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SurePoint Legal Management System (LMS) Reviews & Product Details

Nicole W.
NW
Accounts Payable Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

I like how everything is organized and easy to search. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

Sometimes is takes awhile to load and freezes. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

It is keeping all of our payment organized Review collected by and hosted on G2.com.

SurePoint Legal Management System (LMS) Overview

What is SurePoint Legal Management System (LMS)?

The SurePoint Legal Management System (LMS) is a comprehensive software solution designed specifically for law firms to enhance their financial operations and overall management. This platform enables legal professionals to streamline their administrative processes, allowing them to focus on delivering exceptional client service and driving business growth. With its robust reporting capabilities and reliable data management, SurePoint’s LMS equips law firm leaders with the insights they need to make informed decisions and optimize their operations. By automating routine financial tasks and providing real-time access to critical data, the software helps law firms and legal professionals reduce administrative burdens and allocate their time more effectively. This is particularly beneficial for firms looking to streamline their operational workflows while maintaining a strong focus on client relationships and managing their practice. Key features of SurePoint’s LMS include advanced financial reporting, time and billing management, and comprehensive data analytics. The financial reporting tools allow firms to generate detailed reports that provide insights into revenue, expenses, and profitability, helping leaders identify trends and make strategic decisions. The time and billing management feature simplifies the invoicing process, ensuring that attorneys can accurately track billable hours and streamline client billing cycles. Additionally, the data analytics capabilities enable firms to analyze performance metrics and assess the effectiveness of their business strategies. By utilizing SurePoint’s Legal Management System, law firms can achieve greater operational efficiency and profitability. The system not only reduces the time spent on administrative tasks but also enhances the accuracy of financial data, leading to more informed decision-making. With the ability to access reliable insights at any time, law firm leaders can proactively manage their resources and focus on activities that contribute to their firm's growth and success. This makes SurePoint’s LMS an essential tool for law firms seeking to thrive in a competitive legal landscape.

SurePoint Legal Management System (LMS) Details
Product Website
Languages Supported
English
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Product Description

SurePoint’s Legal Management System (LMS) empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm

How do you position yourself against your competitors?

SurePoint Technologies develops software for mid-sized law firms that enhances workflow efficiency and maximizes financial performance. By alleviating administrative burdens with proven, reliable software, law firms have what they need to grow revenues and focus on their clients. Be sure with SurePoint, software law firms can count on. Learn more at https://surepoint.com.


Seller Details
Company Website
Year Founded
1976
HQ Location
Cincinnati, Ohio
Twitter
@surepointtech
93 Twitter followers
LinkedIn® Page
www.linkedin.com
209 employees on LinkedIn®
Description

SurePoint Technologies develops software for mid-sized law firms that enhances workflow efficiency and maximizes financial performance. By alleviating administrative burdens with proven, reliable software, law firms have what they need to grow revenues and focus on their clients.


Ed D.
ED
Overview Provided by:

Recent SurePoint Legal Management System (LMS) Reviews

Erian C.
EC
Erian C.Small-Business (50 or fewer emp.)
4.5 out of 5
"Matters Management"
I like that the system is easy to understand and navigate. I love to have all the necessary data in one place for a better understanding of what's ...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Very good experience wiht G2 system!"
The system management is great, and I like how well-organized it is!
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Daily User"
It is pretty easy to navigate. With me dealing for AR for my firm, I like all the features that are available. I rely on the system daily to work m...
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SurePoint Legal Management System (LMS) Media

SurePoint Legal Management System (LMS) Demo - Data-Driven Insights
Multiple dashboards provide powerful analytics and actionable insights into the performance drivers critical to success. Law firm leaders can get immediate insight into the firm's financial health, empowering data-driven business outcomes and making it easy to uncover opportunities to maximize fi...
SurePoint Legal Management System (LMS) Demo - Time Entry from Anywhere
The LMS app makes it easy to stay in touch with clients and look up critical details while on the go.
SurePoint Legal Management System (LMS) Demo - Improved Time Entry Experience
Time entry is 40% faster!
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Play SurePoint Legal Management System (LMS) Video
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Have you used SurePoint Legal Management System (LMS) before?
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16 out of 17 Total Reviews for SurePoint Legal Management System (LMS)

