# Clio Manage vs SurePoint Finance Core Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Clio Manage excels in user satisfaction, with a significantly higher overall score compared to SurePoint Finance Core. Users appreciate its intuitive interface, noting that it makes billing clients and managing cases much easier, which is a crucial aspect for law firms.
- **Users say** Clio Manage's cloud-based platform is a standout feature, allowing for easy access from anywhere. This flexibility is particularly beneficial for modern legal practices, as highlighted by users who value the convenience of the client portal and the Clio for Clients app.
- **Reviewers mention** that Clio Manage offers a smoother implementation process, with many users praising its quick onboarding and setup. In contrast, some users of SurePoint Finance Core have expressed challenges with initial configuration, which can hinder productivity during the early stages of use.
- **According to verified reviews** , Clio Manage provides exceptional support quality, with users frequently highlighting the responsiveness and helpfulness of the customer service team. This contrasts with SurePoint Finance Core, where users have noted that while support is timely, it may not always meet their expectations for comprehensive assistance.
- **Users report** that Clio Manage's features, such as streamlined docketing and organization tools, significantly enhance daily operations. In comparison, while SurePoint Finance Core is described as user-friendly, some users feel it lacks the depth of features that can fully support their accounting needs.
- **Reviewers highlight** that Clio Manage's strong focus on small businesses aligns well with the needs of many law firms, as evidenced by the high percentage of small-business reviews. On the other hand, SurePoint Finance Core appears to cater more to mid-market firms, which may not resonate as well with smaller practices looking for tailored solutions.



| | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 997 | 17 | 
| **Largest Market Segment** | Small-Business (95.7% of reviews) | Mid-Market (47.1% of reviews) | 
| **Entry Level Price** | Starting at $49.00 1 User Per Month | Contact Us | 

---
## Top Pros & Cons

### Clio Manage

Pros:
- Ease of Use (138 reviews)
- Efficiency (73 reviews)

Cons:
- Missing Features (60 reviews)
- Limitations (33 reviews)

### SurePoint Finance Core

Pros:
- Ease of Use (4 reviews)
- Automation Features (2 reviews)

Cons:
- Poor Customer Support (2 reviews)
- Billing Issues (1 reviews)

---
## Ratings Comparison
| Rating | Clio Manage | SurePoint Finance Core | 
|---|---|---|
  | **Meets Requirements** | 8.8 (697 reviews) | 8.4 (17 reviews) | 
  | **Ease of Use** | 9.0 (820 reviews) | 8.9 (17 reviews) | 
  | **Ease of Setup** | 8.7 (475 reviews) | 8.2 (13 reviews) | 
  | **Ease of Admin** | 8.9 (239 reviews) | 8.7 (9 reviews) | 
  | **Quality of Support** | 9.1 (657 reviews) | 8.2 (15 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.1 (236 reviews) | 8.5 (9 reviews) | 
  | **Product Direction (% positive)** | 9.3 (683 reviews) | 7.9 (17 reviews) | 

---
## Pricing

### Clio Manage

#### Entry-Level Pricing

Plan: EasyStart

Price: Starting at $49.00 1 User Per Month

Description: Track your time and get paid.

Key Features:
- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.

[Learn more about Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews)

#### Free Trial

Yes

### SurePoint Finance Core

#### Entry-Level Pricing

Plan: Pricing for Finance Core (SurePoint Technologies)

Price: Contact Us

Key Features:
- Integrated Accounting
- Timekeeping
- Robust Reporting and Analytics

[Learn more about SurePoint Finance Core](https://www.g2.com/products/surepoint-finance-core/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### E-Filing

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | N/A | N/A |
| **SurePoint Finance Core** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Payment** | 10.0 (5 reviews) | Not enough data | 
| **Portal** | 8.3 (5 reviews) | Not enough data | 

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Interoperability** | Not enough data | Not enough data | 
| **Document Storage** | 8.0 (5 reviews) | Not enough data | 
| **Document Research and Retrieval** | 7.7 (5 reviews) | Not enough data | 

#### Agentic AI - E-Filing

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Legal Document Drafting

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | 8.2/10 | 24 |
| **SurePoint Finance Core** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Dashboard** | 8.9 (23 reviews) | Not enough data | 
| **Cloud** | 9.3 (18 reviews) | Not enough data | 
| **Mobility** | 9.1 (18 reviews) | Not enough data | 

#### Generative AI

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **AI Text Generation** | 5.8 (14 reviews) | Not enough data | 
| **AI Text Summarization** | 6.4 (15 reviews) | Not enough data | 

#### Platform Content

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Automation** | 8.7 (19 reviews) | Not enough data | 
| **File Sharing** | 8.9 (20 reviews) | Not enough data | 
| **Content Library** | 7.3 (17 reviews) | Not enough data | 

#### Agentic AI - Legal Document Drafting

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Interoperability** | 8.9 (16 reviews) | Not enough data | 
| **Offline Editing** | 6.5 (14 reviews) | Not enough data | 
| **E-Signature** | 8.9 (19 reviews) | Not enough data | 

