--- title: "SurePoint Practice Pro Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SurePoint Practice Pro Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more." source_url: "https://www.capterra.com/p/200358/SurePoint-Practice-Pro/" page_type: "product" language: "en" --- # SurePoint Practice Pro Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SurePoint Practice Pro ## What is 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. ## What is SurePoint Practice Pro used for? [Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Legal Case Management](https://www.capterra.com/legal-case-management-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/) Top alternative Featured Overall rating Based on 31 user reviews Reviews sentiment Positive 94% Neutral 3% Negative 3% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SurePoint Practice Pro?[Manage this product listing](https://www.g2.com/products/surepoint-practice-pro/claim_requests/new?auto=true) ## SurePoint Practice Pro Overview Updated September 2026 AI summary SurePoint Practice Pro equips small and midsize organizations in law practice management with tools for legal case management, billing and invoicing, document management, and client collaboration. Offering calendar, workflow, and trust accounting features alongside customizable templates and third-party integrations, it deploys on cloud and desktop platforms to support efficient daily operations, document handling, and financial oversight. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SurePoint Practice Pro 4.5 (31) VS. [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price Contact vendor Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (31) Ease Of Use 4.6 (1,742) Value For Money 4.9 (17) Value For Money 4.5 (1,533) Customer Service 5.0 (25) Customer Service 4.7 (1,582) ## SurePoint Practice Pro alternatives [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147413/LEAP/) [8am MyCase](https://www.capterra.com/p/115613/MyCase/) [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/115613/MyCase/) Highest Rated [Smokeball](https://www.capterra.com/p/133656/Smokeball/) [4.8 (360)](https://www.capterra.com/p/133656/Smokeball/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/133656/Smokeball/) [Litify](https://www.capterra.com/p/160393/Litify/) [4.4 (139)](https://www.capterra.com/p/160393/Litify/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160393/Litify/) [View all alternatives](https://www.capterra.com/p/200358/SurePoint-Practice-Pro/alternatives/) ## FAQs about SurePoint Practice Pro Overview ### Which roles and teams benefit most from SurePoint Practice Pro? SurePoint Practice Pro is most used by legal operations teams, including paralegals, legal assistants, and document managers, who manage matter details, documents, and daily workflows. Attorneys, associate attorneys, and partners use it for case coordination and time tracking, while billing, accounting, and firm administrators rely on it for invoicing, financial oversight, and practice management. Answer based on 31 reviews Overview ### What company size and industries is SurePoint Practice Pro built for? SurePoint Practice Pro is for law firms of any size, but reviewer data shows it is used entirely by small businesses, at 100%, mainly in Law Practice at 71% and Legal Services at 26%. It fits legal teams more than general business use, with only 3% of reviewers from Consumer Goods. Answer based on 31 reviews Features and Usability ### What are the key features of SurePoint Practice Pro? SurePoint Practice Pro offers legal case management, client and contact management, calendar management, and deadline and docket management. It also includes time tracking, billing and invoicing, trust accounting, document management, electronic signature, workflow management, reporting, alerts and notifications, and Microsoft Outlook integration. Integrations ### Which third-party tools and platforms does SurePoint Practice Pro integrate with? SurePoint Practice Pro integrates with 8 third-party tools, including document and storage platforms such as NetDocuments, Box, Microsoft SharePoint, and OneDrive, plus productivity apps like Microsoft Outlook, Microsoft Excel, and Microsoft PowerPoint. It also connects to QuickBooks Online for billing and accounting workflows. Answer based on 11 reviews Getting Started and Support ### What training and onboarding options does SurePoint Practice Pro offer? SurePoint Practice Pro provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars offer group instruction, documentation gives written reference material, and videos provide self-paced learning resources. Answer based on 1 reviews Getting Started and Support ### What customer support options does SurePoint Practice Pro offer? SurePoint Practice Pro provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe support as responsive and helpful, with chat often cited for near-immediate replies and online support handling issues quickly. Overall, customer service is viewed positively for timely fixes and practical assistance. Answer based on 4 reviews ## Features AI summary Based on 1,623 Law Practice Management reviews Capterra data shows that buyers of law practice management software rank the following features as their top priorities: - **Legal Case Management** (**68%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**69%**) - **Document Management** (**50%**) SurePoint Practice Pro supports all three of the features reviewers value most: **Legal Case Management**, **Billing & Invoicing**, and **Document Management**. Together, these capabilities help law firms organize case details, manage client billing accurately, and keep important documents accessible, allowing teams to work more efficiently and maintain better control over daily practice operations. Legal Case Management 4.6 (16) 37.50% of 16 reviewers that rated this feature as important or highly important Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Document Management 4.3 (19) 57.89% of 19 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Time Tracking 