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Compare Clio Manage and SurePoint Finance Enterprise 
At a Glance
Market Segments
Small-Business (95.2% of reviews)
Mid-Market (68.8% of reviews)
Entry-Level Pricing
$49.00 1 User Per Month
Contact Us Every Three Years
Clio Manage
Star Rating
(830)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 Enterprise
Star Rating
(32)3.9 out of 5
Market Segments
Mid-Market (68.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Every Three Years
Learn more about SurePoint Finance EnterpriseSummary
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 G2 Score compared to SurePoint Finance Enterprise. Users appreciate its intuitive interface, noting that it is "easy to learn and fairly clear on where to place specific information."
- Users say that Clio Manage offers a seamless integration experience, allowing team members to view each other's work while maintaining individual management areas. This feature enhances collaboration and makes tracking clients and cases straightforward, a point highlighted by recent feedback.
- Reviewers mention that Clio Manage's cloud storage capability is a standout feature, enabling users to access their documents from anywhere. This supports a digital and paperless operation, which many law firms find essential for modern practice.
- According to verified reviews, while SurePoint Finance Enterprise is noted for its organization and ease of training new users, it falls short in overall satisfaction compared to Clio Manage. Users appreciate its reporting capabilities, stating it offers "a surplus of ways to sort financial data," but this does not compensate for its lower ratings in other areas.
- G2 reviewers highlight that Clio Manage outperforms SurePoint Finance Enterprise in ease of use and setup, with users reporting a smoother onboarding process. The platform's user-friendly design is frequently praised, making it easier for firms to adopt and integrate into their daily operations.
- Users express that while SurePoint Finance Enterprise has its merits, such as being relatively easy to use, it struggles with features like mobility and cloud capabilities compared to Clio Manage. This can limit its effectiveness for firms looking for flexible, on-the-go solutions.
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 Enterprise
SurePoint Legal Management System Pricing
Contact Us
Every Three Years
- Integrated Accounting
- Robust Reporting & Analytics
- Practice and Financial Management
Free Trial
Clio Manage
Free Trial is available
SurePoint Finance Enterprise
No trial information availableRatings
Meets Requirements
8.8
588
7.7
30
Ease of Use
9.0
710
7.4
31
Ease of Setup
8.7
366
7.3
20
Ease of Admin
8.9
222
6.9
6
Quality of Support
9.2
558
7.5
31
Has the product been a good partner in doing business?
9.1
220
7.9
7
Product Direction (% positive)
9.2
585
5.9
31
Features by Category
Platform Additional Functionality
10.0
5
Not enough data
8.3
5
Not enough data
Platform Basics
Not enough data
Not enough data
8.0
5
Not enough data
7.7
5
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
7.4
24
8.8
271
7.5
24
9.0
255
7.7
23
8.7
260
6.6
25
9.0
270
6.6
24
Content Management
8.3
260
6.1
24
8.7
250
5.4
24
8.6
250
7.2
24
Time & Billing
9.2
270
8.1
23
8.9
262
7.0
23
9.1
267
7.1
23
Agentic AI - Legal Practice Management
7.0
16
6.2
10
7.0
16
6.5
11
7.8
16
6.5
9
7.0
16
6.4
11
7.5
16
6.0
10
7.4
16
5.8
10
7.4
16
6.3
10
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
7.8
9
Not enough data
7.3
8
Not enough data
Categories
Categories
Shared Categories
Clio Manage and SurePoint Finance Enterprise are categorized as Legal Practice Management
Unique Categories
Clio Manage is categorized as Legal CRM, Legal Case Management, Legal Document Management, Legal Document Drafting, E-Filing, and Legal Billing
SurePoint Finance Enterprise 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 Enterprise
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
43.7%
Accounting
2.2%
Higher Education
1.0%
Consulting
0.4%
Other
4.4%
Law Practice
56.3%
Legal Services
28.1%
Accounting
12.5%
Health, Wellness and Fitness
3.1%
‐
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 Enterprise has no discussions with answers
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