--- title: "SurePoint Practice Pro Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of SurePoint Practice Pro. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if SurePoint Practice Pro is a good fit for you!" source_url: "https://www.softwareadvice.com/cms/zencase-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Law Practice Management Software](https://www.softwareadvice.com/legal/law-practice-management-comparison/) / [SurePoint Practice Pro](https://www.softwareadvice.com/product/121966-SurePoint-Practice-Pro/) / SurePoint Practice Pro Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/121966-SurePoint-Practice-Pro/) Reviews [Alternatives](https://www.softwareadvice.com/product/121966-SurePoint-Practice-Pro/alternatives/) # SurePoint Practice Pro User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 31 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 5.0/5 - Value for money: 4.9/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 20 reviews (65%) - 4 stars: 9 reviews (29%) - 3 stars: 1 reviews (3%) - 2 stars: 1 reviews (3%) - 1 star: 0 reviews (0%) ### Most mentioned pros - Outlook integration for time entries and the option of emailing statements with a credit card link make client payments very timely - Users can easily maneuver around the software so the learning curve is minimal. - I like the billing part of this software as it is very easy to use and easy to track your time ### Most mentioned cons - Terrible experience, mitigated but not completely without issues, with the integration with NetDocuments. ## SurePoint Practice Pro customer reviews Showing reviews 1-25 of 31 (page 1). ### Goldenberg Heller & Antognoli, P.C. - Overall rating: 5/5 - Reviewer: Jennifer F. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Our experience has been very positive from the initial conversion to going live to full product use. The support response on any issue is very timely. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very user-friendly. Outlook integration for time entries and the option of emailing statements with a credit card link make client payments very timely #### Cons Not being able to have more than one revenue category for payments. Can't have payments post to more than one practice area. #### Reasons for choosing SurePoint Practice Pro Ease of use, QBO integration, and electronic billing #### Reasons for switching to SurePoint Practice Pro To better integrate billing and accounting programs and to have access to more electronic billing. --- ### Great Program! - Overall rating: 5/5 - Reviewer: Michon M. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros ZenCase is definitely a time saver and very user friendly! #### Cons We're only able to have one Trust/Operating account tied in. #### Reasons for choosing SurePoint Practice Pro We chose ZenCase because of what the program offered for the lowest price. #### Reasons for switching to SurePoint Practice Pro We mainly switched due to the lack of customer service. --- ### Nothing to Brag About - Overall rating: 3/5 - Reviewer: Aimee S. - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The site crashes way too often. It is not integrated with outlook (therefore not integrated with calendar). I don't want to have to look several different places for tasks and deadlines. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 3/5 #### Pros I find it relatively easy to enter my time entries. #### Cons The software would be much more useful if integrated with Outlook #### Vendor response Hi Aimee, Thank you for your feedback. ZenCase added Microsoft Outlook email and calendar integration last month, and we continue enhance the capabilities here. You can now view your calendar and others or add task or events to your calendar directly from ZenCase! Replied August 2022 --- ### Love the Efficiency! - Overall rating: 5/5 - Reviewer: Sherry F. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Zencase has been so easy to work within. Users can easily maneuver around the software so the learning curve is minimal. Also the Customer Service is great. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros As Billing Manager, their ease of billing is so refreshing. I am able to create prebills based on specific filters such as Matter Manager, billing type, matter type, etc. I no longer have to print out prebills, I can create them and the Managing Attorney can go through them within Zencase and make any necessary changes and mark them as approved. When the invoices are ready to be finalized, with a click of a button all the expense back-up is attached at once. That is Awesome! Zencase has saved me Hours of time searching for and attaching expense documents to my bills so invoices get out the door quicker, and money comes back in quicker. A great improvement for Cash Flow. #### Cons I have no Cons about this software. It has made monthly billing easier, faster, and more efficient. If issues happen to arise, The Customer service team can be reached via Chat, and respond almost immediately. #### Reasons for switching to SurePoint Practice Pro Expert Sierra was very difficult to work within. Too many windows and places to go to find the data you needed. Our Firm was looking for something more user Friendly, that could make all users more efficient with less time spent searching for or updating existing information. #### Vendor response Hi Sherry! We are glad that ZenCase has made your work easier and more efficient! Replied September 2022 --- ### Best legal siftware I've used in over 20 years in the industry! - Overall rating: 4/5 - Reviewer: Shantel J. - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have thoroughly enjoyed using ZenCase. Like I said, this is the best software I've used in this industry (there have been many). It is the easiest to learn, easiest to maneuver, and the functionality and capabilities are exactly what a law firm needs to succeed. