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 is for
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 is good
- 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.
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.
Get started with SurePoint Pro
- 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.
Questions about SurePoint Pro
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.
Compared on legal practice management software
- Three-way reconciliation
- Yes
- Primary platform
- web
