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SurePoint Legal

The most powerful financial and practice management software for law firms.

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Overview

SurePoint Technologies provides a comprehensive suite of software for law firms, focusing on financial management, practice management, and business intelligence. Their platform, which includes the Legal Management System (LMS), is designed to be the financial core of a law firm. They offer a powerful analytics and BI tool called SurePoint View, which provides interactive dashboards and deep insights into firm profitability, productivity, and overall performance.

✨ Key Features

  • SurePoint View (BI & Analytics Platform)
  • Profitability Analysis (Client, Matter, Partner)
  • Financial Dashboards and KPIs
  • Productivity and Utilization Reporting
  • Legal Management System (LMS) for Accounting
  • Contact Management (CRM)

🎯 Key Differentiators

  • Award-winning customer service and support
  • Modern, user-friendly BI and analytics interface (SurePoint View)
  • Focus on the specific needs of mid-market law firms (Am Law 200)

Unique Value: Delivers an enterprise-grade financial and practice management system with a modern, intuitive analytics layer and best-in-class support, empowering mid-market firms to optimize profitability.

🎯 Use Cases (4)

Analyzing firm profitability at a granular level Providing partners with self-service access to performance data Managing firm budgets and financial strategy Optimizing resource allocation based on performance metrics

✅ Best For

  • Using SurePoint View to drill down from firm-level revenue to individual matter profitability
  • Creating role-based dashboards for managing partners, practice group leaders, and individual attorneys

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small law firms or solo practitioners
  • External litigation analytics

🏆 Alternatives

Aderant Thomson Reuters Elite Intapp

Provides a more modern and user-friendly analytics experience compared to some legacy enterprise systems, combined with a higher-touch customer service model.

💻 Platforms

Web Cloud On-Premise

🔌 Integrations

iManage NetDocuments Microsoft Office

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

Contact for pricing
Visit SurePoint Legal Website →