# SurePoint Finance Core  Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is SurePoint Finance Core  the right Legal Case Management solution for you? Explore 21 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/121990/Coyote-Accounting/reviews

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SurePoint Finance Core

4.4 (21)

[View alternatives](https://www.capterra.com/p/121990/Coyote-Accounting/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of SurePoint Finance Core

Ease of use

4.5

Customer Service

4.1

## Showing most helpful reviews

Showing 1-21 of 21 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Shriya C.  
Account Manager  
  
Used the software for: Less than 6 months

### "Its an excellent software"

April 23, 2018

3.0

Pros

Its great for Time and billing, calendaring,financial management, contact management.It is committed to delivering features to our Clients,not profits to investors.

Cons

I like this software but I think features and customer support can be better when its compared to other softwares.Overall quality is fine not so great.

Review Source

ER

Erin R.  
Managing Director  
Law Practice  
Used the software for: 2+ years

### "Would not recommend doing business with SurePoint"

March 19, 2026

1.0

Consider whether you wish to work with a company that abandons an entire segment of their business with little notice.

Pros

The rating on my review relates solely to the SurePoint sunsetting of Coyote Analytics, which is an amazing product, and the Pros of my original review still apply. Coyote on prem is no longer offered as of the date of this review update.

Cons

SurePoint purchased Coyote in 2022. They made minimal improvements and then announced in early November 2025 that they were sunsetting the "on prem" Coyote Analytics product at the end of February 2026. This provided very little notice to the many firms affected, and left them scrambling to find an alternate product or else sign 3-year bridge contracts with SurePoint that were many times more expensive than existing support fees. Support has also been very slow and generally unhelpful since the SurePoint acquisition. In my opinion and experience, it seems like their support techs were never properly trained on the Coyote product.

Alternatives considered

[SurePoint](https://www.capterra.com/p/135156/SurePoint/)[Expert Sierra](https://www.capterra.com/p/167910/ADERANT-Expert-Sierra/)

Reason for choosing SurePoint Finance Core

Cost

Switched from

[Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Our version of Timeslips was end-of-life and Timeslips was pushing customers onto their subscription model, and we wanted to move to a product that combined billing and accounting in one piece of software, and that also made the paperless billing process easier.

Review Source

VR

Verified Reviewer  
Director of Information Technology  
Law Practice  
Used the software for: 6-12 months

### "Good for a smaller firm"

September 12, 2018

3.0

Many smaller firms are wanting the business intelligence that larger firms are used to having. Unfortunately Coyote doesn't deliver just yet. They are however evolving almost daily, adding features and fixing bugs.

Pros

Coyote's after-sale customer service is exceptional.

Cons

Coyote struggles to match what is offered by larger more mature products.

Review Source

PS

Paige S.  
Business Systems & Facilities Manager  
Law Practice  
Used the software for: 2+ years

### "Solid Practice Management software for mid sized firm"

October 22, 2019

4.0

Overall, positive experience. The devs have made great strides in building useful functionality into the software and their integrations are thoughtful and thorough.

Pros

What i like most about Coyote is their ability to create useful workflows and user paths in the software.

Cons

I wish it had a newer version of their reporting tool, ActiveReports.

Alternatives considered

[ProLaw](https://www.capterra.com/p/35611/ProLaw/)

Reason for choosing SurePoint Finance Core

Price, functionality, reporting tools, integration with existing DMS (Worldox), potential for paper-less billing.

Review Source

JO

Jim O.  
Billing Administrator  
Law Practice  
Used the software for: 2+ years

### "Where day-to-day practice management meets KPI's for your ROI"

January 17, 2023

5.0

The conflict of interest and practice management sections make for a more robust handling of potential new clients and ensure professional liability standards are met.

Pros

The software was clearly written by folks familiar with working in a law firm environment. Both from admin/management level to practicing attorneys to everyday support staff. Ease of functionality combined with extensibility to Outlook and Excel make this a great platform for anyone needing to service their lawfirm's time, billing and financial functions.

Cons

The layout of the contact management portion was cumbersome for our legacy of client/matter data. The options were very limiting with the billing formats chosen and provided for the initial tier pricing.

Reason for choosing SurePoint Finance Core

Better support and value for the price.

Review Source

LC

Lora C.  
Accounting Manager  
Law Practice  
Used the software for: 2+ years

### "Highly customizable"

January 12, 2023

5.0

They have the very best customer support. Their staff is very knowledgeable about their product and work to help you with your concerns.

Pros

This software is very customizable to your firm's and customers' needs.

Cons

The reporting would be better if there was a module that allowed you to create the reports you need by choosing the fields you would like to see on your report.

Reason for choosing SurePoint Finance Core

Able to be customized and pricing

Review Source

CG

Claudia G.  
Office Administrator  
Law Practice  
Used the software for: 2+ years

### "Coyote Accounting"

August 8, 2018

5.0

I am able to use Coyote reports to pull out even more info than is on the printed report and use pivot tables in Excel to create just the report that I need and the way I want to see it. They have been very helpful in creating custom reports that I need as well. My overall experience with Coyote has been great; I have never looked back on our former Juris product and am thrilled that we made the changes we made.

Pros

I love that if I make a mistake and need to undo a transaction, you just click "unpost" and it will create all correcting entries and give you a new draft. I love that we can put attachments on an expense, the bank statement on the bank reconciliations, as well as many other features like collections and paperless billing. Customer service is fantastic as well.

Cons

I really like this software and there is nothing I don't like. I had my computer programmer review the backend and he said it was built correctly and absolutely solid. And, it has been extremely reliable.

