# SurePoint Pro Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SurePoint Pro Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more. Source: https://www.capterra.com/p/10038446/SurePoint-Pro --- # SurePoint Pro Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 22, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) SurePoint Pro ## What is SurePoint Pro? SurePoint Pro is a legal practice and financial management platform that integrates Practice Pro, Finance Pro, and Legal Insights into a single system. Practice Pro streamlines matter management and time tracking through connected workflows. Finance Pro connects practice activities to accounting operations through automated financial controls. Legal Insights delivers firm performance data, benchmarking, and competitor analysis. The platform eliminates the need for separate systems by connecting front-office legal workflows with back-office financial operations. Attorneys can manage matters and log time while finance teams gain real-time visibility into billing and accounting. Firm leaders access performance metrics and market intelligence within the same interface. SurePoint Pro operates as part of the SurePoint Legal Suite, supporting operational and strategic functions across the firm. ## What is SurePoint Pro used for? [Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Legal Billing](https://www.capterra.com/legal-billing-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SurePoint Pro?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://surepoint.com&name=SurePoint Pro) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SurePoint Pro 0.0 VS. [4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price Contact vendor Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (545) Value For Money 0.0 (0) Value For Money 4.5 (484) Customer Service 0.0 (0) Customer Service 4.7 (529) ## SurePoint Pro alternatives [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (195)](https://www.capterra.com/p/2589/Tabs3-Billing/reviews/) Starting price $89.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.7 (647)](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/reviews/) Starting price $47.50 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about SurePoint Pro Overview ### What company size and specific industries is SurePoint Pro built for? SurePoint Pro is designed for law firms of varying sizes, including teams led by managing partners, attorneys, legal administrators, finance leaders, and legal recruiters. It is built for the legal industry rather than general business use, serving firms that need support for legal operations, administration, finance, and recruiting. Features and Usability ### What are the key features of SurePoint Pro? SurePoint Pro offers legal case management, client management, and case management tools, plus billing and invoicing, invoice processing, automatic billing, and electronic payments. It also includes trust accounting, bank reconciliation, general ledger, time tracking, task management, document management, reporting, and access controls/permissions. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does SurePoint Pro integrate with? SurePoint Pro integrates with four third-party tools and platforms: LawToolBox, Microsoft Outlook, NetDocuments, and SurePoint CRM. These catalog integrations cover legal calendaring, email, document management, and CRM connectivity for firms that need core practice and client data connected in one system. Getting Started and Support ### What training and onboarding options does SurePoint Pro offer? SurePoint Pro provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars cover grouped training sessions, and documentation and videos provide self-paced reference material for learning features and setup steps. Getting Started and Support ### What customer support options does SurePoint Pro offer? SurePoint Pro provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Support experience details are not available here, so users should expect those channels as listed without additional insight into response times, helpfulness, or common issues. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Automatic Billing Setup and send recurring or automated bills Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements SurePoint Pro 43 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Setup and send recurring or automated bills Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Setting up the amount/charge for per hour of work by a company or professional Track and manage schedules and meetings via an integrated calendar Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Search and check for conflicts of interest or statutes of limitations Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Specify or track the date/time a project, task, etc., is due for completion Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Electronically collect payments for goods or services Monitor and record expenses such as purchases or charges incurred Plan, manage, and track the financial activities of an individual or organization Specifically designed to address the needs of law firms and legal departments Centralized accounting record which tracks all financial transactions Creation, processing, verification, and execution of invoices till the payment is made Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Access software remotely via mobile devices Accept, record, and reconcile financial transactions Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Manage bookkeeping for client trust accounts Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ LawToolBox](https://www.capterra.com/p/130582/LawToolBox/)[ NetDocuments](https://www.capterra.com/p/225425/NetDocuments/)[ SurePoint CRM](https://www.capterra.com/p/119731/ContactEase/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.