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What is SurePoint?

Regardless of whether you prefer traditional on-premises systems or if your company's executives are considering a transition to the cloud, exploring all your options is crucial to finding the most suitable solution for your practice. SurePoint®, a prominent provider of financial and practice management software designed specifically for law firms nationwide, has been a trusted partner for over 40 years. With its award-winning enterprise program, SurePoint has enabled countless law firms to enhance their workflows and boost their financial outcomes. The platform boasts a community of over 50,000 members and continues to innovate within the legal sector. By alleviating administrative tasks, SurePoint empowers law firms to concentrate on serving their clients and enhancing their practices. Their Legal Management System is designed to help legal professionals operate with greater efficiency and effectiveness, thereby driving up the firm’s profitability and overall performance. This ongoing dedication to improvement positions SurePoint as a vital resource for any law firm aiming to thrive in today's competitive landscape.

What is Filevine?

Filevine, powered by LOIS (Legal Operating Intelligence System), is a comprehensive AI-powered legal intelligence platform designed to create a unified system of truth for modern legal practices. It brings together data, documents, workflows, and teams into a single, AI-native environment that enhances clarity and consistency. The platform enables legal professionals to perform key tasks such as fact verification, deposition preparation, and case management with greater accuracy and efficiency. LOIS uses contextual intelligence to analyze the entire matter lifecycle, providing actionable insights and guidance tailored to each case. It supports a wide range of capabilities, including document management, contract management, billing, time tracking, eSignatures, and business analytics. The system automates workflows and connects information across all legal processes, reducing manual work and improving collaboration. Its agentic intelligence allows it to plan, act, and learn continuously to achieve desired legal outcomes. Filevine provides real-time visibility into operations, helping teams make informed decisions. The platform is designed to scale across enterprises and government organizations, supporting complex legal environments. It enhances productivity by streamlining repetitive tasks and improving data accessibility. By replacing fragmented systems with a single integrated platform, it simplifies legal operations. Its AI-driven insights help improve accuracy and reduce risk in decision-making. The platform also supports strategic planning by connecting legal data to outcomes. Ultimately, Filevine empowers legal teams to operate more efficiently, deliver better results, and achieve their goals with confidence.

Media

Media

Integrations Supported

Alert Communications
Case Status
Chat Agents
Clearboard
Clerx
Dinvy Ascent
Google Calendar
GreenLine
Hona
Lexamica
Microsoft OneDrive
Moxo
Quilia
Shape Software
Slack
Stackreaction
Veza Reception
Zapier
eLaw
iTimekeep

Integrations Supported

Alert Communications
Case Status
Chat Agents
Clearboard
Clerx
Dinvy Ascent
Google Calendar
GreenLine
Hona
Lexamica
Microsoft OneDrive
Moxo
Quilia
Shape Software
Slack
Stackreaction
Veza Reception
Zapier
eLaw
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SurePoint Technologies

Date Founded

1976

Company Location

United States

Company Website

surepoint.com

Company Facts

Organization Name

Filevine

Date Founded

2015

Company Location

United States

Company Website

www.filevine.com

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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