If you've found yourself wondering what the difference between SurePoint Pro, Practice Pro, and Finance Pro is, you've come to the right place.
Bringing the Front Office and Back Office Together
Today's law firms need more than tools that operate independently. They need connected systems that help teams manage daily legal work, streamline administrative processes, maintain financial visibility, and support better business decisions. SurePoint Pro brings these capabilities together in a modern, configurable platform designed to unite front-office and back-office operations.
By combining Practice Pro and Finance Pro, SurePoint Pro connects the work that drives a law firm's daily operations with the financial management that supports its long-term success.
Practice Pro: Empowering the Front Office
Practice Pro focuses on the operational needs of legal professionals and the teams supporting their work. It brings together essential capabilities that help firms organize activities, manage information, and improve the flow of everyday tasks.
Key capabilities include:
Automated Timekeeping: Helps streamline time capture and reduce the administrative burden associated with tracking billable work.
Workflow Automation and Task Management: Supports more consistent processes, clearer task ownership, and better coordination across teams.
Case Management Software: Provides tools to support the organization and management of legal matters and related activities.
Legal Knowledge and Content Management: Helps teams manage and access the legal knowledge and content they need to support their work.
Together, these capabilities help firms build more structured, efficient workflows. By supporting the practical demands of day-to-day legal work, Practice Pro enables front-office teams to focus more effectively on their responsibilities while maintaining the information and processes needed to keep matters moving.
Finance Pro: Strengthening the Back Office
Strong practice operations must be supported by equally effective financial management. Finance Pro addresses the financial processes that help law firms monitor performance, manage revenue, and maintain control over their financial operations.
Key capabilities include:
Financial Management and Reporting: Supports financial oversight and reporting to help firms understand their financial position and make informed business decisions.
Billing, Collections, and Trust Accounting: Brings together important financial workflows involved in billing clients, managing collections, and administering trust accounts.
Optimized Banking: Supports banking-related processes as part of the firm's broader financial operations.
Integrated Payments: Helps connect payment processes with the firm's financial workflows.
By bringing these functions together, Finance Pro supports the financial discipline and visibility firms need to manage their business. It helps back-office teams coordinate critical financial activities and work more effectively with the rest of the organization.
The Power of a Connected Platform
By connecting practice and financial management in one modern, configurable platform, SurePoint Pro helps unite the people, processes, and capabilities that keep a law firm moving forward. It provides a more cohesive foundation for coordinating daily work, supporting financial operations, and managing the business of law with greater alignment between front and back office teams.