Referent vs. SurePoint Comparison Chart

Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.

8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth.

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.

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.

LinkSquares is the leading Contract Lifecycle Management (CLM) software designed to help legal, procurement, and business operations teams master the entire contract lifecycle, from creation to execution and renewal. The platform transforms how companies manage agreements by centralizing data, automating routine work, and providing actionable insights powered by AI. This single, connected source of truth helps teams eliminate manual processes, streamline workflows, boost visibility, and ensure compliance across thousands of contracts, ultimately reducing risk and administrative burden. Organizations choose LinkSquares to empower legal, sales, finance, and procurement teams to collaborate seamlessly, make faster and more informed decisions, and optimize deal outcomes. With LinkSquares, organizations benefit from accelerated contracting cycles, enhanced compliance controls, and the freedom for teams to focus on high-value strategy instead of paperwork.

DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month.

LegalEdge is a comprehensive case management software platform designed specifically for government legal organizations. It offers dedicated solutions for prosecutors, public defenders, and agency or municipal attorneys. The platform supports the full lifecycle of legal cases, helping teams manage case data, documents, people, and workflows efficiently. LegalEdge is built as a fully server-side application, allowing secure access from any device without client-side installations. Mobile access enables attorneys and investigators to work seamlessly from courtrooms, offices, or remote locations. Integrated data capabilities reduce duplicate data entry across criminal justice systems. LegalEdge focuses on delivering robust functionality while helping agencies control costs.

Help employees adapt to the real-world complexity of the 2026 workplace with online training they'll actually appreciate. Engaging workplace video, interactive scenarios, sentiment questions, policy acknowledge, completion certificates. Content written by lawyers, content warrantied, litigation reporting. AuthorAI custom content tool. 100+ microlessons; Centerstage Video Library. Preventing Workplace Harassment courses meet all relevant laws (CA, NY, IL, UK, AUS, CAN, IND, MEX, etc.) 55+ translations. Global Data Privacy, Cybersecurity. Analytics: Risk benchmarking by geo & dept. Employee skill and Leadership intelligence. Recognized as a "World Changing Idea in AI and Data." SOC 2 Type II. TRUSTe certified for US-EU, US-UK, and US-Swiss data privacy frameworks. WCAG 2.1 AA accessibility. Clients: Cisco, Degreed, Genentech, Glassdoor, Instacart, NPR, Whirlpool, Workday. Partners: Workday Cloud Connect & Skills Cloud, Udemy for Business, Ninjio. AWS Marketplace

ContractSafe is AI-enabled contract management software built for teams that need control without complexity. Store, search, and manage all your contracts in a secure, cloud-based repository hosted on AWS, with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance included. Find any contract or clause in seconds using Google-like full-text search with OCR support for scanned documents. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed.

Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused. Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes. Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment. Save 25% today on any plan (Starter, Standard, or Plus) for your first 3 months by clicking "Save 25%" above!