### Legal Case Management

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | 8.1/10 | 376 |
| **SurePoint Finance Core** | N/A | N/A |

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Reporting** | 8.1 (289 reviews) | Not enough data | 
| **Dashboard** | 8.6 (319 reviews) | Not enough data | 
| **Cloud** | 8.8 (291 reviews) | Not enough data | 
| **Mobility** | 8.7 (291 reviews) | Not enough data | 

#### Content Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Document Management** | 8.4 (324 reviews) | Not enough data | 
| **Calendar Integration** | 8.5 (299 reviews) | Not enough data | 
| **Workflow** | 8.6 (302 reviews) | Not enough data | 

#### Agentic AI - Legal Case Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Multi-step Planning** | 7.4 (11 reviews) | Not enough data | 
| **Cross-system Integration** | 8.4 (27 reviews) | Not enough data | 
| **Adaptive Learning** | 7.3 (13 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.7 (13 reviews) | Not enough data | 
| **Proactive Assistance** | 7.5 (12 reviews) | Not enough data | 
| **Decision Making** | 7.4 (12 reviews) | Not enough data | 

### Legal Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | 8.3/10 | 381 |
| **SurePoint Finance Core** | N/A | N/A |

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Reporting** | 8.1 (279 reviews) | Not enough data | 
| **Dashboard** | 8.8 (296 reviews) | Not enough data | 
| **Cloud** | 9.0 (271 reviews) | Not enough data | 
| **Mobility** | 8.7 (270 reviews) | Not enough data | 
| **Contact Management** | 9.0 (300 reviews) | Not enough data | 

#### Content Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Document Management** | 8.4 (300 reviews) | Not enough data | 
| **Calendar Integration** | 8.7 (270 reviews) | Not enough data | 
| **Workflow** | 8.6 (265 reviews) | Not enough data | 

#### Time & Billing

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Time Tracking** | 9.2 (307 reviews) | Not enough data | 
| **Payments** | 9.0 (281 reviews) | Not enough data | 
| **Billing** | 9.1 (314 reviews) | Not enough data | 

#### Agentic AI - Legal Practice Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Autonomous Task Execution** | 7.3 (18 reviews) | Not enough data | 
| **Multi-step Planning** | 7.3 (18 reviews) | Not enough data | 
| **Cross-system Integration** | 7.9 (30 reviews) | Not enough data | 
| **Adaptive Learning** | 7.3 (20 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.9 (19 reviews) | Not enough data | 
| **Proactive Assistance** | 7.7 (18 reviews) | Not enough data | 
| **Decision Making** | 7.7 (18 reviews) | Not enough data | 

### Legal Document Management

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | 7.7/10 | 31 |
| **SurePoint Finance Core** | N/A | N/A |

#### Storage and Collaboration - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Editing and Tracking** | 7.8 (25 reviews) | Not enough data | 
| **Centralised Database** | 7.9 (28 reviews) | Not enough data | 
| **Accessibility and Permission for Sharing** | 8.0 (23 reviews) | Not enough data | 
| **Document Storage** | 8.3 (28 reviews) | Not enough data | 

#### Document Management - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Search and Retreival** | 7.7 (28 reviews) | Not enough data | 
| **Synchronization of Data** | 7.9 (25 reviews) | Not enough data | 
| **Versioning** | 7.8 (25 reviews) | Not enough data | 

#### Analysis - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Document Review** | 7.2 (23 reviews) | Not enough data | 
| **Legal Analytics** | 6.4 (21 reviews) | Not enough data | 

#### Artificial Intelligence - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **AI Automation** | 4.6 (18 reviews) | Not enough data | 

#### Accessibility - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Cross-Platform Access** | 7.3 (23 reviews) | Not enough data | 

#### Agentic AI - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Cross-system Integration** | 8.0 (10 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.7 (8 reviews) | Not enough data | 

### Legal CRM

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | 8.2/10 | 61 |
| **SurePoint Finance Core** | N/A | N/A |

#### Sales Force Automation - Legal CRM

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Task Management** | 8.4 (33 reviews) | Not enough data | 
| **Contract Management** | 8.0 (17 reviews) | Not enough data | 
| **Quote and Order Management** | 7.0 (17 reviews) | Not enough data | 

#### Platform Additional Functionality - Legal CRM

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Automation** | 7.3 (22 reviews) | Not enough data | 
| **Messaging** | 8.1 (26 reviews) | Not enough data | 
| **Dashboard** | 8.1 (26 reviews) | Not enough data | 
| **Cloud** | 8.6 (23 reviews) | Not enough data | 

#### Marketing Automation - Legal CRM

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Lead Management** | 7.5 (17 reviews) | Not enough data | 
| **Marketing Analytics** | 7.5 (17 reviews) | Not enough data | 

