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ZENCASE PRACTICE MANAGEMENT

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SurePoint Acquires ZenCase

SurePoint is thrilled to announce the acquisition of ZenCase, a web-based legal practice management software. This acquisition unites front-office, financial, talent, and business intelligence management into a unified solution. By incorporating SurePoint’s advanced accounting solutions, Leopard Solutions’ market insights and Leopard PROWESS—a powerful business development tool for connecting firms with in-house counsel—these integrated tools deliver unmatched efficiency and competitive advantages, redefining practice management and setting a new standard for the legal industry.

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SurePoint: A Single Platform to Solve Your Most Critical Challenges

With top-tier accounting solutions, market-leading intelligence, and a modern front end platform, law firms gain a single partner equipped to solve critical challenges—from talent and practice management to financial oversight and business intelligence. This integration drives:

Actionable Market Intelligence

Leverage insights for informed decision-making, strategic alignment, and sustainable growth in a competitive market.

Unified Front Office Operations

Automate workflows to boost efficiency and task management, enabling your legal teams to focus on exceptional legal services.

Cohesive Technology Ecosystem

Integrate seamlessly with legal data to leverage talent, financial, and business intelligence for superior results.

ZENCASE PRACTICE MANAGEMENT

Less Operational Effort. More Zen.

Designed by attorneys for attorneys, ZenCase is a web-based solution that streamlines workflows, centralizes information, and optimizes task management. As SurePoint’s front-office cornerstone, it offers automated time tracking, knowledge management, document automation, and task blueprints.

Workflow Automation and Task Management

Ensure your practice operates like a well-oiled machine by automating and personalizing your case management process.

  • Boost productivity with customizable workflows tailored to your firm’s needs.
  • Maintain accountability and track team progress.
  • Identify bottlenecks and improve efficiency with detailed analytics.
  • Automate task creation with templates that include client-specific placeholders.

Case Management Software

Get a quick snapshot of your caseload with key information and progress at your fingertips.

  • Log actions in real time to maintain a complete history of case interactions and changes.
  • Customize and automate routine tasks to optimize efficiency and streamline case management.
  • Securely store all case information in one easily accessible location, available anytime, anywhere.

Legal Knowledge Management

Boost team collaboration and enhance client service by centralizing your firm’s legal documents, precedents, and insights.

  • Consolidate all legal knowledge into one unified system.
  • Capture and index every piece for quick retrieval and powerful search.
  • Categorize with customizable tags for detailed organization.
  • Leverage interconnected data for strategic insights and case research.

Legal Contact Management

ZenCase’s contact management system tracks all client interactions and organizes detailed profiles for easy access.

  • Consolidate scattered client info into one profile.
  • Record every client interaction so you never miss a beat.
  • Easy conflict checks to streamline intake.
  • Categorize contacts for tailored communication insights.

ZENCASE + LEOPARD SOLUTIONS

Leverage Leopard Solutions in ZenCase for Data-Driven Practice Management

Gain real-time insights and projections with Leopard Solutions’ legal data, now seamlessly integrated into ZenCase for a comprehensive practice management solution. Beyond timekeeping and billing, Leopard’s tools enable managing partners to make data-driven decisions that drive growth and success. This data empowers smarter, more strategic decisions for law firms of all sizes.

Leopard Solutions Reports Integrated in ZenCase

Obtain real-time business insights and data-driven projections powered by Leopard Solutions’ comprehensive current and historical legal data.

  • Current Firm Report: Insights on 5,700+ 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.

Plus: Leopard PROWESS

Integrated into ZenCase, Leopard PROWESS helps in-house counsel find and hire outside counsel by matching firms via a comprehensive database. Law firms can upload bios, billing rates, and fee agreements to stay competitive, even against larger firms.

Learn more about Leopard Solutions

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."
Law Firm Administrator
"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."
Comptroller
"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."
Comptroller
"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."
Chief Operating Officer
"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."
Chief Operating Officer

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Software you
can count on.

Join the 100,000 legal professionals who work with SurePoint’s solutions everyday to eliminate guesswork, unlock higher performance, and drive growth for their law firms.

  • Capture more time and get paid faster
  • Improve productivity and increase profitability
  • Close on time and with certainty

Questions? 513.241.1375 / info@surepoint.com

Questions? info@surepoint.com

SurePoint Technologies
311 Elm St, Suite 270 #1280

Cincinnati, OH 45202

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SurePoint Achieves ISO 27001 Compliance

Meeting ISO 27001 furthers SurePoint’s commitment to safeguarding customer data.

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