List of SurePoint Practice Management Customers
SurePoint Technologies
311 Elm St, Suite 270 #1280,
Cincinnati, 45202, OH,
United States
Cincinnati, 45202, OH,
United States
1 513-241-1375
Professional Services
200
$30M
Since 2010, our global team of researchers has been studying SurePoint Practice Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SurePoint Practice Management for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SurePoint Practice Management for Legal Practice Management include: Hall Prangle & Schoonveld, a United States based Professional Services organisation with 135 employees and revenues of $32.0 million, Walsworth, Franklin, Bevins & Mccall, a United States based Professional Services organisation with 160 employees and revenues of $18.0 million, Swartz Campbell, a United States based Professional Services organisation with 85 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using SurePoint Practice Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SurePoint Practice Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Hall Prangle & Schoonveld | Professional Services | 135 | $32M | United States | SurePoint Technologies | SurePoint Practice Management | Legal Practice Management | 2016 | n/a |
In 2016, Hall Prangle & Schoonveld implemented SurePoint Practice Management as its Legal Practice Management platform for firmwide billing, matter administration, and timekeeping. The SurePoint Practice Management deployment is positioned to support billing operations and matter intake across the firm, aligning the application to core legal business functions including time capture, invoicing, and client budget controls.
The deployment emphasized time and billing modules, with prebills generated and distributed to attorneys and monthly invoices submitted through the firms internal billing instance LMSV-SurePoint. Configuration work focused on closing the monthly billing cycle in LMSV, capturing attorney time via LMS+ and Itimekeep workflows, and standardizing expense submission processes linked to Chrome River training and expense modules. Matter intake and budget submission capabilities were implemented to enforce billing guidelines and to set upfront client budgets for new matters.
Integrations and exchange points include ongoing maintenance and synchronization with third party electronic billing systems, specifically CounselLink, Legal-X, Bottomline, Tymetrix360, Quovant, and Serengeti-Legal Tracker, to keep firm rates and matters current across those platforms. Operational coverage extended across all company offices across the country, with the billing department of three team members coordinating with attorney leadership firmwide to manage client invoices and matter records.
Governance and process ownership were formalized through role based billing responsibilities, routine review of incoming clients and matters to validate billing instructions, and training programs for incoming attorneys and support staff on time and expense entry. Additional operational controls included monitoring settlement checks and partnering with business contacts to maintain agreed payment terms, ensuring the SurePoint Practice Management implementation supported controlled invoicing and matter-level billing governance.
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Swartz Campbell | Professional Services | 85 | $10M | United States | SurePoint Technologies | SurePoint Practice Management | Legal Practice Management | 2015 | n/a |
In 2015, Swartz Campbell implemented SurePoint Practice Management. The SurePoint Practice Management deployment centralized core Legal Practice Management capabilities for the firm, bringing together time capture, matter records, document workflows, and administrative scheduling across fee-earners and support staff.
Configuration emphasized timekeeping and matter management modules, document capture workflows for deposition summaries and client letters, scheduling for conference rooms and depositions, and accounts payable support aligned to the firm’s twice monthly vendor check cadence. The implementation was designed to accept inputs that had previously been recorded in Excel spreadsheets, written time documents, and dictation, and to manage hard copy client file indexing alongside electronic matter files.
Operational coverage included reception and administrative staff, Partners and Attorneys for time entry, and billing/accounts payable functions, matching the firm’s 85 employee structure. The deployment accommodated existing Speech Exec dictation workflows used for entering time and producing documents, and it centralized time capture practices that had included entry into LMS+ via written documents and dictation.
Governance focused on standardizing time-entry procedures, document naming conventions, and role-based access controls, with training for administrative and billing personnel to transition routine clerical tasks into system workflows. Day-to-day operational scope addressed front desk duties, conference room preparation, deposition support, attorney timekeeping, and scheduled vendor payment processing within SurePoint Practice Management.
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Walsworth, Franklin, Bevins & Mccall | Professional Services | 160 | $18M | United States | SurePoint Technologies | SurePoint Practice Management | Legal Practice Management | 2023 | n/a |
In 2023 Walsworth, Franklin, Bevins & Mccall implemented SurePoint Practice Management as its Legal Practice Management platform to formalize firm billing and accounts receivable operations. The deployment centered on automating collections workflows and instituting structured reporting to support the firm accounting group and attorneys.
Configuration focused on core billing and accounts receivable controls, collections workflow orchestration, appeals tracking, and periodic reporting. SurePoint Practice Management was configured to support invoice submission confirmation, daily deposit posting visibility, tracking of outstanding invoices, and status dashboards used in regular attorney meetings, reflecting category aligned functionality for Legal Practice Management.
Operational coverage extends across the accounting department and the firm’s lawyers, with a dedicated Accounts Receivable Legal Specialist role working remotely from eligible states. The role requires daily video and phone coordination, extensive follow up on outstanding invoices, and routine interaction with the software vendor and the accounting manager to produce weekly, monthly, and quarterly reports.
Governance and process changes emphasized a regular reporting cadence and appeal lifecycle controls, including tracking reasons for appeals and routing alerts to attorneys to prevent missed deadlines. The implementation centralized receivable tracking and established meeting rhythms for collection escalation and report review, aligning firm workflow with the capabilities of SurePoint Practice Management.
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD SurePoint Practice Management Coverage
SurePoint Practice Management is a Legal Practice Management solution from SurePoint Technologies.
Companies worldwide use SurePoint Practice Management, from small firms to large enterprises across 21+ industries.
Organizations such as Hall Prangle & Schoonveld, Walsworth, Franklin, Bevins & Mccall and Swartz Campbell are recorded users of
SurePoint Practice Management for Legal Practice Management.
Companies using SurePoint Practice Management are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using SurePoint Practice Management are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SurePoint Practice Management across Americas, EMEA, and APAC.
Companies using SurePoint Practice Management range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 66.67%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of SurePoint Practice Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified SurePoint Practice Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Legal Practice Management.