Filevine vs. SurePoint Comparison


Filevine	SurePoint SurePoint Technologies	+	+
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About Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes.		About Whether you are a devoted user of on-premises hardware or your firm’s leadership is open to transitioning to the cloud, it is important to explore all options to find what solution makes the most sense for your practice. SurePoint® is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to drastically improve workflow and maximize financial performance. With a community of more than 50,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. SurePoint’s Legal Management System (LMS) empowers legal professionals to work more effectively and efficiently, ultimately driving the performance and profitability of the firm.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Filevine is ideal for law firms, legal teams, enterprises, and government organizations seeking to streamline legal workflows, improve data visibility, and leverage AI-driven intelligence for better outcomes		Audience Law firms
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Not Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported		Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.8 / 5 ease 4.3 / 5 features 4.5 / 5 design 4.6 / 5 support 4.8 / 5 Read all reviews		Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros from Real Users Pros It is easy to use, it is a blank slate. It keeps the case moving, I can filter results, LOIS makes it easy to catch up or be brought to speed. It does great with keeping expenses, preparing settlement statements on variable data. Case notes are never an issue. They are always where you enter them. This is a wonderful tool for legal case management and client data management. Additionally, I feel that Filevine is unmatched in terms of its AI capabilities and functionality. centralized case management - keeping deadlines, tasks, and docs organized helps make info accessible to whole team reporting - tracking case progress, monitoring workloads, and identifying outstanding assignments team collaboration - allows attorneys, paralegals, secretaries, and clerks to coordinate work and assign tasks within many different cases Love having our legal case management software and projects all integrated with Filevine's new, upgraded, cutting-edge AI products (Lois Console, Lois for Word, Outlook) Ease of use; natural language comprehension and output; taking 30-60 minute tasks and turning them into 5-10 minute tasks I like that it's very easy to use and FV is constantly coming out with new features and upgrades to fix any bugs, etc.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Filevine Founded: 2015 United States www.filevine.com		Company Information SurePoint Technologies Founded: 1976 United States surepoint.com
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Categories AI Contract Generators Supported AI Legal Supported Contract Management Supported Enterprise Legal Management (ELM) Supported Family Law Supported Immigration Supported Law Practice Management Supported Legal Supported Legal Billing Supported Legal Calendar Supported Legal Case Management Supported Legal Document Drafting Supported Legal Document Management Supported Legal Intake Supported Matter Management Supported Personal Injury Law Supported Remote Deposition Supported		Categories Family Law Supported Law Practice Management Supported Legal Billing Supported
Law Practice Management Features Billing & Invoicing Supported Calendar Management Supported Client Portal Supported Conflict Management Supported Contract Management Supported CRM Supported Document Management Supported Email Management Not Supported Legal Case Management Supported Task Management Supported Time Tracking Not Supported Trust Accounting Not Supported Show More Features Legal Calendar Features Case Defined Timekeepers Supported Completion Tracking Supported Conflict Management Supported Multi-Office Supported Reminders Supported Rules-Based Scheduling Supported Staff Calendar Supported Status Tracking Supported Task Management Supported Legal Case Management Features Billing Management Not Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Supported Court Management Supported Discovery Management Supported Docket Management Not Supported Document Management Supported Expense Tracking Supported Government Supported Law Firms Supported Records Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Not Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported		Law Practice Management Features Billing & Invoicing Not Supported Calendar Management Not Supported Client Portal Not Supported Conflict Management Not Supported Contract Management Not Supported CRM Supported Document Management Not Supported Email Management Not Supported Legal Case Management Supported Task Management Not Supported Time Tracking Not Supported Trust Accounting Not Supported
Integrations Alert Communications Supported Box Supported Captorra Supported Clerx Supported Domo Supported ECFX Notice Supported Google Drive Supported LEX Reception Supported Microsoft 365 Supported Microsoft OneDrive Supported Microsoft Outlook Supported Microsoft Word Supported Shape Software Supported Shift Supported Slack Supported Stackreaction Supported Veza Reception Supported Zapier Supported eLaw Supported iTimekeep Not Supported Show More Integrations View All 42 Integrations		Integrations Alert Communications Not Supported Box Not Supported Captorra Not Supported Clerx Not Supported Domo Not Supported ECFX Notice Not Supported Google Drive Not Supported LEX Reception Not Supported Microsoft 365 Not Supported Microsoft OneDrive Not Supported Microsoft Outlook Not Supported Microsoft Word Not Supported Shape Software Not Supported Shift Not Supported Slack Not Supported Stackreaction Not Supported Veza Reception Not Supported Zapier Not Supported eLaw Not Supported iTimekeep Supported Show More Integrations View All 1 Integration
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