SurePoint Reviews

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.

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.

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.

Pros

The ability to upload all documents and copy emails directly into the activity screen is a great feature.

Cons

There's no option to download activity onto another screen to share with someone.

Pros

Customer service is excellent. I always have a direct contact person whenever I need assistance.

Cons

Training for new users is lacking, making it difficult for beginners to learn the system.

Pros

Entering time in LMS+ is simple and easy to follow.

Cons

The platform isn't very easy and it can be challenging to figure out where and how to update data fields or find the required information.

Pros

SurePoint does a great job at recording client information. It's reliable and easy to access.

Cons

There are occasional glitches that require submitting help tickets and responses to those tickets aren't always prompt.

Pros

A complete legal software solution! Their industry expertise really stands out, and the integration team does a fantastic job.

Cons

Still in the early stages of using the product, so there may be somethings I haven't come across yet.

Pros

Workflow setup for managing approvals is very useful. It allows multiple users to access information without having to contact the accounting department directly.

Cons

Some reports only update hourly or even monthly. Real-time updates would be a great improvement.

Pros

I appreciate how well-organized everything is and how easy it is to search for what I need.

Cons

Sometimes, the system takes a while to load and freezes.