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Best Practices and Insights on Transitioning a Law Firm to Remote Work

When Paul Walker assumed his role as controller at Snow Christensen & Martineau (SCM), he knew that his primary focus would be to lead all accounting and financial activities for the practice. Now, he finds himself serving as a driving force in the transition of his attorneys and staff working within a traditional office setting to working as a distributed team. Paul, who has been with SCM for more than 8 years, also led the discovery and implementation of the SurePoint Legal Management System (LMS) as their practice management solution in 2015. As part of the SurePoint Virtual Office Webinar Series, we asked Paul to join us and to share his insights and best practices for successfully operating as a remote law firm.

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Key takeaways from 'Best Practices in Client Relations & Communications During Uncertain Times' Webinar

Julie Savarino, MBA, JD, is no stranger to building and maintaining relationships within the legal community. A best-selling author and licensed attorney, Julie is one of the highest-rated speakers, trainers and coaches in the industry and currently serves as chief client services and development officer for Business Development Inc. SurePoint had the privilege of being accompanied by Julie as part of our Virtual Office Webinar series where she shared her expert insight on ways to best navigate in our current state, and how to strengthen and maintain client relationships during periods of uncertainty. Below are some best practices for client relations and communications during uncertain times:

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Work Remotely with Ease using SurePoint

SurePoint’s customers know its Legal Management System (LMS) cloud solution was purpose-built for remote working: 

  • Enter your time remotely: Online or on your phone. Entering time, looking up client information and approving your time is just a few taps (or voice prompts) away with SurePoint’s mobile app. On your tablet or laptop, you can do all of that and more, including seeing how close you are tracking to your goals by viewing the Actual Calendar/Hours Trend.
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Business Continuity provides 24/7 access when your office is shuttered

Until recently, perhaps the most understated benefit of moving to the cloud was built-in business continuity. Aside from significant cost savings, elimination of firm-specific maintenance, seamless updating and uniform training, SurePoint’s Legal Management System (LMS) cloud offering provided the industry’s only built-in continuity risk management: it can be accessed anytime from anywhere. 

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