Articles Tagged with: SurePoint Technologies
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May 23, 2024

2024 Association of Legal Administrators Annual Conference Mixtape

During the 2024 Association of Legal Administrators (ALA) Annual Conference, I had the privilege of speaking to the following leaders for this #ALA2024 #Mixtape:
ā­ Jonathon Fishman, CEO, LeanLaw – Legal Billing Software
ā­ Debbie Foster, CEO, Affinity Consulting Group
ā­ Laura Leopard, Founder and General Manager, Leopard Solutions
ā­ Patricia Ann Nagy, Chief Strategy Officer, Proxy PR
ā­ Alaa Pasha, CEO, Maptician
ā­ Jeroen Plink, Co-Founder, LegalTechnology Hub
ā­ Jennifer Sherman, Chief Product & Experience Officer, CARET
ā­ Eric Thurston, CEO, SurePoint Technologies
ā­ Andre Wouansi, CEO, Accurate Legal Billing

June 23, 2023

New Report on Dynamic Leadership, Rapid Growth, and Increased Profitability in a Post-Pandemic Era

I spoke with Lydia Flocchini, the Chief Marketing Officer at SurePoint Technologies,Ā Debbie Foster, the CEO at Affinity Consulting, andĀ Laura Wenzel, the Global Director of Product Marketing at iManage. We discussed the new report that the three companies have just released – Dynamic Leadership, Rapid Growth, and Increased Profitability in a Post-Pandemic Era: Insights on Navigating Digital Transformation in the Modern Law Firm – based on interviews withĀ 18 chief operating officers, 10 executive directors, one chief executive officer, and one chief administrative officer at midsize law firms.
April 18, 2023

The Importance of Being Customer-Centric

I spoke with Eric Thurston, the president and CEO of SurePoint Technologies, a provider of client management, practice management, and financial management software to law firms nationwide. We discussed the integration of SurePoint’s various brands, including ContactEase and Coyote Analytics, strategies that law firms can learn from software companies about scaling and growing, and the importance of being customer-centric.
February 18, 2022

Aligning CRM With Profitability and Financial Performance

I spoke with Jennifer Whittier, the president of Cole Valley Software, developer of the ContactEase CRM platform, and Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide, which has just announced its acquisition of Cole Valley Software. We discussed how the acquisition and inclusion of ContactEase in SurePoint’s portfolio will empower its customers, and how customer relationship management aligns with profitability and financial performance.

November 18, 2021

Implementing Financial Intelligence to Give Law Firms a Competitive Advantage

I spoke with Rob Stote, the managing director of profitability products at BigHand, a provider of financial and operational productivity software, Michael Grupp, the CEO of BRYTER, a no-code software platform, and Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software about the report – Implementing Financial Intelligence to Give Law Firms a Competitive Advantage in 2022 and Beyond – that the three companies commissioned to identify key trends among law firm financial leaders.

June 2, 2021

Enhancing Your Growth Trajectory in Legal Tech

I spoke with Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide. We discussed how SurePoint has evolved under his leadership, the company’sĀ investment from Aquiline Capital Partners, negotiating the transaction virtually, ways that sophisticated investors support the management of legal technology companies, rebranding, and where legal tech is headed.
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