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SurePoint Logo

Modern legal management system for mid-sized law firms

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SurePoint - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

SurePoint overview

What is SurePoint?

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

Backed by robust reporting and reliable data, firms can be sure they always have the information they need while freeing attorneys from administrative burdens so they can focus on prioritizing client service and activities that drive growth.

Starting price

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Alternatives

SurePoint’s user interface

Ease of use rating:

SurePoint reviews

Overall rating

4.2

/5

10

Positive reviews

70

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.70/10
Rating distribution

5

4

3

2

1

6

2

1

0

1

Who uses SurePoint?

Based on 10 verified user reviews.

Company size

- Not enough reviews

Small Businesses

Midsize Businesses

Enterprises

Top industries

Law Practice
Legal Services

Use cases

Legal Billing
Time Tracking
CRM
Accounting

SurePoint's key features

Most critical features, based on insights from SurePoint users:

Billable & non-billable hours

All SurePoint features

Features rating:

Access controls/permissions
Accounting
Accounting integration
Accounts payable
Accounts receivable
Activity dashboard
Activity tracking
Ad hoc query
Alerts/Notifications
API
Approval process control
Audit management
Audit trail
Automatic backup
Automatic billing
Automatic time capture
Bank reconciliation
Benchmarking
Billable items tracking
Billable & non-billable hours
Billing & invoicing
Billing rate management
Budgeting/Forecasting
Built-in accounting
Calendar management
Campaign management
Case management
Case notes
Client management
Client portal
Collaboration tools
Compliance management
Conflict management
Contact database
Contact management
Credit card processing
CRM
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Dashboard
Dashboard creation
Data extraction
Data import/export
Data transformation
Data visualization
Deadline management
Docket management
Document management
Electronic payments
Email management
Email marketing
Email templates
Employee scheduling
Expense tracking
Financial management
Financial reporting
Forecasting
For legal professionals
Forms management
Full text search
Fund accounting
General ledger
Income & balance sheet
Interaction tracking
Interactive reports
Invoice processing
Lead capture
Lead generation
Lead management
Legal case management
Marketing automation
Matter management
Mobile access
Multi-Location
Multiple billing rates
Multiple data sources
Payment processing
Performance metrics
Predictive analytics
Process/Workflow automation
Profitability analysis
Project accounting
Project time tracking
Publishing/Sharing
Real-Time analytics
Real-Time data
Real-Time reporting
Receipt management
Referral tracking
Reminders
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Search/Filter
Segmentation
Spend management
SSL security
Status tracking
Task management
Task progress tracking
Task scheduling
Tax management
Third-Party integrations
Time & expense tracking
Timer
Time tracking
Trend analysis
Trust accounting
Visual analytics
Widgets
Workflow management

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Clio logo
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/user

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SurePoint pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about SurePoint price and value

Value for money rating:

SurePoint support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
FAQs/Forum
Knowledge Base

Training options

Live Online
In Person
Documentation
Webinars
Videos

SurePoint FAQs

Related categories