SurePoint Legal Management System (LMS)
Last Updated: February 26th, 2024
SurePoint Legal Management System (LMS) Overview
Description
SurePoint’s Legal Management System (LMS) empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm. Access all critical data from a single location. Get data about your practice, clients, matters, dockets, calendars, contacts, watchlists, workflow and more.Features
The trust that your data is protected at all times is a responsibility that cannot be taken lightly. Our experts have assembled the physical infrastructure, digital processes and essential safeguards needed to defend your data from external threats. SurePoint leverages PCI DSS 3.2, AES-256 encryption and more to maintain uptime, manage redundancies, and protect your information.
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Law Practice Management Suites
Billing and Invoicing
Time Tracking
Calendar Integration
CRM
Document Management
Accounting
Task Management
Client Portal
Contacts Management
Calendar Management
Document Assembly
Budgeting/Forecasting
Conflicts Checking
Native Email Client
Staff Rostering
Custom Client Intake
Accounting/Finance
Business Accounting
Account Reconciliation
Check Printing
Trust Accounting
Automated Billing
Conflict Checking
Conflict workflow
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Advanced Analytics
Insights & Recommendations
Power BI integration
Alteryx integration
Integrated Legal KPI Dashboard
Client KPIs
Matter KPIs
Financials
Productivty KPIs
Productivity Target Tracking
Matter Tracker
Trust
Accounts Receivable
Dashboards
Custom Reports
Matter Management
Contract Management
Transaction Management
timelines
Matter budgeting
Audit Trail Logging
Task Management
Litigation Management
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
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