Top SurePoint Alternatives

Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.

Lexzur serves as a comprehensive Legal Practice Management Solution aimed at the diverse landscape of legal professionals, including those in law firms and in-house legal departments. This all-encompassing platform enables legal entities to efficiently oversee legal matters, manage contracts and deadlines, organize client data and documentation, track hearings and time logs, as well as handle expense and financial records, among other functionalities. Supporting a variety of languages and currencies, Lexzur is accessible through cloud-based, on-premises, and Private SaaS options, ensuring flexibility for its users. The mobile application, compatible with both Android and iPhone devices, empowers teams to engage with clients, manage documents, and track billable hours from virtually any location. With integrated push notifications and messaging features, the mobile app enhances connectivity among users. Lexzur stands out as a singular solution, consolidating various tools for legal practitioners, and its modular design makes it user-friendly while catering to a global clientele across more than 67 countries of varying sizes. This adaptability and ease of use make Lexzur an invaluable asset for legal professionals seeking to streamline their operations.

Advanced case management software tailored for personal injury law firms, 8am CasePeer stands out as the sole solution that enhances results for both clients and the firm. Elevate your firm's efficiency and boost productivity with our comprehensive legal practice management system specifically crafted for law firms representing personal injury plaintiffs. Enhance your firm's workflows through a unified case management center that encompasses everything from user-friendly dashboards and scheduling to tracking medical treatments, litigation resources, and beyond, ensuring a seamless operational experience. This innovative platform not only simplifies your processes but also empowers your team to focus on what truly matters—delivering exceptional legal service to your clients.

PracticePanther is a comprehensive law practice management solution utilized by numerous law firms in 35 nations, known for enhancing productivity and efficiency. This platform integrates various features, including communication tools, billing systems, customer relationship management, and connections with leading business applications, all in a single interface. By taking advantage of a demo, you can enjoy a 50% discount on your initial two months of service, making it an excellent opportunity for firms looking to streamline operations. With its user-friendly design and powerful capabilities, PracticePanther continues to receive accolades from legal professionals seeking to optimize their practice.

Smokeball serves as your ally in propelling your law firm into the future. As the premier cloud-based software for legal practice management in the industry, Smokeball equips you to tailor your firm’s operations to your specific legal niche. The platform provides an array of insights and tools designed to enhance efficiency: features include automatic tracking of time and invoicing, optimized workflows tailored to your practice area, access to a comprehensive library of over 20,000 standard legal forms and documents, as well as actionable reporting that outlines your firm’s performance and identifies potential growth opportunities. Discover how to optimize your law practice by visiting smokeball.com and start transforming your firm today.

AbacusLaw understands that the legal and accounting fields are continuously evolving, which presents challenges for firms striving to maintain efficient operations. In response to these challenges, they have created the largest Technology-as-a-Service (TaaS) provider tailored specifically for the professional services industry, allowing legal and accounting experts to attain both prosperity and tranquility. Their holistic, intuitive platform is crafted to support a secure, cloud-based practice while remaining budget-friendly. This comprehensive offering includes hardware, software, and infrastructure that are accessible on a pay-as-you-go model, featuring essential services such as Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT. With this robust solution, firms are equipped with all the necessary tools to succeed in a highly competitive landscape. Additionally, AbacusLaw's commitment to innovation ensures that their clients are always ahead of the curve in a rapidly changing environment.

8am MyCase offers a comprehensive platform for overseeing your case files effectively. It equips you with resources to enhance organization, boost efficiency, and expand the operations of your firm. With MyCase, accessing all pertinent case information—such as documents, contacts, emails, tasks, and invoices—becomes a straightforward task. This user-friendly interface ensures that you can manage your legal affairs seamlessly and with greater productivity.

Oversee and enhance your platform seamlessly - all from one unified hub. From the moment a client visits your website to the conclusion of their billing process, we empower your firm at every stage. Centerbase, a subscription-based legal software solution based in Dallas, is designed to assist small and midsize law firms in managing and expanding their operations through comprehensive client lifecycle management, automation, and marketing resources. Tailored to various user types and practice areas, Centerbase enables law firms to align with contemporary client and legal professional expectations, thereby achieving peak productivity and profitability. To schedule a demonstration, please call (214) 987-9000, and take the first step towards transforming your legal practice.