#### Customer Support - Legal CRM

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Support Analytics** | 7.5 (16 reviews) | Not enough data | 
| **Customer Portal** | 8.0 (27 reviews) | Not enough data | 
| **Case Management** | 8.7 (24 reviews) | Not enough data | 

#### Platform Reporting and Analytics - Legal CRM

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Reporting** | 8.2 (17 reviews) | Not enough data | 

#### Agentic AI - Legal CRM

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Cross-system Integration** | 8.1 (18 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.2 (6 reviews) | Not enough data | 

### Legal Billing

| Product | Score | Reviews |
|---|---|---|
| **Clio Manage** | 8.0/10 | 13 |
| **SurePoint Finance Core** | N/A | N/A |

#### Agentic AI - Legal Billing

| Feature | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Cross-system Integration** | 8.2 (11 reviews) | Not enough data | 
| **Decision Making** | 7.7 (10 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [Legal Billing Software](https://www.g2.com/categories/legal-billing-software)

**Unique to Clio Manage (6):** [Legal CRM Software](https://www.g2.com/categories/legal-crm), [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management), [Legal Case Management Software](https://www.g2.com/categories/legal-case-management), [Legal Document Management Software](https://www.g2.com/categories/legal-document-management), [Legal Document Drafting Software](https://www.g2.com/categories/legal-document-drafting), [E-Filing Platforms](https://www.g2.com/categories/e-filing)



---
## Reviewer Demographics

### By Company Size

| Segment | Clio Manage | SurePoint Finance Core | 
|---|---|---|
| **Small-Business** | 95.7% | 41.2% | 
| **Mid-Market** | 3.7% | 47.1% | 
| **Enterprise** | 0.6% | 11.8% | 

### By Industry

#### Clio Manage

- **Law Practice:** 48.7%
- **Legal Services:** 44.0%
- **Accounting:** 1.9%
- **Higher Education:** 0.9%
- **Consulting:** 0.4%
- **Financial Services:** 0.3%
- **Government Administration:** 0.3%
- **Writing and Editing:** 0.3%
- **Information Technology and Services:** 0.3%
- **Real Estate:** 0.3%
- **Other:** 2.4%

#### SurePoint Finance Core

- **Law Practice:** 58.8%
- **Legal Services:** 29.4%
- **Hospitality:** 5.9%
- **Accounting:** 5.9%

---
## Alternatives

### Alternatives to Clio Manage

- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (384 reviews)
- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (384 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.7/5 stars (289 reviews)
- [Rocket Matter](https://www.g2.com/products/rocket-matter/reviews) — 4.3/5 stars (173 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (324 reviews)
- [PracticePanther](https://www.g2.com/products/paradigm-practicepanther/reviews) — 4.3/5 stars (113 reviews)
- [Tabs3 Software](https://www.g2.com/products/tabs3-software/reviews) — 4.4/5 stars (100 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.4/5 stars (210 reviews)
- [LEAP](https://www.g2.com/products/leap/reviews) — 3.6/5 stars (40 reviews)
- [Lawmatics](https://www.g2.com/products/lawmatics/reviews) — 4.6/5 stars (238 reviews)

### Alternatives to SurePoint Finance Core

- [Juris®](https://www.g2.com/products/juris/reviews) — 3.9/5 stars (26 reviews)
- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (384 reviews)
- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (384 reviews)
- [TimeSolv](https://www.g2.com/products/timesolv/reviews) — 4.5/5 stars (423 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (324 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.7/5 stars (289 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.4/5 stars (210 reviews)
- [Memtime](https://www.g2.com/products/memtime/reviews) — 4.7/5 stars (256 reviews)
- [Tabs3 Software](https://www.g2.com/products/tabs3-software/reviews) — 4.4/5 stars (100 reviews)
- [8am LawPay](https://www.g2.com/products/8am-lawpay/reviews) — 4.7/5 stars (192 reviews)

---
## Top Discussions

### Clio Manage

- Title: [What is Clio used for?](https://www.g2.com/discussions/clio-what-is-clio-used-for) — 2 comments
  > **Top comment:** "Clio is used for many things that we need to run a law firm."
- Title: [How do you use a Clio?](https://www.g2.com/discussions/how-do-you-use-a-clio) — 2 comments
  > **Top comment:** "data management software for a solo practitioner consumer protection law firm."
- Title: [Does Clio do accounting?](https://www.g2.com/discussions/does-clio-do-accounting) — 2 comments
  > **Top comment:** "They are very clear that they do not do accounting, I suspect that when they integrated with QuickBooks they signed an agreement to not provide that service...."
- Title: [Is Clio secure?](https://www.g2.com/discussions/is-clio-secure) — 2 comments
  > **Top comment:** "clio is secure. "
- Title: [What is Clio software?](https://www.g2.com/discussions/what-is-clio-software) — 2 comments
  > **Top comment:** "Clio is a legal support software that allows for the recording of various legal information (such as Client Contact, insurance information and medical..."

### SurePoint Finance Core

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clio-clio-manage-vs-surepoint-finance-core)