Last Updated
Overview
SurePoint Technologies offers law firms integrated practice and financial management solutions, providing centralized access to critical data. While its robust features may exceed the needs of smaller accounting teams, it ultimately enhances efficiency and profitability for legal professionals.
Overall Rating
Based on 10 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SurePoint Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is SurePoint?
SurePoint software empowers law firms with an all-in-one platform for financials, billing, and practice management. It streamlines time tracking, expense management, and reporting to enhance organization and financial stability. Automation reduces administrative tasks, boosting efficiency and accuracy. With cloud-based access, lawyers and staff can manage operations from anywhere. Seamless integration with legal-specific tools improves workflow and collaboration, while advanced analytics provide key insights for better decision-making. Designed for ease of use, SurePoint supports compliance and profitability with smooth financial processes.
SurePoint Pricing
SurePoint Integrations
The software seamlessly integrates with various business applications, including:
- FedEx
- PaperCut
- Salesforce
- Verizon
- American Express
- Alegrity
- IntelliTeach
Who Is SurePoint For?
SurePoint software is designed for businesses across various industries, such as:
- Law firms
- Corporate legal departments
- Legal accounting & finance teams
- Legal operations & administration
Is SurePoint Right For You?
SurePoint Software improves efficiency by automating financial and practice management tasks, reducing administrative workload. It enhances decision-making with real-time analytics, ensures compliance, streamlines billing, and accelerates payments. Cloud access enables remote work, while seamless integrations support better collaboration, ultimately boosting profitability and firm growth. Overall, SurePoint Software helps law firms operate more efficiently, make informed decisions, and drive long-term success.
Still not sure if SurePoint is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make a confident decision.
SurePoint Features
Practice Management
SurePoint's practice management centralizes critical data, enabling legal teams to streamline workflows and access information from a single location. This integration enhances productivity, facilitates efficient task management, and supports paperless workflows, enabling attorneys to focus more on client service and less on administrative tasks.
Business Intelligence
The business intelligence feature provides real-time data and analytics, empowering decision-makers with actionable insights. Personalized dashboards and advanced drill-down capabilities enable firms to assess performance metrics, optimize resource allocation, and develop strategies for growth, thereby enhancing overall business outcomes.
Financial Management
The software integrates accounting functions within a single, paperless environment. Features like automated billing, cash flow forecasting, and trust accounting ensure timely financial operations, improve billing accuracy, and maintain compliance, contributing to the firm's financial health.
Legal Recruitment
Leveraging market and firm data, the legal recruitment feature aids in attracting and retaining top legal talent. By analyzing comprehensive data, firms can identify competitive advantages, benchmark performance, and develop strategies to enhance their workforce, supporting long-term success.
Payment Services
SurePoint simplifies the billing process, making it easier for clients to remit payments promptly. This functionality accelerates cash flow, reduces administrative burdens associated with collections, and enhances client satisfaction by offering convenient payment options.
Pros And Cons of SurePoint
Pros
User-friendly interface facilitates quick learning and proficiency
Efficient time entry system enhances productivity
Role-specific dashboards provide tailored insights for informed decision-making
Advanced reporting and analytics offer valuable business insights
Reliable performance with minimal system crashes reported
Cons
Occasional difficulty in locating and updating data fields
Challenges in training others on certain modules
Limited contact information availability due to incomplete data entry
Non-intuitive platform design can hinder user experience
SurePoint Reviews
Total 10 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Health Insurance, 1-50 employees
“Organizing and managing legal matters”
Pros
The system is simple to navigate and easy to understand. I really like having all my case data in one place, making it easier to stay on top of everything.
Cons
So far I haven't found anything to dislike. It's been a great experience.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Health, Wellness and Fitness, 1-50 employees
“The G2 system has been great”
Pros
System management is well-structured, and I appreciate how organized everything is.
Cons
It would be nice if the company offered more membership plan options.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Legal Services, 51-100 employees
“I use this every day”
Pros
Navigating the system is pretty easy. Since I handle AR for my firm, I find the available features extremely useful. I use the system daily to manage my accounts and it offers great options like setting reminders, automating AR emails, and saving notes so other users can easily track updates in LMS+. I also love that LMS can be accessed via the web, making it convenient for those working remotely. It's a great tool for customer support.
Cons
Occasionally, the system freezes during a conflict check or the assigned printers for conflict checks disappear. There have also been times when creating a new matter where the entered information doesn't save, requiring it to be re-entered.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Frequently Asked Questions
What other apps does SurePoint integrate with?
SurePoint integrates FedEx, PaperCut, FedEx, Salesforce, American Express, Alegrity, IntelliTeach and Verizon.
What level of support does SurePoint offer?
SurePoint offers email, helpdesk, phone support, Knowledge Base and FAQs.
Does SurePoint offer an API?
No, SurePoint does not offer an API.
What types of pricing plans does Surepoint offer?
SurePoint price will differ depending on business needs. Users can get a tailormade quote accordingly.
Does SurePoint have a mobile app?
Yes, SurePoint has a mobile app.
What language does SurePoint support?
SurePoint supports English.
Who are the typical users of Lexzur?
The typical users of SurePoint are businesses in the legal industry.