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 BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
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.
Monday September 8, 2025 11:10am - 12:00pm CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
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.
Monday September 8, 2025 3:00pm - 3:50pm CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
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.
Monday September 8, 2025 4:00pm - 4:50pm CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
Discover how to use LMS tools to create, track, and manage firm budgets with precision. This session will walk you through setting expense categories, assigning budget owners, and using financial dashboards to monitor performance in real-time. Learn how to identify cost drivers, cut unnecessary spending, and keep your firm on track to meet financial goals. Ideal for firm administrators and finance teams aiming to improve visibility and cost control.
Tuesday September 9, 2025 10:05am - 10:50am CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
Learn how to unlock the full power of LMS financial reports to monitor profitability by practice area, attorney, client, or matter. This practical session will guide attendees through creating custom profitability dashboards, interpreting margin data, and identifying actionable insights to boost financial performance. Ideal for firm leaders and finance professionals who want to go beyond basic reports and take control of their bottom line using real-time data and trends.
Tuesday September 9, 2025 2:00pm - 2:50pm CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
Get a sneak peek into the future of LMS with this roadmap session focused on upcoming features, enhancements, and user-requested innovations. You’ll hear directly from the LMS product team about what's in development and the strategic vision for expanding functionality, improving user experience, and supporting evolving law firm needs. Attendees will also have the opportunity to provide feedback and help shape the product’s direction for the coming year.
Wednesday September 10, 2025 8:00am - 9:00am CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
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.
Wednesday September 10, 2025 9:15am - 10:15am CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
Your voice matters—and this interactive forum is designed to hear it. Join product and customer success leaders in a collaborative setting where attendees share feature requests, vote on product ideas, and brainstorm improvements across the LMS and ZenCase platforms. Whether you have a wishlist or want to see how other firms are using the tools, this session is your chance to help influence the roadmap while connecting with peers and product experts.
Wednesday September 10, 2025 10:30am - 11:20am CDT BreakoutThe University of Texas at Austin, AT&T Hotel and Conference Center
