Tech riderRev. 21 Sept 2026
SurePoint Pro
- 1Runs onWeb
- 2Three-way reconciliationYes
- 3Primary platformweb
3 lines stated Written from the maker's own pages: surepoint.com
Overview
SurePoint Pro is ranked #94 of 141 in legal practice management software on Specifiction, made by SurePoint Pro (Austin, Texas, United States). It runs on Web.
Compared on legal practice management software
- Three-way reconciliation
- Yessurepoint.com
- Primary platform
- websurepoint.com
Facts
- Purpose
- SurePoint Pro combines legal practice management, financial management, and embedded legal market intelligence for mid-sized law firms.surepoint.com · 11 Oct 2026
- Practice management
- Practice Pro supports matter management, time entry, collaboration, and connected workflows.surepoint.com · 11 Oct 2026
- Workflow features
- Practice Pro offers configurable matter workflows, task plans, approvals, automated task creation, and progress tracking.surepoint.com · 11 Oct 2026
- Timekeeping
- Practice Pro describes automated time capture that includes built-in timers and Microsoft 365 activity tracking.surepoint.com · 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.surepoint.com · 11 Oct 2026
- Finance
- Finance Pro supports billing, revenue recognition, reconciliation, and reporting, with workflows designed for law firms.surepoint.com · 11 Oct 2026
- Availability limit
- Finance Pro is available exclusively as part of SurePoint Pro.surepoint.com · 11 Oct 2026
- Market intelligence
- Legal Insights is embedded in Practice Pro and provides benchmarking and information on nearly 6,000 firms.surepoint.com · 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.surepoint.com · 11 Oct 2026
- Compliance
- SurePoint states that it maintains SOC 2 Type II and PCI-DSS frameworks or standards.surepoint.com · 11 Oct 2026
- Hosting
- SurePoint identifies AWS cloud infrastructure as one of the technology partners supporting its solutions.surepoint.com · 11 Oct 2026
- Support
- SurePoint directs Practice Pro, Finance Pro, and SurePoint Pro users to its support resources through the Help Center.surepoint.com · 11 Oct 2026
- Pricing and demo
- The product page invites firms to request a demo and does not state a price.surepoint.com · 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.surepoint.com · 11 Oct 2026
- Document tools
- Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge.surepoint.com · 11 Oct 2026
- Client portal
- Practice Pro lets firms share invoices and updates through a secure client portal.surepoint.com · 11 Oct 2026
- Finance availability
- Finance Pro is available exclusively as part of SurePoint Pro.surepoint.com · 11 Oct 2026
- Legal intelligence
- Embedded Legal Insights provides benchmarking data on nearly 6,000 firms and competitor analysis by location and practice area.surepoint.com · 11 Oct 2026
- Integrations
- SurePoint Pro integrations with Lawmatics connect intake to matter and billing workflows, while LawToolBox provides rules-based deadline management.surepoint.com · 11 Oct 2026
- Additional integrations
- SurePoint's practice solutions page says its SQL- and API-based platform integrates with Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online.surepoint.com · 11 Oct 2026
- Sales and pricing
- The product pages invite visitors to request a demo; they do not state a price or trial duration.surepoint.com · 11 Oct 2026
- 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.surepoint.com · 11 Oct 2026
Company
- Headquarters
- Austin, Texas, United Statessurepoint.com · 28 Sept 2026
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Where it ranks on Specifiction
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Sources
- surepoint.com/surepoint-pro/· checked 11 Oct 2026
- surepoint.com/practice-pro/· checked 11 Oct 2026
- surepoint.com/finance-pro/· checked 11 Oct 2026
- surepoint.com/security/· checked 11 Oct 2026
- surepoint.com/resources/news/surepoint-integrations-w· checked 11 Oct 2026
- surepoint.com/practice-solutions/· checked 11 Oct 2026
- surepoint.com/about-us/· checked 11 Oct 2026