PB
Pamela B.
Paralegal/Accounts Recievable
Mid-Market (51-1000 emp.)
"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.

KV
Karen V.
Director of Finance
Mid-Market (51-1000 emp.)
"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.

Desirae H.
DH
Desirae H.
Director
Small-Business (50 or fewer emp.)
"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.

Nicole W.
NW
Nicole W.
Accounts Payable Specialist
Small-Business (50 or fewer emp.)
"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.

Verified User in Legal Services
UL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"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.

Verified User in Legal Services
UL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"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.

Verified User in Legal Services
UL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"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.

NT
Natalie T.
Human Resources Compliance Officer
Small-Business (50 or fewer emp.)
"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.

AC
Aubrei C.
Paralegal
Mid-Market (51-1000 emp.)
"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.

Taylor P.
TP
Taylor P.
Legal Assistant
Law Practice
Mid-Market (51-1000 emp.)
"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.