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FOR ATTORNEYS

One Workspace Built for Attorneys

Capture every billable minute. Move matters forward with confidence. SurePoint brings case management, knowledge, time and expense, document automation, and workflow together—so less time is wasted and more gets done.

SurePoint helps me reclaim my day. I can find prior work product in seconds, capture time passively, and automate routine filings. It’s changed how I work.

Partner, Mid-sized Litigation Firm

BUILT FOR YOUR DAY-TO-DAY

Practice Management Software for What Lawyers Need Most

Clarity & Quick Answers

Cut through information overload. Quickly surface citations, prior drafts, emails, and matter insights with modern search and structured knowledge tools.

Deadline Confidence

Never fall behind. Automated reminders, task flows, and matter‑linked calendaring keep every deadline visible and every step on track.

Effortless Billing

No more leakage. Passive and prompted time capture records billable work as it happens—boosting accuracy and realization.

Faster
Collections

Stay in the loop. LEDES‑ready billing, cleaner entries, and automated checks for client guidelines mean fewer delays and faster payments.

Expense & Trust Accuracy

Reduce compliance anxiety. Built‑in rules, three‑way reconciliations, and matter‑linked expenses help maintain financial integrity with less manual effort.

WHAT YOU GET

The Tools Attorneys Rely on Every Day

Case Management

Keep every matter organized—documents, emails, notes, tasks, deadlines—in one place that travels with you. Mobile access and role‑based permissions included. 

How it works:

Knowledge Management

Stop reinventing the wheel. Convert work product into reusable assets with metadata, version control, and playbooks; surface the right precedent at the right time. 

How it works:

Time & Expense Tracking

Capture time without context switching. Prompted timers, passive capture, approvals, and LEDES‑ready billing flows reduce leakage and speed collections.  

How it works:

Document Automation

Generate first drafts in minutes, not hours. Standardize sets, auto‑fill client/matter data, and e‑sign—then file and route for approvals. 

How it works:

Workflow & Task Management

Standardize “the way work moves” across intake, drafting, reviews, and billing. Reduce errors, accelerate throughput, and increase consistency. 

How it works:

Why SurePoint?

Purpose-built for Legal: Practice, Finance, and Growth solutions live in one ecosystem that aligns attorneys around performance.

Embedded intelligence: Firm insights, forecasting, and practical AI where it helps—not hype. 

Cloud reliability & security: Configurable permissions, MFA, audit trails, and continuity—general industry adoption of secure cloud tools continues to rise. 

We moved from fragmented systems to a connected ecosystem. Attorneys see workflows and financials in one view—and billing cycles shortened.

COO, Multi-Office Firm

Resources Built for the Way Attorneys Work

Guide: Firm Productivity Checklist
Make 2026 the year of performance. Download the Firm Performance scorecard to assess readiness across Practice, Finance, and Growth.

Webinar: From Drafting to Done Automation for litigation teams

GET A FREE DEMO

Make 2026 Your Year of Firm Performance

Join 100,000 legal professionals who rely on SurePoint’s connected ecosystem of Practice, Finance, and Growth Solutions to unify the business and practice of law and thrive in a rapidly changing legal market.

Request a demo today and see how SurePoint can help accelerate your law firm’s performance.

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.

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