SurePoint Pro Product Roadmap: Preparing for What’s Next

Roadmap Overview: A More Connected, Insight-Driven Platform
Get a clear view of SurePoint’s roadmap from Q3 through early 2027, including open integrations, advanced analytics, flexible billing, streamlined financial operations, automated compliance, and tools to better manage budgets and vendor spend.

Legal Insights Agentic AI Reporting
See how SurePoint is applying agentic AI within Legal Insights to support more advanced analysis, smarter queries, and outcome-driven reporting—helping firms move beyond static reports toward faster, more confident decision-making.

SurePoint Pro Automated Time Manager
Learn how automated time capture, including passive timekeeping, can help attorneys reduce missed time, improve accuracy, and minimize administrative effort while fitting naturally into existing workflows.

Conflict Check Enhancements
Explore updates that make conflict checking more flexible and precise, from high-level searches to deeper research, including searching across emails and appointments, DMS (NetDocuments) with the ability to reuse search terms from previous searches for efficiency. Firms can include up to 50 search terms in each conflict check report and apply “AND,” “OR,” or “NOT” logic to refine results with greater confidence.

Client Portal
The client portal now allows firms to communicate directly with their clients, centralizing messages so that case information is organized and easy to reference. Documents and forms can be shared between both parties and notifications prompt users when a new message is waiting.

Sneak Peek at Future AI Capabilities
Gain an early view of SurePoint’s AI intelligence layer and how it will help connect siloed firm data, turn everyday financial questions into clear guidance, and surface actionable insights that support better decisions.