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The SurePoint Effect: Real Law Firms, Real Results

At SurePoint, we take pride in providing legal technology solutions that help law firms streamline operations, improve financial visibility, and eliminate inefficiencies. But don’t just take our word for it—hear directly from our clients on how SurePoint’s solutions, including LMS and Coyote Analytics, are transforming the way they work.

At SurePoint, we take pride in providing legal technology solutions that help law firms streamline operations, improve financial visibility, and eliminate inefficiencies. But don’t just take our word for it-hear directly from our clients on how SurePoint’s solutions, including LMS and Coyote Analytics, are transforming the way they work. From automating financial processes to eliminating paper-based inefficiencies, here are some of the top ways our clients share that SurePoint is making an impact in their law firms.

Reducing Administrative Burdens and Increasing Efficiency

Many firms struggle with manual processes that consume valuable time and resources. As one client shared:

“Our firm runs off this software in so many ways. We can close our month in half an hour, which is unheard of with other pieces of software.”

Ken Koehn, Chief Operating Officer, Gould & Ratner

By automating key processes-such as billing, reporting, and accounts payable-firms have significantly cut down on time spent on administrative tasks. One firm noted that before implementing SurePoint, their staff regularly worked 10 to 15 hours of overtime per week. Now, they have not only eliminated overtime but also repurposed that time for other high-value tasks.

Improved Cash Flow and Faster Payments

Getting paid quickly and efficiently is crucial for law firms. With SurePoint’s solutions, clients have seen a dramatic improvement in how payments are processed.

“I no longer have to check our bank account every day. Payments go directly to the invoice, and within two days, the money is in our account.”

One firm also highlighted how SurePoint’s credit card payment system has improved the payment experience for clients:

“Clients can now click a link in their email and make payments at any time-day or night.”

These changes not only speed up cash flow but also reduce the burden on administrative teams.

Profitability Insights That Drive Better Decision-Making

One of the biggest advantages of SurePoint’s solutions is the ability to track firm performance in real time.

“We’re able to use the profitability dashboard to see who is profitable, who’s staying profitable, and which associates need a nudge.”

With clear financial insights at their fingertips, firms can identify trends, optimize operations, and make data-driven decisions that improve long-term success.

Enabling a Paperless, More Agile Firm

Reducing reliance on paper-based processes has been a game-changer for many law firms. One client recalled:

“We were printing stacks of paper for billing. Now, we send everything electronically, and our billing process is completed in days instead of weeks.”

Going paperless not only saves costs but also allows firms to operate more efficiently-especially as remote work becomes more common.

Technology That Evolves With Your Firm

One key reason firms choose SurePoint is the ability to future-proof their operations. Many law firms migrate from outdated platforms that are no longer supported, and they find SurePoint’s continuous innovation a major advantage.

“We transitioned from a platform that wasn’t evolving. SurePoint was enticing because they always have new updates and ideas to move the platform forward.”

By adopting technology that grows with their needs, firms are setting themselves up for long-term success.

Experience the Impact of SurePoint 

The firms featured in this video have transformed their operations with SurePoint. Your firm can, too. Get started today!

 

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FAQs

Does SurePoint support LEDES and client billing guidelines?
Yes. UTBMS codes, validations, and client-specific rules are baked in.

Will attorneys actually use the workflows?
Adoption improves when steps happen where they work; automation reduces administrative burden. Industry data shows growing use of workflow automation across firms.

How is knowledge secured?
Role-based access, governance, and audit trails ensure only the right people see sensitive content. KM programs emphasize taxonomies and stewardship for accuracy.

Is AI safe to use in legal work?
Practical AI should be embedded with guardrails, human review, and clear governance—a trend reflected in 2025 tech surveys.

Announcing New Integrations with SurePoint Pro

Lawmatics and LawToolBox integrations extend automation across intake, calendaring, and matters.

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