# SurePoint review (2026): is it worth it? > Practice, finance and growth software for mid-sized law firms Checked Nov 13, 2026 ยท graded Nov 13, 2026 by ToolGPA. SurePoint sells a suite for mid-sized law firms: SurePoint Pro (Practice Pro and Finance Pro) for practice and financial management, separate accounting products, a CRM, payment services and Legal Insights, a legal market data product. Prices are not published; firms request a demo. - **Category:** Law Practice Software - **Made by:** SurePoint Technologies - **Website:** https://surepoint.com - **Runs on:** Web - **Who should skip it:** Too light for nothing, but too big for solo lawyers and very small firms. - **Facts last checked:** Nov 13, 2026 ## Pricing SurePoint's current pricing could not be confirmed from its own site. ## Key features - **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. ## Good for - Mid-sized law firms that want practice and accounting products from one vendor - Firms with their own accounting team that need heavier billing tools ## Worth knowing - 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. ## ToolGPA grades **GPA: 2.0 out of 4**, graded Nov 13, 2026. SurePoint sells practice management, time entry, finance products, payments and a CRM for mid-sized law firms. No price is published, every page points to a demo, and the products are split so you work out which mix you need. - **Value for money: C.** No price is published; every product page points to a demo request. - **Free plan and trial: F.** No free plan and no free trial are listed anywhere on the pages we read. - **Features: B.** Practice management, time entry, finance products, payments, CRM and legal market data. The listing shows no gap in the core job. - **Ease of use: C.** No store rating on record. Choosing among Practice Pro and the finance products means setup work. - **Platforms and integrations: B.** Web with Microsoft 365, NetDocuments, Box, Adobe and QuickBooks Online. No platforms are listed. These are ToolGPA's own grades. Graded from this listing, whose facts were read from SurePoint's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among law practice software - SurePoint's GPA of 2.0 is higher than 17 of the 35 other law practice software we grade, and level with 11. - It stands best on features (B, above 25 of 35) and worst on free plan and trial (F, above 0). The category's chart of price against score: https://toolgpa.com/charts/law-practice ## Keep it, or make your own? **Keep it.** To replace SurePoint you would be making client trust accounts kept the way bar rules require. That is not a weekend's work, with an AI app builder or without one. - You could make: Case management, time tracking, invoicing, calendar and reports: an app builder makes these well. - You could not: Client trust accounts kept the way bar rules require. - You could not: It plugs into other products, Microsoft 365, NetDocuments and Box among them. - You could not: What a company asks for before it lets staff use something: SOC 2. - You could not: The depth: we grade its features B, which means it covers the whole job. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Microsoft 365, NetDocuments, Box, Adobe, QuickBooks Online **Tags:** Case management, Time tracking, Invoicing, Trust accounting, Calendar, Reports ## Alternatives - [Tabs3](https://toolgpa.com/tools/tabs3): Legal billing, trust accounting and case management for law firms. [Compare](https://toolgpa.com/compare/surepoint-vs-tabs3) - [Centerbase](https://toolgpa.com/tools/centerbase): Practice management, billing and firm accounting for midsize firms. [Compare](https://toolgpa.com/compare/centerbase-vs-surepoint) - [Clio](https://toolgpa.com/tools/clio): Practice management, legal accounting and legal AI for law firms. [Compare](https://toolgpa.com/compare/clio-vs-surepoint) - [Aderant](https://toolgpa.com/tools/aderant): Time, billing and financial software for large law firms. [Compare](https://toolgpa.com/compare/aderant-vs-surepoint) - [CosmoLex](https://toolgpa.com/tools/cosmolex): Law practice management with trust and business accounting built in. [Compare](https://toolgpa.com/compare/cosmolex-vs-surepoint) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 13, 2026: - https://surepoint.com/ - https://surepoint.com/practice-solutions/ - https://surepoint.com/about-us/ Page: https://toolgpa.com/tools/surepoint Listed by ToolGPA (toolgpa.com).