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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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SurePoint Technologies Reviews

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Star Rating
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25
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3
3
Verified User in Legal Services
UL
Verified User in Legal Services
12/19/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Daily User

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 accounts. There are features available to set reminders, send automated emails on AR. There is is option to save all notes, so other users are able to view what is going on with the file in LMS+. I've also enjoyed the fact that LMS can be access via the web. For the days some are not in office, you can still use the LMS system. It helps with customer support.
LD
Laur D.
12/17/2024
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

EASY!!

Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web version make integration with other apps non complicated.Customer support is always timelywith responses.
Verified User in Law Practice
UL
Verified User in Law Practice
12/17/2024
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Records Clerk Review of Coyote

I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational elements to be both useful and beneficial. Mostly, I perform conflict checks on cases to generate matter #'s, and going in to matter #'s to edit information or close out the #. In this aspect, I have had no issues, and have much appreciated Coyote's ability to accept edits or closures from one menu, and apply them to the same matter in other menus. This saves me time, while not being difficult to understand. On that note, I've trained others in the usage of Coyote for records clerk purposes, and have found that Coyote is easy to explain, integrate, and understand in a fairly short period of time compared to similar programs.

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HQ Location:
Austin, Texas

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@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