SUREPOINT PRACTICE PRO (formerly ZenCase)

Legal Practice Management for Mid-Sized Law Firms

Scale Quality Across Matters

Accelerate matter management with standardized workflows, centralized firm knowledge, automated document creation, and smarter time capture — so your teams can focus on delivering client outcomes.

Why Practice Pro?

SurePoint Practice Pro is the foundation of modern legal operations uniting matter management, automation, and collaboration in one platform. Embedded legal intelligence delivers the visibility, consistency, and control to help firms perform smarter and faster.

Standardize at Scale

Configure repeatable matter intake, task plans, and approvals across the firm.

Workflows that Work

Automate repetitive steps and keep matters moving on schedule.

Time You Won't Lose

AI-powered Time Manager suggests entries based on actual work performed

Documents in Minutes

Generate accurate, formatted documents from approved templates.

One Source of Truth

Centralize documents, notes, and knowledge for faster collaboration.

Client-Ready Experience

Share invoices and updates through a secure client portal.

Built for Every Role

Explore Core Capabilities

Workflow Automation & Task Management

Run Your Practice with Precision: Transform your operations with intelligent workflows that keep matters moving and teams aligned.

Build customizable workflows tailored to your firm’s processes
Automate task creation with templates and client-specific placeholders
Maintain accountability with clear task ownership and progress tracking
Uncover bottlenecks and improve efficiency with built-in analytics

Case Management Software

Stay in Control of Every Case: Practice Pro gives you a real-time view of your caseload, with everything you need in one place.

Log actions and updates to maintain a complete case history
Stay compliant with proactive deadline alerts and reminders
Automate routine tasks to streamline operations and reduce manual effort
Securely store and access case files anytime, from anywhere

Legal Knowledge Management

Centralize What Your Team Knows: Empower your firm with a unified system for legal knowledge, precedents, and insights.

Consolidate documents, checklists, and notes into one searchable hub
Capture and index content for fast retrieval and reuse
Organize with customizable tags by practice area, client, or topic
Leverage interconnected data for smarter research and strategic planning

Legal Contact Management

Know Every Client, Every Interaction: Practice Pro’s contact management system keeps your client data organized and accessible.

Create unified profiles with complete communication history
Automate conflict checks to streamline intake and reduce risk
Categorize contacts for targeted outreach and relationship management
Ensure every team member has the context they need to deliver exceptional service

SUREPOINT PRACTICE PRO + SUREPOINT LEGAL INSIGHTS

Turn Legal Intelligence into Strategic Action

Unlock the power of data-driven decision-making with SurePoint Legal Insights, now seamlessly integrated into SurePoint Practice Pro. Go beyond timekeeping and billing—equip your firm with real-time analytics and benchmarking tools that help managing partners lead with confidence and clarity.

Smarter Decisions, Powered by Data

Turn Data into Insights: SurePoint Legal Insights transforms firm data into actionable intelligence, enabling law firms to:

Integrated Legal Insights Reports

Current Firm Report: Insights on 5,800+ firms—headcount, hires, promotions, locations, practice areas, and diversity.
Current Market Report: Customizable market overview comparing firms, practice areas, and locations.
Benchmarking Report: Compare your firm’s growth, demographics, and financials against competitors.
Competitor Match Tool: Predict competitors’ strengths by practice area and location for RFPs and talent acquisition.

Part of the SurePoint Legal Suite

As SurePoint’s flagship front-office platform, Practice Pro is a cornerstone of the SurePoint Legal Suite, working in concert with SurePoint’s Finance Core, Finance Enterprise, and Legal Insights to create a connected ecosystem that helps firms improve utilization, reduce revenue leakage, and enhance the client experience.

2026 Performance Score Card

Assess your firm’s performance across the three pillars of the SurePoint Legal Suite—Practice, Finance, and Growth—to uncover gaps and identify key focus areas for 2026.

You Might Also Like…

Boosting Law Firm Profitability: How Gould & Ratner Revolutionized Its Financial Processes

Gould & Ratner was facing the challenge of optimizing efficiency and profitability and in need of a comprehensive solution. The firm not only wanted to use financial and practice management software to efficiently manage its

Master the Essentials of Trust Accounting for Law Firms

As legal professionals, managing client funds is a significant responsibility. Trust accounts provide a critical mechanism for keeping client funds separate from firm assets, thereby protecting your clients and your practice from ethical pitfalls. Download

What Law Firms are Saying

"We’re able to use a lot of the reporting from the profitability dashboard to see who is profitable, who’s staying profitable, and which of the associates need a nudge to become profitable. The system is helping you to stay on top of all of the data. It gives insight on all the attorneys and can be rolled up to the firm level."

"The system saves a lot of steps. When we first went over, we had more staff members in our accounting department. Once we were efficient on the system, we were able to redeploy resources to help with other areas of the firm."

"We eliminated offsite storage, and we started scanning our invoices directly into Coyote. The cost savings is significant for sure. We were spending about $5,000-6,000 a month on offsite storage."

"We've never had an issue with anything ever being out of balance. We can close our month in half an hour, which is unheard of with other pieces of software; that has to save you time and money and aggravation, really."

"When I started, most of our staff was working 10 to 15 hours of overtime a week. But as we got up to speed on the software, we were able to backfill the time that was left open with other responsibilities."

GET A FREE DEMO

One Ecosystem: Built to Accelerate Law Firm Performance

Join 100,000 legal professionals who rely on SurePoint’s connected ecosystem of Practice, Finance, and Growth Solutions to unify the business and practice of law and thrive in a rapidly changing legal market.

From timekeeping and billing to payments, CRM, talent insights, and business intelligence, our configurable solutions help firms operate smarter, strengthen finances, and achieve sustainable growth.

Request a demo today and see how SurePoint can help accelerate your law firm’s performance.

Legal Practice Management for Mid-Sized Law Firms

Scale Quality Across Matters

Accelerate matter management with standardized workflows, centralized firm knowledge, automated document creation, and smarter time capture — so your teams can focus on delivering client outcomes.

Standardize at Scale

Workflows that Work

Time You Won't Lose

Documents in Minutes

One Source of Truth

Client-Ready Experience

Built for Every Role

Managing Partners

Attorneys

Legal Administrators

Finance Leaders

Workflow Automation & Task Management

Case Management Software

Legal Knowledge Management

Legal Contact Management

Turn Legal Intelligence into Strategic Action

Smarter Decisions, Powered by Data

Integrated Legal Insights Reports

Part of the SurePoint Legal Suite

2026 Performance Score Card

You Might Also Like…

What Law Firms are Saying

GET A FREE DEMO

One Ecosystem: Built to Accelerate Law Firm Performance

Introducing SurePoint Legal Suite

Uniting Practice, Finance, and Growth Solutions into a cohesive ecosystem.