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
Pricing and Plans
Features
Integrations
User Reviews

Overview

SurePoint

4.2

(10)

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.

SurePoint Screenshots

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
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
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 Management

SurePoint Integrations

Filevine

NetDocuments

Microsoft Outlook

LawToolBox

Mitratech HotDocs

Firm Central Legal Calendaring

See all 15 integrations

SurePoint User Reviews

Overall Rating

4.2

Ratings Breakdown

60%

20%

10%

Secondary Ratings

Ease of Use

4.1

Value for money

4.1

Customer support

3.8

Functionality

4.1

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

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

Ease of use

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.

Ted R.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Review by Ted

Ratings Breakdown

Ease of use

Value for money

Customer support

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.

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

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

Ease of use

Value for money

Customer support

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

Mark S.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

MUS Review

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

Ease of use

Value for money

Customer support

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.

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

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

Ease of use

Value for money

Customer support

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.

BARBARA N.

Verified reviewer

Legal Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2024

SurePoint Review

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

Ease of use

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.

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

Ratings Breakdown

Ease of use

Value for money

Customer support

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.

Gerry P.

Verified reviewer

Law Practice

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

LMS review

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

Ease of use

Value for money

Customer support

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

Gemma B.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2023

LMS Review