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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The MyPrivate Family Office Software offers comprehensive coverage across all essential areas for families. It is installed locally, ensuring that no data is kept in the cloud, which greatly enhances data privacy and protection against fraud. The system features highly automated payment processing, accommodating various methods including the Swiss QR bill and online banking for Switzerland and the EU, along with real-time access to stock quotes and forex rates. The integrated EDM system allows seamless access to original documents such as invoices, certificates, and protocols across all modules. Designed to be a global solution, MyPrivate caters to every aspect of personal and family life, regardless of how intricate or large it may be. This makes it an invaluable tool for families seeking to maintain control and oversight over their financial affairs.

Description

It doesn't matter if you are a loyal user of on-premises hardware, or if your firm's leaders are open to moving to the cloud. It is important to look at all options in order to determine which solution is best for your practice. SurePoint®, a leading provider in financial and practice management software for law firms across the country, is SurePoint®. Law firms have relied upon SurePoint's award-winning enterprise program for over 40 years to improve their workflow and maximize their financial performance. SurePoint has more than 50,000 members and continues to transform the legal industry. SurePoint allows law firms to unlock higher performance by removing administrative burdens so that they can focus on their clients and practice. SurePoint's Legal Management System allows legal professionals to work more efficiently and effectively, ultimately increasing the firm's profitability and performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Windows 11 Yes 
iTimekeep No 

Integrations

Microsoft 365 No 
Microsoft Outlook No 
Windows 11 No 
iTimekeep Yes 

Pricing Details

$384 per license
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MyPrivate

Founded

2013

Country

Switzerland

Website

myprivate.ch/en/

Vendor Details

Company Name

SurePoint Technologies

Founded

1976

Country

United States

Website

surepoint.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting No 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking No 
Time Tracking No 

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