--- title: SurePoint Finance Enterprise Reviews meta\_title: 'SurePoint Finance Enterprise Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 32 reviews by the users' company size, role or industry to find out how SurePoint Finance Enterprise works for a business like yours. aggregate\_rating: rating\_value: 3.9 review\_count: 32 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Legal url: https://www.g2.com/categories/legal --- # SurePoint Finance Enterprise Reviews & Product Details Visit Website SurePoint Finance Enterprise is an advanced legal accounting, billing, and financial management solution designed for complex and growing law firms that require deeper control, scalability, and financial insight. Built specifically for legal operations, the platform supports sophisticated firm structures, multi-office environments, and high-volume billing while maintaining accuracy and compliance. Finance Enterprise enables law firms to manage complex financial workflows with confidence by automating critical accounting processes and providing real-time visibility into firm performance. Attorneys and finance teams benefit from streamlined time and billing workflows, while firm leadership gains access to detailed financial data needed for strategic planning and oversight. The solution offers robust financial reporting and analytics, allowing firms to analyze revenue, expenses, profitability, and productivity across attorneys, matters, practices, and offices. Advanced billing capabilities support client-specific requirements, alternative fee arrangements, and compliance-driven invoicing, helping firms reduce write-offs and accelerate collections. In addition, Finance Enterprise is designed to integrate seamlessly with other components of the SurePoint ecosystem, creating a unified financial and operational environment. This connectivity reduces data silos, improves data integrity, and supports consistent reporting across the firm. With enterprise-grade controls, auditability, and scalability, SurePoint Finance Enterprise is well suited for law firms with complex financial needs that require a reliable platform to support long-term growth, governance, and operational excellence in a competitive legal landscape. Finance Enterprise also supports firms that require greater financial oversight and governance as they scale. The platform provides structured workflows, configurable controls, and detailed audit trails that help finance teams maintain consistency, reduce risk, and support internal and external reporting requirements. These capabilities are particularly valuable for firms operating across multiple offices or legal entities, where visibility and standardization are critical. Designed to support attorney adoption, SurePoint Finance Enterprise balances powerful functionality with usability, helping firms transition from legacy or on-premises systems without disrupting daily operations. By providing reliable data, flexible reporting, and scalable architecture, the solution enables law firms to adapt to evolving client demands, regulatory requirements, and business models while maintaining financial discipline and operational stability. * * * Product Website SurePoint Finance Enterprise Seller [SurePoint Technologies](https://www.g2.com/sellers/surepoint-technologies) Discussions [SurePoint Finance Enterprise Community](https://www.g2.com/products/surepoint-finance-enterprise/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Teri Ainslie Show More ## Pricing Pricing provided by SurePoint Finance Enterprise. ### SurePoint Legal Management System Pricing Contact Us Every Three Years [ View More Pricing Information ](https://www.g2.com/products/surepoint-finance-enterprise/pricing) PB Pamela B. Paralegal/Accounts Recievable Mid-Market (51-1000 emp.) 7/31/2024 "great product for Legal Team" 4/5 What do you like best about SurePoint Finance Enterprise? The ability to upload all documents and copy emails in the activity screen. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? not able to download activity into another screen to send to someone. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? They are working on getting invoice ability installed. Makes keeping track of the reatiner easier. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller KV Karen V. Director of Finance Mid-Market (51-1000 emp.) 7/18/2024 "The transition to SurePoint has been very smooth despite the difficulties from the prior software" 5/5 What do you like best about SurePoint Finance Enterprise? A true Legal Software solution! Their experience in the industry shows! The integration team is awesome! Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? I am in the early stage with the product, so there may be solutions that I have not discovered yet. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? Great reporting functions and visibility for our partners Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Desirae H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Desirae H.") DH Desirae H. Director Small-Business (50 or fewer emp.) 7/30/2024 "Great Customer Service" 5/5 What do you like best about SurePoint Finance Enterprise? Customer Service, I always have an direct person to contact for any issue. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? Lack of training for new users, someone new trying to learn struggles. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? Reporting, you can create custom reports to obtain exactly whats needed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Nicole W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicole W.") NW Nicole W. Accounts Payable Specialist Small-Business (50 or fewer emp.) 7/18/2024 "I use LMS for accounts payable and it is very good" 5/5 What do you like best about SurePoint Finance Enterprise? I like how everything is organized and easy to search. