SurePoint Practice Pro

Link Emails & Calendar Events Directly to Your SurePoint Practice Pro (formerly ZenCase) Matters

The SurePoint Practice Pro Add-On for Outlook lets you instantly connect your inbox and calendar to your legal workflow. File emails and attachments to the correct matter with one click and associate calendar events directly with the matters you're working on.

Stay organized, maintain a complete matter record, and streamline your daily workflow without ever leaving Outlook.

SurePoint Practice Pro (formerly ZenCase): Beyond Practice Management - Driving Firm Performance

Challenges Information overload, Client pressure to produce more work product in less time, and Complex and Evolving billing arrangements that require a degree in rocket science

Solution: SurePoint Practice Pro, a complete toolkit for efficient firm performance, including features such as:

• Streamlined Case Management - Streamlines case handling, reducing the complexity and time spent on managing case details
• Contact Management - Track all client interactions with Practice Pro's contact management system, which organizes detailed client profiles for easy access
• Knowledge Management - Practice Pro centralizes your firm's knowledge, making legal documents, precedents, and insights easily accessible to empower collaboration and enhance client service
• Workflow Automation and Task Management - Streamline your practice with Practice Pro's customization features, automating and personalizing case management from tasks to billing
• Organized Time and Expense Tracking - Practice Pro's time management tools combine automation and manual control to suit different preferences in legal practice
• Document Automation - Practice Pro's Document Automation revolutionizes legal document creation. With a single click, you can generate complex legal documents, saving time and reducing costs and the risk of errors
• Legal Insights & Competitive Intelligence – Make smarter, data-driven decisions with Legal Insights integrated into Practice Pro. Access real-time reports on firm performance, market trends, and competitor benchmarks to guide strategy, win RFPs, and attract top talent.
• Business Intelligence & Reporting - Legal practice management requires more than case efficiency; it demands insight into your business's performance. Practice Pro's Business Intelligence & Reporting turns raw data into actionable insights
• Intuitive Billing & Invoicing - Streamline billing and invoicing with Practice Pro, reducing time, errors, and the risk of delayed payments or penalties

Benefits:

• Capture time more effectively
• Reduce errors and improve accuracy
• Automate documents and workflows
• Streamline time management with automation
• Leverage firm insights
• Security Certified with SOC 2 Type II Compliance

Pricing:

• Enjoy a 30-day free trial with full access to all features—no commitments required

Call to Action:

• Visit SurePoint Practice Pro to learn more!
• Schedule a Demo