SurePoint Finance Core 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SurePoint Finance Core

4.5

(21)

Pricing

Pricing available upon request

About SurePoint Finance Core

SurePoint Finance Core (formerly Coyote Analytics) is tailored for small and mid-sized law firms or lean finance teams that manage daily billing and accounting processes, empowering them to work faster, reduce administrative burden, and shorten billing cycles without the complexity of multiple disconnected tools.

Purpose-built for legal accounting and billing, Finance Core unifies timekeeping, payables, receivables, reporting, and trust management into one intuitive system, helping firms eliminate manual work, improve accuracy, and make data-driven decisions with confidence.

Finance Core supports the complete billing lifecycle, from time entry to collections. Attorneys and staff can easily record billable time and expenses—whether in the office or on the go—and save entries directly to matters.

A flexible pre-bill review experience allows billing attorneys to adjust fees, transfer entries, add notes, and apply client-specific billing rules before invoices are finalized. Automated billing rules reduce errors and write-offs, while integrated digital payment options, including online and credit card payments, help firms accelerate cash flow and get paid faster.

Finance Core deliv...

SurePoint Finance Core Screenshots

SurePoint Finance Core Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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SurePoint Finance Core Features

Popular features found in Legal Case Management
Billable & Non-Billable Hours
Calendar Management
Case Notes
Client Portal
Communication Management
Conflict Management
Electronic Signature
Task Management
Trust Accounting
Workflow Management
More features of SurePoint Finance Core
Accounting
Bank Reconciliation
Billing & Invoicing
Case Management
Document Automation
Document Management
Expense Tracking
Financial Management
General Ledger
Third-Party Integrations
Time & Expense Tracking

SurePoint Finance Core Integrations

Microsoft Outlook

LawToolBox

NetDocuments

SurePoint Practice Pro

SurePoint Finance Core User Reviews

Overall Rating

4.5

Ratings Breakdown

76%

14%

10%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.3

Functionality

4.6

Shriya C.

Verified reviewer

51-200 employees

Used other for less than 6 months

Review source

Reviewed April 2018

Its an excellent software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its great for Time and billing, calendaring,financial management, contact management.It is committed to delivering features to our Clients,not profits to investors.

Cons:

I like this software but I think features and customer support can be better when its compared to other softwares.Overall quality is fine not so great.

Erin R.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2023

Very happy with Coyote

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Coyote is easy to use and it's easy to get at, export and manipulate data, as needed. It also has a very useful dashboard feature that allows attorneys real-time access to billing data which frees up our billing team to work on other billing and financial tasks. Their paperless billing feature (bill editor) has been a game changer for us, and we also like the Compliance Rules which help with LEDES billing compliance.

Cons:

There's really not much we dislike about Coyote. There are additional features that could be added, which we've suggested, and we hope they do. They were recently purchased by SurePoint, so we're also hoping that SurePoint continues to improve the product and work with Coyote's loyal customer base.

Reasons for choosing SurePoint Finance Core

Cost

Reasons for switching to SurePoint Finance Core

Our version of Timeslips was end-of-life and Timeslips was pushing customers onto their subscription model, and we wanted to move to a product that combined billing and accounting in one piece of software, and that also made the paperless billing process easier.

Verified

Reviewer

Law Practice

51-200 employees

Used daily for less than 12 months

Review source

Reviewed September 2018

Good for a smaller firm

Many smaller firms are wanting the business intelligence that larger firms are used to having. Unfortunately Coyote doesn't deliver just yet. They are however evolving almost daily, adding features and fixing bugs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Coyote's after-sale customer service is exceptional.

Cons:

Coyote struggles to match what is offered by larger more mature products.

Paige S.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2019

Solid Practice Management software for mid sized firm

Overall, positive experience. The devs have made great strides in building useful functionality into the software and their integrations are thoughtful and thorough.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What i like most about Coyote is their ability to create useful workflows and user paths in the software.

Cons:

I wish it had a newer version of their reporting tool, ActiveReports.

Reasons for choosing SurePoint Finance Core

Price, functionality, reporting tools, integration with existing DMS (Worldox), potential for paper-less billing.

Jim O.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed January 2023

Where day-to-day practice management meets KPI's for your ROI

The conflict of interest and practice management sections make for a more robust handling of potential new clients and ensure professional liability standards are met.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software was clearly written by folks familiar with working in a law firm environment. Both from admin/management level to practicing attorneys to everyday support staff. Ease of functionality combined with extensibility to Outlook and Excel make this a great platform for anyone needing to service their lawfirm's time, billing and financial functions.

Cons:

The layout of the contact management portion was cumbersome for our legacy of client/matter data. The options were very limiting with the billing formats chosen and provided for the initial tier pricing.

Reasons for choosing SurePoint Finance Core

Better support and value for the price.

Reasons for switching to SurePoint Finance Core

[SENSITIVE CONTENT] was at end of development and support was very limited. Coyote was a developed product that we had considered for a few months before deciding to purchase. Glad that we did!

Lora C.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed January 2023

Highly customizable

They have the very best customer support. Their staff is very knowledgeable about their product and work to help you with your concerns.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is very customizable to your firm's and customers' needs.

Cons:

The reporting would be better if there was a module that allowed you to create the reports you need by choosing the fields you would like to see on your report.

Reasons for choosing SurePoint Finance Core

Able to be customized and pricing

Reasons for switching to SurePoint Finance Core

Juris' product was not being updated well and their customer service was difficult.

Claudia G.

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Coyote Accounting

I am able to use Coyote reports to pull out even more info than is on the printed report and use pivot tables in Excel to create just the report that I need and the way I want to see it. They have been very helpful in creating custom reports that I need as well. My overall experience with Coyote has been great; I have never looked back on our former Juris product and am thrilled that we made the changes we made.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that if I make a mistake and need to undo a transaction, you just click "unpost" and it will create all correcting entries and give you a new draft. I love that we can put attachments on an expense, the bank statement on the bank reconciliations, as well as many other features like collections and paperless billing. Customer service is fantastic as well.

Cons:

I really like this software and there is nothing I don't like. I had my computer programmer review the backend and he said it was built correctly and absolutely solid. And, it has been extremely reliable.

Marie G.

Law Practice

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2018

Excellent Accounting Software

It has been a great learning experience and I am glad we made the change

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to use. The quick entry feature is amazing and makes putting in time super easy and time efficient. The ability to submit the time all at once is great and to be able to pull up your time and change i if needed makes life a lot easier when dealing with billing errors. I also like how the entry changes color when all the fields are correct.

Cons:

I do not like that there is not a spell check feature in the quick entry portion of the software. If you need to use the spell check feature you need to go out and check the spelling.

Verified

Reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2019

Accounting Software