SurePoint Finance Enterprise Reviews & Product Details

It's an easy to navigate system with a lot of different reporting options that can be narrowed down and filtered for ease of finding information. Also, the ability to export into excel for organization is a big plus. Review collected by and hosted on G2.com.

Honestly, the help sight is frustrating. The way that it pulls up EVERY article with a word in when trying to search for a specific thing is a lot of unnecessary things to weed through to try and find an answer. I wish there was a way to filter things more Review collected by and hosted on G2.com.

The billing side of the software is pretty robust, and it is easy to make your invoices look however you need them to. Review collected by and hosted on G2.com.

The reporting, business intelligence, accounting, general ledger, and docketing functions are all frustratingly sub-par. The administrative side of the software (LMSV) is not user friendly at all and has a very clunky and outdated look and feel. Basic user maintenance often involves making changes in multiple unrelated areas of the software. We had a lot of difficulty with our implementation, and we are still finding errors several years later. If you need customer support you have to put in a ticket and wait for a response, there is no phone based support. Review collected by and hosted on G2.com.

What I like best about SurePoint Legal Management System (LMS) is that it offers dedicated training sessions and ongoing support when needed. Having access to knowledgeable resources helps ensure users can navigate the system efficiently and get the most out of its features. Review collected by and hosted on G2.com.

I dislike about SurePoint Legal Management System (LMS) is the limited flexibility in generating custom reports. I wish the platform offered more robust options for tailoring reports to better meet specific operational and client needs. Review collected by and hosted on G2.com.

I like that it's a whole system that has everything at your fingertips. Review collected by and hosted on G2.com.

The lack of getting thing fixed by SurePoint has been a problem since we converted May, 2022. Also the lack of being able to keep the people that work with us to ensure that everything is getting done. Review collected by and hosted on G2.com.

Relatively easy to use; easy to train new users. Review collected by and hosted on G2.com.

Lacking flexibility. For example, we have a comp year and a fiscal year. The software does not support both. Review collected by and hosted on G2.com.

Surepoint offers several ways to view things in more than one area which allows users to set up and manage it in a way that suits best for them. They also have several ways to learn more about the program and offer great customer support. Review collected by and hosted on G2.com.

LMS can lag and have errors abruptly throughout the day. Review collected by and hosted on G2.com.

I liked that you could follow with visuals that was provided. Review collected by and hosted on G2.com.

One lady was giving some information on how to attach back up after you have already posted, but she was talking a little fast to take notes. Visuals were not provided on that. Review collected by and hosted on G2.com.

The system is very powerful and has a lot of different capabilities Review collected by and hosted on G2.com.

The support team can be a bit slow. And also the LMS 5 system will occasionally crash for no reason. Review collected by and hosted on G2.com.

I like that it is easy to find what you're looking for. Everything is just a click away. Review collected by and hosted on G2.com.

The least helpful is when the search fields auto-fill after clearing the fields and navigating to a different page. Review collected by and hosted on G2.com.

Easy to learn software that is easy to navigate. Review collected by and hosted on G2.com.

The servers tend to be on the slow side and need to be reset more often than one would think. Review collected by and hosted on G2.com.