SurePoint Pro
SurePoint Pro is a web-based platform combining legal practice management, financial management, and embedded market intelligence for mid-sized law firms.
What SurePoint Pro is
SurePoint Pro is a web-based platform combining legal practice management, financial management, and embedded market intelligence for mid-sized law firms. Practice Pro handles matters, time entry, collaboration, configurable workflows, task plans, approvals, automated tasks, and progress tracking. Automated time capture includes built-in timers and Microsoft 365 activity tracking. Firms can generate formatted documents from approved templates, centralize documents and knowledge in a searchable hub, and share invoices and updates through a secure client portal. Finance Pro supports billing, revenue recognition, reconciliation, and reporting, and is available only within SurePoint Pro. Embedded Legal Insights provides benchmarking on nearly 6,000 firms and competitor analysis by location and practice area. Integrations include Lawmatics, LawToolBox, Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online. Listed controls include MFA, SSO, role-based access, audit logging, and encryption in transit and at rest. SurePoint states SOC 2 Type II and PCI-DSS frameworks or standards. Pricing is available by request.
Good
- Matter and workflow management
- Integrated legal financial tools
- Benchmarking across nearly 6,000 firms
- Secure client portal
- Multiple business-software integrations
Watch out
- Pricing is available only by request
- Finance Pro is not standalone
- Web is the listed platform
- No trial duration is stated
Who it suits
It suits mid-sized law firms seeking connected practice, finance, document, client-portal, and legal-intelligence tools. Firms must request a demo because no price or trial duration is listed.
Verdict
SurePoint Pro combines core legal operations, financial workflows, documents, client sharing, and embedded intelligence in one cloud-native platform. Its bundled finance requirement and request-based pricing are key purchasing considerations.
The facts
Each one read from SurePoint Pro's own pages, with the date it was checked.
What it does
- Additional integrations
- SurePoint's practice solutions page says its SQL- and API-based platform integrates with Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online.checked 11 Oct 2026
- Availability limit
- Finance Pro is available exclusively as part of SurePoint Pro.checked 11 Oct 2026
- Client portal
- Practice Pro lets firms share invoices and updates through a secure client portal.checked 11 Oct 2026
- Compliance
- SurePoint states that it maintains SOC 2 Type II and PCI-DSS frameworks or standards.checked 11 Oct 2026
- Documents and knowledge
- Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge in a searchable hub.checked 11 Oct 2026
- Document tools
- Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge.checked 11 Oct 2026
- Finance
- Finance Pro supports billing, revenue recognition, reconciliation, and reporting, with workflows designed for law firms.checked 11 Oct 2026
- Finance availability
- Finance Pro is available exclusively as part of SurePoint Pro.checked 11 Oct 2026
- Hosting
- SurePoint identifies AWS cloud infrastructure as one of the technology partners supporting its solutions.checked 11 Oct 2026
- Integrations
- SurePoint Pro integrations with Lawmatics connect intake to matter and billing workflows, while LawToolBox provides rules-based deadline management.checked 11 Oct 2026
- Legal intelligence
- Embedded Legal Insights provides benchmarking data on nearly 6,000 firms and competitor analysis by location and practice area.checked 11 Oct 2026
- Market intelligence
- Legal Insights is embedded in Practice Pro and provides benchmarking and information on nearly 6,000 firms.checked 11 Oct 2026
- Practice management
- Practice Pro supports matter management, time entry, collaboration, and connected workflows.checked 11 Oct 2026
- Pricing and demo
- The product page invites firms to request a demo and does not state a price.checked 11 Oct 2026
- Product
- SurePoint Pro combines practice management, financial management, and embedded legal market intelligence in a cloud-native platform for mid-sized law firms.checked 11 Oct 2026
- Purpose
- SurePoint Pro combines legal practice management, financial management, and embedded legal market intelligence for mid-sized law firms.checked 11 Oct 2026
- Sales and pricing
- The product pages invite visitors to request a demo; they do not state a price or trial duration.checked 11 Oct 2026
- Security
- SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls.checked 11 Oct 2026
- Support
- SurePoint directs Practice Pro, Finance Pro, and SurePoint Pro users to its SurePoint Pro Help Center.checked 11 Oct 2026
- Timekeeping
- Practice Pro describes automated time capture that includes built-in timers and Microsoft 365 activity tracking.checked 11 Oct 2026
- Workflow features
- Practice Pro offers configurable matter workflows, task plans, approvals, automated task creation, and progress tracking.checked 11 Oct 2026
The company
- Company
- SurePoint lists its headquarters at Arboretum Plaza One, 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759, and says Rippe & Kingston emerged in the legal industry in 1982.checked 11 Oct 2026
- Headquarters
- Austin, Texas, United Stateschecked 28 Sep 2026
Alternatives to SurePoint Pro
- 1
CaseFox
Free planAndroidiOSWebAPI8.7From $45 a month - 2
RunSensible
Free planAndroidiOSWebAPI8.7From $49 a month - 3
8am MyCase
Free planiOSmacOS8.6From $39 a month - 4
CaseDesk
Free planAndroidiOSAPILinux8.6From $290 a year - 5
Clio Manage
AndroidiOSWebAPI8.5 - 6
CosmoLex
AndroidiOSWeb8.5From $49 a month