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Coyote Analytics Reviews & Product Details

Coyote Analytics Overview

What is Coyote Analytics?

Coyote Practice Management (CPM) is a comprehensive practice and financial management solution designed specifically for mid-sized law firms. This innovative software integrates cloud-based Coyote Analytics with the newly developed CPM Attorney Workspace, a web-based platform tailored for attorneys and other timekeepers within law firms. The introduction of CPM signifies a pivotal advancement in legal software, aiming to enhance operational efficiency and streamline timekeeping processes for legal professionals. Targeted primarily at mid-sized law firms, Coyote Practice Management addresses the unique challenges faced by legal teams in managing their time and financial operations. The software is engineered to improve the overall attorney experience by providing a faster, more intuitive interface that simplifies timekeeping tasks. By reducing administrative burdens, CPM allows law firms to focus on their core competencies, ultimately driving performance and profitability. Key features of the CPM Attorney Workspace include secure, web-based access that enables users to work from any location, thus promoting flexibility in a rapidly changing work environment. The platform requires fewer steps to capture time, significantly saving users valuable time. Additionally, it offers a comprehensive overview of daily tasks, allowing attorneys to easily identify any missing entries. Users can also gain quick insights into the status of their clients and matters, enhancing their ability to manage workloads effectively. Integration with LawToolBox further enriches the workspace by providing seamless access to advanced docketing and case deadline management tools. The benefits of Coyote Practice Management extend beyond mere timekeeping enhancements. By facilitating improved operational efficiencies, the software contributes to heightened client satisfaction and accelerates the billing process for law firms. The ability to access the platform from anywhere fosters collaboration among legal teams, ensuring that they can deliver exceptional service while maximizing productivity. This innovative solution is designed to empower legal professionals with the tools necessary to overcome longstanding frustrations and inefficiencies, ultimately transforming the way law firms operate in today's competitive landscape.

Coyote Analytics Details
Product Website
Languages Supported
English
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Product Description

Coyote Analytics, a SurePoint solution, exists for one reason: to help law firms stay profitable. We work with law firms throughout the United States to streamline operations with our complete and intuitive accounting software. Features include time and billing, calendaring, financial management, contact management, document management, business intelligence, mobility, reporting, and more.

How do you position yourself against your competitors?

Why SurePoint? Your Trusted Partner in Law Firm Success

SurePoint Technologies is more than a software provider; we’re your partner in growth, backed by a dedicated client success team of former law firm leaders, accountants, and business professionals. Unlike competitors, we offer a supportive community where law firms connect, share insights, and learn from one another.

What Sets Us Apart:

Client Success Team: Our team’s deep, hands-on experience in law firm operations ensures relevant support that’s tailored to your needs.

Industry Expertise: With backgrounds in law and finance, our experts understand the challenges firms face and provide practical solutions that drive efficiency and profitability.

Proven Results: Hear directly from our clients at https://surepoint.com/testimonials/.

With SurePoint, you’re choosing a knowledgeable team and a supportive community dedicated to your firm’s long-term success.


Seller Details
Company Website
Year Founded
1976
HQ Location
Cincinnati, Ohio
Twitter
@surepointtech
96 Twitter followers
LinkedIn® Page
www.linkedin.com
209 employees on LinkedIn®

Ed D.
ED
Overview Provided by:

Recent Coyote Analytics Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Good product, service so so"
There are many features you can utilize based on your needs. I enjoy being able to personalize dashboards and having customized reports created wh...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"User Friendly, Great Features"
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 requeste...
LD
Laur D.Small-Business (50 or fewer emp.)
4.5 out of 5
"EASY!!"
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 w...
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Coyote Analytics Media

Coyote Analytics Demo - Coyote Accounting
Coyote Accounting
Coyote Analytics Demo - Coyote Accounting
Coyote Accounting
Coyote Analytics Demo - Coyote Accounting
Coyote Accounting
Hear from some of the more than 100,000 legal professionals using SurePoint's leading legal solutions to streamline operations, improve profitability, and eliminate guesswork.
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Hear from some of the more than 100,000 legal professionals using SurePoint's leading legal solutions to streamline operations, improve profitability, and eliminate guesswork.
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15 Coyote Analytics Reviews

4.1 out of 5
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15 Coyote Analytics Reviews
4.1 out of 5
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4.1 out of 5

Coyote Analytics Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Coyote AnalyticsQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
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Shari P.
SP
Chief Financial Director
Legal Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about Coyote Analytics?

