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Improve workflows, increase profitability, and eliminate guesswork with leading legal management solutions.

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Attending LMA 2024 in San Diego? Visit booth #215 to connect with a SurePoint expert!

Practice Management
Financial Management
Business Intelligence
Client Relationship Management
Payment Services
Practice Management

Manage Your Clients and Matters

SurePoint's practice management solutions empower legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm. Users can access all critical data from a single location. Get data about your practice, clients, matters, dockets, calendars, contacts, watchlists, workflow and more.

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Financial Management

Close On Time and with Certainty

Founded upon strong accounting principles, our goal at SurePoint is to guarantee that your law firm's numbers add up - every time. The Financial Management capabilities equip you with the tools and technologies required to perform all accounting and financial operations from a single, paperless environment. You can be confident in your firm's ability to close on time and with certainty. The financial management module includes: general ledger, billing, accounts receivable management, cost recovery, alternative fee analysis, accounts payable, trust accounting and imaging.

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Business Intelligence

Data-Driven Decision Making

Turn the data your firm is already generating into actionable intelligence. The Business Intelligence tools provide law firm management and individual attorneys with immediate access to key performance analytics for investment, activity, write-offs, asset management, key statistics and more. At-a-glance reporting functionalities and advanced drill-down capabilities enable you to gain insights by firm, office, department, practice group and timekeeper. Receive a better understanding of your revenue streams, cost structures, pricing points, relevant volumes and profitability logistics.

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Client Relationship Management

Engage with Your Book of Business

In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. With ContactEase, you can stay connected with your book of business with ease. Create centralized databases to share information, realize productivity gains and increase employee efficiency, maximize ROI with targeted marketing communications, capture competitive intelligence on clients, prospects, and contacts, and track and report on business development activity.

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Payment Services

Get Paid Sooner

SurePoint Payment Services helps your firm operate more efficiently, spend less time on aged receivables and provides ways to pay that both consumers and businesses prefer. By including SurePoint's digital payment option with e-invoicing, your firm can improve cashflow and reduce the time spent chasing outstanding balances. Create centralized databases to share information, realize productivity gains and increase employee efficiency, maximize ROI with targeted marketing communications, capture competitive intelligence on clients, prospects, and contacts, and track and report on business development activity.

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Why Surepoint?

Purpose Built. Innovative. High Touch. SurePoint.

Experts in Legal Technology

SurePoint systems are developed by leading tech innovators, CPAs and attorneys who understand the unique needs of today's law firms.

Experience from 40 years of Innovation

While other tech companies have come and gone, our community has experienced a stability unmatched in the software industry for more than 40 years.

Trusted by 100,000+ Legal Professionals

Each of our clients brings their own unique business practices. Our team's passion for working alongside our clients throughout the process is why we are so well known for our high level of client service.

Read what others say about us

"As a firm administrator with diverse responsibilities, I recognized the importance of a system that would not only simplify our operational processes but also reduce the technological burdens we had to manage."

Jennifer VanDeWater Firm Administrator - McCabe & Mack LLP

"Our firm prides itself on delivering exceptional service and maintaining a high level of productivity. We knew that any software solution we adopted needed to align with our core values and streamline our workflows."

Debbie Harris Director of Finance and Marketing - Stebelton Snider

"We can close our month-end in half an hour. The software saves us a lot of time-it provides valuable information when we need it. We can easily access data and provide information quickly."

Ken Koehn Chief Operating Officer - Gould & Ratner

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