SurePoint Finance Core Reviews & Product Details

There are many features you can utilize based on your needs. I enjoy being able to personalize dashboards and having customized reports created when needed. Timekeeping is overall an easy feature for our attorneys and recording / tracking funds is an easy process within our finance department. I enjoy the filter options and how you can drill down to different information within various grids. Review collected by and hosted on G2.com.

The customer service is sub par since it has been moved to offshore representatives. My tickets typically do not get resolved within 24-48 hours and the back and forth is frustrating due to the representative not understanding the use of the product, but only reading instructions from the information given to them. I have been give responses that has nothing to do with the issue and it causes delay in resolving our requests. Review collected by and hosted on G2.com.

I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational elements to be both useful and beneficial. Mostly, I perform conflict checks on cases to generate matter #'s, and going in to matter #'s to edit information or close out the #. In this aspect, I have had no issues, and have much appreciated Coyote's ability to accept edits or closures from one menu, and apply them to the same matter in other menus. This saves me time, while not being difficult to understand. On that note, I've trained others in the usage of Coyote for records clerk purposes, and have found that Coyote is easy to explain, integrate, and understand in a fairly short period of time compared to similar programs. Review collected by and hosted on G2.com.

I only have one dislike about Coyote, though I'm sure it's a work in progress for their IT group. When generating conflict checks, there are often some difficulties getting that conflict check into PDF format. It is not uncommon that I must do a copy+paste of the conflict report due to difficulties generating it is as a PDF, in which Coyote will state that it has emailed me a copy of the conflict report as a PDF, yet it does not actually send it. While this is not a pervasive issue, some individuals I work with most prefer their conflict reports as PDFs over a copy+paste for the purposes of saving it to a drive, and there has been some mild pushback on me as a result. Overwhelmingly, I have had no real issues, and would still recommendthis product to others. Review collected by and hosted on G2.com.

Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web version make integration with other apps non complicated.Customer support is always timelywith responses. Review collected by and hosted on G2.com.

uploading documents seems to take a bit more steps than it should. I would like to see a desktop version but perhaps that is just coming from being a desktop version user. Review collected by and hosted on G2.com.

The program is user friendly, and allows you to export data easily into excel which I often do so that I can manipulate it to meet reports requested by attorneys and clients. My first introduction to Coyote was in 2012 when the law firm I worked with switched from Legal Insight. We worked with Mike and Maureen and they were awesome. They listened to all of our comments, suggestions, and complaints. The program offered so many features that Legal Insight did not have. They have come a long way since. When I joined the current firm I am with, the time and billing software was Juris. I missed the functionality and great features of Coyote Analytics and had suggested that it was time to replace Juris. At first, the staff were not thrilled about the change due to the learning curve (some have used Juris for at least 15 years) but they soon realized how much easier to use it. There is still room for improvement but we are happy with Coyote Analytics. It's user friendly with great features. Review collected by and hosted on G2.com.

When expense attachment is exported for ebilling or attached to the invoice, the size is reduced by about 60%. If the receipt was small in the first place, then we end up with a very small image. Review collected by and hosted on G2.com.

The instruction is current. Support is very helpful when you reach out. Review collected by and hosted on G2.com.

It is great, but the downside was that LMS V can't be edited after posting. Review collected by and hosted on G2.com.

I like the reporting and how easy it is to navigate the system. Review collected by and hosted on G2.com.

I do not like that you cannot do Split Billing or Multipayors as the module/beta was abandoned. Review collected by and hosted on G2.com.

I like being able to edit time sheet entries before the close of the month. Our previous software did not allow this without going through a number of steps. I like also being able to easily print or save invoices. Review collected by and hosted on G2.com.

There is no docketing available. There is a calendar, however, it is not the same and is not user friendly. I work in the legal field, many dates need to be docketed with reminders. Coyote requires these be entered separately and multiple times. I would like to be able to send an email with the bill and be given an option to edit the email, if you press the button it just sends. Review collected by and hosted on G2.com.

It is easy to use, the timers make recording time easy, and the colors make it easy to determine if I have billed enough in one day. Review collected by and hosted on G2.com.

I don't like that you have to type YES to un-post and edit a prior time entry. Review collected by and hosted on G2.com.

It is as easy to use as Quickbooks, it has a nice organization to all the sections. Review collected by and hosted on G2.com.

It doesn't handle special billing situations like Quarterly billing in a way that works with Firm guidelines Review collected by and hosted on G2.com.

The interface is very user friendly, found it less complex to use compared to other document management tools / software. Review collected by and hosted on G2.com.

I found billing and tracking matters a little more complex at first, but when I got used to it, I found it took less time to do. Review collected by and hosted on G2.com.