Verified User in Law Practice
UL
Mid-Market (51-1000 emp.)
"Records Clerk Review of Coyote"
4.5/5
What do you like best about SurePoint Finance Core?

I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarily, I 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 into 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. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Finance Core?

I only have one dislike about Coyote, though I'm sure it's a work in progress for their IT group. When generating conflict checks, there are often some difficulties getting that conflict check into PDF format. It is not uncommon that I must do a copy+paste of the conflict report due to difficulties generating it as a PDF, in which Coyote will state that it has emailed me a copy of the conflict report as a PDF, yet it does not actually send it. While this is not a pervasive issue, some individuals I work with most prefer their conflict reports as PDFs over a copy+paste for the purposes of saving it to a drive, and there has been some mild pushback on me as a result. Overwhelmingly, I have had no real issues, and would still recommend this product to others. Review collected by and hosted on G2.com.

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4.1 out of 5 · Verified reviews from real users

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