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Take control of your firm’s financial health with SurePoint Finance Solutions. Track cash flow, payables, and realization rates in real time—all in one platform—so you can make informed decisions and allocate resources with confidence. Find your solution >
SurePoint Finance Solutions enable firms to confidently manage their financial health by providing clear, real-time insights into cash flow, open accounts payable, realization rates, and more—all accessible from one intuitive platform. With powerful, personalized dashboards, users can easily collect and organize the data they need to predict trends, make informed decisions, and reallocate resources strategically to achieve their goals. Quick data retrieval during client interactions improves accessibility and responsiveness, helping you build trust through timely and precise information sharing.
Proactive A/R management helps you track outstanding invoices by matter or client, send automated reminders, and monitor realization rates to streamline billing. Built-in rules speed up bill prep, reduce rejections, and support timely payments. A flexible approval workflow makes it easy to edit invoices, cut manual work, and ensure accuracy.
SurePoint Finance Solutions empower law firms to manage complex ledgers and associated accounts. Automate fund applications, generate clear audit histories, and provide dynamic monitoring of all trusts, ensuring seamless and accurate trust management. Maintain consistency and adhere to sound accounting practices with automatic bank reconciliation, updating records directly from bank statements.
The various tools and processes that work best for your firm work better when connected to the power of your practice management solution. Pair SurePoint’s practice management and accounting solutions with best-of-breed documentation, cost control, and productivity applications.
SurePoint Payment Services offers a comprehensive suite of payment options designed to meet your clients’ needs and streamline your firm’s billing process. Give your firm the power to accept all major credit cards, all card types, along with digital wallets. e-invoice, mobile QR codes, pay today by text or email Automatically reconciles in Financial Management system; removes manual processes
From billing and collections to forecasting and budgeting, SurePoint Finance Solutions give your team the tools to lead with confidence. Choose the right solution for your firm.
Your Firm has less than 50 timekeepers​
You have a small or nimble accounting team​
A few team members—or even one—manage end-to-end processes and wear multiple hats across billing, AP, AR, and reporting.​
You don’t need multi-entity accounting support​
Your firm operates under a single entity or has limited need for complex tax ID management.​
You want a simple, unified experience​
A simple, connected front- and back-office solution reduces the need for role-based restrictions or custom permissions.​
Your Firm has more than 50 timekeepers​
You have a dedicated accounting team with defined roles​
Tasks are split between AP, AR, billing, and finance professionals, each requiring their own permissions and views.​
You operate under multiple entities or tax IDs​
Your firm has complex structures that require multi-ledger and multi-tax ID support for compliance and reporting.​
You need role-based access control​
The solution must support strict segregation of duties and access permissions by function.​
Your firm requires robust accounting functionality​
You already have structured accounting processes and need powerful tools for automation, reporting, or integrations.​
This strategic profitability guide offers practical advice and actionable insights that will keep your firm moving in the right direction.
In the fast-paced legal industry, efficiency and responsiveness are critical to maintaining high-quality client service. Stebelton Snider needed a comprehensive financial and practice management software to improve operational efficiency and streamline workflows. Learn how they
As one firm looked for a cloud-based legal management solution to replace its outdated technology, it searched for a system that would simplify operations and reduce the technological burdens to be managed. The firm found
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.
From timekeeping and billing to payments, CRM, talent insights, and business intelligence, our configurable solutions help firms operate smarter, strengthen finances, and achieve sustainable growth.
Request a demo today and see how SurePoint can help accelerate your law firm’s performance.
