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Financial Management

Close on Time & with Certainty

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Streamline Payables & Identify Profitable Practice Areas

Founded upon strong accounting principles

Manage financial operations in a single paperless environment

Powerful, personalized dashboards

Gain Financial Visibility & Control

SurePoint’s Financial Management software empowers 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. With SurePoint, you can be confident in your firm’s ability to close on time and with certainty.

Streamline Processes for Accurate Reporting 

SurePoint’s tightly integrated Practice and Financial Management system empowers firms to take control of employee activity by using real-time financial data, reducing wasted time and resources. Reduce or even eliminate human errors with a fully integrated financial reporting system, ensuring accuracy across operations. Customizable reporting options pinpoint high-performing areas within your law firm and identify those needing improvement. Gain the insights you need to accurately forecast cash flow, predict trends, and reallocate resources effectively. Track profitability and productivity metrics across the firm, from timekeepers and practice areas to client matters, so you can set, manage, and achieve your financial objectives.

Support Complex Business Structures and Ledgers

SurePoint’s Financial Management software empowers 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.

Stay Connected with Integrations

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.

Proactive Accounts Receivable Management

Proactive accounts receivable management allows you to easily review outstanding A/R by matter and client, stay ahead of late invoices with automated reminder statements, and monitor dashboards that display realization rates and alert you to any gaps in billing—ensuring a smoother, more efficient billing process. Built-in billing rules and guidelines reduce the time it takes to prepare bills, increase the likelihood of timely payments, and help avoid rejections. Additionally, a flexible and customizable bill approval workflow allows staff to easily modify electronic invoices before final billing, reducing manual effort and ensuring greater accuracy.

Get Paid Faster with Embedded Payment Services

SurePoint Payment Services offers a comprehensive suite of payment options designed to meet your clients’ needs and streamline your firm’s billing process. Empower your firm 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

Leverage Financial Intelligence Webinar

Watch this on-demand webinar and learn how you can leverage financial intelligence for optimal growth.

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What Law Firms are Saying

"We’re able to use a lot of the reporting from the profitability dashboard to see who is profitable, who’s staying profitable, and which of the associates need a nudge to become profitable. The system is helping you to stay on top of all of the data. It gives insight on all the attorneys and can be rolled up to the firm level."
Law Firm Administrator
"The system saves a lot of steps. When we first went over, we had more staff members in our accounting department. Once we were efficient on the system, we were able to redeploy resources to help with other areas of the firm."
Comptroller
"We eliminated offsite storage, and we started scanning our invoices directly into Coyote. The cost savings is significant for sure. We were spending about $5,000-6,000 a month on offsite storage."
Comptroller
"We've never had an issue with anything ever being out of balance. We can close our month in half an hour, which is unheard of with other pieces of software; that has to save you time and money and aggravation, really."
Chief Operating Officer
"When I started, most of our staff was working 10 to 15 hours of overtime a week. But as we got up to speed on the software, we were able to backfill the time that was left open with other responsibilities."
Chief Operating Officer

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Software you
can count on.

Join the 100,000 legal professionals who work with SurePoint’s solutions everyday to eliminate guesswork, unlock higher performance, and drive growth for their law firms.

  • Capture more time and get paid faster
  • Improve productivity and increase profitability
  • Close on time and with certainty

Questions? 513.241.1375 / info@surepoint.com

SurePoint Technologies
311 Elm St, Suite 270 #1280

Cincinnati, OH 45202

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Acquisition merges innovative front-office platform with industry-leading intelligence to fuel growth.

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