--- 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: '2026-11-09' parent_category: name: Legal url: https://www.g2.com/categories/legal ---

SurePoint Finance Enterprise Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use of SurePoint Finance Enterprise, finding it straightforward and user-friendly for invoicing. (9 mentions)
Users value the easy navigation of SurePoint Finance Enterprise, enhancing overall efficiency and access to features. (7 mentions)
Users appreciate the dedicated training and ongoing support of SurePoint Finance Enterprise, enhancing their system navigation experience. (3 mentions)
Users value the easy learning curve of SurePoint Finance Enterprise, appreciating its intuitive navigation and training resources. (3 mentions)
Users appreciate the high level of organization in SurePoint Finance Enterprise, making information easy to navigate and manage. (3 mentions)
Users experience poor customer support with slow responses and no phone assistance, leading to unresolved issues. (3 mentions)
Users express frustration over the lack of customization in SurePoint Finance Enterprise, limiting flexibility and tailored reporting options. (2 mentions)
Users find the interface not user-friendly, complicating basic tasks and leading to a frustrating experience overall. (2 mentions)
Users express dissatisfaction with the poor reporting capabilities of SurePoint Finance Enterprise, hindering effective data utilization. (2 mentions)
Users find the search functionality frustrating, often overwhelmed by irrelevant results and ineffective filtering options. (2 mentions)

5 Pros or Advantages of SurePoint Finance Enterprise

5 Cons or Disadvantages of SurePoint Finance Enterprise

SurePoint Finance Enterprise Reviews (32)

Reviews

SurePoint Finance Enterprise Reviews (32)

3.9
32 reviews
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SR
Stephanie R.
Accounting Clerk
Mid-Market (51-1000 emp.)
"Mostly Easy to navigate system"
4.5/5
What do you like best about SurePoint Finance Enterprise?

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.

What do you dislike about SurePoint Finance Enterprise?

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.

Verified User in Legal Services
AL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"Does not meet expectations"
0/5
What do you like best about SurePoint Finance Enterprise?

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.

What do you dislike about SurePoint Finance Enterprise?

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.

Verified User in Law Practice
UL
Verified User in Law Practice
Mid-Market (51-1000 emp.)
"Cash Receipts July Webinar"
4/5
What do you like best about SurePoint Finance Enterprise?

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.

What do you dislike about SurePoint Finance Enterprise?

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.

Karen O.
KO
Karen O.
Accounting Manager
Mid-Market (51-1000 emp.)
"Overall"
3.5/5
What do you like best about SurePoint Finance Enterprise?

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

What do you dislike about SurePoint Finance Enterprise?

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.

Eileen Z.
EZ
Eileen Z.
Chief Financial Officer
Mid-Market (51-1000 emp.)
"Extensively involved in all aspects of LMS"
4/5
What do you like best about SurePoint Finance Enterprise?

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

What do you dislike about SurePoint Finance Enterprise?

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.

Verified User in Law Practice
UL
Verified User in Law Practice
Mid-Market (51-1000 emp.)
"Surepoint has been great and very user friendly."
5/5
What do you like best about SurePoint Finance Enterprise?

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.

What do you dislike about SurePoint Finance Enterprise?

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

Verified User in Law Practice
UL
Verified User in Law Practice
Mid-Market (51-1000 emp.)
"Knowledge"
3/5
What do you like best about SurePoint Finance Enterprise?

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

What do you dislike about SurePoint Finance Enterprise?

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.

Verified User in Legal Services
UL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"LMS Review"
5/5
What do you like best about SurePoint Finance Enterprise?

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

What do you dislike about SurePoint Finance Enterprise?

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.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Brief Review"
5/5
What do you like best about SurePoint Finance Enterprise?

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.

What do you dislike about SurePoint Finance Enterprise?

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.

Verified User in Law Practice
UL
Verified User in Law Practice
Mid-Market (51-1000 emp.)
"Overall, a quality product"
3.5/5
What do you like best about SurePoint Finance Enterprise?

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

What do you dislike about SurePoint Finance Enterprise?

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.