Ignite

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.

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.

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.