The Key Performance Indicator (KPI) Dashboard in Surepoint's Coyote Analytics is a powerful tool designed for rapid access and interpretation of critical operational metrics. It offers immediate, customizable data visualizations to significantly enhance your analytical capabilities. This dashboard surpasses static…
For many law firms and their clients, the traditional hourly billing model is becoming a thing of the past. Enter Alternative Fee Arrangement (AFA) project billing, a flexible and increasingly popular approach that offers predictability and transparency. While it shares…
If you're regularly entering the same journal entries—like monthly depreciation or rent—into ProLaw, there's a simple way to save time and eliminate repetitive tasks: Recurring Journal Entries. In this post, we’ll walk you through what recurring journal entries are, how…
You've invested in Surepoint's Coyote Analytics – a powerful platform designed to bring clarity to your financial and operational data. But having a sophisticated system is one thing; truly understanding and leveraging it to drive your business forward is another.…
We recently attended the Elite Vantage conference in Orlando, and it was an incredibly rewarding experience! The opportunity to connect with fellow legal professionals and discuss the future of the industry was truly phenomenal. One of the most exciting aspects…
Efficient payment processing is key. For ProLaw users, the ability to generate NACHA (National Automated Clearing House Association) files directly within the system offers a powerful way to streamline electronic payments, saving time and reducing manual effort. This guide will…
Managing client retainers effectively is crucial for law firms, ensuring consistent cash flow and uninterrupted service. While traditional retainers require manual monitoring and replenishment, ProLaw offers a powerful way to automate this process through "evergreen" or "replenishing" retainers. This not…
Tired of sifting through endless lists to find the exact information you need? We've got good news! Within the Matters, Contacts, and Time sections, a powerful little tool awaits: querying. This unassuming option is your key to creating highly specific…
You need a docket to recur a specific number of days after it's marked "done." Seems simple enough, right? You try setting up a recurring docket that references itself, but then you hit that first snag: when you initially create…
In the fast-paced world of legal practice, efficient document management is paramount. ProLaw offers a suite of features designed to help you keep your documents organized, accessible, and secure. Let's dive into some lesser known functionalities that can significantly enhance…