Coyote has combined the best of other law firm accounting softwares into their product. It's easy to figure out; reports look good and are easy to understand. Very intuitive. Review collected by and hosted on G2.com.

What do you dislike about Coyote Analytics?

Still in development of a couple of things. But very agreeable to improvement suggestions.

Cannot get support on the weekends, or at least I didn't. Review collected by and hosted on G2.com.

Recommendations to others considering Coyote Analytics:

Try it. Super intuitive. Perfect for small to mid-size firms. Could probably work with larger firms. Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

Tracking origination, billing, working attorney fee is automated. Easy to download all reports to Excel to sort and specialize. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Coyote Analytics?

I have many recurring payments that I do monthly. I like that I can recall the invoice and just copy it to create a new invoice. Review collected by and hosted on G2.com.

What do you dislike about Coyote Analytics?

Haven't really found anything that I don't like. Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

It is much easier to provide reports to my attorneys. I like the column chooser and that you can change thge grid and then export it ti PDF or Excel. Review collected by and hosted on G2.com.

Claudia G.
CG
Office Administrator
Law Practice
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Coyote Analytics?

There are many, many things we love about Coyote. We (billing and financial) will try to be as specific as possible here.

!) First and foremost, if you make a mistake on an vendor invoice or cash receipt (and who doesn't), you can just click the unpost button and all correcting entries are made for you, giving you a new draft on which to make your changes.

2) We scan everything in our office, which is a good thing. Coyote allows you to attach your deposit files to the actual deposit. If you need to check later to see why you did what you did, or whether a client actually allocated a payment as they thought they did, you can easily check the deposit from within Coyote.

3) Attys are able to do their billing online (no more paper).

4) Our attorneys are actually using the software; they didn't use the prior software for whatever reason.

5) There are dashboards on the home page which show an updated snapshot of all key metrics for any business.

6) There are many, many reports. Many of these reports have underlying data with a lot of information. If you know how to use pivot tables in Excel, you can obtain further information in a format of your choice (or, you can just call Coyote and they will prepare a report for you (and probably make it available in their next update).

7) At the client and/or matter level, you can add email messages (you know, those changing an address, billing person, etc.) so that when someone questions why you changed something, you have instant backup showing that it was requested by someone else. What's not to like about this? (Another CYA)

8) Drill down abilities

9) You can change an address on a posted invoice and resend it with the corrected address without having to unpost/repost. This is a major feature.

10) Attorneys can do their prebill edits directly in Coyote saving time in deciphering chicken scratch – not to mention the many forests we save by foregoing paper

11) Attachments – best CYA application ever

12) Collections – you can see everything or filter, you can add notes directly, do adjustments, resend invoice, run a statement, add a follow up task, see when the last payment or statement was processed, you can get to it thru Inquiry as well as Billing

13) You can pull in late posted fees or costs without having to re-run a prebill (another major feature)

14) You can see what’s in WIP from Inquiry whether its posted or still in Draft

15) Notes on the Expense entry is perfect for invoice numbers/which credit card the exp was charged to/whose expense report etc HUGE when one has to find backup to accompany the invoice

16) Love the Items Detail bubble – especially when someone says "I didn’t do that" and you can quickly prove otherwise….yet another CYA (we keep this to ourselves (accounting) though)

17) Love the Check Request – we’re still implementing it but I suspect it will be a huge assist in reducing paper and lost (or never actually submitted) requests

18) What I love most is that they take suggestions from those actually using the program in their daily round and try to implement them.

We have never regretted our move to Coyote Analytics

Review collected by and hosted on G2.com.

What do you dislike about Coyote Analytics?

We can't think of much that we dislike. It has made our job so much easier in so many ways. Review collected by and hosted on G2.com.

Recommendations to others considering Coyote Analytics:

Prices are great. No separate module costs like the large corporations. No subscription pricing. There is a monthly maintenance fee Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

We have more of a business process now. We are realizing faster turn around time on bills that are being reviewed online vs. paper. We are able to see where we stand at a moment's notice with the dashboards. Review collected by and hosted on G2.com.

KC
Director of Information Technology
Law Practice
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Coyote Analytics?

Everything you need to do, or need to know, is right there in that one desktop icon – time entry, bill printing, e-bill generation, management reporting, collections, bank accounts, inquiry, and on and on.

The dashboards are so customizable that each user can have the information that is important to him/her presented in whichever way desired – and with a simple right click it can be printed, emailed or converted to a PDF.

Reports are easier to design in Coyote than in MS Access – assuming one of the hundreds of existing reports does not already fit your needs.

