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SurePoint Technologies

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64 reviews
  • 5 profiles
  • 3 categories
Average star rating
4.0
Serving customers since
1976
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SurePoint Finance Enterprise

32 reviews

SurePoint Finance Enterprise empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm

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SurePoint Finance Core

17 reviews

SurePoint Finance Core, a SurePoint solution, exists for one reason: to help law firms stay profitable. We work with law firms throughout the United States to streamline operations with our complete and intuitive accounting software. Features include time and billing, calendaring, financial management, contact management, document management, business intelligence, mobility, reporting, and more.

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SurePoint CRM

15 reviews

SurePoint CRM is CRM Made Easy for law firms. With an industry-leading adoption rate and seamless Outlook integration, SurePoint CRM makes it easy to stay on top of your firm's relationships and understand the business development and marketing activities that lead to new business.

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SurePoint Practice Pro

0 reviews

SurePoint Practice Pro (formerly ZenCase) is the modern legal practice management solution built for firms of every size. It unites matter management, workflow automation, and collaboration to help firms scale quality across matters, reduce administrative burden, and deliver consistent client outcomes.

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SurePoint Pro

0 reviews

SurePoint Pro is a legal practice and financial management platform that integrates Practice Pro, Finance Pro, and Legal Insights into a single system. Practice Pro streamlines matter management and time tracking through connected workflows. Finance Pro connects practice activities to accounting operations through automated financial controls. Legal Insights delivers firm performance data, benchmarking, and competitor analysis. The platform eliminates the need for separate systems by connecting front-office legal workflows with back-office financial operations. Attorneys can manage matters and log time while finance teams gain real-time visibility into billing and accounting. Firm leaders access performance metrics and market intelligence within the same interface. SurePoint Pro operates as part of the SurePoint Legal Suite, supporting operational and strategic functions across the firm.

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Star Rating

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3

SurePoint Technologies Reviews

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Profile Name
Star Rating
29
25
4
3
3
Verified User in Health, Wellness and Fitness
UH
Verified User in Health, Wellness and Fitness
01/19/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Very good experience wiht G2 system!

The system management is great, and I like how well-organized it is!
Verified User in Accounting
AA
Verified User in Accounting
01/08/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Good product, service so so

There are many features you can utilize based on your needs. I enjoy being able to personalize dashboards and having customized reports created when needed. Timekeeping is overall an easy feature for our attorneys and recording / tracking funds is an easy process within our finance department. I enjoy the filter options and how you can drill down to different information within various grids.
Verified User in Legal Services
UL
Verified User in Legal Services
12/19/2024
Validated Reviewer
Review source: Seller invite
Incentivized Review

User Friendly, Great Features

The program is user friendly, and allows you to export data easily into excel which I often do so that I can manipulate it to meet reports requested by attorneys and clients. My first introduction to Coyote was in 2012 when the law firm I worked with switched from Legal Insight. We worked with Mike and Maureen and they were awesome. They listened to all of our comments, suggestions, and complaints. The program offered so many features that Legal Insight did not have. They have come a long way since. When I joined the current firm I am with, the time and billing software was Juris. I missed the functionality and great features of Coyote Analytics and had suggested that it was time to replace Juris. At first, the staff were not thrilled about the change due to the learning curve (some have used Juris for at least 15 years) but they soon realized how much easier to use it. There is still room for improvement but we are happy with Coyote Analytics. It's user friendly with great features.

About

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HQ Location:
Austin, Texas

Social

@surepointtech

About the SurePoint Legal Suite

SurePoint Technologies drives Firm Performance by helping mid-sized law firms and the broader legal community operate efficiently, compete effectively, and grow with confidence. Powered by a connected legal technology ecosystem, our configurable Practice, Finance, and Growth Solutions streamline operations—from timekeeping and billing to CRM and business intelligence—so legal professionals can focus on what matters most: serving clients and leading with impact.

Details

Year Founded
1976
Website
surepoint.com