Legal Software Solutions Trusted for More Than 40 Years

Proven Practice, Financial, and Relationship Management Software

Law firms are leaving their outdated practice and financial management systems behind and making the move to SurePoint. SurePoint’s practice, financial, and relationship management solutions help firms improve workflow, get paid faster, and maximize profitability. 

 

 

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Software Law Firms Can Count On

100,000 legal professionals use SurePoint’s innovative solutions to streamline financial and practice management and maximize profitability at their law firms.

 

Learn why firms are making the switch to SurePoint. Complete the form to start the conversation and get started today!

Why Firms Choose SurePoint

Practice Management

Firms rely on SurePoint’s 40 years of legal innovation to transform the way they run their business.

• Streamline Operations
• Automate Workflows
• Maximize Attorney Productivity
• Capture More Time

Financial Management

Close on time and with certainty. Perform all accounting from within a single paperless environment.

• Automated Billing
• Accounts Receivable Management
• Trust Accounting
• Custom Workflows

Grow Your Law Firm

SurePoint has tools and integrations to help you identify new business opportunities, leverage your existing tech stack, and get paid faster.

• Client Relationship Management
• SurePoint Payment Services
• Anytime, Anywhere Access
• Mobile Timekeeping

“Our firm prides itself on delivering exceptional service and maintaining a high level of productivity. We knew that any software solution we adopted needed to align with our core values and streamline our workflows.”

 

Debbie Harris
Director of Finance and Marketing

“We can close our month-end in half an hour. The software saves us a lot of time-it provides valuable information when we need it. We can easily access data and provide information quickly.”

 

Ken Koehn
Chief Operating Officer

“As a firm administrator with diverse responsibilities, I recognized the importance of a system that would not only simplify our operational processes but also reduce the technological burdens we had to manage.”

 

Jen VanDewater
Firm Administrator

Free Guide: The Right Financial and Practice Management Solution for Your Law Firm

Running a law firm isn’t easy. With increasing client demands and an increasingly competitive legal landscape, today’s legal professionals face more challenges than ever. The right technology can act as a partner to streamline operations, improve client service, and support your firm’s long-term growth.

 

In our free guide, we’ll show you how to find the right solution for your firm.

 

Download Guide

• Practice Management
• Financial Management
• Business Intelligence
• Timekeeping
• Client Relationship Management
• Payment Services

Practice Management

Manage Your Clients and MattersSurePoint empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm. SurePoint’s practice management solutions allow users to access all critical data from a single location. Get data about your practice, clients, matters, dockets, calendars, contacts, watchlists, workflow and more.

Financial Management

Close On Time and With CertaintyFounded upon strong accounting principles, our goal at SurePoint is to guarantee that your law firm’s numbers add up – every time. SurePoint’s financial management solutions equip you with the 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 modules include: general ledger, billing, accounts receivable management, cost recovery, alternative fee analysis, accounts payable, trust accounting and imaging.

Business Intelligence

Data-Driven Strategic Decision MakingTurn the data your firm is already generating into actionable intelligence. Business intelligence solutions provide 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 drill-down 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.

Timekeeping

Capture Every MinuteMaximize your time with an intuitive and predictive applications that automatically capture time and connects with your financial and practice management system. SurePoint’s apps eliminate the administrative burden of entering your time, letting you focus on what matters most – your clients and practice.

Client Relationship Management

Engage with Your Book of Business Like Never BeforeIn 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.

Payment Services

Get Paid FasterSurePoint 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.

Related Resources

Checklist: Transitioning from an On-Premises Solution to Cloud Technology

The SurePoint team of legal tech experts compiled a list of questions every law firm should ask solutions providers when considering a cloud-based Enterprise Resource Planning (ERP) system.

Download Checklist

Webinar: How NOT to Implement a Financial and Practice Management System

Join legal technology expert Cindy Summers on-demand to learn more about the strategies and best practices for implementing your next practice and financial management system!

Watch Webinar

Blog: A Q&A About SurePoint Payment Services with Brian DuCharme

Read an interview with SurePoint’s Head of Payments, Brian DuCharme asking the most frequently asked questions regarding digital payments for law firms.

Read Blog