4.7 (24) 37.50% of 24 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) Trust Accounting 4.3 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Manage bookkeeping for client trust accounts Task Management 4.3 (15) 46.67% of 15 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Billing & Invoicing 4.6 (21) 42.86% of 21 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers SurePoint Practice Pro 55 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Docket Management: Manage and maintain a detailed record of information and updates associated with each court case - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Management: Create, save, and store files - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department - Online Time Tracking: Track employee and task times using internet connection - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Trust Accounting: Manage bookkeeping for client trust accounts - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (31) 4.3 Based on 31 reviews ## Pricing Value for money 4.9 (17) ### Starting price Free trial not available Value for money 4.9 (17) 4.9 Based on 17 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Box](https://www.capterra.com/p/148766/Box/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ NetDocuments](https://www.capterra.com/p/225425/NetDocuments/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (25) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (25) 5.0 Based on 25 reviews ## User reviews Overall rating 4.5 Based on 31 reviews Filter by rating 5(20) 4(9) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent JF Jennifer F. Legal Administrator Law Practice ### "Goldenberg Heller & Antognoli, P.C." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 19, 2024 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. 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. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) To better integrate billing and accounting programs and to have access to more electronic billing. Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) [SurePoint](https://www.capterra.com/p/135156/SurePoint/) Reasons for choosing SurePoint Practice Pro Ease of use, QBO integration, and electronic billing Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MM Michon M. Accounting Supervisor Legal Services ### "Great Program!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 19, 2024 Pros ZenCase is definitely a time saver and very user friendly! Cons We're only able to have one Trust/Operating account tied in. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We mainly switched due to the lack of customer service. Alternatives considered [Perfect Practice](https://www.capterra.com/p/21729/Perfect-Practice/) Reasons for choosing SurePoint Practice Pro We chose ZenCase because of what the program offered for the lowest price. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RL Roxie L. Paralegal Legal Services ### "Very User Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2024 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! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DR Dan R. Partner Law Practice ### "A 45-day review of ZenCase." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 March 4, 2024 I have only been using the program for about 45 days, but overall I have enjoyed the program. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CN Cathy N. Attorney Law Practice ### "Convenient and Useful" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 March 4, 2024 Pros Zencase is a convenient and modern way of inputting time. By far, the best feature is the ability to input time without needing to be connected to a remote server. Cons I wish there were an ability to pre-set some of the most used features for time entries, including setting matters to default as billable. That would be a great tip! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RG Rebecca G. Paralegal Law Practice ### "ZenCase" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 16, 2023 Overall my experience with ZenCase is great for what I need it for. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 17, 2023 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. SF Sherry F. Billing Manager Law Practice ### "Love the Efficiency!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 31, 2022 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. 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. Switched from [Expert Sierra](https://www.capterra.com/p/167910/ADERANT-Expert-Sierra/) 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 1, 2022 Hi Sherry! We are glad that ZenCase has made your work easier and more efficient! CL Candy L. Firm Administrator Legal Services ### "Wonderful Case Management Program " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 23, 2022 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SJ Shantel J. Paralegal Legal Services ### "Best legal siftware I've used in over 20 years in the industry!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2022 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. 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! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 23, 2022 Thank you for your feedback and review, Shantel! We hope to continue to make you more productive as we add new features to ZenCase. KD Katherine D. Paralegal Legal Services ### "Game Changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2022 Time management of documentation and the integration with other Microsoft products really is phenomenal. 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. Switched from [LexisNexis CaseMap+ AI](https://www.capterra.com/p/35995/CaseMap/) New firm Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/200358/SurePoint-Practice-Pro/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Clio vs SurePoint Practice Pro](https://www.capterra.com/compare/105428-200358/Clio-vs-SurePoint-Practice-Pro) [LEAP vs SurePoint Practice Pro](https://www.capterra.com/compare/147413-200358/LEAP-vs-SurePoint-Practice-Pro)