The Coyote Analytics staff is outstanding, from support to development. Questions receive quick and detailed answers. Coyote Analytic’s clients benefit from each other’s feature requests. Review collected by and hosted on G2.com.

What do you dislike about Coyote Analytics?

I can not wait for the existence of an organized Coyote Analytics users group. This would allow users to share favorite custom dashboards, reports, etc., and spark ideas based on ways others use the system. Review collected by and hosted on G2.com.

Recommendations to others considering Coyote Analytics:

If you are even considering a future switch, request a demo, if you don't immediately see that it performs a task that you want - ask about it. Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

Time and billing, financial reporting, productivity reporting, collections, AP, conflicts, inquiry.

The biggest benefit is how easily and quickly you can go from 'I want to see this data' to 'print report'. Review collected by and hosted on G2.com.

LL
Associate
Legal Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Coyote Analytics?

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.

What do you dislike about Coyote Analytics?

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.

Recommendations to others considering Coyote Analytics:

It is easy to use and allows users to efficiently keep take of time billed. Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

Keeping track of the hours I bill each day. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Coyote Analytics?

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.

What do you dislike about Coyote Analytics?

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.

What problems is Coyote Analytics solving and how is that benefiting you?

Largely, the ability to create, modify, and close specific matter #'s within general matter #'s (in regards to both billing, set-up, and data entry). This is beneficial to me as it is an integral aspect of my function at work, and provides the foundation for cases. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Coyote Analytics?

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.

What do you dislike about Coyote Analytics?

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.

What problems is Coyote Analytics solving and how is that benefiting you?

Currently, the only issue we have is the new 1099 NEC. We recently updated Coyote but now we have to update it again to get teh new reports. Review collected by and hosted on G2.com.

LD
Legal Assistant
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Coyote Analytics?

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.

What do you dislike about Coyote Analytics?

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.

What problems is Coyote Analytics solving and how is that benefiting you?

Helps with conflict checks well, and easy to implement billing time Review collected by and hosted on G2.com.

Michelle S.
MS
Office Manager
Law Practice
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about Coyote Analytics?

For our firm, it’s having an integrated system with time and billing and general ledger accounting all in one system. The firm had grown considerably over the last few years but the time and billing and the accounting systems had not. The workflows changed but the firm was impeded in trying to function within a dual entry billing and accounting system that was no longer working for the firm.

The help desk support at Coyote is also terrific. Users can call on the phone or send an email, and Coyote is quick to respond with an answer.

I'll also add that the timekeepers in our firm like having several options as to how they can enter their time. Staff like the ability to attach an electronic document to a record within Coyote, such as an agreement to a matter record, a Form W-9 to a vendor record, or a bank wire notice to a receipts record. Review collected by and hosted on G2.com.

What do you dislike about Coyote Analytics?

As newer legal accounting software on the market, Coyote is still refining certain features while working on and adding other features. Not everything is there yet, but the nuts and bolts of the integrated system are. Additionally, I like being able to look up "how to" information in the help section of software. Coyote has that feature but it is still a work in process. Review collected by and hosted on G2.com.

Recommendations to others considering Coyote Analytics:

For small to mid-size law firms, look at Coyote as an option. It is still relatively new to the legal market and it is improving processes at a fairly rapid pace. Coyote seems to get a lot of input from its current customers on ways to improve the system and Coyote seems to take those comments in stride. Current customers receive those improvements by way of upgrades to new versions of the system at no additional charge. Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

Probably the biggest for me is being able to research information and actually find what I am looking for. I like the grid format in how Coyote displays the data and being able to add or remove data columns and filter data on each column. Since converting to Coyote, our firm has also been able to better capture the true cost of client advances (costs of goods sold for law firms) as well as those client related costs for which the firm is not able to recover. Senior members of the firm really like having a dashboard that they can each modify to show key performance indicators they are interested in seeing. Review collected by and hosted on G2.com.

Garry H.
GH
Business Analyst and Consultant
Management Consulting
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Coyote Analytics?

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.

What do you dislike about Coyote Analytics?

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.

Recommendations to others considering Coyote Analytics:

go for it Review collected by and hosted on G2.com.

What problems is Coyote Analytics solving and how is that benefiting you?

We have to track hours worked, billed and paid. We have to bill customers and get paid. we also have to manage multiple bank accounts for operating, trust, payroll etc. and balance each of those accounts each month. In a controller role these are most important to me Review collected by and hosted on G2.com.