SurePoint Practice Pro 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SurePoint Practice Pro

4.5

(31)

Pricing

Pricing available upon request

About SurePoint Practice Pro

SurePoint Practice Pro (formerly ZenCase) is the modern legal practice management solution built for firms of every size. It unites matter management, workflow automation, and collaboration in one platform to help firms scale quality across matters, reduce administrative burden, and deliver consistent client outcomes. Attorneys gain clear next steps, faster drafting, and AI-powered time capture that ensures billable hours aren’t lost. Administrators streamline billing prep and onboarding with reusable templates, while finance leaders benefit from cleaner data, smoother invoicing, and integration with SurePoint Finance solutions. With centralized firm knowledge, embedded legal intelligence, and a secure client portal, Practice Pro empowers law firms to operate smarter, improve profitability, and thrive in a rapidly changing legal market.

SurePoint Practice Pro Screenshots

SurePoint Practice Pro Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Practice Solutions

Pricing available upon request

No plan information available

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SurePoint Practice Pro Features

Popular features found in Law Practice Management
Calendar Management
Client Portal
Communication Management
Contract/License Management
CRM
Document Generation
Expense Tracking
Mobile Access
Reporting & Statistics
Task Management
Third-Party Integrations
Trust Accounting
More features of SurePoint Practice Pro
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Billable Items Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Billing Rate Management
Case Management
Case Notes
Client Management
Conflict Management
Contact Database
Contact Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Docket Management
Document Automation
Document Capture
Document Management
Document Storage
Document Templates
Electronic Signature
Email Management
Forms Management
Full Text Search
Invoice Management
Knowledge Base Management
Legal Case Management
Online Time Tracking
Reminders
SSL Security
Task Progress Tracking
Time & Expense Tracking
Time Tracking
Workflow Management

SurePoint Practice Pro Integrations

NetDocuments

Integration rated 4.4 from 10 reviews

Box

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Microsoft SharePoint

See all 8 integrations

SurePoint Practice Pro User Reviews

Overall Rating

4.5

Ratings Breakdown

65%

29%

Secondary Ratings

Ease of Use

4.6

Value for money

4.9

Customer support

5.0

Functionality

4.3

Jennifer F.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed November 2024

Goldenberg Heller & Antognoli, P.C.

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

Value for money

Customer support

Functionality

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.

Michon M.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 2 years

Reviewed November 2024

Great Program!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Aimee S.

Verified reviewer

Legal Services

51-200 employees

Used daily for less than 2 years

Reviewed August 2022

Nothing to Brag About

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

Functionality

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

Sherry F.

Verified reviewer

Law Practice

51-200 employees

Used daily for less than 2 years

Reviewed August 2022

Love the Efficiency!

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

Customer support

Functionality

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

Shantel J.

Verified reviewer

Legal Services

51-200 employees

Used daily for less than 12 months

Reviewed August 2022

Best legal siftware I've used in over 20 years in the industry!

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

Customer support

Functionality

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

Morgan L.

Verified reviewer

Law Practice

51-200 employees

Used daily for less than 2 years

Reviewed August 2022

Great product, very user friendly

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

Customer support

Functionality

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.

Joshua M.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed August 2022

I could not run my practice without ZenCase

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Dan R.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 6 months

Reviewed March 2024

A 45-day review of ZenCase.

I have only been using the program for about 45 days, but overall I have enjoyed the program.

Ratings Breakdown

Ease of use

Functionality

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.

Candy L.

Verified reviewer

Legal Services

51-200 employees

Used daily for less than 2 years

Reviewed August 2022

Wonderful Case Management Program

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

Value for money

Customer support

Functionality

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.

Steven W.

Verified reviewer

Law Practice

51-200 employees

Used daily for less than 2 years

Reviewed August 2022

Features wishlist

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

Functionality

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

Showing 1 - 10 of 31 Reviews

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