Explore the LMS Financial Center’s accounting portal to create custom menus and organize reports.
*SurePoint Community Exclusive Content*
Julie Savarino explores how sales processes, developing new work and asking for business have changed for law firms in 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.
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.
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.
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.
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.
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.