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? Sometimes is takes awhile to load and freezes. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? It is keeping all of our payment organized Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") UL Verified User in Legal Services Mid-Market (51-1000 emp.) 7/30/2024 "Useful accounting tool but could use a little updating" 4/5 What do you like best about SurePoint Finance Enterprise? SurePoint is great at recording client information. Easy to acces and reliable. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? There are glitches that require opening help tickets. These tickets are sometimes not answered promptly. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? SurePoint is helpful in that it easily stores client information when there are multiple clients involved Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") UL Verified User in Legal Services Mid-Market (51-1000 emp.) 7/18/2024 "LMS User" 4/5 What do you like best about SurePoint Finance Enterprise? Workflow setup to manage approvals. Access for numerous users to gather information without contacting the accounting department. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? Some reports only update monthly or hourly. Real-time updates would be nice. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? Provide access to data for the appropriate people. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") UL Verified User in Legal Services Mid-Market (51-1000 emp.) 5/23/2024 "easy to use" 4/5 What do you like best about SurePoint Finance Enterprise? Great customer service and lots of reading materials available for help Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? No direct contact with a person. All requests must be emailed; no phone calls Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? Any accounting and billing questions Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller NT Natalie T. Human Resources Compliance Officer Small-Business (50 or fewer emp.) 12/16/2021 "Surepoint - Legal Management System" 4/5 What do you like best about SurePoint Finance Enterprise? I like how this program allowed us to automate a lot of our systems. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? I dislike the lack of communication regarding updates and the ability to customize is not as great as I would like it to be. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? We use a lot less paper with our billing process and are able to see in real time, where everyone is with their time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite AC Aubrei C. Paralegal Mid-Market (51-1000 emp.) 11/7/2019 "Use for Billable Hours as Paralegal" 5/5 What do you like best about SurePoint Finance Enterprise? It is very simple to track your hours with this program. I keep track of everything I do even if the time is not billable. I like the feature of looking at all of my hours by month. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? I wish some fields weren't required to save time but maybe have it required to submit time. I also would like there to be more space to fill in the details of my time. Review collected by and hosted on G2.com. Recommendations to others considering SurePoint Finance Enterprise: It's a great system. I've never used it before this job and it is very user friendly. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? The best feature for this program is the month view. It shows all my hours per day in a month's span. It helps to keep on track with my hours every month. Review collected by and hosted on G2.com. Show More 11/26/2019 Validated ReviewerIncentivizedSource: G2 invite ![Taylor P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Taylor P.") TP Taylor P. Legal Assistant Law Practice Mid-Market (51-1000 emp.) 1/29/2019 "Switched from Elite & am fairly happy " 3.5/5 What do you like best about SurePoint Finance Enterprise? The interface is fairly well designed, making it fairly easy to enter data or to create information and visualizations. The software supports a robust set of features that can all be accessed through a single portal or site. There are analysis functions that help show patterns or trends based on time sensitive information. Review collected by and hosted on G2.com. What do you dislike about SurePoint Finance Enterprise? The software can sometimes seem buggy and may have some operational issues. For some the wealth of features may be intimidating at first, requiring some training to become proficient in its usage. The performance of the program can be slow at times. Review collected by and hosted on G2.com. Recommendations to others considering SurePoint Finance Enterprise: LMS is a software package designed to help manage information in a law practice or legal organization. In our case it was used to manage attorney interactions with clients, accounting, and financial responsibilities. The application help with information management and made it easier to enter data such as billing hours, client information, expenditures, and project time frames. Review collected by and hosted on G2.com. What problems is SurePoint Finance Enterprise solving and how is that benefiting you? It is really well suited to medium to large sized attorney firms and practices. For small firms with one or two attorneys, it can be a bit of an overkill with its many features and components. On the other hand, smaller firms could pick and choose which features or components could be used without needing to utilize the entire package. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about SurePoint Finance Enterprise? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. 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