# SurePoint Software Reviews, Demo & Pricing - 2026

> Review of SurePoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/legal/surepoint-lms-profile

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SurePoint

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Overview

[Reviews](https://www.softwareadvice.com/product/100541-SurePoint/reviews/)

# SurePoint 2026: Benefits, Features & Pricing

Wondering if SurePoint is right for your practice?

Our Law Practice 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
    

## Overview

SurePoint

4.2

[(10)](https://www.softwareadvice.com/product/100541-SurePoint/reviews/)

Pricing

Pricing available upon request

### About SurePoint

SurePoint Technologies empowers mid-sized law firms with tools that elevate performance, strengthen operations, and drive sustainable growth. Designed for the unique needs of legal professionals, the SurePoint's Legal Suite unifies Practice, Finance, and Growth solutions into one seamless and scalable ecosystem—giving firms the visibility, intelligence, and control they need to lead confidently.

With integrated market intelligence, predictive insights, and real-time data, the SurePoint Legal Suite was developed to remove friction and empower leaders to make smarter, faster decisions.

Wondering if SurePoint is right for your practice?

Our Law Practice Management Software selection experts can help you in 15 minutes or less.

## SurePoint User Interface

## Popular SurePoint Alternatives

Main Product

SurePoint

4.2

[(10)](https://www.softwareadvice.com/product/100541-SurePoint/reviews/)

Ratings Breakdown

-   4.10Ease of use
-   4.13Value for money
-   3.75Customer support
-   4.10Functionality

Pricing

Available upon request

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

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.4

[(5825)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/)

Ratings Breakdown

-   4.11Ease of use
-   4.13Value for money
-   4.19Customer support
-   4.33Functionality

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/)

4.5

[(822)](https://www.softwareadvice.com/crm/eway-profile/reviews/)

Ratings Breakdown

-   4.43Ease of use
-   4.38Value for money
-   4.61Customer support
-   4.34Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/)

4.7

[(528)](https://www.softwareadvice.com/legal/paypanther-profile/reviews/)

Ratings Breakdown

-   4.65Ease of use
-   4.55Value for money
-   4.60Customer support
-   4.48Functionality

Pricing

Starting at $49.00 per month

Get Price

Alternative Product

[Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/)

4.4

[(286)](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/reviews/)

Ratings Breakdown

-   4.43Ease of use
-   4.22Value for money
-   4.28Customer support
-   4.39Functionality

Pricing

Available upon request

Get Price

## SurePoint Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Enterprise

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 Features

-   Popular features found in Law Practice Management
    
    Calendar Management
    
    Client Portal
    
    Communication Management
    
    Contract/License Management
    
    CRM
    
    Document Generation
    
    Expense Tracking
    
    Mobile Access
    
    Reporting & Statistics
    
    Task Management
    
    Third-Party Integrations
    
    Trust Accounting
    
-   More features of SurePoint
    
    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
    
    Campaign Management
    
    Case Management
    
    Case Notes
    
    Client Management
    
    Collaboration Tools
    
    Compliance Management
    
    Conflict Management
    
    Contact Database
    
    Contact Management
    
    Credit Card Processing
    
    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
    
    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
    
    Multi-Location
    
    Multiple Billing Rates
    
    Multiple Data Sources
    
    Payment Processing
    
    Performance Metrics
    
    Predictive Analytics
    
    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
    
    Role-Based Permissions
    
    Search/Filter
    
    Segmentation
    
    Spend Management
    
    SSL Security
    
    Status Tracking
    
    Task Progress Tracking
    
    Task Scheduling
    
    Tax Management
    
    Time & Expense Tracking
    
    Timer
    
    Time Tracking
    
    Trend Analysis
    
    Visual Analytics
    
    Widgets
    
    Workflow Automation
    
    Workflow Management
    

## SurePoint Integrations

Filevine

Integration rated undefined from -1 review

NetDocuments

Integration rated undefined from -1 review

Microsoft Outlook

Integration rated undefined from -1 review

LawToolBox

Integration rated undefined from -1 review

Mitratech HotDocs

Integration rated undefined from -1 review

Firm Central Legal Calendaring

Integration rated undefined from -1 review

See all 15 integrations

## SurePoint User Reviews

Overall Rating

4.2

Ratings Breakdown

5

60%

4

20%

3

10%

2

0%

1

10%

Secondary Ratings

Ease of Use

4.1

Value for money

4.1

Customer support

3.8

Functionality

4.1

VR

Verified

Reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Integrity and Flexibility - All in One

5

Immediately after installation in 2010, LMS began paying for itself giving our firm the ability to capture and report on time the very first month and every month since that day.

Ratings Breakdown

5

Ease of use

5

Functionality

Pros:

LMS software is a fully integrated, trustworthy, accounting solution for law firms. Accounting and timekeeper accesses are secure, dynamic and under the control of the administrator. Users in the front office and the back office are able to move from one task to the other seamlessly. Reporting is built to accommodate the needs of each firm.

Cons:

On-line training for new Client users would be helpful in the fast pace law office.

Read More

TR

Ted R.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Review by Ted

5

Ratings Breakdown

4

Ease of use

5

Value for money

4

Customer support

5

Functionality

Pros:

East of time entry. Ability for all users to see client status quickly and to find information on their teams productivity with a couple of simple clicks. Included all modules. Willingness to customize any process. Integration with or replacement of other products was done seamlessly making operating thru one portal a pleasure

Cons:

The training process they use is show one, teach one. It takes a couple of months to get thru all the processes and would be helpful (which means a bit more costly) to have more training for the 2 or 3 weeks following going live. The first few days were just catching up. After that, maybe some more relaxed training would help

Reasons for choosing SurePoint

It was the one which was truly cloud based. The onboard expense was a fraction of the other products that required both conversion costs and software purchase costs.

