SurePoint Cloud User Help
Welcome to the SurePoint Cloud user help. Check out what's new in this version.
Get started
If you're new here, take a little time to review the following topics, which can help you learn the SurePoint Cloud basics.
Users
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Navigate the user interface—Familiarize yourself with common user interface elements to help you quickly find items.
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SureTime—Learn how to enter time worked on matters and release that time to Billing.
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SureClear—Learn how to perform conflict of interest searches for new attorneys, clients, matters, or parties for existing clients and matters.
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Account options—View your profile, customize application preferences, create autotext shortcuts, and assign delegates to perform tasks on your behalf.
System Administrators
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Manage access—Learn how to configure feature access roles and assign them to users so they can work in the SurePoint Cloud.
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Reset user passwords—If users get locked out, send them a temporary password to help them regain access.
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Configure system settings—Learn how to configure SurePoint Cloud options to fit your firm's practice guidelines.
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Configure SureClear settings—Learn how to configure options and the search engine for your firm's conflict management process.
Tip: If you're looking for something specific, use the Search box at the top of the screen to quickly see what related info is available in the help.
Additional resources
