Centerbase vs SurePoint (2026): which should you pick?
As of Nov 13, 2026, Centerbase and SurePoint share a 2.0 GPA, neither has a free plan and their prices can't be set side by side, so the choice depends on which platforms you need.
Checked Oct 24, 2026 and Nov 13, 2026 · graded Oct 24, 2026 and Nov 13, 2026 by ToolGPA
They get the same grade on all five counts.
Price, platforms and features side by side. The table says where each price was read and when.
Centerbase
Practice management, billing and firm accounting for midsize firms
Paid
Which one is for you
Pick Centerbase if
- Fits if you run a midsize firm that has outgrown small-firm practice management
- Works for managing partners and administrators who track profitability and work in progress
Look elsewhere if
- Watch out: there's no published price or trial, and licences, onboarding and add-ons come in a quote after a demo
- Skip it if you need to be up and running soon, as onboarding typically takes 12 to 14 weeks
- Watch out: SecureChat, for calling and texting clients from the phone app, is a premium feature
- Watch out: the Centerbase Payments transaction fee isn't published, though you can keep your own processor
- Not for you if you're a solo or small firm, as it's built and priced for midsize firms
Pick SurePoint if
- Fits if you run a mid-sized firm that needs practice and finance tools
- Works for firms already on Microsoft 365 or NetDocuments
Look elsewhere if
- Too light for nothing, but too big for solo lawyers and very small firms
- Skip it if you want a price first, as every page points to a demo
- Watch out: it's split into Practice Pro, Finance Pro, Finance Core and Finance Enterprise
- Watch out: the pages don't list operating systems or mobile apps
How we grade them
| 2.0GPACenterbaseFair | 2.0GPASurePointFair | |
|---|---|---|
| Value for money | CNo price is published. Centerbase gives a price only on a sales call: licences, onboarding and add-ons are set out in a quote after a demo. | CNo price is published; every product page points to a demo request. |
| Free plan and trial | FNothing free on record: no free plan and no trial, only a demo. | FNo free plan and no free trial are listed anywhere on the pages we read. |
| Features | BMatters, documents in SharePoint, tasks, two-way calendar sync, ePre-bills, a client portal, intake, trust and firm accounting, three kinds of timekeeping and Centerbase IQ reporting. The listing shows no gap in the core job. | BPractice management, time entry, finance products, payments, CRM and legal market data. The listing shows no gap in the core job. |
| Ease of use | CWe have no store rating on file for it. Onboarding is included but typically takes 12 to 14 weeks, with implementation packages scoped and priced to the firm. | CNo store rating on record. Choosing among Practice Pro and the finance products means setup work. |
| Platforms and integrations | BWeb, iPhone and Android, with Outlook, Word, SharePoint, Stripe, Billables.ai and AvidXchange. No desktop app of its own on record. | BWeb with Microsoft 365, NetDocuments, Box, Adobe and QuickBooks Online. No platforms are listed. |
| Best for | midsize firms that want billing and books together | practice and finance software for mid-sized firms |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Centerbase and SurePoint. How we grade
Where they differ
- Centerbase also covers bookkeeping.
- SurePoint also covers calendar.
In commonWebTime trackingInvoicingReportsCase managementTrust accounting
At a glance
| Centerbase | SurePoint | |
|---|---|---|
| Pricing | Paid | Paid |
| Starts at | Not published | Not published |
| Free plan | None | None |
| Free trial | None listed | None listed |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Centerbase, Inc. | SurePoint Technologies |
| Price read from | Not confirmed | Not confirmed |
| Checked | Oct 24, 2026 | Nov 13, 2026 |
Worth knowing
Centerbase
- Centerbase publishes no prices: licensing, onboarding and add-ons are all set out in a quote after a demo.
- Onboarding is included but typically takes 12 to 14 weeks, with implementation packages scoped and priced to the firm.
- SecureChat, for calling and texting clients from the mobile app, is described as a premium feature.
- Centerbase Payments' transaction fee is not published; firms may keep their existing payment processor instead.
SurePoint
- No prices are published; every product page points to a demo request.
- The suite is split into products such as Practice Pro, Finance Pro, Finance Core and Finance Enterprise, so a firm must work out which mix it needs.
- The vendor aims at mid-sized firms, so solo practitioners and very small firms may find the suite larger than they need.
- The pages read do not list supported operating systems or mobile apps.
Key features
Centerbase
- Matters inside Microsoft 365
- Matter, document, task and calendar management. Outlook emails and attachments file to the right matter, calendars sync both ways, and SharePoint can hold the documents.
- Billing and ePre-bills
- Bills go through electronic pre-bill review before they are sent, and a client portal and client intake are included with the plan.
- Trust and firm accounting
- Trust and firm accounting with online banking and automatic trust reconciliation, so the books close in the same system as billing.
- Three levels of timekeeping
- Built-in timers and timesheets, Automated Time Capture that logs client calls, texts and emails from the mobile app, and Billables AI as a partner option.
- Centerbase IQ
- Ask questions about profitability, work in progress or AR aging in plain English and get charts and tables with links back to the records behind each number.
- Centerbase Payments
- Card, debit and ACH payments and automatic trust replenishment, powered by Stripe, with no platform fee; a standard transaction fee applies to each payment.
SurePoint
- Practice management
- Time, documents, deadlines, caseloads and tasks in a cloud-based platform that covers a matter from intake to billing and collections.
- Time entry
- Attorneys can capture billable time from the office or on the go and manage their caseload from a dashboard.
- Finance products
- Finance Pro covers each stage of the billing cycle. Finance Core is aimed at firms with small accounting teams, and Finance Enterprise at firms with distributed accounting.
- Legal Insights
- Formerly Leopard Solutions, it supplies competitive data used for recruiting, business development and strategy, and is combined with a firm's own data in SurePoint Pro.
- Payments and CRM
- SurePoint Payment Services helps clients pay the firm, and SurePoint CRM (ContactEase) covers client relationships and marketing.
- Security and access
- The vendor lists SOC 2 compliance, two-factor authentication and per-person or per-group access rights for ZenCase, the product behind SurePoint Pro.
Plans
Centerbase
Pricing could not be confirmed. See centerbase.com.
SurePoint
Pricing could not be confirmed. See surepoint.com.
Common questions
Which is cheaper, Centerbase or SurePoint?
As of Nov 13, 2026, Centerbase has no price we could confirm, and SurePoint has no price we could confirm.
Which has a free plan, Centerbase or SurePoint?
As of Nov 13, 2026, neither Centerbase nor SurePoint has a free plan.
Which platforms do Centerbase and SurePoint run on?
As of Nov 13, 2026, only Centerbase lists iOS and Android apps. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.