SurePoint Legal Management System (LMS) Pros and Cons

SurePoint Legal Management System (LMS) Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find SurePoint LMS to be easy to use, facilitating quick billing and smooth onboarding for new users. (14 mentions)

Users appreciate the easy navigation of SurePoint LMS, enhancing their ability to manage accounts effectively. (7 mentions)

Users appreciate the excellent customer support of SurePoint LMS, enhancing their experience and system navigation. (4 mentions)

Users value the data centralization in SurePoint LMS, enjoying seamless access to vital information at their fingertips. (4 mentions)

Users appreciate the organization and ease of search within SurePoint LMS, enhancing their overall efficiency. (4 mentions)

Users value the document upload and email integration in SurePoint LMS, enhancing collaboration across teams. (3 mentions)

Users value the user-friendly accounting management of SurePoint, enhancing efficiency and reducing billing errors dramatically. (2 mentions)

Users express frustration with poor customer support, highlighting slow response times and lack of direct contact. (6 mentions)

Users find the poor reporting capabilities of SurePoint LMS frustrating, lacking flexibility and real-time updates. (3 mentions)

Users report software bugs that complicate navigation and require lengthy support ticket resolutions, leading to frustration. (3 mentions)

Users experience frequent app crashes and slow loading times with SurePoint LMS, impacting overall efficiency. (2 mentions)

Users find the complexity of numerous steps in SurePoint LMS cumbersome, complicating task completion and workflow. (2 mentions)

Users often experience app loading issues, leading to frustrating delays and occasional freezing during use. (1 mentions)

Users face challenges with downloading activities for sharing, impacting efficiency in document management. (1 mentions)

Top Pros or Advantages of SurePoint Legal Management System (LMS)

1. Ease of Use

Users find SurePoint LMS to be easy to use, facilitating quick billing and smooth onboarding for new users.

See 14 mentions

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Verified User

Small-Business (50 or fewer emp.)

2.5/5

"Surepoint has many qualities similar to other systems like Elite or Aderant"

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

I can easily pull ebills and pdfs of invoices for quick billing

Eileen Z.

Mid-Market (51-1000 emp.)

4.0/5

"Extensively invloved in all aspects of LMS"

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

Relatively easy to use; easy to training new users.

2. Navigation Ease

Users appreciate the easy navigation of SurePoint LMS, enhancing their ability to manage accounts effectively.

See 7 mentions

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Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Daily User"

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

It is pretty easy to navigate. With me dealing for AR for my firm, I like all the features that are available. I rely on the system daily to work my a

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Cash Receipts July Webinar"

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

What I like best about SurePoint Legal Management System (LMS) is that it offers dedicated training sessions and ongoing support when needed. Having a

3. Customer Support

Users appreciate the excellent customer support of SurePoint LMS, enhancing their experience and system navigation.

See 4 mentions

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Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Daily User"

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

It is pretty easy to navigate. With me dealing for AR for my firm, I like all the features that are available. I rely on the system daily to work my a

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"easy to use"

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

Great customer service and lots of reading materials available for help

4. Data Centralization

Users value the data centralization in SurePoint LMS, enjoying seamless access to vital information at their fingertips.

See 4 mentions

See Related User Reviews

Megan V.

Mid-Market (51-1000 emp.)

4.5/5

"POWERHOUSE of a system!"

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

SurePoint is a powerhouse! I love how the 2 systems (LMS+ and LMSV) talk to each other. There is so much data that can be pulled and it is easy to r

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"LMS User"

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

Workflow setup to manage approvals. Access for numerous users to gather information without contacting the accounting department.

5. Organization

Users appreciate the organization and ease of search within SurePoint LMS, enhancing their overall efficiency.

See 4 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Quick but informative"

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

What i like best is how organized it is.

Stephanie R.

Mid-Market (51-1000 emp.)

4.5/5

"Mostly Easy to navigate system"

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

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. Als

6. Document Management

Users value the document upload and email integration in SurePoint LMS, enhancing collaboration across teams.

See 3 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

2.5/5

"Surepoint has many qualities similar to other systems like Elite or Aderant"

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

I can easily pull ebills and pdfs of invoices for quick billing

Pamela B.

Mid-Market (51-1000 emp.)

4.0/5

"great product for Legal Team"

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

The ability to upload all documents and copy emails in the activity screen.

7. Accounting Management

Users value the user-friendly accounting management of SurePoint, enhancing efficiency and reducing billing errors dramatically.

See 2 mentions

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Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Daily User"

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

It is pretty easy to navigate. With me dealing for AR for my firm, I like all the features that are available. I rely on the system daily to work my a

Kerri C.

Small-Business (50 or fewer emp.)

4.5/5

"Good Investment"

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

Surepoint is very user friendly and was a big improvment over our last billing/time tracking software. There is a lot of functionality on the financi

Top Cons or Disadvantages of SurePoint Legal Management System (LMS)

1. Poor Customer Support

Users express frustration with poor customer support, highlighting slow response times and lack of direct contact.

See 6 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

0.0/5

"Does not meet expectations"

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

The reporting, business intelligence, accounting, general ledger, and docketing functions are all frustratingly sub-par. The administrative side of t

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"easy to use"

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

No direct contact with a person. All requests must be emailed; no phone calls

2. Poor Reporting

Users find the poor reporting capabilities of SurePoint LMS frustrating, lacking flexibility and real-time updates.

See 3 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

0.0/5

"Does not meet expectations"

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

The reporting, business intelligence, accounting, general ledger, and docketing functions are all frustratingly sub-par. The administrative side of t

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Cash Receipts July Webinar"

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

I dislike about SurePoint Legal Management System (LMS) is the limited flexibility in generating custom reports. I wish the platform offered more robu

3. Software Bugs

Users report software bugs that complicate navigation and require lengthy support ticket resolutions, leading to frustration.

See 3 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

0.0/5

"Does not meet expectations"

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

The reporting, business intelligence, accounting, general ledger, and docketing functions are all frustratingly sub-par. The administrative side of t

Verified User

Small-Business (50 or fewer emp.)

2.5/5

"Surepoint has many qualities similar to other systems like Elite or Aderant"

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

There appear to still be many bugs that can make it difficult to navigate.

4. App Crashes

Users experience frequent app crashes and slow loading times with SurePoint LMS, impacting overall efficiency.

See 2 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"LMS Review"

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

The support team can be a bit slow. And also the LMS 5 system will occasionally crash for no reason.

Nicole W.

Small-Business (50 or fewer emp.)

5.0/5

"I use LMS for accounts payable and it is very good"

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

Sometimes is takes awhile to load and freezes.

5. Complexity

Users find the complexity of numerous steps in SurePoint LMS cumbersome, complicating task completion and workflow.

See 2 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Quick but informative"

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

One thing i dislike is the different steps to get through a group

Megan V.

Mid-Market (51-1000 emp.)

4.5/5

"POWERHOUSE of a system!"

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

There are A LOT of steps to get something complete. For example, adding task codes to matter.

6. App Loading Issues

Users often experience app loading issues, leading to frustrating delays and occasional freezing during use.

See 1 mentions

See Related User Reviews

Nicole W.

Small-Business (50 or fewer emp.)

5.0/5

"I use LMS for accounts payable and it is very good"

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

Sometimes is takes awhile to load and freezes.

7. Document Management

Users face challenges with downloading activities for sharing, impacting efficiency in document management.

See 1 mentions

See Related User Reviews

Pamela B.

Mid-Market (51-1000 emp.)

4.0/5

"great product for Legal Team"

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

not able to download activity into another screen to send to someone.

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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.