilize the Legal Management System (LMS) for effective and efficient law firm practice operations.