Ignite

Ideal for new users and those needing a refresher, this session provides a guided tour through the foundational features of Coyote. You’ll learn how to navigate the interface, enter time and expenses, manage matters, and streamline billing. Attendees will walk away with a practical understanding of daily workflows, along with tips for getting the most out of Coyote from day one.

In this advanced session, attendees will explore how to unlock the full potential of financial reporting in SurePoint's Legal Management System (LMS). Tailored for firm administrators and legal finance professionals. this session dives deep into building and customizing powerful reports that support data-driven decision-making. Learn how to generate and analyze key metrics including profitability by matter or attorney, aging reports, realization and collection rates, and financial forecasting tools. Whether you're looking to improve transparency, streamline month-end processes, or gain insights to guide strategic growth, this session will equip you with the tools and techniques to make your firm’s financial data work harder and smarter.

Discover how to reclaim valuable billable hours by automating routine administrative tasks with your Legal Management System (LMS). This session is designed for operations leaders, firm administrators, and legal professionals eager to streamline internal workflows—from new matter intake and task delegation to deadline tracking and invoice generation. Attendees will learn how to configure automation rules, leverage templates, and trigger workflows that reduce human error and improve efficiency across departments. Join us to see real-world examples of how automation within LMS is transforming time-consuming manual processes into seamless, scalable solutions—freeing your team to focus on higher-value work.

This session showcases how ZenCase helps law firms centralize operations, eliminate administrative inefficiencies, and unlock valuable insights from practice data. We will walk through the complete client lifecycle—from intake through matter completion—highlighting how automation, analytics, and user-friendly tools reduce overhead and boost productivity. Firms looking to modernize and scale operations will find actionable takeaways.

Late payments and slow collections can hurt firm profitability, but emerging payment solutions are helping to change that. In this session, we explore the tools and strategies law firms are using to accelerate cash flow—from automated payment links and mobile billing to client-friendly installment options. Learn how adopting modern payment platforms is improving client experience and revenue outcomes.

Legal work is filled with repetitive processes that can be streamlined through automation. This session dives into how firms use Coyote workflows to automate new matter intake, task delegation, and approval chains. Attendees will see examples of custom workflow templates, learn how to create triggers, and gain insights into how standardization improves consistency and client service.

Conflict checks are critical to ethical legal practice, and this session will explore how to use LMS to streamline and strengthen that process. Attendees will learn how to build robust search templates, review and filter results efficiently, and document resolution procedures. The session will cover real-world use cases to demonstrate how automation and centralized data help reduce missed conflicts, shorten onboarding time, and protect firm integrity.

Data-driven decision-making is essential to firm success, and this session teaches attendees how to build and customize dashboards within Coyote. From billing KPIs and matter metrics to attorney utilization and AR trends, participants will learn how to generate meaningful reports and visualize them in ways that support performance tracking and strategic planning.

This session block is reserved for a timely or high-demand topic that will be announced closer to the event. Expect a cutting-edge discussion featuring either a trending legal issue, emerging technology, or a newly released product feature based on attendee interest and recent developments in the legal tech landscape.