SurePoint

What Is SurePoint?

SurePoint is a legal technology platform that combines practice management, financial management, and legal intelligence for law firms. Its current ecosystem includes Practice Pro, Finance Pro, Finance Core, Finance Enterprise, Legal Insights, and related solutions for managing firm operations and financial processes. The platform connects attorney workflows with financial data, covering activities such as timekeeping, billing, payments, accounting, client management, and firm intelligence. Its financial tools also provide real-time visibility into cash flow, accounts payable, billing activity, and other firm-level financial data. 

What Is SurePoint Best For?

A key feature of SurePoint is its proactive accounts receivable management. It sends automated reminders and monitor realization rates. Additionally, billing rules can help accelerate bill preparation and reduce rejected invoices, while approval workflows allow finance teams to review and adjust bills before sending them.

How Much Does SurePoint Cost?

SurePoint pricing typically starts at around $50/user/month with the final price being customized to an organization's needs. Beyond the base subscription, organizations should consider the following estimated additional costs when budgeting for SurePoint:

• Implementation And Onboarding: Estimated at $1,000–$5,000+ as a one-time cost, depending on firm size, configuration, data migration, and training requirements
• Data Migration: Estimated at $500–$3,000+ for more complex migration projects. Costs can vary based on the volume, format, and complexity of the data being transferred
• Training And Professional Services: Estimated at $500–$2,500+ for additional training, workflow configuration, reporting, and consulting beyond standard onboarding

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

SurePoint Integrations

SurePoint offers integration with the following third-party applications:

• NetDocuments
• LawToolBox
• Lawmatics
• Billables AI

How Does SurePoint Work?

Here’s how you can access the platform and move through its core practice and financial workflows:

• Log in to SurePoint using your authorized account credentials and access the relevant practice or financial management tools
• Create or access client, matter, and firm records to organize information used across practice and financial workflows
• Manage matter activity, time entries, billing information, and other operational data within the appropriate records
• Configure billing and financial workflows according to the firm’s accounting processes, approval requirements, and reporting needs
• Track invoices, accounts receivable, cash flow, realization rates, payables, and other financial indicators
• Monitor firm performance using financial and practice data to identify trends and support operational decisions

Who Is SurePoint For?

SurePoint is suited to legal professionals across a range of roles, including:

• Finance leaders
• Managing partners
• Attorneys
• Legal administrators
• Legal marketers

SurePoint Use Cases

Based on our analysis of user feedback and SurePoint’s features, we identified the following key scenarios where the platform can be a good fit:

1. Attorneys Managing High Volumes Of Billable Work

Attorneys handling multiple matters can use SurePoint when time capture is difficult to maintain alongside daily legal work. Its automated timekeeping records activity through built-in timers, quick-add entries, and background tracking, including Microsoft 365 activity. Attorneys can review captured activity and convert relevant work into billable entries. This can reduce missed billable time and give firms more complete records for invoicing.

2. Finance Teams Managing Law Firm Billing

Finance teams can use SurePoint when billing, collections, accounting, and financial reporting need to be managed as connected processes. Finance Core brings these financial activities into a legal-specific accounting environment and is positioned for firms with smaller accounting teams. This can reduce the need to reconcile information across separate financial workflows and give finance staff a clearer view of the firm’s financial activity.

3. Recruiters Sourcing And Placing Legal Talent

Legal recruiters can use SurePoint Legal Insights to research attorneys through continuously updated profiles powered by AI and verified by human researchers. Recruiters can narrow candidates by practice area, seniority, and geography, identify attorneys or groups showing readiness to move, and turn large profile pools into targeted shortlists. The platform also lets recruiters review firm growth, retention shifts, and market demand when assessing placement opportunities. This can reduce manual candidate research while giving recruiters more context for screening, outreach, and placement decisions.

4. Law Firms Managing Client And Referral Relationships

Law firms managing large client and prospect databases can use SurePoint CRM to centralize contact information and make relationship data accessible across the firm. The CRM organizes contacts by categories such as practice area and industry, while its tracking tools show relationship strength, business-development activity, and potential cross-selling opportunities. Teams can also use list management and targeted communications to engage specific client groups. This can give attorneys and marketing teams a shared view of client relationships and help them identify opportunities within existing accounts.

Is SurePoint the Right Fit?

If you are a mid-sized law firm looking for a platform that can scale across practice and financial operations, SurePoint might be worth considering. The platform’s security controls include multi-factor authentication, role-based access controls, audit logging, and encryption in transit and at rest. SurePoint maintains SOC 2 Type II and ISO 27001 certifications and PCI-DSS compliance. Additionally, it uses AWS cloud infrastructure and enterprise-grade hosting and monitoring. The platform has also received recent industry recognitions, such as the Legalweek Leaders in Tech 2026 award for Innovation in Hiring, Staffing, and Recruitment.

Still not sure if SurePoint is right for you? Get in touch with us at (661) 384-7070, and we will help you make a confident decision.