Transform your legal practice by embracing an innovative and all-encompassing software solution that elevates your firm to unprecedented levels of efficiency. Utilize a comprehensive Matter Management tool that integrates smoothly with automated workflows, guaranteeing that every aspect of a case is documented and accessible in real time. Benefit from the ease of accessing detailed and up-to-date information regarding your firm’s performance, successes, and ongoing tasks, all available on a singular dashboard. Enhance your operational effectiveness with a fully integrated accounting system for both general and trust funds that emphasizes user-friendliness, allowing you to concentrate on maximizing your revenue. Navigate your law firm’s vast repository of knowledge with ease, supporting quick and uncomplicated search capabilities. With the option to filter, categorize, and analyze results based on various criteria, obtaining insights is simpler than ever before. Our tailored client onboarding process begins with a Needs Based Analysis to gain a deep understanding of your legal practice, ensuring we effectively address your unique requirements. By collaborating closely, we can develop customized solutions that resonate with your firm’s objectives and foster long-term growth and achievement. This partnership not only enhances your operational framework but also positions your firm to adapt to future challenges and opportunities with confidence.

PerfectLaw® offers law firms a fully integrated practice management system that brings together case management, time and billing, accounting, and document control in one centralized database. Whether hosted on-site or in the cloud, the platform also provides a secure web-based option, giving users the flexibility to work from anywhere. Its key tools—such as matter tracking, automated billing, workflow management, and mobile access—enable attorneys and staff to operate more productively. By streamlining processes, firms achieve faster billing turnaround, stronger cash flow, and measurable financial returns. Built-in integration ensures the system delivers consistent performance, easy scalability, and long-term proven value.

Law Firm Practice Management Solution Enhanced Technology for Improved Legal Operations NuLaw streamlines your legal practice, enabling greater efficiency in management. By utilizing a top-tier suite designed specifically for law firms, it maximizes profitability potential. Available to firms of all sizes, NuLaw transforms the way legal professionals operate and manage their workflows. With this innovative solution, law firms can reach new heights in productivity and client service.

In the realm of law, nurturing client relationships and delivering exceptional value are crucial for attaining success both personally and for the firm as a whole. The capacity to build connections and create new business avenues is vital for sustained growth in this field. ContactEase simplifies the process of managing client relationships by streamlining interactions. To find out how ContactEase can revolutionize your legal practice, simply fill out the form to schedule a consultation with one of our experts. You can also arrange a demonstration to see how ContactEase can improve your current systems or examine our integration with the SurePoint Legal Management System (LMS), which is engineered to enhance profitability by reducing administrative burdens, enabling attorneys to spend more time on client engagement and their legal practice. Additionally, SurePoint Technologies is recognized as a leading provider of financial and practice management software for law firms nationwide. For more than forty years, legal professionals have relied on SurePoint’s esteemed enterprise solutions to significantly improve their operational workflows and financial results. By opting for our advanced tools, your firm can maintain a competitive edge in a rapidly changing marketplace, ensuring that you adapt to the evolving demands of the legal industry. Staying ahead of the curve is essential for long-term success and sustainability in your practice.

Clio, a prominent cloud-based solution for law practice management that is relied upon by over 150,000 attorneys, encourages you to arrange a demonstration. You can securely access your law firm from any location, enabling you to oversee all your tasks in a single, centralized platform. Discover how Clio can enhance your practice today.

8am is an all-in-one professional business platform designed to simplify firm management and empower professionals to focus on the work that matters most. Trusted by more than 260,000 users and approved by 175+ professional associations, it combines the capabilities of leading products—LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay—into a single, intelligent ecosystem. Each solution addresses a vital aspect of professional operations: LawPay accelerates payments and ensures compliance, MyCase streamlines practice management, CasePeer enhances litigation workflows, and CPACharge modernizes accounting. With secure, next-day deposits, automated billing, and customizable dashboards, firms gain control and visibility across every client interaction. 8am also offers industry-specific features like IOLTA compliance, PCI Level 1 security, and 70+ legal software integrations, ensuring every firm meets the highest professional standards. Its cloud-based architecture promotes collaboration and real-time insight across teams, allowing professionals to operate seamlessly whether in-office or remote. Beyond technology, 8am delivers white-glove customer support and deep industry expertise built from two decades of innovation. The company’s annual Kaleidoscope conference brings users together for practical insights, peer learning, and a forward look at emerging trends. Designed for law firms, accountants, and associations alike, 8am helps professionals reduce administrative overhead and reclaim their time. It’s not just management software—it’s the foundation for running a modern, client-centered firm with confidence and clarity.

