Manual follow-up and reactive A/R management cost firms millions every year. Zebraworks shows how leading firms are embedding collections into the entire billing lifecycle in 2026 — using AI-assisted prioritization, client-friendly digital outreach, and integrated workflows that engage clients earlier and protect relationships. Walk away with a modern collections playbook that improves cash flow without the cringe.
Join us as we uncover 10 powerful features in SurePoint Pro that often go unnoticed but can have a meaningful impact on your firm's efficiency, visibility, and day-to-day operations. In this session, we'll walk through practical tools designed to help you work smarter, streamline processes, and get more value from the solutions you already have. Topics may include time-saving shortcuts, workflow and task automation, reporting tips, billing and payment efficiencies, accounting features, and hidden gems that can improve collaboration across your firm. Whether you're a daily user or a firm administrator, you'll leave with actionable ideas you can put into practice right away.
Most firms that have tried an alternative fee have lost money on one, and concluded the problem was value pricing. Gwen Griggs and Whitney Harper of ADVOS Pro have built a practice that has never billed by the hour and helped other lawyers make the shift. They walk through the three moves it actually takes: how to price work you cannot fully see yet, how to have the conversation with a client who has only ever been billed hourly, and what to measure once hours stop setting the price. Attendees will leave with new scorecard metrics they can take back to their own firm.
Whitney Harper is a lawyer, law firm owner (co-founder of ADVOS legal), entrepreneur, and firm-building strategist who co-founded ADVOS Pro to help law firm owners design practices they love—ones that love them back. After years in BigLaw, Whitney became General Counsel... Read More →
Discover practical ways to streamline everyday work across your firm using workflow tools and operational capabilities already available within the platform. This session will highlight practical use cases for task blueprints, document templates, client portal capabilities, and digital billing workflows.
Attendees will leave with actionable ideas to simplify processes, improve user adoption, and create more efficient workflows across finance, operations, and administrative teams.
Watch SurePoint Pro come alive in real time. SurePoint product team members take you through a full day at a 2026 mid-market firm — from a partner's morning intake call, through matter setup, time capture, task delegation, document collaboration, and client communication, all the way to month-end billing — without ever leaving SurePoint Pro. See how the platform's embedded analytics, automation triggers, and assisted workflows quietly remove friction at every step. No slideware demos — just live clicks, real workflows, and a side-by-side look at how leading firms are running practice and finance from one connected workspace. Walk away with a punch list of practical SurePoint Pro moves you can put to work the moment you're back at your desk.
Move beyond static reports and discover how dynamic dashboards can transform the way your firm works. In this interactive session, we’ll demonstrate how to visualize, shape, and explore your data to uncover insights that matter. From financial performance to operational trends, you’ll see how modern reporting tools can help you tell a clearer story and make more confident decisions.
