Trusted by more than 1,000 law firms and 100,000+ legal professionals, SurePoint's solutions address all areas of operations including financial management, practice management, business intelligence and more.
Learn more about what SurePoint Professional Services has to offer including implementation services, client support services, and custom services. Gain the confidence that SurePoint is the right choice for your firm and the certainty and reliability that partnering with us delivers.
Whether you are migrating from on-premises hardware to the cloud or switching platforms, choosing the right Enterprise Resource Planning (ERP) system is essential to your law firm’s success.
Our experts have connected with hundreds of law firm leaders who have shared their concerns regarding the software implementation process. Many of those concerns revolve around budget, timing, support, data integrity, security and scalability.
We understand that your success is intertwined with the quality of our support, and we are here to assist you every step of the way. Whether you have questions, encounter issues, or need assistance with any aspect of our offerings, you can count on us to provide timely and effective support.
Unlock the full potential of our solutions with our tailored and flexible custom services. We understand that each firm is unique, with its own specific requirements and goals. That’s why we go beyond the standard implementation process to offer personalized solutions that address your firm’s distinct needs.
We’ll conduct a detailed assessment to determine the scope of work and provide you with a tailored quote and detailed timeline. Our transparent pricing ensures that you receive value for your investment, with no surprises along the way.
Implementation Services Built to Grow Your Law Firm
Whether your team is in the same office or distributed, our virtual program enables you to start running your practice and financial operations in just a few weeks. We can also provide onsite implementation support for an additional fee.
Agile
Whether your team is in the same office or distributed, our virtual program enables you to start running your practice and financial operations in just a few weeks. We can also provide onsite implementation support for an additional fee.
Personalized
As part of your implementation, you have a dedicated team of experts assigned to your firm. Your relationship manager serves as your main point of contact and works alongside a group of highly skilled technical specialists, called a Implementation Project Team. These team members have deep expertise in financial and accounting methodologies.
High Touch
No two law firms are the same so why trust your implementation to a one-size-fits-all approach? Each of our clients bring their own unique business practices, rules, procedures and lexicon, all of which need to be carefully accounted for to successfully implement software. Our team’s passion for working alongside them is why we are well known for our best-in-class service.
Four Phases of Implementation
Four Phases of Implementation
Setting Your Firm Up for Success
Phase One: Ignition Kick-off, Planning, and Training
Phase Two: Software Build-Out, Process Refinements and Testing
Phase Three: Ascent Full Implementation and Execution of First End of Month Accounting Close
Phase Four: Explore Continuous Improvement and Ongoing Support
Phase 1: IGNITION
Kick-off, Planning, and Training
Project Kick Off
Planning Session
Data Conversion Process Begins
General Ledger Design Starts
On-Demand Training
Approvals and Sign Off
Phase 2: LAUNCH
Software Build-Out, Process Refinements, and Testing
Software Build-Out and User Acceptance Testing
General Ledger Design Continues
Client Profile Administration
Report and Invoice Creation
Process Refinement
Virtual or Onsite Client Engagement
Approvals and Sign Off
Phase 3: ASCENT
Implementation and Execute First “End of Month Accounting Close"
Retirement of Legacy Platform
Full Implementation
End of Month Accounting Close
Approvals and Sign Off
Post Implementation Training
Phase 4: EXPLORE
Continuous Improvement and Ongoing Support
Implementation of “Deferred” Projects
Post-Implementation Review
Custom Services
Custom Services
Personalized Solutions for Your Firm
Customized Modifications
Customized Training Solutions
Customized Reporting
Customized Workflows
Customized Modifications
At SurePoint, we offer flexible solutions to meet your unique business needs. Our expert team will closely collaborate with you to understand your requirements and enhance your existing software through custom modifications. Whether you require specific functionalities to be added, modified, or removed, our skilled developers will ensure that your software aligns seamlessly with your business processes, empowering your organization and transforming your business for success. These modifications can include new features, integrations, and automations.
Customized Training Solutions
Our team believes that learning is an ongoing process that extends beyond the implementation phase. That’s why we provide highly interactive training solutions designed to empower users to become proficient in utilizing SurePoint’s product offerings. Our training programs combine theoretical knowledge with hands-on practice, ensuring a comprehensive learning experience that reinforces skills and knowledge acquisition. By customizing our training to your firm’s unique needs, we enable users to maximize their understanding and leverage the full potential of SurePoint’s solutions.
Customized Reporting
We understand that each organization has unique reporting requirements. Our additional reporting options complement our core software solutions and empower our clients to gain deeper visibility into their operations. Our team will work closely with you to understand your specific needs and develop customized reporting solutions tailored to your business. This ensures that you have access to the right information, presented in a format that aligns with your preferences and key performance indicators. These services can include data manipulation and management.
Customized Workflows
Workflows within law firms are not one-size-fits-all. That’s why we are dedicated to working closely with your firm to customize your workflow business practices, ensuring they align perfectly with your unique needs and requirements. Our experienced team will collaborate with you to assess your firm’s existing processes, identify areas for improvement, and develop tailored workflows that optimize efficiency and productivity. With our customized workflows, you can streamline your operations, enhance collaboration, and achieve seamless integration with SurePoint’s solutions, resulting in enhanced productivity and improved outcomes for your firm.
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
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.
Have You Registered for Ignite Yet?
The agenda is set. The speakers are confirmed. Savannah is waiting. Join us Sept. 13–16, 2026
