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SUREPOINT FINANCE PRO

Software Built Specifically for Legal Accounting

A path beyond QuickBooks & Legacy Accounting Systems

Law Firm Finance Requires More Than Generic Accounting Software

Law firm finance teams face challenges that general accounting software was never designed to handle, including complex billing structures, strict trust compliance requirements, attorney‑driven workflows, and the need for real‑time visibility.

Unlike QuickBooks, which operates outside the revenue lifecycle, Finance Pro—part of the SurePoint Pro platform—manages a firm’s financial processes at the source, where time is captured, bills are generated, and trust obligations are enforced.

With Finance Pro, finance teams gain a single, reliable view of firm revenue and financial performance—purpose‑built for legal accounting, not adapted from general business software.

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Combining Billing, Accounting, & Reporting in One Connected System

Finance Pro is designed specifically for how law firms earn, bill, and report revenue. Financial management is not bolted on or dependent on external systems. It is woven directly into attorney and finance workflows.

Time capture, billing, trust accounting, and financial reporting all live in one platform, eliminating manual handoffs, spreadsheets, and reconciliation between systems.

With Finance Pro, Finance Teams can:

  • Move time directly into billing without imports or rekeying
  • Produce cleaner pre-bills with fewer corrections
  • Maintain fully integrated, compliant trust accounting
  • Close faster with confidence in the numbers
  • Deliver real‑time financial visibility to firm leadership

Instead of chasing errors and reconciling systems, finance teams gain control over firm performance.

Your Firm Outgrew QuickBooks. What’s Next?

Most firms do not switch systems because they want to. They switch because the cost of staying becomes too high. If your team is reconciling data between systems, relying on spreadsheets for reporting, delaying billing, or struggling with visibility, the system is already working against you. QuickBooks supported your firm early on. It was not designed to support how your firm operates now.

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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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One Ecosystem: Built to Accelerate Law 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.

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.