Quill is an all-encompassing tool designed to meet the diverse software and service needs of your law firm. It offers cloud-based solutions not just for legal accounts, case management, and practice management, but also provides optional services such as cashiering, typing, and payroll, making it a versatile choice. There are strong reasons why discerning law firms choose Quill as their go-to platform. With a solid reputation in delivering top-notch legal accounts and practice management software, Quill has a longstanding history of offering outstanding legal outsourcing services. More than just software, Quill significantly boosts efficiencies that play a vital role in the prosperity of your law firm. Whether you're managing front-office or back-office tasks, Quill’s legal practice software adopts a smart strategy for overseeing legal accounts and cases. Our solution is fully customizable and remains a reliable partner for over 750 law firms, embedding itself into their daily operations. This software takes the stress out of compliance and reintroduces flexibility for hybrid work environments, enabling you to focus on what matters most: minimizing management time and maximizing profitability. Choosing Quill not only streamlines your processes but also positions your firm to excel in an increasingly competitive market. By adopting this innovative solution, your firm can adapt to new challenges while enhancing its operational effectiveness.

Expert Sierra stands out as the most all-encompassing, cloud-oriented legal practice management tool designed specifically for mid to large-sized law firms worldwide. By utilizing Aderant's Expert solution, your firm can eliminate the reliance on various systems and alleviate the challenges associated with maintaining on-site hardware, software updates, security protocols, and overall performance. This transition allows legal professionals to focus more on their core responsibilities rather than being bogged down by technical concerns.

Curo365 distinguishes itself as an exceptional Enterprise Practice Management solution by leveraging the powerful Microsoft Dynamics platform. In contrast to traditional legal practice management systems, Curo365 combines functionalities that usually necessitate multiple distinct technologies. This cutting-edge solution equips law firms with Microsoft’s identity-driven security features, creating a secure and intuitive environment for managing files, communications, and diverse data types while providing robust defenses against advanced cyber threats. Microsoft dedicates an impressive $1 billion each year to protect its cloud infrastructure, which serves as the secure foundation for Curo365’s data storage and replication to ensure redundancy and disaster recovery. Additionally, Curo365 enables law firms to fully utilize the Microsoft Office 365 Productivity Suite—including essential applications like Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow, and PowerPoint—allowing attorneys and their teams to collaborate effectively from any location and device. The integration of these dynamic tools not only enhances collaboration but also significantly boosts overall efficiency within legal practices, ultimately transforming the way they operate and serve clients. By streamlining various processes, Curo365 empowers legal professionals to focus more on their core responsibilities and less on administrative burdens.

CosmoLex recognizes that both efficiency and adherence to regulations are crucial for the longevity of a law firm, a sentiment shared by every legal professional. This platform provides a comprehensive and user-friendly practice management solution, enabling users to seamlessly oversee billing, practice activities, and financial accounting all within one cohesive system. In doing so, CosmoLex streamlines operations, allowing lawyers to focus more on their clients and less on administrative burdens.

The Osprey Approach legal software solution presents a comprehensive platform that combines case management, practice management, legal accounting, and client management, enabling your firm to function efficiently and surpass client expectations while maintaining profitability. By leveraging this unified legal case management software, you can boost efficiency, enhance productivity, and increase profits, all while adhering to regulations and reducing the risk of human error. Osprey functions as a holistic end-to-end system that manages the entire case management lifecycle, from initial inquiry to final resolution. Numerous attorneys have reaped the benefits of our powerful, cloud-based software, which operates effortlessly across various devices, allowing them to run thriving practices and deliver outstanding client service. Packed with a wide range of features, our software ensures that every element of your legal practice is interconnected and optimized for peak effectiveness. This integration means you can streamline tedious administrative tasks, expedite month-end processes, and oversee your accounts department with remarkable simplicity, thereby fostering a more efficient workflow. With Osprey, your firm can harness the best tools available to reach new heights of success, fully equipped to navigate the complexities of modern legal practice. Your path to a more productive and profitable future starts with choosing Osprey as your trusted software solution.

