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.

SurePoint Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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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 cost will differ depending on your organization type and needs. Users can get pricing based on the plan that is most suitable for them.

SurePoint Integrations

The software seamlessly integrates with various business applications, including:

Watch a free SurePoint demo to learn more about its integrations.

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

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.

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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.

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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.

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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.

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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.

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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

Overall Rating

4.5

10 Review(s)

Rating Distribution

5

star

(5)

4

star

(5)

3

star

2

star

1

star

January 2025

Organizing and managing legal matters

Erian C.

Health Insurance

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

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.

January 2025

The G2 system has been great

Verified User

Health, Wellness and Fitness

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

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.

December 2024

I use this every day

Verified User

Legal Services

Ease of use

8

Value for money

8

Customer Support

8

Functionality

7

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.

Frequently Asked Questions

SurePoint integrates FedEx, PaperCut, FedEx, Salesforce, American Express, Alegrity, IntelliTeach and Verizon.