SurePoint Legal Management System (LMS) Reviews & Insights

Score10 out of 10

5 Reviews and Ratings

Community insights

TrustRadius Insights for SurePoint Legal Management System (LMS) are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Positive aspects highlighted by users:

Automation of various systems: Many reviewers have expressed their appreciation for how the program allows for seamless automation of different systems, resulting in improved efficiency and productivity.
Easy time tracking: Numerous users find it remarkably simple to track hours using the program, even for non-billable time. This feature has been praised by several reviewers as it assists them in staying organized and accurately recording their working hours.
Well-designed interface: The user reviews consistently mention that the interface is thoughtfully designed, making data entry and visualization creation a breeze. This intuitive design has greatly contributed to a positive user experience.

Reviews

2 Reviews

A SurePoint review from a former AMLAW 200 CFO

Rating: 7 out of 10

Incentivized

April 22, 2021

Use Cases and Deployment Scope

[SurePoint Legal Management System (LMS)] is being used by the accounting department for reporting and billing. A few administrators and attorneys have access to the dashboards.

Pros

The financial system is exceptionally organized.
The drill downs on reports and dashboards are amazing.
It's easy to change reporting periods and run comparisons.

Cons

No case management system to speak of.
No able to create multiple cost rates for attorneys to use in profitability analysis
Accounting system does not integrate well with e-billing vendors

Likelihood to Recommend

Law firms needing an easy to use billing and accounting systems. [SurePoint Legal Management System (LMS)] would work for law firms of all sizes. It does not work well for matter pricing or profitability analysis.

Doug Doerfler

Director of Business Initiatives in Finance and Accounting at Baker Sterchi Cowden Rice (51-200 employees)

Vetted Review

1 year of experience

View profile

A powerful tool for managing a legal firm

Rating: 7 out of 10

Incentivized

February 19, 2018

Use Cases and Deployment Scope

LMS Practice Management is a software package designed to help manage information in a law practice or legal organization. In our case it was used to manage attorney interactions with clients, accounting, and financial responsibilities. The application help with information management and made it easier to enter data such as billing hours, client information, expenditures, and project time frames.

Pros

The interface is fairly well designed, making it fairly easy to enter data or to create information visualizations.
The software supports a robust set of features that can all be accessed through a single portal or site.
There are analysis functions that help show patterns or trends based on time sensitive information.

Cons

The software can sometimes seem buggy and may have some operational issues.
For some the wealth of features may be intimidating at first, requiring some training to become proficient in its usage.
The performance of the program can be slow at times.

Likelihood to Recommend

It is really well suited to medium to large sized attorney firms and practices. For small firms with one or two attorneys, it can be a bit of an overkill with its many features and components. On the other hand, smaller firms could pick and choose which features or components could be used without needing to utilize the entire package.

Bruce Emmerling

IT Consultant in Professional Services at Seedco (11-50 employees)

Vetted Review

2 years of experience

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