PracticeMaster, created by Tabs3, offers a robust practice management system designed exclusively for legal professionals and law offices. By efficiently organizing case files, client information, and contact details, it enables legal teams to quickly retrieve vital documents, thereby boosting productivity and saving valuable time. Furthermore, the software includes an all-encompassing calendar feature that allows users to conveniently track appointments on a daily, weekly, or monthly schedule. This capability is essential for ensuring that critical meetings and deadlines are consistently met, ultimately contributing to the overall efficiency of the firm. With its user-friendly interface, PracticeMaster not only simplifies management tasks but also enhances collaboration among team members.

Experience the ease of connecting your calendar to client cases and essential documents, enabling you to monitor deadlines, streamline billing activities, and automate various tasks from a centralized dashboard, all while integrating smoothly with your preferred applications. From the comfort of your desktop, you can easily navigate crucial components of your firm, such as Calendar, Email, Tasks, Time and Billing, and Matter Management, all crafted for user-friendliness. Amicus Cloud's calendar is designed specifically for legal professionals, offering powerful tools for scheduling alongside task management, complete with workflow alerts to keep you updated whether you are in the office or on the go. With the recent integration of Abacus Court Rules (ACR), scheduling court deadlines becomes a hassle-free process, allowing you to maintain focus and tranquility amidst your busy practice. The ACR is dynamically updated to reflect Federal, State, and Local Rules, ensuring you stay informed and ready at every phase of your cases. Each client matter acts as a vital component of your practice, with distinct files created for each, ensuring that all actions and billing are meticulously organized around these files. This cohesive system not only boosts efficiency and organization within your legal practice but also significantly enhances client service and leads to improved outcomes. As a result, you can dedicate more time to your clients and less time managing administrative tasks, ultimately fostering a more productive work environment.

LEAP enhances efficiency and conserves time in legal practices. It also minimizes clerical mistakes during the creation of forms, motions, and various case documents. With its unified platform, LEAP provides real-time updates across all departments, effectively lowering overhead costs and simplifying IT management for law firms. By reducing administrative effort and human error, you can swiftly generate legal documents, gaining the advantage of a mobile office environment. This flexibility empowers you to work from any location, regardless of internet access. By centralizing all essential business tools in one location, you can significantly boost productivity. The platform facilitates secure online collaboration with clients and colleagues on documents and case files. Furthermore, it enables automatic tracking of time spent on client calls while allowing seamless access to documents, clients, and cases with a single sign-on across all devices. LEAP's capabilities allow you to create, store, organize, track, and share legal documents efficiently, paving the way for a fully paperless law office. Such transformation not only improves organization but also enhances client service and responsiveness.

LEX247 is an innovative cloud platform designed to streamline legal practice management for law firms, regardless of their size or specialization. It offers an intuitive user interface while encompassing the robust functionalities typical of a comprehensive enterprise practice management solution for legal professionals globally. With LEX247, enhancing your legal team is just a click away—simply add a lawyer!

Jusnote serves as a robust legal practice management solution tailored specifically for contemporary law firms and solo practitioners aiming to enhance their operational efficiency and productivity. It features a range of effective tools that facilitate case management, document organization, time tracking, billing, and client interactions, all while ensuring that legal professionals experience improved efficiency, systematic organization, and heightened security. Why Opt for Jusnote? In the legal field, every minute counts, and attention to detail is paramount. Jusnote is meticulously designed to cater to these specific requirements, providing an easy-to-navigate interface, extensive functionality, and a high level of customization to accommodate the varying demands of legal practices. Regardless of whether you oversee a large firm or operate a single-person business, Jusnote simplifies your workflows, enhances precision, and offers the reassurance of dependable and secure technology. By selecting Jusnote, you can revolutionize your legal practice with a powerful and user-friendly platform that alleviates the complexities of case management, allowing you to redirect your focus towards achieving optimal outcomes for your clients while fostering a more efficient work environment. This transformation not only benefits your practice but also enhances client satisfaction, leading to long-term success.

