# SurePoint Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is SurePoint the right Legal Case Management solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/135156/SurePoint/reviews

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SurePoint

4.2 (10)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of SurePoint

Ease of use

4.1

Customer Service

3.8

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Firm Administrator  
Law Practice  
Used the software for: 2+ years

### "Integrity and Flexibility - All in One"

April 13, 2020

5.0

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

TR

Ted R.  
Director of Finance and Administration  
Law Practice  
Used the software for: 2+ years

### "Review by Ted"

April 19, 2020

5.0

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/)

Reason 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

JK

Jenifer K.  
Billing Administrator  
Law Practice  
Used the software for: 2+ years

### "Do not waste your money"

December 2, 2024

1.0

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.

Alternatives considered

[Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/)

Reason 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

Switched from

[ADVANTAGE 365](https://www.capterra.com/p/104749/ADVANTAGE/)

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

Review Source

MS

Mark S.  
Chief Financial Officer  
Law Practice  
Used the software for: 2+ years

### "MUS Review"

April 9, 2020

5.0

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.

Reason for choosing SurePoint

Cost and some functionality.

Switched from

[Rainmaker Platform](https://www.capterra.com/p/198198/Rainmaker-Platform/)

The Rainmaker Platform was no longer going to be supported.

Review Source

IM

Israel M.  
Director of Operations  
Law Practice  
Used the software for: 1-2 years

### "Very pleased with product"

April 7, 2020

5.0

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.

Reason for choosing SurePoint

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

Switched from

[Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/)

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

Review Source

BN

BARBARA N.  
paralegal  
Legal Services  
Used the software for: 2+ years

### "SurePoint Review"

May 21, 2024

5.0

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

PB

Pamela B.  
Accounts Receivable  
Law Practice  
Used the software for: 6-12 months

### "One of the better software programs"

March 25, 2024

4.0

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

GP

Gerry P.  
Executive Director  
Law Practice  
Used the software for: 2+ years

### "LMS review"

April 20, 2020

4.0

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.

Reason for choosing SurePoint

I don't remember it was too long ago

Review Source

GB

Gemma B.  
Accounting Manager  
Legal Services  
Used the software for: 2+ years

### "LMS Review"

February 22, 2023

5.0

Pros

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

Cons

Unable to transfer a posted bill between matters.

Review Source

VR

Verified Reviewer  
Helpdesk Analyst  
Law Practice  
Used the software for: 6-12 months

### "Rippe"

December 12, 2018

3.0

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

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