Freedom251 › Legal Case Management
SurePoint Pro
What SurePoint Pro is
SurePoint Pro is a web-based platform for mid-sized law firms that combines legal practice management, financial management, and legal market intelligence. Practice Pro covers matter management, time entry, collaboration, and configurable workflows, including task plans, approvals, automated task creation, and progress tracking. Its timekeeping tools include built-in timers and Microsoft 365 activity tracking. Firms can generate formatted documents from approved templates, keep documents, notes, and knowledge in a searchable hub, and share invoices and updates through a secure client portal. Finance Pro handles billing, revenue recognition, reconciliation, and reporting; it is available only as part of SurePoint Pro. Embedded Legal Insights provides benchmarking on nearly 6,000 firms and competitor analysis by location and practice area. Listed integrations include Lawmatics, LawToolBox, Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online. Security controls include MFA, SSO, role-based access, audit logging, and encryption in transit and at rest. SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks or standards. Pricing is on request, and the product page invites firms to request a demo.
Who it suits
It suits mid-sized law firms seeking matter workflows, timekeeping, financial management, and legal market intelligence in one platform. Finance Pro is included only with SurePoint Pro.
What it does well
- Configurable workflows include approvals and progress tracking.
- Timekeeping includes timers and Microsoft 365 activity tracking.
- Finance Pro supports billing and three-way reconciliation.
- Legal Insights benchmarks nearly 6,000 firms.
- Includes a secure client portal for invoices and updates.
What to know first
- Pricing is available on request.
- Finance Pro is available only as part of SurePoint Pro.
- No trial duration is stated.
Getting started
- Visit the SurePoint Pro website.
- Request a demo from the product page.
- Access the platform on the web.
- Configure matter workflows, task plans, and approvals for firm processes.
Verdict
SurePoint Pro brings practice tools, financial workflows, and embedded legal insights together for mid-sized firms. Firms should request a demo and pricing to assess the platform’s fit.
Questions
How much does SurePoint Pro cost?
The pricing model is paid, with pricing available on request.
Is a free plan or trial available?
The product information invites firms to request a demo but does not state a free plan or trial duration.
What platform does SurePoint Pro support?
The primary platform listed is web.
What does Finance Pro include, and can it be purchased separately?
Finance Pro supports billing, revenue recognition, reconciliation, and reporting. It is available exclusively as part of SurePoint Pro.
Which integrations are listed?
Integrations include Lawmatics, LawToolBox, Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online.
What market intelligence does it provide?
Embedded Legal Insights provides benchmarking and competitor analysis by location and practice area, with information on nearly 6,000 firms.
Facts from SurePoint Pro's own pages
- Additional integrations
- SurePoint's practice solutions page says its SQL- and API-based platform integrates with Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online. · surepoint.com, 11 Oct 2026
- Availability limit
- Finance Pro is available exclusively as part of SurePoint Pro. · surepoint.com, 11 Oct 2026
- Client portal
- Practice Pro lets firms share invoices and updates through a secure client portal. · surepoint.com, 11 Oct 2026
- Company
- SurePoint lists its headquarters at Arboretum Plaza One, 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759, and says Rippe & Kingston emerged in the legal industry in 1982. · surepoint.com, 11 Oct 2026
- Compliance
- SurePoint states that it maintains SOC 2 Type II and PCI-DSS frameworks or standards. · surepoint.com, 11 Oct 2026
- Documents and knowledge
- Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge in a searchable hub. · surepoint.com, 11 Oct 2026
- Document tools
- Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge. · surepoint.com, 11 Oct 2026
- Finance
- Finance Pro supports billing, revenue recognition, reconciliation, and reporting, with workflows designed for law firms. · surepoint.com, 11 Oct 2026
- Finance availability
- Finance Pro is available exclusively as part of SurePoint Pro. · surepoint.com, 11 Oct 2026
- Headquarters
- Austin, Texas, United States · surepoint.com, 28 Sept 2026
- Hosting
- SurePoint identifies AWS cloud infrastructure as one of the technology partners supporting its solutions. · surepoint.com, 11 Oct 2026
- Integrations
- SurePoint Pro integrations with Lawmatics connect intake to matter and billing workflows, while LawToolBox provides rules-based deadline management. · surepoint.com, 11 Oct 2026
- Legal intelligence
- Embedded Legal Insights provides benchmarking data on nearly 6,000 firms and competitor analysis by location and practice area. · surepoint.com, 11 Oct 2026
- Market intelligence
- Legal Insights is embedded in Practice Pro and provides benchmarking and information on nearly 6,000 firms. · surepoint.com, 11 Oct 2026
- Practice management
- Practice Pro supports matter management, time entry, collaboration, and connected workflows. · surepoint.com, 11 Oct 2026
- Pricing and demo
- The product page invites firms to request a demo and does not state a price. · surepoint.com, 11 Oct 2026
- Product
- SurePoint Pro combines practice management, financial management, and embedded legal market intelligence in a cloud-native platform for mid-sized law firms. · surepoint.com, 11 Oct 2026
- Purpose
- SurePoint Pro combines legal practice management, financial management, and embedded legal market intelligence for mid-sized law firms. · surepoint.com, 11 Oct 2026
- Sales and pricing
- The product pages invite visitors to request a demo; they do not state a price or trial duration. · surepoint.com, 11 Oct 2026
- Security
- SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. · surepoint.com, 11 Oct 2026
- Support
- SurePoint directs Practice Pro, Finance Pro, and SurePoint Pro users to its SurePoint Pro Help Center. · support.zencase.com, 11 Oct 2026
- Timekeeping
- Practice Pro describes automated time capture that includes built-in timers and Microsoft 365 activity tracking. · surepoint.com, 11 Oct 2026
- Workflow features
- Practice Pro offers configurable matter workflows, task plans, approvals, automated task creation, and progress tracking. · surepoint.com, 11 Oct 2026
Where SurePoint Pro stands on Freedom251
- Legal Case Management#17 of 19
- Legal Practice Management Software#134 of 140
- Legal Trust Accounting Software#40 of 40