SurePoint
Review of SurePoint Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love SurePoint
Verified Professional
Law Practice · 51-200 employees
Integrity and Flexibility - All in One
Immediately after installation in 2010, LMS began paying for itself giving our firm the ability to capture and report on time the very first month and every month since that day.
- LMS software is a fully integrated, trustworthy, accounting solution for law firms
- Accounting and timekeeper accesses are secure, dynamic and under the control of the administrator
- Users in the front office and the back office are able to move from one task to the other seamlessly
- Reporting is built to accommodate the needs of each firm
On-line training for new Client users would be helpful in the fast pace law office
Ted R.
Verified UserLaw Practice · 51-200 employees
Review by Ted
Verified reviewer
- East of time entry
- Ability for all users to see client status quickly and to find information on their teams productivity with a couple of simple clicks
- Included all modules
- Willingness to customize any process
- Integration with or replacement of other products was done seamlessly making operating thru one portal a pleasure
- The training process they use is show one, teach one
- It takes a couple of months to get thru all the processes and would be helpful (which means a bit more costly) to have more training for the 2 or 3 weeks following going live
- The first few days were just catching up
- After that, maybe some more relaxed training would help
Switched From
Product was dated and did not provide any way to download information easily to excel or other product.
Why they chose it
"It was the one which was truly cloud based. The onboard expense was a fraction of the other products that required both conversion costs and software purchase costs."
Jenifer K.
Verified UserLaw Practice · 11-50 employees
Do not waste your money
Horrible. They basically price gouged us to get OUR digital data download so we could move to another platform. Then sent it to us in an unusable antiquated format.
- That the accounting and billing were in one program
- Being able to choose if the bill was sent via email
- Changes made to invoicing could be made by the attorney and sent back to billing to finalize
- Making payments was easy
- The customer help request took up to a week to answer, or got sent "to tech" where we would never get our problem resolved
- To month end so we could run bills took 3 pages of notes we had to refer back to after 6 years of using the program
- Getting any kind of accurate report was a chore
- Just overall use of the program was not user friendly
- Reversing payments took a call to the help center because it was that difficult
- Basically anything that needed a change took a call to the help center the program was so difficult to use
- This program is not recommended for smaller firms
- Every aspect is department based, so if you have 1 or 2 people doing billing and admin it becomes to much
Switched From
To upgrade our software. We were told winvatage was going out of business
Why they chose it
"Surepoint only showed us the front end of the program with fancy charts and graphs that actually did nothing. It was the backend program that was the brain and was incredibly difficult to use"
Mark S.
Verified UserLaw Practice · 51-200 employees
MUS Review
Coming from outside the legal industry at the same time our firm implemented LMS, I liked the platform and was very pleased with its functionality.
- I like the Dashboards
- As the CFO I need to have daily statistics on how the firm is doing
- The Dashboards provide an easy way to have a quick snapshot
- Also, the reporting module is a great tool to run reports
- I feel some of the features in LMS 5 (the back office) could be improved
- For example, journal entries, it would be nice to have a drop down menu for journal entries, AP and Cash Receipts versus going into the "Group" Function to perform these tasks
Switched From
The Rainmaker Platform was no longer going to be supported.
Why they chose it
"Cost and some functionality."
Israel M.
Verified UserLaw Practice · 51-200 employees
Very pleased with product
Overall, it has been a nice addition of tools that we have implemented at Donahue Fitzgerald. From looking at client-matter information, to running conflicts and processing intakes, I am very pleased with the overall use of the the LMS system. In my 18 years of being in legal, Rippe / Surepoint got it right.
I oversee conflicts / intakes for the firm, so for me it was mostly about creating a seamless workflow environment that captured all the information, but that also allowed for all stakeholders during a conflict/intake to be looped into the process, our contacts at Surepoint/Rippe were able to do that and more
- I have yet to experience anything that is challenging or complicated
Switched From
Tabs / practicemaster was useless, dated and the worst product ever.
Why they chose it
"I suspect that our Finance Director felt this was the best overall product. Thank you."
BARBARA N.
Verified UserLegal Services · 51-200 employees
SurePoint Review
My experience has been good. I have been able to learn this system and become proficient with it in a fairly short period of time.
- I was able to learn this billing system rather quickly and find it very easy to glean information from the system
- Entering time is quick and efficient within the system
Sometimes I cannot find contact information on a client but I feel this is due to the lack of information taken by the attorney doing the intake process
Pamela B.
Verified UserLaw Practice · 201-500 employees
One of the better software programs
Verified reviewer
- The ability to upload invoices and check status of them with ease
- The up to date information that is generated
- The customer service support
- They do not take phone calls, everything is through email
Gerry P.
Verified UserLaw Practice · 51-200 employees
LMS review
We use the software primarily for accounting. We have specialized software for docketing and we a paperless and do not have a need for document management features outside of accounting documents such as AP
- I love LMS + and especially the dashboard and financial statement sections
- It can be difficult to use and train others on in the Green Screen and LMS V modules
- I think the software would be better served with a single web based interface
Switched From
Legal billing software became available
Why they chose it
"I don't remember it was too long ago"
Gemma B.
Verified UserLegal Services · 11-50 employees
LMS Review
Verified reviewer
- All functions in LMS+ especially client/matter inquiry and dashboard
- Unable to transfer a posted bill between matters
Switched From
Rainmaker software was discontinued.
Verified Professional
Law Practice · 51-200 employees
Rippe
seem to have help out user track there time better and less paper being printed.
- We have been able to eliminate 3 other systems into rippe
- I don't use this software often only to help trouble IE setting
SurePoint
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