# SurePoint Practice Pro Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is SurePoint Practice Pro the right Law Practice Management solution for you? Explore 31 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/200358/SurePoint-Practice-Pro/reviews --- SurePoint Practice Pro 4.5 (31) [View alternatives](https://www.capterra.com/p/200358/SurePoint-Practice-Pro/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of SurePoint Practice Pro Ease of use 4.6 Customer Service 5.0 ## Pros and Cons in Reviews DR Dan R PartnerLaw Practice, 11 - 50 employeesUsed the software for: Less than 6 months. “The report functions are also relatively intuitive and helpful for goal tracking.“ March 4, 2024 AS Aimee S ParalegalLegal Services, 51 - 200 employeesUsed the software for: 1-2 years. “It is not integrated with outlook (therefore not integrated with calendar). “ August 16, 2022 KS Kim S ParalegalLaw Practice, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ August 16, 2022 AF Alyssa F Billing AssistantLaw Practice, 51 - 200 employeesUsed the software for: Less than 6 months. “Overall using ZenCase is a good experience, and if I do run into any issues their online support is always on top of it which I appreciate.“ August 16, 2022 AF Alyssa F Billing AssistantLaw Practice, 51 - 200 employeesUsed the software for: Less than 6 months. “Due to this, the system is easy to navigate and is being even further improved upon all the time.“ August 16, 2022 ## Showing most helpful reviews Showing 1-25 of 31 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SH Sarah H. Paralegal Legal Services Used the software for: 2+ years ### "ZenCase is a Game Changer" August 3, 2022 5.0 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. Review Source DR Dan R. Partner Law Practice Used the software for: Less than 6 months ### "A 45-day review of ZenCase." March 4, 2024 4.0 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 BB Briana B. Legal Assistant Law Practice Used the software for: Less than 6 months ### "Pro/Con" August 16, 2022 2.0 Pros I only like the billing portion of it and that's about it. Cons It's hard to upload and rename documents, constantly logs out of net docs. Subfolders should be premade when opening a new case. Takes to long to upload documents. Review Source Response from SurePoint Technologies August 18, 2022 Hi Briana, I believe the issues you raise here are NetDocuments based. We continue to work with NetDocuments to improve usability of both products and their integration. We do appreciate your comments. KD Katherine D. Paralegal Legal Services Used the software for: 6-12 months ### "Game Changer" August 19, 2022 5.0 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 [CaseMap+ AI](https://www.capterra.com/p/35995/CaseMap/) New firm Review Source HB Hayley B. Associate Attorney Law Practice Used the software for: 6-12 months ### "Great for time and case management" August 17, 2022 4.0 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. Pros The case management aspect and task lists by date. Cons The combined issues with other programs such as netdocuments. Review Source RG Rebecca G. Paralegal Law Practice Used the software for: 1-2 years ### "ZenCase" February 16, 2023 5.0 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 Response from SurePoint Technologies 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. SC Stephen C. Senior Attorney Law Practice Used the software for: 1-2 years ### "ZenCase is where it is at." August 16, 2022 5.0 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. Review Source TS Theodore S. Senior Associate Law Practice Used the software for: 2+ years ### "Great Software " August 16, 2022 5.0 ZenCase has been phenomenal. I would highly recommend it. Pros The task management and time tracking is tremendous. Cons No cons so far. ZenCase works so well and meets my needs. Review Source CC Candice C. Document Manager Law Practice Used the software for: 1-2 years ### "Document management review" August 16, 2022 4.0 If it had a better records management section then it would be great. What I use it for now it is good Pros It's easy to input billing time and open mew files Cons Lack of records request/management section Review Source EL Ed L. Partner Law Practice Used the software for: 2+ years ### "Zencase Experienced Lawyer Review" August 3, 2022 5.0 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 Source JF Jennifer F. Legal Administrator Law Practice Used the software for: 1-2 years ### "Goldenberg Heller & Antognoli, P.C." November 19, 2024 5.0 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. Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[SurePoint](https://www.capterra.com/p/135156/SurePoint/) Reason for choosing SurePoint Practice Pro Ease of use, QBO integration, and electronic billing 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. Review Source MM Michon M. Accounting Supervisor Legal Services Used the software for: 1-2 years ### "Great Program!" November 19, 2024 5.0 Pros ZenCase is definitely a time saver and very user friendly! Cons We're only able to have one Trust/Operating account tied in. Alternatives considered [Perfect Practice](https://www.capterra.com/p/21729/Perfect-Practice/) Reason for choosing SurePoint Practice Pro We chose ZenCase because of what the program offered for the lowest price. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We mainly switched due to the lack of customer service. Review Source SJ Shantel J. Paralegal Legal Services Used the software for: 6-12 months ### "Best legal siftware I've used in over 20 years in the industry!" August 19, 2022 4.0 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 Response from SurePoint Technologies 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. JM Joshua M. Attorney Law Practice Used the software for: 2+ years ### "I could not run my practice without ZenCase" August 3, 2022 5.0 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! Review Source ML Morgan L. Associate Attorney Law Practice Used the software for: 1-2 years ### "Great product, very user friendly" August 19, 2022 5.0 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. 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. Review Source SF Sherry F. Billing Manager Law Practice Used the software for: 1-2 years ### "Love the Efficiency!" August 31, 2022 5.0 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 Response from SurePoint Technologies 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 Used the software for: 1-2 years ### "Wonderful Case Management Program " August 23, 2022 5.0 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 SW Steven W. Attorney Law Practice Used the software for: 1-2 years ### "Features wishlist" August 17, 2022 4.0 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. 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. Review Source Response from SurePoint Technologies August 22, 2022 Thank you for your review! ZenCase added Outlook integration last month for email and calendaring and look to add tasks in the near future! BC Bob C. Managing Director Consumer Goods Used the software for: 6-12 months ### "ZenCase is a comprehensive, easy to use tool that our firm relies on!" August 4, 2022 5.0 We are doing a better job of managing projects & Information, tracking the associated time involved and reducing time billing and getting paid. 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). Review Source AS Aimee S. Paralegal Legal Services Used the software for: 1-2 years ### "Nothing to Brag About" August 16, 2022 3.0 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. Pros I find it relatively easy to enter my time entries. Cons The software would be much more useful if integrated with Outlook Review Source Response from SurePoint Technologies August 18, 2022 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! SI Stacey I. Paralegal Law Practice Used the software for: 1-2 years ### "Review" August 16, 2022 5.0 Pros Easy to use, great task management and easy use of filters and sorting Cons Merging and creating documents are always an issue Review Source DM Don M. Attorney Legal Services Used the software for: 2+ years ### "Thoughts of a Zencase User" August 3, 2022 5.0 I appreciate having an end-to-end SaaS solution to manage my practice Pros I like it all, especially the ZenKM feature. Cons It would be nice to have Outlook integration Review Source MM Matthew M. Attorney Law Practice Used the software for: 2+ years ### "Best Legal Practice Software " August 3, 2022 5.0 Excellent. 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. Review Source RL Roxie L. Paralegal Legal Services Used the software for: 6-12 months ### "Very User Friendly" March 5, 2024 5.0 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 KS Kim S. Paralegal Law Practice Used the software for: 6-12 months ### "Love ZenCase's features" August 16, 2022 4.0 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. 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.