Reasons for switching to SurePoint

Product was dated and did not provide any way to download information easily to excel or other product.

Read More

JK

Jenifer K.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

Do not waste your money

1

Horrible. They basically price gouged us to get OUR digital data download so we could move to another platform. Then sent it to us in an unusable antiquated format.

Ratings Breakdown

1

Ease of use

1

Value for money

1

Customer support

1

Functionality

Pros:

That the accounting and billing were in one program. Being able to choose if the bill was sent via email. Changes made to invoicing could be made by the attorney and sent back to billing to finalize. Making payments was easy.

Cons:

The customer help request took up to a week to answer, or got sent "to tech" where we would never get our problem resolved. To month end so we could run bills took 3 pages of notes we had to refer back to after 6 years of using the program. Getting any kind of accurate report was a chore. Just overall use of the program was not user friendly. Reversing payments took a call to the help center because it was that difficult. Basically anything that needed a change took a call to the help center the program was so difficult to use. This program is not recommended for smaller firms. Every aspect is department based, so if you have 1 or 2 people doing billing and admin it becomes to much.

Reasons for choosing SurePoint

Surepoint only showed us the front end of the program with fancy charts and graphs that actually did nothing. It was the backend program that was the brain and was incredibly difficult to use

Reasons for switching to SurePoint

To upgrade our software. We were told winvatage was going out of business

Read More

MS

Mark S.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

MUS Review

5

Coming from outside the legal industry at the same time our firm implemented LMS, I liked the platform and was very pleased with its functionality.

Ratings Breakdown

5

Ease of use

5

Value for money

4

Customer support

5

Functionality

Pros:

I like the Dashboards. As the CFO I need to have daily statistics on how the firm is doing. The Dashboards provide an easy way to have a quick snapshot. Also, the reporting module is a great tool to run reports.

Cons:

I feel some of the features in LMS 5 (the back office) could be improved. For example, journal entries, it would be nice to have a drop down menu for journal entries, AP and Cash Receipts versus going into the "Group" Function to perform these tasks.

Reasons for choosing SurePoint

Cost and some functionality.

Reasons for switching to SurePoint

The Rainmaker Platform was no longer going to be supported.

Read More

IM

Israel M.

Verified reviewer

Law Practice

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed April 2020

Very pleased with product

5

Overall, it has been a nice addition of tools that we have implemented at Donahue Fitzgerald. From looking at client-matter information, to running conflicts and processing intakes, I am very pleased with the overall use of the the LMS system. In my 18 years of being in legal, Rippe / Surepoint got it right.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I oversee conflicts / intakes for the firm, so for me it was mostly about creating a seamless workflow environment that captured all the information, but that also allowed for all stakeholders during a conflict/intake to be looped into the process, our contacts at Surepoint/Rippe were able to do that and more.

Cons:

I have yet to experience anything that is challenging or complicated.

Reasons for choosing SurePoint

I suspect that our Finance Director felt this was the best overall product. Thank you.

Reasons for switching to SurePoint

Tabs / practicemaster was useless, dated and the worst product ever.

Read More

BN

BARBARA N.

Verified reviewer

Legal Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2024

SurePoint Review

5

My experience has been good. I have been able to learn this system and become proficient with it in a fairly short period of time.

Ratings Breakdown

5

Ease of use

5

Functionality

Pros:

I was able to learn this billing system rather quickly and find it very easy to glean information from the system. Entering time is quick and efficient within the system.

Cons:

Sometimes I cannot find contact information on a client but I feel this is due to the lack of information taken by the attorney doing the intake process.

Read More

PB

Pamela B.

Verified reviewer

Law Practice

201-500 employees

Used daily for less than 12 months

Review source

Reviewed March 2024

One of the better software programs

4

Ratings Breakdown

4

Ease of use

4

Value for money

3

Customer support

4

Functionality

Pros:

The ability to upload invoices and check status of them with ease. The up to date information that is generated.

Cons:

The customer service support. They do not take phone calls, everything is through email.

Read More

GP

Gerry P.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

LMS review

4

We use the software primarily for accounting. We have specialized software for docketing and we a paperless and do not have a need for document management features outside of accounting documents such as AP

Ratings Breakdown

4

Ease of use

5

Value for money

4

Customer support

4

Functionality

Pros:

I love LMS + and especially the dashboard and financial statement sections.

Cons:

It can be difficult to use and train others on in the Green Screen and LMS V modules. I think the software would be better served with a single web based interface.

Reasons for choosing SurePoint

I don't remember it was too long ago

Reasons for switching to SurePoint

Legal billing software became available

Read More

GB

Gemma B.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2023

LMS Review

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

All functions in LMS+ especially client/matter inquiry and dashboard

Cons:

Unable to transfer a posted bill between matters.

Reasons for switching to SurePoint

Rainmaker software was discontinued.

Read More

VR

Verified

Reviewer

Law Practice

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed December 2018

Rippe

3

seem to have help out user track there time better and less paper being printed.

Ratings Breakdown

3

Ease of use

3

Value for money

4

Customer support

2

Functionality

Pros:

We have been able to eliminate 3 other systems into rippe

Cons:

I don't use this software often only to help trouble IE setting

Read More

Showing 1 - 10 of 10 Reviews

[See All Reviews](https://www.softwareadvice.com/product/100541-SurePoint/reviews/)

## Other Top Recommended Law Practice Management Software

[Clio](https://www.softwareadvice.com/legal/clio-legal-profile/)

**4.7** (1737)

Recently recommended **363** times

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**4.7** (528)

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**4.4** (286)

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[8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/)

**4.6** (791)

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