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SurePoint Logo

Modern legal management system for mid-sized law firms

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SurePoint - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

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.

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 from

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No pricing info

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SurePoint's key features

Most critical features, based on insights from SurePoint users:

Billing & Invoicing
Invoice Processing
Expense Tracking
Time Tracking
Accounting
Case Management

Features

4.4

/5

9

Ease of use

4.4

/5

9

All SurePoint features

Access Controls/Permissions
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Ad hoc Query
Alerts/Notifications
API
Approval Process Control
Audit Management
Audit Trail
Automatic Backup
Automatic Billing
Automatic Time Capture
Bank Reconciliation
Benchmarking
Billable & Non-Billable Hours
Billable Items Tracking
Billing Rate Management
Budgeting/Forecasting
Built-in Accounting
Calendar Management
Campaign Management
Case Notes
Client Portal
Collaboration Tools
Compliance Management
Conflict Management
Contact Database
Contact Management
Credit Card Processing
CRM
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Transformation
Data Visualization
Deadline Management
Docket Management
Document Management
Electronic Payments
Email Management
Email Marketing
Email Templates
Employee Scheduling
Financial Management
Financial Reporting
For Legal Professionals
Forecasting
Forms Management
Full Text Search
Fund Accounting
General Ledger
Income & Balance Sheet
Interaction Tracking
Interactive Reports
Lead Capture
Lead Generation
Lead Management
Legal Case Management
Marketing Automation
Matter Management
Mobile Access
Multi-Location
Multiple Billing Rates
Multiple Data Sources
Payment Processing
Performance Metrics
Predictive Analytics
Process/Workflow Automation
Profitability Analysis
Project Accounting
Project Management
Project Time Tracking
Publishing/Sharing
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Receipt Management
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Segmentation
Spend Management
SSL Security
Status Tracking
Task Management
Task Progress Tracking
Task Scheduling
Tax Management
Third-Party Integrations
Time & Expense Tracking
Timer
Trend Analysis
Trust Accounting
Visual Analytics
Widgets
Workflow Management

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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 reviews

Overall rating

4.6

/5

9

Positive reviews

89

%

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

0

SurePoint FAQs

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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