SurePoint Pro

SurePoint Practice Pro is a front-office practice management platform and part of the SurePoint Legal Suite. It works alongside SurePoint Finance Core, Finance Enterprise and Legal Insights to connect practice management with firm finance and legal market data.

Key features and functions include:

Automated Timekeeping
Records attorney time as work happens, using built-in timers and background tracking of application activity. Quick-add functionality supports contemporaneous time entry, and reporting on time usage and productivity is available with full mobile access for time tracking.

Workflow Automation and Task Management
Builds customizable workflows based on firm processes and automates task creation using templates with client-specific placeholders. Tracks task ownership and progress, with built-in analytics to identify bottlenecks.

Case Management
Provides a real-time view of the caseload, with a logged history of actions and updates for each case. Includes deadline alerts and reminders, automation of routine tasks, and secure storage and access to case files from any location.

Legal Knowledge Management
Consolidates documents, checklists, notes and precedents into a searchable repository, with content capture and indexing for retrieval and reuse. Content can be organized with customizable tags by practice area, client or topic, and connected data supports research and planning.

Legal Contact Management
Maintains unified contact profiles with complete communication history, and automates conflict checks during intake. Contacts can be categorized for outreach and relationship management, and contact information is available to all team members.