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Financial Center

Practice Pointers
"Financial Center"

7/16/2020
2PM - 2:45PM EDT

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

*SurePoint Community Exclusive Content* 

Imaging

Practice Pointers
"Imaging"

7/23/2020
2PM - 2:45PM EDT

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

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Julie Savarino

NEW - The Virtual Office
"Tips for Lawyers to Survive & Thrive: What’s New & What Works in the Current Environment"

7/30/2020
2PM - 2:45PM EDT

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

Watch Now


NEW: "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.

 
Julie Savarino

"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 Incwill share 5 best practices for strengthening your client relations and communications during this time.

 
The Virtual Office - Best Practices in Client Relations & Communications During Uncertain Times
"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.

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

Transitioning to Working Remotely

"Imaging"

7/23/2020

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

*SurePoint Community Exclusive Content*
USER FORUM
Imaging
"Financial Center"

7/16/2020

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

*SurePoint Community Exclusive Content*
USER FORUM
Financial Center
"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.

*SurePoint Community Exclusive Content*
USER FORUM
Business Intelligence Dashboard
"Practice Management Watchlists"

6/25/2020

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

*SurePoint Community Exclusive Content*
USER FORUM
Practice Management Watchlists
"Import Facility"

6/18/2020

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

*SurePoint Community Exclusive Content*
USER FORUM
Import Facility
"Cost Reconciliation"

6/11/2020

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

*SurePoint Community Exclusive Content*
USER FORUM
Cost Reconciliation
"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.

*SurePoint Community Exclusive Content*
USER FORUM
Rethinking Financial Statement Design
"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. 

*SurePoint Community Exclusive Content*
USER FORUM
Changing Client/Matter Attorney Assignments
"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

*SurePoint Community Exclusive Content*
Profitability - The Science Behind the Numbers
"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.

*SurePoint Community Exclusive Content*
USER FORUM
End of Period Basic Steps and Best practices
"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 Community Exclusive Content*
USER FORUM
Streamline your New Client and Matter Process in LMS+
"ARM: Accounts Receivable Management"

4/9/2020

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

*SurePoint Community Exclusive Content*
USER FORUM
ARM - Accounts Receivable Management
"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.

*SurePoint Community Exclusive Content*
USER FORUM
Streamlining your Check Request Process in LMS+
"LMS+ Billing Modules, Setup and Best Practices"

3/26/2020

The session will cover paperless billing set-up in LMS and best practices.

*SurePoint Community Exclusive Content*
USER FORUM
LMS+ Billing Modules, Setup and Best Practices
"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.
*SurePoint Community Exclusive Content*
USER FORUM
Getting Started on Paperless Workflows

"Utilizing Task Codes in LMS"

4/14/2020

In this session we will overview task code set up and application.               

*SurePoint Community Exclusive Content*
USER FORUM
Utilizing Task Codes in LMS

"Recommendations for Printing Checks from Home"

4/8/2020

In this session we will discuss options for remote check printing.                

*SurePoint Community Exclusive Content*
USER FORUM
Recommendations for Printing Checks from Home
"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.

*SurePoint Community Exclusive Content*
USER FORUM
Setting up ACH and Recommendations for Printing Checks from Home
"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.

*SurePoint Community Exclusive Content*
USER FORUM
Setting up ACH and Recommendations for Printing Checks from Home