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SurePoint Logo

Modern legal management system for mid-sized law firms

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SurePoint - 2026 Pricing, Features, Reviews & Alternatives

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SurePoint overview

What is SurePoint?

SurePoint® is a leading provider of award-winning software that improves workflow and maximizes financial performance and profitability for mid-sized law firms. Our distinctive cloud platform integrates client management, practice management, and financial management for powerful relationship-building and knowledge-sharing capability.

Backed by robust reporting and reliable data, firms can be sure they always have the information they need while freeing attorneys from administrative burdens so they can focus on prioritizing client service and activities that drive growth.

Key benefits of using SurePoint

Why do law firms choose SurePoint?

Because we're experts in legal technology.

SurePoint’s solutions are developed by leading tech innovators, CPAs, and attorneys who understand the unique needs of today’s law firms. While other tech companies have come and gone, our community has experienced a stability unmatched in the software industry for more than 40 years. ​

We provide robust accounting software.

Having grown from an accounting firm specializing in the legal industry, SurePoint’s financial solutions are uniquely and fully integrated with our practice management tools, ensuring seamless operations. ​

We don't outsource implementation.

Unlike similar software organizations, SurePoint does not outsource our implementation, making setting up and learning our system a breeze.

Starting price

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Alternatives

SurePoint’s user interface

Ease of use rating:

SurePoint reviews

Overall rating

4.2

/5

10

Positive reviews

80

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.11/10
Rating distribution

5

4

3

2

1

6

2

1

0

1

Pros
“The ability to upload invoices and check status of them with ease. The up to date information that is generated.”
PB

Pamela B.

Accounts Receivable

“My experience has been good. I have been able to learn this system and become proficient with it in a fairly short period of time.”
BN

BARBARA N.

paralegal

“I was able to learn this billing system rather quickly and find it very easy to glean information from the system. Entering time is quick and efficient within the system.”
BN

BARBARA N.

paralegal

Cons
“Sometimes I cannot find contact information on a client but I feel this is due to the lack of information taken by the attorney doing the intake process.”
BN

BARBARA N.

paralegal

“It can be difficult to use and train others on in the Green Screen and LMS V modules.”
GP

Gerry P.

Executive Director

Who uses SurePoint?

Based on 10 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Law Practice
Legal Services

Use cases

Legal Billing
Accounting
CRM
Time Tracking

SurePoint's key features

Most critical features, based on insights from SurePoint users:

Billing & invoicing
Time tracking
Invoice processing
Expense tracking
Billable & non-billable hours
Reporting/Analytics

All SurePoint features

Features rating:

Budgeting/Forecasting
Tax management
Project accounting
Profitability analysis
Process/Workflow automation
Predictive analytics
Performance metrics
Payment processing
Multiple data sources
Multiple billing rates
Multi-Location
Mobile access
Matter management
Marketing automation
Legal case management
Lead management
Lead generation
Lead capture
Interactive reports
Interaction tracking
Income & balance sheet
General ledger
Fund accounting
Full text search
Forms management
Forecasting
For legal professionals
Financial reporting
Workflow management
Widgets
Visual analytics
Trust accounting
Trend analysis
Timer
Time & expense tracking
Third-Party integrations
Task scheduling
Task progress tracking
Task management
Status tracking
SSL security
Spend management
Segmentation
Search/Filter
Role-Based permissions
Reporting & statistics
Reminders
Referral tracking
Receipt management
Real-Time reporting
Real-Time data
Real-Time analytics
Publishing/Sharing
Project time tracking
Financial management
Client management
Case notes
Case management
Campaign management
Calendar management
Built-in accounting
Billing rate management
Billable items tracking
Benchmarking
Bank reconciliation
Automatic time capture
Automatic billing
Automatic backup
Audit trail
Audit management
Approval process control
API
Alerts/Notifications
Ad hoc query
Activity tracking
Activity dashboard
Accounts receivable
Accounts payable
Accounting integration
Accounting
Access controls/permissions
Employee scheduling
Email templates
Email marketing
Email management
Electronic payments
Document management
Docket management
Deadline management
Data visualization
Data transformation
Data import/export
Data extraction
Dashboard creation
Dashboard
Customizable templates
Customizable reports
Customizable forms
Customizable fields
CRM
Credit card processing
Contact management
Contact database
Conflict management
Compliance management
Collaboration tools
Client portal

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SurePoint pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about SurePoint price and value

Value for money rating:

To see what individual users think of SurePoint's price and value, check out the review snippets below.

“The ability to upload invoices and check status of them with ease. The up to date information that is generated.”
PB

Pamela B.

Accounts Receivable

“My experience has been good. I have been able to learn this system and become proficient with it in a fairly short period of time.”
BN

BARBARA N.

paralegal

SurePoint support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
FAQs/Forum
Knowledge Base

Training options

Live Online
In Person
Documentation
Webinars
Videos

SurePoint FAQs

Q. What type of pricing plans does SurePoint offer?

SurePoint has the following pricing plans:
Pricing model: Subscription


Q. Who are the typical users of SurePoint?

SurePoint has the following typical customers:
Mid Size Business, Small Business


Q. What languages does SurePoint support?

SurePoint supports the following languages:
English


Q. Does SurePoint offer an API?

No, SurePoint does not have an API available.


Q. What other apps does SurePoint integrate with?

SurePoint integrates with the following applications:
Filevine, Mitratech HotDocs, Microsoft Outlook, Firm Central Legal Calendaring, BillBlast, PaperCut, Pacer, ARCS, Airtime Pro, TrialWorks, eBillingHub, LawToolBox, NetDocuments, iTimekeep, ProPay


Q. What level of support does SurePoint offer?

SurePoint offers the following support options:
Phone Support, Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

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