SurePoint Finance Enterprise Features

Provides analytics tools that reveal important case specific performance metrics and track progress.

Has a centralized dashboard for users to track case updates and collaborate as needed.

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Manages law firm contacts and client information.

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Tracks billable hours and time spent on specific tasks.

Allows clients to pay bills within the solution, typically via a portal.

Bills clients via email or a client portal.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives