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Monday September 8, 2025 10:15am - 11:00am CDT
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.
Monday September 8, 2025 10:15am - 11:00am CDT
Breakout The University of Texas at Austin, AT&T Hotel and Conference Center

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