Assessing your income and expenses is crucial for ensuring your law firm's financial health. Implementing an intuitive, all-encompassing, and accurate financial reporting system alongside reliable law firm accounting software can significantly reduce the chances of human error. This combination not only allows you to pinpoint the most profitable areas of your practice but also identifies those that might need improvement. By establishing, monitoring, and reaching your financial goals, you can keep track of your firm's overall profitability, the performance of individual timekeepers, different practice areas, and specific client matters. Enhance the efficiency of time capture and boost precision through effective techniques that address revenue loss while catering to your clients' changing needs. Achieving your financial aspirations can be furthered by optimizing accounts payable processes, lowering the risk of user errors, and showcasing lucrative practice areas. By streamlining your workflows, you can dedicate less time to administrative tasks, allowing for a greater focus on practicing law, which in turn promotes growth and effectiveness in your firm. Regular assessment and flexibility in your strategies are vital for maintaining ongoing success in the competitive legal landscape. Ultimately, the ability to adapt will position your firm favorably for the future.

Insight Legal's cloud-based case management solution excels in terms of efficiency and is tailored specifically for law firms. This software encompasses all the essential tools required to oversee case files comprehensively, from initiation to conclusion. Users will benefit from a rich array of resources and support, including a centralized matter record featuring a personalized case plan along with critical deadlines. Additionally, it offers insights into the core aspects of the matter, outlines subsequent steps, and maintains a history of correspondence. For law firms, this means complete confidence that their team has access to structured workflows, even in remote settings, complemented by compliance features, automated escalations, and task assignments that guarantee tasks are completed by the appropriate individuals in a timely manner. Ultimately, this system enhances productivity and streamlines operations within legal practices.

We aspire to be the leading provider of legal technology by consistently exceeding expectations across the globe. This dedication establishes our reputation as reliable, respected, and responsible. We understand that striving for excellence is an ongoing endeavor, which is why we provide Legal Business Management Software that is rich in features and compliant, paired with outstanding service that enables both you and your firm to excel in every aspect of our offerings. Designed to meet current demands while anticipating future expansion, our software is tailored for growth. It is essential for law firms to have a clear strategy for moving to the Cloud, as this allows them to tap into new possibilities and adjust to changing work environments. To facilitate this transition, PracticeEvolve has developed a structured Pathway to the Cloud, featuring Cloud Hosting and a Native Cloud solution, thereby enabling our clients to migrate at a comfortable pace while ensuring a seamless and efficient process. Ultimately, our commitment to innovation and client success sets us apart in the legal technology landscape.

Wings Legal Disability Case Management software is a renowned, secure cloud-based solution tailored for law firms of all sizes, allowing them to efficiently manage and protect their clients' disability case files while offering outstanding automation specifically designed for legal areas such as social security disability, veterans law, workers' compensation, and personal injury. The inception of Crocodile Solutions stemmed from a law practice manager who, with ten years of experience, aimed to grow his firm without incurring additional administrative costs and hires, ultimately leading to the development of one of the first legal practice management software solutions. Over three decades, he has broadened his software offerings into a comprehensive suite of products that have been harmonized into a unified platform, evolving to cater to the diverse needs of attorneys and firms across the country. The software features tools for process tracking that ensure all tasks are executed efficiently and deadlines are reliably met, significantly boosting overall productivity. This forward-thinking solution not only streamlines workload management but also allows legal professionals to dedicate more attention to their clients, thereby improving client satisfaction and outcomes. As a result, firms can enhance their workflow while minimizing the risk of errors, ultimately leading to a more effective legal practice.

Innovative software solutions and services designed to empower the most accomplished teams and legal processes globally. For over 15 years, Opus 2 has been creating award-winning technologies that have garnered the trust of leading law firms. Their software is utilized in countless legal proceedings across the globe, fundamentally changing the way attorneys and legal experts collaborate by removing bottlenecks in their workflows. Opus 2 delivers the necessary technology and know-how to ensure that resolution proceedings are conducted as smoothly and securely as possible. With Opus 2 Cases, users gain access to their acclaimed technology, which has facilitated thousands of hearings worldwide, placing control directly in your hands. Product offerings include: - Opus 2 Cases - Opus 2 Hearings - Opus 2 Chambers - LEX - Opus 2 Transcripts This comprehensive suite of products is designed to enhance efficiency and streamline the legal process for professionals everywhere.