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Compare Clio Manage and SurePoint Finance Core 
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At a Glance
Market Segments
Small-Business (95.2% of reviews)
Mid-Market (50.0% of reviews)
Entry-Level Pricing
$49.00 1 User Per Month
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Clio Manage
Star Rating
(829)4.7 out of 5
Market Segments
Small-Business (95.2% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansSurePoint Finance Core
Star Rating
(16)4.1 out of 5
Market Segments
Mid-Market (50.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about SurePoint Finance CoreSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Clio Manage excels in overall user satisfaction, boasting a significantly higher score compared to SurePoint Finance Core. Users appreciate its intuitive design, noting that it is "easy to learn and fairly clear on where to place specific information," which enhances daily usability.
- According to verified reviews, Clio Manage has a robust number of recent reviews, indicating a strong and active user base. With 159 recent reviews compared to SurePoint's lack of recent feedback, potential buyers can feel more confident in the reliability of Clio Manage's performance and support.
- Users say that Clio Manage's cloud storage capabilities are a game changer, allowing for seamless access to documents from anywhere. This feature supports a digital and paperless operation, which many law firms find essential for modern practice, while SurePoint Finance Core lacks similar cloud functionality.
- Reviewers mention that Clio Manage's integration features facilitate collaboration within teams, enabling users to track clients and cases effectively. This is contrasted with SurePoint Finance Core, where users appreciate the program's user-friendliness but note that it may not offer the same level of collaborative tools.
- Users highlight Clio Manage's superior customer support, with a quality rating that significantly outpaces SurePoint Finance Core. Reviewers have praised the timely assistance and resources available, which are crucial for firms needing quick resolutions to issues.
- According to user feedback, while SurePoint Finance Core is noted for its straightforward interface and useful export features, it falls short in overall satisfaction and product direction compared to Clio Manage. Users have expressed a desire for more innovative updates and enhancements in SurePoint's offerings.
Pricing
Entry-Level Pricing
Clio Manage
EasyStart
$49.00
1 User Per Month
Track your time and get paid.
- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.
SurePoint Finance Core
Pricing for Finance Core (SurePoint Technologies)
Contact Us
- Integrated Accounting
- Timekeeping
- Robust Reporting and Analytics
Free Trial
Clio Manage
Free Trial is available
SurePoint Finance Core
No trial information availableRatings
Meets Requirements
8.8
587
8.4
16
Ease of Use
9.0
709
9.0
16
Ease of Setup
8.7
365
8.3
12
Ease of Admin
8.9
222
8.8
8
Quality of Support
9.2
557
8.3
14
Has the product been a good partner in doing business?
9.1
220
8.5
8
Product Direction (% positive)
9.2
584
7.8
16
Features by Category
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Filing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
8.4
15
Not enough data
9.1
15
Not enough data
8.9
15
Not enough data
Generative AI
5.5
13
Not enough data
6.0
13
Not enough data
Platform Content
8.3
15
Not enough data
8.5
14
Not enough data
6.9
15
Not enough data
Agentic AI - Legal Document Drafting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
8.8
15
Not enough data
6.3
13
Not enough data
8.3
13
Not enough data
Platform Basics
8.1
273
Not enough data
8.6
295
Not enough data
8.8
275
Not enough data
8.7
281
Not enough data
Content Management
8.3
283
Not enough data
8.5
281
Not enough data
8.5
284
Not enough data
Agentic AI - Legal Case Management
7.4
11
Not enough data
7.8
10
Not enough data
7.3
11
Not enough data
7.7
11
Not enough data
7.3
11
Not enough data
7.1
11
Not enough data
Platform Basics
8.2
264
Not enough data
8.8
270
Not enough data
9.0
255
Not enough data
8.7
260
Not enough data
9.0
270
Not enough data
Content Management
8.3
260
Not enough data
8.7
249
Not enough data
8.6
249
Not enough data
Time & Billing
9.2
269
Not enough data
8.9
261
Not enough data
9.1
266
Not enough data
Agentic AI - Legal Practice Management
7.0
16
Not enough data
7.0
16
Not enough data
7.8
16
Not enough data
7.0
16
Not enough data
7.5
16
Not enough data
7.4
16
Not enough data
7.4
16
Not enough data
Storage and Collaboration - Legal Document Management
7.4
21
Not enough data
7.3
22
Not enough data
7.8
21
Not enough data
7.8
22
Not enough data
Document Management - Legal Document Management
7.2
22
Not enough data
7.6
22
Not enough data
7.5
22
Not enough data
Analysis - Legal Document Management
7.1
22
Not enough data
6.4
21
Not enough data
Artificial Intelligence - Legal Document Management
4.4
17
Not enough data
Accessibility - Legal Document Management
6.8
19
Not enough data
Agentic AI - Legal Document Management
7.4
7
Not enough data
7.4
7
Not enough data
Sales Force Automation - Legal CRM
7.3
16
Not enough data
7.8
15
Not enough data
6.8
16
Not enough data
Platform Additional Functionality - Legal CRM
6.8
17
Not enough data
7.5
17
Not enough data
7.6
17
Not enough data
8.7
17
Not enough data
Marketing Automation - Legal CRM
7.5
17
Not enough data
7.5
17
Not enough data
Customer Support - Legal CRM
7.5
16
Not enough data
7.5
17
Not enough data
8.2
17
Not enough data
Platform Reporting and Analytics - Legal CRM
8.1
16
Not enough data
Agentic AI - Legal CRM
6.9
6
Not enough data
7.2
6
Not enough data
Agentic AI - Legal Billing
7.5
8
Not enough data
7.3
8
Not enough data
Categories
Categories
Shared Categories
Clio Manage and SurePoint Finance Core are categorized as Legal Billing
Unique Categories
Clio Manage is categorized as Legal CRM, Legal Practice Management, Legal Case Management, Legal Document Management, Legal Document Drafting, and E-Filing
SurePoint Finance Core has no unique categories
Reviews
Reviewers' Company Size
Clio Manage
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SurePoint Finance Core
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Law Practice
48.4%
Legal Services
43.6%
Accounting
2.2%
Higher Education
1.0%
Consulting
0.4%
Other
4.4%
Law Practice
56.3%
Legal Services
31.3%
Hospitality
6.3%
Accounting
6.3%
‐
Other
0.0%
Discussions
What is Clio software?
2 Comments
SR
Clio is a legal support software that allows for the recording of various legal information (such as Client Contact, insurance information and medical...Read more
Does Clio do accounting?
2 Comments
BC
They are very clear that they do not do accounting, I suspect that when they integrated with QuickBooks they signed an agreement to not provide that service....Read more
SurePoint Finance Core has no discussions with answers
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