# Clio Manage vs SurePoint Finance Enterprise Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Clio Manage excels in user satisfaction, boasting a significantly higher overall score compared to SurePoint Finance Enterprise. Users appreciate its intuitive interface, which makes billing and docketing straightforward, enhancing their daily workflow.
- **Users say** that Clio Manage's cloud-based platform is a major advantage, allowing for easy access from anywhere. This flexibility is particularly beneficial for modern legal practices, as highlighted by feedback on the free Clio for Clients app that streamlines client interactions.
- **Reviewers mention** that while SurePoint Finance Enterprise is relatively easy to use and offers organized financial reporting, it falls short in overall user experience compared to Clio Manage. Users have noted that Clio's features, like its client portal, significantly improve communication and organization.
- **According to verified reviews** , Clio Manage shines in its support quality, with users rating it highly for responsiveness and helpfulness. In contrast, SurePoint Finance Enterprise's support is seen as adequate but not as robust, which can impact user satisfaction during critical times.
- **G2 reviewers highlight** that Clio Manage's ease of setup and administration is a strong point, making it a preferred choice for small businesses. Users have praised the quick onboarding process, while SurePoint Finance Enterprise has been noted for having a steeper learning curve for new users.
- **Users report** that Clio Manage's comprehensive features, such as time tracking and billing, are well-integrated and user-friendly, making daily operations smoother. In contrast, while SurePoint Finance Enterprise offers good reporting capabilities, it lacks the same level of integration and ease of use that Clio provides.



| | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 3.9 out of 5 | 
| **Total Reviews** | 997 | 32 | 
| **Largest Market Segment** | Small-Business (95.7% of reviews) | Mid-Market (68.8% of reviews) | 
| **Entry Level Price** | Starting at $49.00 1 User Per Month | Contact Us Every Three Years | 

---
## Top Pros & Cons

### Clio Manage

Pros:
- Ease of Use (193 reviews)
- Document Management (90 reviews)

Cons:
- Missing Features (87 reviews)
- Limitations (50 reviews)

### SurePoint Finance Enterprise

Pros:
- Ease of Use (9 reviews)
- Navigation Ease (7 reviews)

Cons:
- Poor Customer Support (3 reviews)
- Lack of Customization (2 reviews)

---
## Ratings Comparison
| Rating | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
  | **Meets Requirements** | 8.8 (697 reviews) | 7.7 (30 reviews) | 
  | **Ease of Use** | 9.0 (820 reviews) | 7.4 (31 reviews) | 
  | **Ease of Setup** | 8.7 (475 reviews) | 7.3 (20 reviews) | 
  | **Ease of Admin** | 8.9 (239 reviews) | 6.9 (6 reviews) | 
  | **Quality of Support** | 9.1 (657 reviews) | 7.5 (31 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.1 (236 reviews) | 7.9 (7 reviews) | 
  | **Product Direction (% positive)** | 9.3 (683 reviews) | 5.9 (31 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 Enterprise

#### Entry-Level Pricing

Plan: SurePoint Legal Management System Pricing

Price: Contact Us Every Three Years

Key Features:
- Integrated Accounting
- Robust Reporting & Analytics
- Practice and Financial Management

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

#### Free Trial

No

---
## Features Comparison By Category

### E-Filing

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

#### Platform Additional Functionality

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

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise** | N/A | N/A |

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise | 
|---|---|---|
| **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 Enterprise** | 6.7/10 | 25 |

#### Platform Basics

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **Reporting** | 8.1 (279 reviews) | 7.4 (24 reviews) | 
| **Dashboard** | 8.8 (296 reviews) | 7.5 (24 reviews) | 
| **Cloud** | 9.0 (271 reviews) | 7.7 (23 reviews) | 
| **Mobility** | 8.7 (270 reviews) | 6.6 (25 reviews) | 
| **Contact Management** | 9.0 (300 reviews) | 6.6 (24 reviews) | 

#### Content Management

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **Document Management** | 8.4 (300 reviews) | 6.1 (24 reviews) | 
| **Calendar Integration** | 8.7 (270 reviews) | 5.4 (24 reviews) | 
| **Workflow** | 8.6 (265 reviews) | 7.2 (24 reviews) | 

#### Time & Billing

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **Time Tracking** | 9.2 (307 reviews) | 8.1 (23 reviews) | 
| **Payments** | 9.0 (281 reviews) | 7.0 (23 reviews) | 
| **Billing** | 9.1 (314 reviews) | 7.1 (23 reviews) | 

#### Agentic AI - Legal Practice Management

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **Autonomous Task Execution** | 7.3 (18 reviews) | 6.2 (10 reviews) | 
| **Multi-step Planning** | 7.3 (18 reviews) | 6.5 (11 reviews) | 
| **Cross-system Integration** | 7.9 (30 reviews) | 6.5 (9 reviews) | 
| **Adaptive Learning** | 7.3 (20 reviews) | 6.4 (11 reviews) | 
| **Natural Language Interaction** | 7.9 (19 reviews) | 6.0 (10 reviews) | 
| **Proactive Assistance** | 7.7 (18 reviews) | 5.8 (10 reviews) | 
| **Decision Making** | 7.7 (18 reviews) | 6.3 (10 reviews) | 

### Legal Document Management

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

#### Storage and Collaboration - Legal Document Management

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

#### Accessibility - Legal Document Management

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

#### Agentic AI - Legal Document Management

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **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 Enterprise** | N/A | N/A |

#### Sales Force Automation - Legal CRM

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

#### Agentic AI - Legal CRM

| Feature | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **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 Enterprise** | N/A | N/A |

#### Agentic AI - Legal Billing

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

---
## Categories
**Shared Categories (1):** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management)

**Unique to Clio Manage (6):** [Legal CRM Software](https://www.g2.com/categories/legal-crm), [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), [Legal Billing Software](https://www.g2.com/categories/legal-billing-software)



---
## Reviewer Demographics

### By Company Size

| Segment | Clio Manage | SurePoint Finance Enterprise | 
|---|---|---|
| **Small-Business** | 95.7% | 31.3% | 
| **Mid-Market** | 3.7% | 68.8% | 
| **Enterprise** | 0.6% | 0% | 

### 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 Enterprise

- **Law Practice:** 56.3%
- **Legal Services:** 28.1%
- **Accounting:** 12.5%
- **Health, Wellness and Fitness:** 3.1%

---
## Alternatives

### Alternatives to Clio Manage

- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (389 reviews)
- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (385 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 (325 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 (101 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 Enterprise

- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (385 reviews)
- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (389 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.7/5 stars (289 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (325 reviews)
- [Assembly Neos](https://www.g2.com/products/assembly-software-assembly-neos/reviews) — 4.5/5 stars (296 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.4/5 stars (210 reviews)
- [Lawmatics](https://www.g2.com/products/lawmatics/reviews) — 4.6/5 stars (238 reviews)
- [Litify](https://www.g2.com/products/litify/reviews) — 4.2/5 stars (229 reviews)
- [8am CasePeer](https://www.g2.com/products/8am-casepeer/reviews) — 4.7/5 stars (190 reviews)
- [Rocket Matter](https://www.g2.com/products/rocket-matter/reviews) — 4.3/5 stars (173 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 Enterprise

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-enterprise)