# SurePoint Finance Core Software Reviews, Demo & Pricing - 2026 > Review of SurePoint Finance Core Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/legal/coyote-analytics-profile --- [Home](https://www.softwareadvice.com/) / [Legal Case Management Software](https://www.softwareadvice.com/legal/) / SurePoint Finance Core Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/legal/coyote-analytics-profile/reviews/)[Alternatives](https://www.softwareadvice.com/legal/coyote-analytics-profile/alternatives/) # SurePoint Finance Core 2026: Benefits, Features & Pricing Wondering if SurePoint Finance Core is right for your practice? Our Legal Case Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview SurePoint Finance Core 4.4 [(21)](https://www.softwareadvice.com/legal/coyote-analytics-profile/reviews/) 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... ers legal-focused accounting capabilities, including general ledger management, accounts payable and receivable tracking, trust accounting, and bank reconciliation. Real-time updates ensure financial information remains accurate as invoices are processed and payments are applied. Firms can import financial data, establish monthly budgets, and maintain a complete audit history to support compliance and sound accounting practices. With built-in reporting and business intelligence tools, Finance Core provides firm leaders and finance teams with real-time insights into key performance indicators, including realization, utilization, profitability, and aging. Customizable dashboards allow users to analyze trends by timekeeper, client, practice area, or matter—helping firms identify opportunities, predict future needs, and make informed strategic decisions. By centralizing financial data in one system, firms can more easily monitor overall financial health and align resources with priorities. Finance Core also supports greater collaboration and consistency across teams by centralizing client, matter, document, and contact information. Integrations with practice management, document management, and productivity applications help reduce duplicate data entry and keep financial activities connected to the broader matter workflow. Calendar synchronization and document automation further streamline daily processes and help teams stay organized. To support onboarding and long-term adoption, SurePoint provides access to user documentation, role-based training, on-demand resources, and regular release updates. Whether used by administrators, finance professionals, or timekeepers, the platform is designed to be intuitive and easy to learn, helping firms get up and running quickly and continue improving over time. As part of the SurePoint Legal Suite, SurePoint’s Finance Solutions offer a modern, unified approach to law firm financial management. Finance Core combines accounting, billing automation, timekeeping, reporting, and integrated payments in a single platform, giving small and mid-sized firms the tools they need to streamline daily operations, improve accuracy, and drive stronger firm performance. Wondering if SurePoint Finance Core is right for your practice? Our Legal Case Management Software selection experts can help you in 15 minutes or less. ## SurePoint Finance Core User Interface ## Popular SurePoint Finance Core Alternatives Main Product SurePoint Finance Core 4.4 [(21)](https://www.softwareadvice.com/legal/coyote-analytics-profile/reviews/) Ratings Breakdown - 4.55Ease of use - 4.09Value for money - 4.14Customer support - 4.57Functionality Pricing Available upon request Get Price Alternative Product [LEAP](https://www.softwareadvice.com/product/20175-LEAP/) 4.3 [(542)](https://www.softwareadvice.com/product/20175-LEAP/reviews/) Ratings Breakdown - 4.16Ease of use - 3.99Value for money - 4.19Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [Neos](https://www.softwareadvice.com/legal/needles-profile/) 4.4 [(203)](https://www.softwareadvice.com/legal/needles-profile/reviews/) Ratings Breakdown - 4.35Ease of use - 4.25Value for money - 4.41Customer support - 4.21Functionality Pricing Starting at $109.00 per month Get Price Alternative Product [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) 4.6 [(798)](https://www.softwareadvice.com/legal/mycase-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.54Value for money - 4.59Customer support - 4.43Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.7 [(1737)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.52Value for money - 4.69Customer support - 4.48Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [8am CasePeer](https://www.softwareadvice.com/legal/casepeer-profile/) 4.8 [(216)](https://www.softwareadvice.com/legal/casepeer-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.70Value for money - 4.77Customer support - 4.62Functionality Pricing Starting at $79.