Legal Management System (LMS)

Unlock Higher Performance for Your Firm

SurePoint® Technologies provides law firms with the software they require to better run their business and focus on their clients.

SurePoint is a leading provider of financial and practice management software to law firms. For more than 40 years, law firms have relied on SurePoint’s award-winning software to drastically improve workflow and maximize financial performance.

With a community of more than 100,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice.

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Practice Management: Empower your team to work more effectively and efficiently by accessing all critical data from a single location.
Financial Management: Founded upon strong accounting principles, users can perform all accounting and financial operations within a single paperless environment. Close on time and with certainty.
Business Intelligence: Gain immediate access into the financial data and reporting capabilities you need to develop winning strategies for your firm.
Timekeeping: Capture every minute from anywhere with easy to use mobile apps.

Podcast: The Importance of Being Customer-Centric with Ari Kaplan

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Blogs, Articles and More

See the industry trends, insights, and best practices for managing your law firm.

Building Client Relationships in a Post-COVID World

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Top Five Ways for Midsize Law Firms to Leverage Technology

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Webinars

Ready to learn more? Watch our experts in on-demand webinars discuss how the SurePoint Legal Management System (LMS) can create a positive impact for your firm.

Webinar: Leading the Way: The Business of Law in 2022 and Beyond
Webinar: Creating Financial Statements that Work for Your Firm
Webinar: Find Out About New Ways Your Clients Can Pay

On-Demand Webinars

Practice Management
Financial Management
Business Intelligence
Time Management
Client Relationship Management (CRM)
Payment Services

Practice Management

Manage Your Clients and Matters

Empower your team to work more effectively and efficiently by accessing all critical data from a single location.
SurePoint’s Legal Management System (LMS) empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm. The Practice Management module allows users to access all critical data from a single location. Get data about your practice, clients, matters, dockets, calendars, contacts, watchlists, workflow and more.

Maximize Attorney Productivity

Keep your team on target with task management, paperless workflows and watchlists.

Analyze Profitability

Dashboards provide a systematic approach for measuring the profitability of your law firm.

Manage Clients and Matters

Track and manage your relationships with prospects and clients to uncover business development opportunities and deliver more value.

Track Your Time

Accurately and efficiently capture billable time whether you’re in the office or on the road.

Financial Management

Close On Time and With Certainty

Founded upon strong accounting principles, users can perform all accounting and financial operations within a single paperless environment. Close on time and with certainty.

Founded upon strong accounting principles, our goal at SurePoint is to guarantee that your law firm’s numbers add up - every time. The Financial Management module equips you with the tools and technologies required to perform all accounting and financial operations from a single, paperless environment. You can be confident in your firm’s ability to close on time and with certainty. The financial management module includes: general ledger, billing, accounts receivable management, cost recovery, alternative fee analysis, accounts payable, trust accounting and imaging.

Automated Billing

Leverage enhanced eBilling, LEDEs, paperless prebill edits and matter budgeting reporting and more to improve the billing process for your team.

Forecast Cashflow

Receive the data you need to predict trends and reallocate resources to meet your goals.

Accounts Receivable Management

Proactively manage A/R with Bill and Payment History, access to online invoice image PDFs and electronic email collection notifications (eARM).

Trust Accounting

Automate fund applications, generate clear audit histories and receive dynamic monitoring of all trusts.

Business Intelligence

Data-Driven Decision Making

Leverage data-driven insights to predict the future by analyzing the trends of the past.

Gain immediate access into the financial data and reporting capabilities you need to develop winning strategies for your firm.

Turn the data your firm is already generating into actionable intelligence. The Business Intelligence module provides law firm management and individual attorneys with immediate access to key performance analytics for investment, activity, write-offs, asset management, key statistics and more. At-a-glance reporting functionalities and advanced drilldown capabilities enable you to gain insights by firm, office, department, practice group and timekeeper. Receive a better understanding of your revenue streams, cost structures, pricing points, relevant volumes and profitability logistics.

Focused Views

Take action on what matters most to you with role-specific dashboards.

Make Data Driven Decisions

Receive immediate insight into the firm’s financial health, including: current working capital, cash on hand, open accounts payable and more.

Generate Reports

Drill-down into the key areas of your business to optimize resource allocation throughout your firm.

Anytime, Anywhere Access

Receive immediate access to key performance analytics from any device.

Business Intelligence Supervising Partner Dashboard

Time Management

Capture Every Minute

Maximize your time with an intuitive and predictive application that automatically captures time and connects with the SurePoint® Legal Management System (LMS) and the SurePoint Mobile App.

The SurePoint Mobile App eliminates the administrative burden of entering your time, letting you focus on what matters most - your clients and practice.

Intuitive

It is easier than ever to enter accurate time, eliminating the administrative burden.

Connected

Connect to LMS to enter and release time anytime, anywhere. There’s no need to reconstruct your work or delay the billing process.

Predictive

Predict the clients and matters you are likely to select. All the information you need to start entering time is right at your fingertips. You can also view and quickly search for your clients.

Maximize Productivity

Accurate and simultaneous time entry helps track your performance, improves your productivity, and ensures transparency with your clients.

Client Relationship Management (CRM)

Engage with Your Book of Business Like Never Before

In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. With ContactEase, you can stay connected with your book of business with ease. ContactEase is CRM for law firms. Use ContactEase to stay connected with important contacts and understand the relationships and activities that lead to new business.

Industry-Leading Adoption Rate

ContactEase is the easiest to use CRM for lawyers. Seamless integration with Outlook means there’s nothing new to learn.

Single Source of Truth

Share and access critical data in one place. With our ERM solution, go beyond who knows whom to see who knows them the best.

Built-In Tracking and Reporting

Capture and share information to identify opportunities for new business, and maximize ROI from firm events and sponsorships.

Target Marketing

List management, marketing tools, and financial integrations make it easy to stay in touch and focus on the efforts that lead to new business.

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Payment Services

Get Paid Faster

Make it easier for your clients and improve your firm’s financial performance with more ways to accept payment.
SurePoint Payment Services helps your firm operate more efficiently, spend less time on aged receivables and provides ways to pay that both consumers and businesses prefer. By including SurePoint’s digital payment option with e-invoicing, your firm can improve cashflow and reduce the time spent chasing outstanding balances.

Seamless

Payments automatically post into the SurePoint Legal Management System (LMS) in real-time, eliminating accounting errors and ensuring accuracy. With one click, clients can make payments fast, accelerating cash flow and collections.

Embedded

Payments are embedded into LMS, ensuring your invoices and reconciliation instantly reflect payments made to the firm. This makes it easy to keep your accounting up-to-date.

Fast

Making payments is convenient and easy. Clients can instantly pay from any device and may earn other rewards from their credit cards at the same time. There’s no need to print and mail an invoice or wait for a check to post.

Secure

Protect your client’s payments with state-of-the-art technology that is ABA and IOLTA compliant.

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Connect with an Expert

Schedule a Demo

SurePoint is the leading provider of award-winning software that improves workflow and maximizes financial performance and profitability for law firms. Its distinctive cloud platform integrates client management, practice management, and financial management for powerful relationship-building and knowledge-sharing capability.

With a community of more than 100,000 members, SurePoint's mission is to continue to transform the legal industry by enabling law firms to unlock higher performance, freeing lawyers of administrative burdens so they can spend more time focusing on their clients and their practices.

Connect with one of our experts today to learn how SurePoint's solutions can help you improve workflows and maximize financial performance.