4.0 out of 5
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SurePoint Legal Management System (LMS) Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Verified User in Legal Services
UL
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

It is pretty easy to navigate. With me dealing for AR for my firm, I like all the features that are available. I rely on the system daily to work my accounts. There are features available to set reminders, send automated emails on AR. There is is option to save all notes, so other users are able to view what is going on with the file in LMS+. I've also enjoyed the fact that LMS can be access via the web. For the days some are not in office, you can still use the LMS system. It helps with customer support. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

At times it freezes when doing a conflict check. Or the printers we have set up for the conflict check disappear. There has been times when creating a new matter, the information enter does not save and you have to re-enter. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

Being able to note the accounts is helpful for other users to view the status of the account. Review collected by and hosted on G2.com.

Erian C.
EC
Health Insurance Analyst
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

I like that the system is easy to understand and navigate. I love to have all the necessary data in one place for a better understanding of what's going with my cases. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

Haven't found anything that I dislike a out this yet. So far it's been a great experience. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

Having all the client information in one place. There's no need to have a different software to go and find information. You can use LMS to save all the necessary data in the clients file. Review collected by and hosted on G2.com.

Kerri C.
KC
Firm Administrator/Billing Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

Surepoint is very user friendly and was a big improvment over our last billing/time tracking software. There is a lot of functionality on the financial side for the partners which is great. Our clients have numerous billing guidelines so it was nice to be able to setup restricted words/phrases to eliminate a lot of billing errors. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

The response time for complicated issues (which rarely happen) can sometimes be a little slow. I do recognize that it is because I am generaly waiting on the person with that expertise to reply so I just try to be patient. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

Our past billing/accounting program was a nightmare (crashing constantly, errors, etc.) and Surepoint has been amazing. We were long overdue for an upgrade and it has been great. Review collected by and hosted on G2.com.

TR
Surepoint Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

Time entry in LMS+ is easy for users to follow. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

The platform is not user intuitive and it is often difficult to locate where and how to update data fields and the information required. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

We use LMS for our time entry and billing software so it is solving those two office needs. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
UH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

The system management is great, and I like how well-organized it is! Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

The company can have more options for membership plans. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

It solves lots of problems for me like system management issue and big-load tasks. Review collected by and hosted on G2.com.

PB
Paralegal/Accounts Recievable
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

The ability to upload all documents and copy emails in the activity screen. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

not able to download activity into another screen to send to someone. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

They are working on getting invoice ability installed. Makes keeping track of the reatiner easier. Review collected by and hosted on G2.com.

KV
Director of Finance
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

A true Legal Software solution! Their experience in the industry shows! The integration team is awesome! Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

I am in the early stage with the product, so there may be solutions that I have not discovered yet. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

Great reporting functions and visibility for our partners Review collected by and hosted on G2.com.

Desirae H.
DH
Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

Customer Service, I always have an direct person to contact for any issue. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

Lack of training for new users, someone new trying to learn struggles. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

Reporting, you can create custom reports to obtain exactly whats needed. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

SurePoint is great at recording client information. Easy to acces and reliable. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

There are glitches that require opening help tickets. These tickets are sometimes not answered promptly. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

SurePoint is helpful in that it easily stores client information when there are multiple clients involved Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about SurePoint Legal Management System (LMS)?

Workflow setup to manage approvals. Access for numerous users to gather infomratoin without conntacting the accounting department. Review collected by and hosted on G2.com.

What do you dislike about SurePoint Legal Management System (LMS)?

Some reports only update monthly or hourly. Real time updates would be nice. Review collected by and hosted on G2.com.

What problems is SurePoint Legal Management System (LMS) solving and how is that benefiting you?

Access for data to appropriate people. Review collected by and hosted on G2.com.