SurePoint Review: Is It The Right Legal Practice Management Software For Your Team?
Best for SMB teams · Mid-market
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SurePoint offers custom pricing plan
Kaempfer Crowell
Thompson & Horton LLP
Stebelton Snider LPA
Gould & Ratner
McCabe & Mack LLPTrusted by teams including Kaempfer Crowell
Overview
Pricing
Features
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is SurePoint?
SurePoint Legal Management System (LMS) is a comprehensive software solution designed to optimize financial operations and overall management for law firms. By automating routine tasks and providing real-time access to critical data, SurePoint’s LMS reduces administrative burdens and enables legal professionals to focus on client service and business growth. Key features include advanced financial reporting, time and billing management, and robust data analytics, helping firms track revenue, expenses, and profitability. The system empowers law firm leaders with the insights needed to make informed decisions and improve operational efficiency. With SurePoint LMS, law firms can achieve better resource allocation, enhance billing accuracy, and streamline workflows, driving growth and profitability while maintaining a strong focus on client relationships and business success.
Pricing
SurePoint offers custom pricing plan
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
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SurePoint was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider SurePoint
- Use cases
- Law firms focused on financial management, Legal practices needing time and billing automation, Firms requiring advanced financial reporting and analytics
- Team types
- Legal accountants, Practice managers
- Company size
- 11-50 employees, 51-200 employees
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose SurePoint
Comprehensive financial reporting tailored for legal firms
Automation of routine billing and time tracking tasks
Real-time access to critical financial data
Is SurePoint right for you?
Best for mid-sized law firms needing specialized financial management automation.
Choose SurePoint if
- You operate a law firm with 11-200 employees focused on financial operations.
- You require automated time tracking and billing tailored to legal practices.
- You need advanced, real-time financial reporting and analytics specific to law firms.
Consider alternatives if
- You are a solo practitioner with minimal financial management needs.
- You represent a large enterprise needing extensive customization and integrations.
SurePoint pros and cons
- SurePoint pros
Comprehensive financial reporting tailored for legal firms
Automation of routine billing and time tracking tasks
Real-time access to critical financial data
- SurePoint cons
Pricing is not publicly available, requiring direct sales contact
Limited information on user ratings and feedback
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Connect with the team for a personalised demo.
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Compare SurePoint side-by-side with top Legal Practice Management Software alternatives.
What is the pricing of SurePoint?
SurePoint uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Weighing your options?
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SurePoint reviews and ratings
Buyer sentiment
No publicly available user ratings or reviews to summarize buyer sentiment.
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What are the features of SurePoint?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
Accounting has four main features: recording, classifying, summarising, and interpreting. Accounting is the science of keeping track of tran…
The overall accounts payable (AP) balance of a corporation at a given moment in time will appear in the current liabilities column of its ba…
The term "accounts receivable" refers to a company's unpaid bills or the money owed to it by customers. Accounts that a company is entitled…
An app or software sends out alerts, which are actionable and content-rich push notifications. These alerts can be for various reasons, incl…
A bank reconciliation statement reconciles an entity's bank account with its financial records. The statement lists all deposits, withdrawal…
Benchmarking is the process of comparing a company's success to that of other firms in its industry to discover if there is a performance ga…
Few people have mastered the ability to organize their calendars. It is the practice of optimizing your calendar by combining priority manag…
Case management is the process of tracking and handling cases, clients, or projects from start to resolution. Its primary purpose is to main…
A client portal is a software that allows your company to share digital files, information, and services with customers. For example, it wil…
People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more…
Customizable templates allow you to customize the template structure and information to meet the demands of your project, allowing you to cr…
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of…
Keeping track of your expenses is a crucial component of building a budget for your small business. The financial health of your budget is i…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Connected Business's Multi-Location Accounting function helps businesses with many locations or branches to keep track of their financials p…
Receipt management is the process of organizing, filing, and benefitting from receipts that are kept correct and complete. The administratio…
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…
Spend management is the tried-and-true method of monitoring all supplier connections and company purchasing to identify and maximize every d…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
Task Scheduling is a software feature that allows users to organize and manage various tasks in an efficient and structured manner. It is an…
Third-party integration refers to the addition of relevant external data to an existing project via various APIs. Because of third-party API…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
SurePoint security and data handling
Key compliance certifications and security features for IT and security teams evaluating SurePoint.
Certifications
Alternatives to SurePoint
SurePoint Customers
Kaempfer Crowell
Thompson & Horton LLP
Stebelton Snider LPA
Gould & Ratner
McCabe & Mack LLP
SurePoint Support Options
Frequently Asked Questions About SurePoint
Common questions buyers ask before choosing SurePoint.
SurePoint is a Legal Practice Management Software. SurePoint offers Accounting Features, Accounts Payable, Accounts Receivable, Bank Reconciliation, Benchmarking and many more functionalities.
SurePoint is a strong fit if: You operate a law firm with 11-200 employees focused on financial operations.; You require automated time tracking and billing tailored to legal practices.. Consider alternatives if: You are a solo practitioner with minimal financial management needs.; You represent a large enterprise needing extensive customization and integrations..
Buyers commonly note the following limitations of SurePoint: Pricing is not publicly available, requiring direct sales contact; Limited information on user ratings and feedback; Potentially less suitable for very small or very large firms.
Some top alternatives to SurePoint includes Clio, SimpleLegal, Inteum, CosmoLex and Litify.
SurePoint offers Quotation Based pricing model
The starting price is not disclosed by SurePoint. You can visit SurePoint pricing page to get the latest pricing.
Ready to try it?
Get started with SurePoint
Get connected with the team for a personalised demo.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].