Review Source

MG

Marie G.  
Assistant to the Administrator  
Law Practice  
Used the software for: 6-12 months

### "Excellent Accounting Software "

October 3, 2018

5.0

It has been a great learning experience and I am glad we made the change

Pros

It is easy to use. The quick entry feature is amazing and makes putting in time super easy and time efficient. The ability to submit the time all at once is great and to be able to pull up your time and change i if needed makes life a lot easier when dealing with billing errors. I also like how the entry changes color when all the fields are correct.

Cons

I do not like that there is not a spell check feature in the quick entry portion of the software. If you need to use the spell check feature you need to go out and check the spelling.

Review Source

VR

Verified Reviewer  
Summer Associate  
Law Practice  
Used the software for: Less than 6 months

### "Accounting Software"

July 16, 2019

5.0

Pros

My firm made the switch to this software for our billing and we do not regret it! Everything is streamlined and easy to use.

Cons

I have yet to try out all the features, and I could probably use a tutorial.

Review Source

KELLEN D.  
LITIGATION PARALEGAL  
Law Practice  
Used the software for: Less than 6 months

### "Timekeeping in Coyote"

August 29, 2019

4.0

Pros

I am able to use the timekeeping function in connection with iTimekeep

Cons

Dashboard setup compared to previously used timekeeping software

Switched from

[RainMaker](https://www.capterra.com/p/130861/RainMaker/)

Costs, lack of support available

Review Source

LB

Lisa B.  
  
Law Practice  
Used the software for:

### "Great accounting and billing software for the money!"

February 3, 2015

5.0

Pros

I really like all the reporting it does. We have had to have some customized reporting done since we are a law firm, and the reports are extremely helpful. We are waiting on a couple more in the next release. Being able to unfinalize bills is a huge ticket item for us, since our previous billing system did not handle that well at all. Whenever I need help, they are always available and will sit with me at any time day or night to help me understand something. Very easy to maneuver from. I love the group blocking and editing; that has made my life so much easier.

Cons

Wish you could just delete the entries that need to be reversed out instead of having all those extra line items in there. I am OCD, so that is just my little distraction when I see them. Would like to have a training session on just reporting since this software does so much. Need to make time to schedule that.

Review Source

VR

Verified Reviewer  
Senior Project Manager  
Food & Beverages  
Used the software for: Less than 6 months

### "Good accounting software for law firms"

March 27, 2018

5.0

Pros

This software provides solution to most of your accounting needs which are relevant for law and legal firms. Recommended for all types of businesses.

Cons

There is nothing in the software which is not useful or relevant . The team can surely work on to add few more features.

Review Source

DS

Doug S.  
  
Law Practice  
Used the software for:

### "Top-of-the-line accounting software for law firms"

January 16, 2015

5.0

Pros

I love the versatility and ease of use that Coyote Analytics brings to law firm accounting. It has worked flawlessly for us for over 2 years now. Customer service is fantastic. They respond very quickly and are extremely knowledgeable about their software.

Cons

Nothing. Everything has performed beyond our high expectations.

Review Source

CJ

Christine J.  
  
Law Practice  
Used the software for:

### "The best legal software ever!"

January 26, 2015

5.0

Pros

The software has everything you can think of in it. It's extremely easy to navigate from Accounts Payable to GL. The attorneys at my firm really enjoy how user-friendly it is for them to enter their time and do their billing online from anywhere. The accountants and IT personal at Coyote knows their stuff, and it's hard to stump them on anything. They're always available promptly with answers.

Cons

Nothing -- Everything works like it should and if it doesn't, it will work within the next 15 days or less.

Review Source

ES

Eric S.  
  
Law Practice  
Used the software for:

### "I have used the product to enter my billable hours for a few years now"

February 4, 2015

4.5

Pros

Ease of use. Easy to track information. Easy to compile data and keep track of clients and specifics

Cons

Can't think of anything. Perhaps there is an easier way to enter items quickly. It would be nice if a step could be removed somehow or multiple similar entries could be entered more quickly.

Review Source

PL

Patrick L.  
  
Law Practice  
Used the software for:

### "Time Entry and Analysis Review"

February 4, 2015

4.5

Pros

Easy to use and quick to enter time entry with use of designated shortcuts; easy to read layout of all time entered.

Cons

It seems a bit burdensome to go back and forth when trying to view others' time and then flip back to your own time entry.

Review Source

MS

Matt S.  
  
Law Practice  
Used the software for:

### "Coyote Time Entry"

February 4, 2015

4.0

Pros

It is easy to use and allows you to track numerous statistics by file, client, etc.

Cons

At times it seems there are too many fields and options to enter.

Review Source

PC

Peggy C.  
  
Law Practice  
Used the software for:

### "Survey for Coyote"

January 30, 2015

4.5

Pros

It's user-friendly and works well all the time.

Cons

The program is changed to suit one client, but doesn't necessarily suit the other clients.

Review Source

KC

Kelle C.  
  
Law Practice  
Used the software for:

### "Still acclimating, but loving it"

January 26, 2015

4.5

Pros

The staff. The product is great, but nothing compares to the people at Coyote Analytics.

Cons

Okay, you've stumped me. I can't answer this one.

Review Source

TE

Thomas E.  
  
Law Practice  
Used the software for:

### "Easy system to learn and use."

February 6, 2015

4.5

Pros

Easy system to learn and use.

Cons

Sometimes, I have to reenter file matter repeatedly and change dates.

Review Source

AD

Amanda D.  
  
Law Practice  
Used the software for:

### "Best software purchase since opening our practice"

January 16, 2015

5.0

Pros

I like the ease of use and support.

Cons

There is nothing I can name that I don't like about it.

Review Source

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