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All of the capabilities it has to keep my files organized and keeps me organized and on top of deadlines. It's extremely user-friendly. Works well with Netdocs. When the merging functions as it should, it is extremely handy for drafting documents. #### Cons Too many issues with merging documents. Once that is fixed, this will be golden! #### Reasons for switching to SurePoint Practice Pro I changed firms. #### Vendor response Thank you for your feedback and review, Shantel! We hope to continue to make you more productive as we add new features to ZenCase. Replied August 2022 --- ### Great product, very user friendly - Overall rating: 5/5 - Reviewer: Morgan L. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I highly recommend this product. I have been practicing law for almost 10 years and this is by far the most intuitive and user friendly management system I've used. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is very customizable and easy to use. My favorite feature is the task management with filters and options to save searches, and the ability to make quick notes in the body of each task for ease of reference. #### Cons The document merge feature is sometimes glitchy, but when it works, it's really fantastic. --- ### I could not run my practice without ZenCase - Overall rating: 5/5 - Reviewer: Joshua M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My favorite feature in ZenCase is the Document Blueprint module that allows me to create simple document templates and populate them with data fields that carry forward to any future documents created for that matter. It truly saves hours of my time every week. #### Cons My least favorite thing about ZenCase is that it holds me accountable! --- ### Wonderful Case Management Program - Overall rating: 5/5 - Reviewer: Candy L. - Verified reviewer: Yes - Industry: Legal Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ZenCase is a pleasure to work with, They are always looking/finding new ways to improve their product and love customer feedback. They want their software to work the way your firm works. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros ZenCase is user friendly, Customer Service is A+, Everything is at your fingertips. Great search/filter capabilities. The Billing/Invoicing in ZenCase has helped our firm tremendously. The BEST part is that your expense backup/receipts gets attached directly to the back of your firms invoices, NO having to go search for documents which is very time consuming. ZenCase has helped with time management in our billing department. #### Cons N/A-When we do experience issues- Support is extremely fast to fix. #### Reasons for switching to SurePoint Practice Pro From the accounting side, our old program was not a very user friendly experience. Very hard to navigate and took more clicks than necessary to access our information. Very hard to make changes or updates to existing information in the system or at that rate even find. --- ### Features wishlist - Overall rating: 4/5 - Reviewer: Steven W. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Still overall a good program - I just would like to be able to not have to go back and forth with Outlook, and use Zen as my dashboard for everything, including emails and calendar. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 3/5 #### Pros Integrates with Net Documents, Can find list of cases #### Cons Can't start timer without filling timecard - problematic when trying to time a phone call. Can't add a task from Outlook, particularly for minor tasks or reminders for which I end up using red flags in Outlook instead - would be great to add an Outlook email via drag and drop into tasks. New email window useless because it does not assign emails to cases automatically after assigning them in Net Documents. I would have to assign each email twice - once in Outlook using the ND module, and then again in Zen. Cannot assign events vis Zen because I cannot invite assignees (option turned off), so I have to use Outlook instead as my calendar. Task list in Zen does not default to my tasks; have to use a filter each time. Should be able to change due dates directly from list without opening up. Should have option to create a time entry from each task, event, and email. A to do list would be nice. #### Reasons for switching to SurePoint Practice Pro Too many bugs - unreliable, some stupid defaults. #### Vendor response Thank you for your review! ZenCase added Outlook integration last month for email and calendaring and look to add tasks in the near future! Replied August 2022 --- ### ZenCase is a comprehensive, easy to use tool that our firm relies on! - Overall rating: 5/5 - Reviewer: Bob C. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We are doing a better job of managing projects & Information, tracking the associated time involved and reducing time billing and getting paid. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Tracking/recording time, invoicing and managing receivables Managing Information - Documents and our firm knowledge Managing projects and associated task #### Cons I would like to see more reports available, but I know we can create custom reports. I would also like to see a basic document automation process for letters. The Document Blueprints feature works well for more complex documents (probably great for legal fillings). --- ### ZenCase Review - Overall rating: 4/5 - Reviewer: Betsy S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, ZenCase is user friendly, with the ability to move seamlessly among the various functions. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The ability to set and track critical, time-sensitive deadlines. #### Cons Terrible experience, mitigated but not completely without issues, with the integration with NetDocuments. --- ### ZenCase is a Game Changer - Overall rating: 5/5 - Reviewer: Sarah H. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Time and billing and document generation. #### Cons Anytime I run into an issue, I am able to reach out to ZenCase's tech support for a quick fix. --- ### A 45-day review of ZenCase. - Overall rating: 4/5 - Reviewer: Dan R. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have only been using the program for about 45 days, but overall I have enjoyed the program. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros I like the ease of looking up matter numbers, and of entering time for each matter. The report functions are also relatively intuitive and helpful for goal tracking. #### Cons The layout is a little different than what I am used to, but I am adjusting to it. I understand there were some struggles in migrating from our prior time-entry program to ZenCase, but I was not directly involved in that. #### Reasons for switching to SurePoint Practice Pro That was a decision made by firm management, in which I was not involved. --- ### Game Changer - Overall rating: 5/5 - Reviewer: Katherine D. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Time management of documentation and the integration with other Microsoft products really is phenomenal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The features ZenCase are a game changer. This product far outweighs any other case management product I have used in my career as a Paralegal. Ease of use after the initial understanding of the product capabilities is extraordinary. #### Cons Nothing really comes to mind at this time as any issues have been resolved within the year I have been using the product. They are constantly trying to improve it and make it better. #### Reasons for switching to SurePoint Practice Pro New firm --- ### Great for time and case management - Overall rating: 4/5 - Reviewer: Hayley B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It has been good. I know they are updating a lot and that has come with an influx of days that we are experiencing issues, however, it is overall good. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The case management aspect and task lists by date. #### Cons The combined issues with other programs such as netdocuments. --- ### ZenCase - Overall rating: 5/5 - Reviewer: Rebecca G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall my experience with ZenCase is great for what I need it for. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the billing part of this software as it is very easy to use and easy to track your time #### Cons There isn't anywhere to keep track of upcoming deadlines and places to put reminders. #### Vendor response Hi Rebecca, Thank you for your review of ZenCase. For tracking deadlines, we suggest you use the "Tasks" feature of ZenCase. Since a task needs to be associated with a matter, you could create your own " Rebecca's projects" matter or the like, if not associated with a client or firm case. Replied February 2023 --- ### ZenCase is where it is at. - Overall rating: 5/5 - Reviewer: Stephen C. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The snappiness and quickness of the product. The time tracking is top notch. I do not experience much in the way of technical issues. #### Cons The screen in screen document management with NetDocs is not something I often use. Typically I will just have each open on their own tab. #### Reasons for switching to SurePoint Practice Pro Office changed over to Zen. --- ### Great Software - Overall rating: 5/5 - Reviewer: Theodore S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ZenCase has been phenomenal. I would highly recommend it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The task management and time tracking is tremendous. #### Cons No cons so far. ZenCase works so well and meets my needs. --- ### Document management review - Overall rating: 4/5 - Reviewer: Candice C. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. If it had a better records management section then it would be great. What I use it for now it is good #### Ratings breakdown - Ease of use: 4/5 - Functionality: 3/5 #### Pros It's easy to input billing time and open mew files #### Cons Lack of records request/management section --- ### Zencase Experienced Lawyer Review - Overall rating: 5/5 - Reviewer: Ed L. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very comprehensive platform for managing my entire law practice end to end. Love Zencase! #### Cons No negatives with this platform. It solves all my practice management requirements. --- ### Review - Overall rating: 5/5 - Reviewer: Stacey I. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Easy to use, great task management and easy use of filters and sorting #### Cons Merging and creating documents are always an issue --- ### Thoughts of a Zencase User - Overall rating: 5/5 - Reviewer: Don M. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I appreciate having an end-to-end SaaS solution to manage my practice #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like it all, especially the ZenKM feature. #### Cons It would be nice to have Outlook integration --- ### Best Legal Practice Software - Overall rating: 5/5 - Reviewer: Matthew M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It fully integrates all aspects of my practice and I can run reports on everything. #### Cons I was not sure how to use certain features. --- ### Very User Friendly - Overall rating: 5/5 - Reviewer: Roxie L. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very user friendly! Great way to manage time, expenses and invoicing. #### Cons We do not use an integrated document management and I think that would be beneficial for me! --- ### Love ZenCase's features - Overall rating: 4/5 - Reviewer: Kim S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Very much enjoy working with it, as it was new to me when we started it. Besides it being slow sometimes and not being able to upload documents in tasks for reference, I enjoy the ease of it. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love that it is very organized and easy to navigate through a case with the different folders and able to create our own subfolders. Also very easy to open up a new matter. #### Cons I wish we were able to drag documents to tasks and files rather than uploading them. And it can sometimes run really slow, but that might be a firm's network issue. ## More reviews [Next reviews](https://www.softwareadvice.com/product/121966-SurePoint-Practice-Pro/reviews/?page=2) --- SurePoint Practice Pro Reviews, Pros and Cons - 2026 Software Advice