Our comprehensive suite of services is designed to maximize the operational efficiency and data integrity of your Surepoint’s Finance Core (Coyote Analytics) environment.
Front Office Operations
We empower your front office with robust Surepoint’s Finance Core (Coyote Analytics) functionalities, offering:
- Matter & Contact Lifecycle Management: Expert assistance with data entry, conflict checks, and comprehensive calendaring to streamline client and matter workflows.
- Document Workflow Automation: Specialized support in document type configuration and best practices for integrated document management within Surepoint’s Finance Core (Coyote Analytics), including built-in DMS module setup and training.
- Billing & Reporting Customization: Development and enhancement of custom bill formats, including LEDES file generation, to meet specific stakeholder and e-billing platform requirements.
Back Office Operations
We optimize your back office with advanced financial and administrative Surepoint’s Finance Core (Coyote Analytics) solutions, including:
- Financial Data Integrity & Reconciliation: Remediation of Surepoint’s Finance Core (Coyote Analytics) database anomalies, comprehensive financial management (journals, trust accounting, cash/accrual methodologies), chart of accounts configuration, and support for billing operations. Our services encompass detailed bank and account reconciliation and end-of-period financial close support.
- Performance Analytics & Reporting: Collaboration with Surepoint Support for the design and implementation of custom financial and management reports. We also provide expertise in dashboard development and training to enhance operational visibility.
- Process Review: In-depth process reviews to ensure optimal utilization of Surepoint’s Finance Core (Coyote Analytics) capabilities, including cost recovery import configuration, GL, Matter & Timekeeper Budget deployment, Billing Approval Workflow Training, and rate analysis and management best practices.
- Module Specialization & Integration: Proficient training and setup support for advanced modules such as Adhoc/Analysis, Maintenance Tools, Recurring Transactions, Scheduled Reports, CLE, and leveraging Clipboards/Triggers for workflow automation. We also facilitate seamless integration with platforms like Coyote Payment Services (CPS) and eBillingHub.
- Records Management: Configuring Surepoint’s Finance Core (Coyote Analytics) for effective physical and electronic records management, ensuring systematic file organization and retrieval.
Platform Maintenance & Enablement
- Surepoint’s Finance Core (Coyote Analytics) Upgrades: Coordinated efforts with Surepoint Support to facilitate seamless platform upgrades, ensuring system stability and access to the latest features.
- Data Remediation & Integrity: Proactive and reactive data correction services to ensure the accuracy and reliability of your Surepoint’s Finance Core (Coyote Analytics) database.
- Knowledge Transfer & User Empowerment: Structured training curricula covering front office, back office, dashboard utilization, and comprehensive Surepoint’s Finance Core (Coyote Analytics) navigation, empowering users across all organizational levels.
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