SurePoint Pro

Spec sheet

Purpose

SurePoint Pro combines legal practice management, financial management, and embedded legal market intelligence for mid-sized law firms.Read 11 Oct 2026 · surepoint.com

Product

SurePoint Pro combines practice management, financial management, and embedded legal market intelligence in a cloud-native platform for mid-sized law firms.Read 11 Oct 2026 · surepoint.com

Integrations

SurePoint Pro integrations with Lawmatics connect intake to matter and billing workflows, while LawToolBox provides rules-based deadline management.Read 11 Oct 2026 · surepoint.com

Security

SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls.Read 11 Oct 2026 · surepoint.com

Compliance

SurePoint states that it maintains SOC 2 Type II and PCI-DSS frameworks or standards.Read 11 Oct 2026 · surepoint.com

Support

SurePoint directs Practice Pro, Finance Pro, and SurePoint Pro users to its SurePoint Pro Help Center.Read 11 Oct 2026 · support.zencase.com

Headquarters

Austin, Texas, United StatesRead 28 Sep 2026 · surepoint.com

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.Read 11 Oct 2026 · surepoint.com

Additional integrations

SurePoint's practice solutions page says its SQL- and API-based platform integrates with Microsoft 365, NetDocuments, Box, Adobe, and QuickBooks Online.Read 11 Oct 2026 · surepoint.com

Availability limit

Finance Pro is available exclusively as part of SurePoint Pro.Read 11 Oct 2026 · surepoint.com

Client portal

Practice Pro lets firms share invoices and updates through a secure client portal.Read 11 Oct 2026 · surepoint.com

Document tools

Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge.Read 11 Oct 2026 · surepoint.com

Documents and knowledge

Practice Pro can generate formatted documents from approved templates and centralize documents, notes, and knowledge in a searchable hub.Read 11 Oct 2026 · surepoint.com

Finance

Finance Pro supports billing, revenue recognition, reconciliation, and reporting, with workflows designed for law firms.Read 11 Oct 2026 · surepoint.com

Finance availability

Finance Pro is available exclusively as part of SurePoint Pro.Read 11 Oct 2026 · surepoint.com

Hosting

SurePoint identifies AWS cloud infrastructure as one of the technology partners supporting its solutions.Read 11 Oct 2026 · surepoint.com

Legal intelligence

Embedded Legal Insights provides benchmarking data on nearly 6,000 firms and competitor analysis by location and practice area.Read 11 Oct 2026 · surepoint.com

Market intelligence

Legal Insights is embedded in Practice Pro and provides benchmarking and information on nearly 6,000 firms.Read 11 Oct 2026 · surepoint.com

Practice management

Practice Pro supports matter management, time entry, collaboration, and configurable workflows.Read 11 Oct 2026 · surepoint.com

Pricing and demo

The product page invites firms to request a demo and does not state a price.Read 11 Oct 2026 · surepoint.com

Sales and pricing

The product pages invite visitors to request a demo; they do not state a price or trial duration.Read 11 Oct 2026 · surepoint.com

Timekeeping

Practice Pro describes automated time capture that includes built-in timers and Microsoft 365 activity tracking.Read 11 Oct 2026 · surepoint.com

Workflow features

Practice Pro offers configurable matter workflows, task plans, approvals, automated task creation, and progress tracking.Read 11 Oct 2026 · surepoint.com

Where Specifiction places it

• Legal Case Management#16 of 196.8
• Legal Practice Management Software#121 of 1407.2
• Legal Trust Accounting Software#38 of 406.9