# SurePoint Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SurePoint Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more. Source: https://www.capterra.com/p/135156/SurePoint --- # SurePoint Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SurePoint ## What is 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 by focusing on three core pillars: Practice, Finance, and Growth. ## What is SurePoint used for? [Legal Billing](https://www.capterra.com/legal-billing-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/) Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## SurePoint alternatives Highest Rated [4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month [4.6 (783)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $49.00 Per User, Per Month [4.7 (647)](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/reviews/) Starting price $47.50 Per User, Per Month [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) Starting price $99.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/135156/SurePoint/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Time Tracking 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) Accounting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billable & Non-Billable Hours 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track billable hours and/or non-billable expenses for work performed Budgeting/Forecasting 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Case Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process SurePoint 112 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems One-off queries made on an as-needed basis Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Data is backed up automatically to prevent data loss Setup and send recurring or automated bills Automate recording of time to reduce human error Compare and match accounting/financial records with corresponding bank statements Compare key metrics for the business against prominent players in the industry Track billable hours and/or non-billable expenses for work performed Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Setting up the amount/charge for per hour of work by a company or professional Create budgets based on historical data and future projections Accounting functionality within the system, not requiring integration with third-party tools Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Search and check for conflicts of interest or statutes of limitations Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Translate EDI formats into data suitable for use with company applications. Graphical representation of data Specify or track the date/time a project, task, etc., is due for completion Manage and maintain a detailed record of information and updates associated with each court case Store, manage, and track all electronic documents in a centralized location Electronically collect payments for goods or services Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Assign working shifts or tasks to employees based on their availability Monitor and record expenses such as purchases or charges incurred Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Specifically designed to address the needs of law firms and legal departments Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Track interaction history by documenting conversations for contacts Edit and personalize data view as needed Creation, processing, verification, and execution of invoices till the payment is made Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Automate workflows and trigger campaigns based on customer actions Manage and track all matters, contracts, and documents across the day-to-day legal lifecycle. Access software remotely via mobile devices Manage and support multiple locations Different tiers of pricing and billing for different employees and situations Allows users to manage data from a number of sources Accept, record, and reconcile financial transactions A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets Streamlining repetitive tasks and activities through automated and predefined workflows Evaluate the degree to which business operations bring monetary gains Manage and track financials on a project-to-project basis Measure time to completion or hours worked for projects Share pre-configured sets of data organized and presented in a specific manner with the organization Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Upload, track, and submit receipts in a central database Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Track the amount of money spent on a certain product or with a certain supplier Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Review data from past periods to reveal recurring tendencies and predict future performance Manage bookkeeping for client trust accounts Interact with data visualization elements, such as charts and graphs, to drill down into data An extended application or connector that enables users to perform additional services with their current set of tools Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (10) 4.1 Based on 10 reviews ## Pricing Value for money 4.1 (8) ### Starting price Free trial not available Value for money 4.1 (8) 4.1 Based on 8 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Filevine](https://www.capterra.com/p/140815/Filevine/)[ Pacer](https://www.capterra.com/p/193479/4myRollout/)[ TrialWorks](https://www.capterra.com/p/2599/TrialWorks/)[ PaperCut](https://www.capterra.com/p/133655/PaperCut/)[ Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/)[ LawToolBox](https://www.capterra.com/p/130582/LawToolBox/)[ NetDocuments](https://www.capterra.com/p/225425/NetDocuments/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (8) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (8) 3.8 Based on 8 reviews ## User reviews Overall rating 4.2 Based on 10 reviews Filter by rating 5(6) 4(2) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent JK Jenifer K. Billing Administrator Law Practice ### "Do not waste your money" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 2, 2024 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. 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. Switched from [ADVANTAGE 365](https://www.capterra.com/p/104749/ADVANTAGE/) To upgrade our software. We were told winvatage was going out of business Alternatives considered [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BN BARBARA N. paralegal Legal Services ### "SurePoint Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 21, 2024 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PB Pamela B. Accounts Receivable Law Practice ### "One of the better software programs" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 March 25, 2024 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GB Gemma B. Accounting Manager Legal Services ### "LMS Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 22, 2023 Pros All functions in LMS+ especially client/matter inquiry and dashboard Cons Unable to transfer a posted bill between matters. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GP Gerry P. Executive Director Law Practice ### "LMS review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 20, 2020 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 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TR Ted R. Director of Finance and Administration Law Practice ### "Review by Ted" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 19, 2020 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 Alternatives considered [Expert Sierra](https://www.capterra.com/p/167910/ADERANT-Expert-Sierra/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Firm Administrator Law Practice ### "Integrity and Flexibility - All in One" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 13, 2020 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Mark S. Chief Financial Officer Law Practice ### "MUS Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 9, 2020 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. 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. Switched from [Rainmaker Platform](https://www.capterra.com/p/198198/Rainmaker-Platform/) The Rainmaker Platform was no longer going to be supported. Reasons for choosing SurePoint Cost and some functionality. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IM Israel M. Director of Operations Law Practice ### "Very pleased with product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 7, 2020 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. 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. Switched from [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) Tabs / practicemaster was useless, dated and the worst product ever. Reasons for choosing SurePoint I suspect that our Finance Director felt this was the best overall product. Thank you. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Helpdesk Analyst Law Practice ### "Rippe" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 December 12, 2018 seem to have help out user track there time better and less paper being printed. 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/135156/SurePoint/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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