Empower your firm with tailored training, process optimization, and expert software support designed to help you get the most from Surepoint’s Finance Core (Coyote Analytics).
Our team delivers practical, results-driven guidance to improve efficiency, accuracy, and user confidence across your financial and operational workflows.
Our Core Services
Matter & Contact Lifecycle Management
Strengthen your front-office operations with best-practice guidance on managing clients, matters, and data integrity. We help your team streamline processes from intake through completion for greater accuracy and consistency.
Document Workflow Enablement
Optimize your document processes with expert training and configuration support. We ensure seamless setup and use of Finance Core’s (Coyote Analytics) built-in document management features to simplify collaboration and document control.
Financial Reconciliation & Integrity Support
Maintain financial confidence with focused training and advisory support on reconciliation, trust accounting, and data validation. We help your team achieve clean, reliable financial records with every close.
Process Review & Optimization
Enhance performance through strategic process reviews that uncover opportunities for improvement across billing, reporting, and workflow management. We align your operations with Finance Core’s (Coyote Analytics) best practices to drive measurable efficiency.
Module Specialization
Unlock the full potential of advanced Finance Core’s (Coyote Analytics) modules such as Adhoc/Analysis, Scheduled Reports, and Maintenance Tools. Our deep-dive sessions equip your team with the knowledge to use these tools effectively and independently.
Records Management
Ensure smooth and compliant records handling through customized setup and training for both physical and electronic file management within Finance Core’s (Coyote Analytics).
Knowledge Transfer & User Empowerment
Build in-house expertise through structured, role-based training. From front-office users to finance professionals, we empower your team to confidently manage, navigate, and optimize the platform.
Our Approach
We don’t just support your systems — we empower your people.
Our goal is to enable your team to work smarter, leverage Finance Core’s (Coyote Analytics) full capabilities, and maintain lasting operational excellence.