SurePoint

4.2 (10)
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Modern legal management system for mid-sized law firms

About 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 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.


Images

SurePoint Software - Legal Management System time entry
SurePoint Software - Legal Management System dashboard
SurePoint Software - Legal Management System submit and release time entries
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SurePoint Software - Legal Management System time entry
SurePoint Software - Legal Management System dashboard
SurePoint Software - Legal Management System submit and release time entries

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Reviews

Overall rating

4.2 /5
(10)
Value for Money
4.1/5
Features
4.1/5
Ease of Use
4.1/5
Customer Support
3.8/5

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Showing 5 reviews of 10
Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Integrity and Flexibility - All in One

Reviewed on 2020/04/13

Immediately after installation in 2010, LMS began paying for itself giving our firm the ability to...

Immediately after installation in 2010, LMS began paying for itself giving our firm the ability to capture and report on time the very first month and every month since that day.

Pros

LMS software is a fully integrated, trustworthy, accounting solution for law firms. Accounting and timekeeper accesses are secure, dynamic and under the control of the administrator. Users in the front office and the back office are able to move from one task to the other seamlessly. Reporting is built to accommodate the needs of each firm.

Cons

On-line training for new Client users would be helpful in the fast pace law office.

Ted
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review by Ted

Reviewed on 2020/04/19

Pros

East of time entry. Ability for all users to see client status quickly and to find information on their teams productivity with a couple of simple clicks. Included all modules. Willingness to customize any process. Integration with or replacement of other products was done seamlessly making operating thru one portal a pleasure

Cons

The training process they use is show one, teach one. It takes a couple of months to get thru all the processes and would be helpful (which means a bit more costly) to have more training for the 2 or 3 weeks following going live. The first few days were just catching up. After that, maybe some more relaxed training would help

Alternatives Considered

Expert Sierra

Reasons for Choosing SurePoint

Product was dated and did not provide any way to download information easily to excel or other product.

Reasons for Switching to SurePoint

It was the one which was truly cloud based. The onboard expense was a fraction of the other products that required both conversion costs and software purchase costs.
Jenifer
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Do not waste your money

Reviewed on 2024/12/02

Horrible. They basically price gouged us to get OUR digital data download so we could move to...

Horrible. They basically price gouged us to get OUR digital data download so we could move to another platform. Then sent it to us in an unusable antiquated format.

Pros

That the accounting and billing were in one program. Being able to choose if the bill was sent via email. Changes made to invoicing could be made by the attorney and sent back to billing to finalize. Making payments was easy.

Cons

The customer help request took up to a week to answer, or got sent "to tech" where we would never get our problem resolved. To month end so we could run bills took 3 pages of notes we had to refer back to after 6 years of using the program. Getting any kind of accurate report was a chore. Just overall use of the program was not user friendly. Reversing payments took a call to the help center because it was that difficult. Basically anything that needed a change took a call to the help center the program was so difficult to use. This program is not recommended for smaller firms. Every aspect is department based, so if you have 1 or 2 people doing billing and admin it becomes to much.

Alternatives Considered

Tabs3

Reasons for Choosing SurePoint

To upgrade our software. We were told winvatage was going out of business

Switched From

ADVANTAGE 365

Reasons for Switching to SurePoint

Surepoint only showed us the front end of the program with fancy charts and graphs that actually did nothing. It was the backend program that was the brain and was incredibly difficult to use
Mark
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

MUS Review

Reviewed on 2020/04/09

Coming from outside the legal industry at the same time our firm implemented LMS, I liked the...

Coming from outside the legal industry at the same time our firm implemented LMS, I liked the platform and was very pleased with its functionality.

Pros

I like the Dashboards. As the CFO I need to have daily statistics on how the firm is doing. The Dashboards provide an easy way to have a quick snapshot. Also, the reporting module is a great tool to run reports.

Cons

I feel some of the features in LMS 5 (the back office) could be improved. For example, journal entries, it would be nice to have a drop down menu for journal entries, AP and Cash Receipts versus going into the "Group" Function to perform these tasks.

Israel
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very pleased with product

Reviewed on 2020/04/07

Overall, it has been a nice addition of tools that we have implemented at Donahue Fitzgerald. From...

Overall, it has been a nice addition of tools that we have implemented at Donahue Fitzgerald. From looking at client-matter information, to running conflicts and processing intakes, I am very pleased with the overall use of the the LMS system. In my 18 years of being in legal, Rippe / Surepoint got it right.

Pros

I oversee conflicts / intakes for the firm, so for me it was mostly about creating a seamless workflow environment that captured all the information, but that also allowed for all stakeholders during a conflict/intake to be looped into the process, our contacts at Surepoint/Rippe were able to do that and more.

Cons

I have yet to experience anything that is challenging or complicated.

Showing 5 reviews of 10 Read all reviews

SurePoint FAQs

Below are some frequently asked questions for SurePoint.

SurePoint offers the following pricing plans:

  • Free Trial: Not Available

Please contact SurePoint directly for pricing information.

SurePoint has the following typical customers:

51–200, 201–500

SurePoint supports the following languages:

English

SurePoint supports the following devices:

SurePoint integrates with the following applications:

ARCS, Airtime Pro, BillBlast, ContactEase, Filevine, Firm Central Legal Calendaring, LawToolBox, Microsoft Outlook, Mitratech HotDocs, NetDocuments, Nuance, PATTSY, Pacer, PaperCut, Prebill Manager, ProPay, SmartTime, TrialWorks, WORLDOX GX, eBillingHub, iTimekeep

SurePoint offers the following support options:

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

Related categories

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