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SurePoint Legal Management System (LMS) Reviews & Product Details

The SurePoint Legal Management System (LMS) is a comprehensive software solution designed specifically for law firms to enhance their financial operations and overall management. This platform enables legal professionals to streamline their administrative processes, allowing them to focus on delivering exceptional client service and driving business growth. With its robust reporting capabilities and reliable data management, SurePoint’s LMS equips law firm leaders with the insights they need to make informed decisions and optimize their operations. By automating routine financial tasks and providing real-time access to critical data, the software helps law firms and legal professionals reduce administrative burdens and allocate their time more effectively. This is particularly beneficial for firms looking to streamline their operational workflows while maintaining a strong focus on client relationships and managing their practice. Key features of SurePoint’s LMS include advanced financial reporting, time and billing management, and comprehensive data analytics. The financial reporting tools allow firms to generate detailed reports that provide insights into revenue, expenses, and profitability, helping leaders identify trends and make strategic decisions. The time and billing management feature simplifies the invoicing process, ensuring that attorneys can accurately track billable hours and streamline client billing cycles. Additionally, the data analytics capabilities enable firms to analyze performance metrics and assess the effectiveness of their business strategies. By utilizing SurePoint’s Legal Management System, law firms can achieve greater operational efficiency and profitability. The system not only reduces the time spent on administrative tasks but also enhances the accuracy of financial data, leading to more informed decision-making. With the ability to access reliable insights at any time, law firm leaders can proactively manage their resources and focus on activities that contribute to their firm's growth and success. This makes SurePoint’s LMS an essential tool for law firms seeking to thrive in a competitive legal landscape.

Product Website

Seller

SurePoint Technologies

Discussions

SurePoint Legal Management System (LMS) Community

Languages Supported

English

Product Description

SurePoint’s Legal Management System (LMS) empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm

Overview by

Ed Deaton

Pricing

Pricing provided by SurePoint Legal Management System (LMS).

SurePoint Legal Management System Pricing

Every Three Years

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SurePoint Legal Management System (LMS) Integrations

(1)

Verified by SurePoint Legal Management System (LMS)

SurePoint Legal Management System (LMS) Media

SurePoint Legal Management System (LMS) Demo - Data-Driven Insights

Multiple dashboards provide powerful analytics and actionable insights into the performance drivers critical to success. Law firm leaders can get immediate insight into the firm's financial health, empowering data-driven business outcomes and making it easy to uncover opportunities to maximize fi...

SurePoint Legal Management System (LMS) Demo - Time Entry from Anywhere

The LMS app makes it easy to stay in touch with clients and look up critical details while on the go.

SurePoint Legal Management System (LMS) Demo - Improved Time Entry Experience

Time entry is 40% faster!

Hear from our SurePoint Community!

Official Downloads

(4)

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Year-End Checklist for Law Firm Management

G2 reviews are authentic and verified.

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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 Legal Management System (LMS)?

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 Legal Management System (LMS)?

not able to download activity into another screen to send to someone. Review collected by and hosted on G2.com.

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 Legal Management System (LMS)?

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 Legal Management System (LMS)?

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.

Director

Small-Business (50 or fewer emp.)

7/30/2024

"Great Customer Service"

5/5

What do you like best about SurePoint Legal Management System (LMS)?

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 Legal Management System (LMS)?

Lack of training for new users, someone new trying to learn struggles. Review collected by and hosted on G2.com.

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 Legal Management System (LMS)?

I like how everything is organized and easy to search. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

Sometimes is takes awhile to load and freezes. Review collected by and hosted on G2.com.

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 Legal Management System (LMS)?

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 Legal Management System (LMS)?

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

Mid-Market (51-1000 emp.)

7/18/2024

"LMS User"

4/5

What do you like best about SurePoint Legal Management System (LMS)?

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 Legal Management System (LMS)?

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

Mid-Market (51-1000 emp.)

5/23/2024

"easy to use"

4/5

What do you like best about SurePoint Legal Management System (LMS)?

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 Legal Management System (LMS)?

No direct contact with a person. All requests must be emailed; no phone calls Review collected by and hosted on G2.com.

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 Legal Management System (LMS)?

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 Legal Management System (LMS)?

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.

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 Legal Management System (LMS)?

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 Legal Management System (LMS)?

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 Legal Management System (LMS):

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 Legal Management System (LMS) 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.

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 Legal Management System (LMS)?

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 Legal Management System (LMS)?

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 Legal Management System (LMS):

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 Legal Management System (LMS) 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.