Cut through information overload.
Quickly surface citations, prior drafts, emails, and matter insights with modern search and structured knowledge tools.
Never fall behind.
Automated reminders, task flows, and matter‑linked calendaring keep every deadline visible and every step on track.
No more revenue leakage.
Passive and prompted time capture records billable work as it happens—boosting accuracy and realization.
Stay in the loop.
LEDES‑ready billing, cleaner entries, and automated checks for client guidelines mean fewer delays and faster payments.
Reduce compliance anxiety.
Built‑in rules, three‑way reconciliations, and matter‑linked expenses help maintain financial integrity with less manual effort.
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:
No need to continue 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:
Capture time without context switching. Prompted timers, passive capture, approvals, and LEDES‑ready billing flows reduce leakage and speed collections.
How it works:
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:
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.
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: Working Smarter with SurePoint Pro: The Modern Attorney Workflow
See how SurePoint Pro streamlines time capture with a modern, intuitive experience designed to fit naturally into your daily workflow.
See how SurePoint Pro connects matter management, time and expense tracking, document automation, and workflows to reduce administrative work and help attorneys stay focused on serving clients.
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.
