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SurePoint integrations with LawToolBox and Lawmatics extend automation across intake, calendaring, and matter management with the SurePoint Pro platform

SurePoint Announces Extended Automation through LawToolBox and Lawmatics Integrations

SurePoint Expands Partner Ecosystem with New Integrations for Lawmatics and LawToolBox

New SurePoint Pro integrations extend automation across client intake, calendaring, and matter management—driving greater efficiency and reduced risk for law firms

April 28, 2026 [Austin, TX] – SurePoint Technologies, a leading provider of legal software and intelligence solutions to law firms, today announced new technology integrations with Lawmatics and LawToolBox, further strengthening its partner ecosystem and delivering greater automation and connectivity across the law firm lifecycle. The new integrations, available within the SurePoint Pro platform, are designed to eliminate manual, error-prone tasks and help firms operate with greater accuracy and confidence.

Lawmatics Integration Connects Client Intake Directly to Matter and Billing Workflows

The new integration between Lawmatics and SurePoint Pro connects client intake directly to matter and billing workflows, allowing firms to automatically convert prospects into clients and create matters without duplicate data entry. Contact and matter data flows seamlessly between systems, reducing administrative effort while improving data accuracy and visibility. By automating the intake process, firms can shorten the time between lead generation and revenue realization, while maintaining a consistent view of client information across intake, matter management, and billing.

“Law firms need technology that works together, not in silos,” said Matt Spiegel, Founder and CEO, Lawmatics. “SurePoint Pro’s integration with Lawmatics ensures that firms can move from intake to active matters smoothly, with trusted data flowing across systems to support better decision-making and client service.”

LawToolBox Integration Brings Rules-Based Deadline Automation into SurePoint Pro

SurePoint’s new integration with LawToolBox extends proven, rules-based calendaring and deadline management directly into SurePoint Pro. LawToolBox, a Microsoft certified leader in court rules and deadline management, automatically calculates jurisdiction-specific deadlines and syncs them across firm calendars and Microsoft 365 tools. This integration helps firms eliminate inconsistent or manually maintained deadlines, reducing the risk of missed dates and potential malpractice exposure. Changes are standardized and visible across the firm, ensuring attorneys and staff are aligned in real time. This builds on SurePoint’s existing integration with LawToolBox in its Finance Enterprise solution.

“Accurate deadline management is critical to protecting both clients and firms,” said Carol-Lynn, COO, LawToolBox. “By bringing LawToolBox directly into SurePoint Pro, firms can rely on standardized, rules-based automation to manage deadlines with greater consistency and confidence.”

These integrations represent an important step in SurePoint’s broader roadmap to expand automation and intelligent workflows across its portfolio, giving firms a more connected and scalable technology foundation.

“Our strategy is centered on building a strong, open partner ecosystem that delivers real, practical value for law firms,” said Lee Weinstein, Chief Partnership Officer, SurePoint. “These integrations exemplify how we work with best-in-class partners to extend automation, reduce risk, and streamline critical workflows across the firm. As we continue to expand the SurePoint ecosystem, partnerships like these will play a key role in helping firms operate more efficiently and adapt confidently to change.”

For more information about SurePoint Pro and these integrations, visit www.surepoint.com.

Consulting partners, MSPs, and industry software providers are welcome to contact becomeapartner@surepoint.com if interested in discussing a potential partnership.

About SurePoint® Technologies

About Lawmatics

Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership. Firms use Lawmatics to streamline intake, automate tasks, run marketing campaigns, manage referrals, and track growth — all in one AI-powered platform that keeps business moving forward. To learn more, visit Lawmatics.com.

About LawToolBox

LawToolBox is the industry leader in deadline management and rules-based calendaring in Microsoft 365 and is trusted by legal professionals worldwide to reduce risk, enabling them to manage and automatically calculate critical deadlines for litigation, transactional, and administrative matters. LawToolBox natively integrates with the Microsoft ecosystem, including Microsoft Teams, Outlook, and SharePoint, and its Copilot for Legal solution was the first legal app certified as works with Microsoft Copilot.

Contact
Jen Lapierre
Communications Consultant
media@surepoint.com

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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.

Announcing New Integrations with SurePoint Pro

Lawmatics and LawToolBox integrations extend automation across intake, calendaring, and matters.

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