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review LawToolBox Integration rated undefined from -1 review NetDocuments Integration rated undefined from -1 review SurePoint Practice Pro Integration rated undefined from -1 review ## SurePoint Finance Core User Reviews Overall Rating 4.4 Ratings Breakdown 5 71% 4 14% 3 10% 2 0% 1 5% Secondary Ratings Ease of Use 4.5 Value for money 4.1 Customer support 4.1 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 3 Ratings Breakdown 3 Ease of use 3 Value for money 3 Customer support 3 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. Read More ER Erin R. Verified reviewer Law Practice 11-50 employees Used daily for more than 2 years Review source Reviewed March 2026 Would not recommend doing business with SurePoint 1 Previously 5 Consider whether you wish to work with a company that abandons an entire segment of their business with little notice. Ratings Breakdown 5 Ease of use 1 Value for money Previously 5 1 Customer support Previously 5 5 Functionality Pros: The rating on my review relates solely to the SurePoint sunsetting of Coyote Analytics, which is an amazing product, and the Pros of my original review still apply. Coyote on prem is no longer offered as of the date of this review update. Cons: SurePoint purchased Coyote in 2022. They made minimal improvements and then announced in early November 2025 that they were sunsetting the "on prem" Coyote Analytics product at the end of February 2026. This provided very little notice to the many firms affected, and left them scrambling to find an alternate product or else sign 3-year bridge contracts with SurePoint that were many times more expensive than existing support fees. Support has also been very slow and generally unhelpful since the SurePoint acquisition. In my opinion and experience, it seems like their support techs were never properly trained on the Coyote product. 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. Read More VR Verified Reviewer Law Practice 51-200 employees Used daily for less than 12 months Review source Reviewed September 2018 Good for a smaller firm 3 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 4 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: Coyote's after-sale customer service is exceptional. Cons: Coyote struggles to match what is offered by larger more mature products. Read More PS 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 4 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 4 Ease of use 5 Value for money 4 Customer support 5 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. Read More JO 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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! Read More LC Lora C. Verified reviewer Law Practice 51-200 employees Used daily for more than 2 years Review source Reviewed January 2023 Highly customizable 5 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 4 Ease of use 5 Value for money 5 Customer support 5 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. Read More CG Claudia G. Law Practice 11-50 employees Used daily for more than 2 years Review source Reviewed August 2018 Coyote Accounting 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More MG Marie G. Law Practice 11-50 employees Used daily for less than 12 months Review source Reviewed October 2018 Excellent Accounting Software 5 It has been a great learning experience and I am glad we made the change Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More VR Verified Reviewer Law Practice 2-10 employees Used daily for less than 6 months Review source Reviewed July 2019 Accounting Software 5 Ratings Breakdown 5 Ease of use 4 Value for money 3 Customer support 3 Functionality Pros: My firm made the switch to this software for our billing and we do not regret it! Everything is streamlined and easy to use. Cons: I have yet to try out all the features, and I could probably use a tutorial. Read More KELLEN D. Verified reviewer Law Practice 51-200 employees Used weekly for less than 6 months Review source Reviewed August 2019 Timekeeping in Coyote 4 Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: I am able to use the timekeeping function in connection with iTimekeep Cons: Dashboard setup compared to previously used timekeeping software Reasons for switching to SurePoint Finance Core Costs, lack of support available Read More Showing 1 - 10 of 21 Reviews [See All Reviews](https://www.softwareadvice.com/legal/coyote-analytics-profile/reviews/) ## SurePoint Finance Core Popular Comparisons [Clio vs SurePoint Finance Core](https://www.softwareadvice.com/legal/clio-legal-profile/vs/coyote-analytics/) [Compare All Alternatives](https://www.softwareadvice.com/legal/coyote-analytics-profile/alternatives/) ## Other Top Recommended Legal Case Management Software [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** (1737) Recently recommended **388** times [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) **4.7** (528) Recently recommended **371** times [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) **4.4** (286) Recently recommended **281** times [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) **4.6** (798) Recently recommended **249** times Stuck Between Options? Our experts can help you compare SurePoint Finance Core with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice