List of Practice Pro (formerly ZenCase) Customers
SurePoint Technologies
Arboretum Plaza One, 9442 N Capital of Texas Hwy, Suite 400,
Austin, TX, 78759,
United States
Austin, TX, 78759,
United States
1 513-241-1375
Professional Services
200
$40M
Since 2010, our global team of researchers has been studying Practice Pro (formerly ZenCase) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Practice Pro (formerly ZenCase) for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Practice Pro (formerly ZenCase) for Legal Practice Management include: Sichenzia Ross Ference Carmel, a United States based Professional Services organisation with 100 employees and revenues of $11.0 million, Derrevere Stevens Black & Cozad (DSB&C), a United States based Professional Services organisation with 100 employees and revenues of $10.0 million, Wyse Kadish, a United States based Professional Services organisation with 40 employees and revenues of $5.0 million, Shows, Cali & Wals, a United States based Professional Services organisation with 25 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Practice Pro (formerly ZenCase), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Derrevere Stevens Black & Cozad (DSB&C) | Professional Services | 100 | $10M | United States | SurePoint Technologies | Practice Pro (formerly ZenCase) | Legal Practice Management | 2019 | n/a |
In 2019 Derrevere Stevens Black & Cozad implemented Practice Pro (formerly ZenCase) as its Legal Practice Management platform. The firm operates from a principal office in West Palm Beach with offices across five states, employing 36 attorneys and a total staff of 75, with 75 active system users across six office locations plus extensive remote work where 98 percent of staff now work from home.
The Practice Pro implementation focused on core practice management workflows, including matter and client intake, configurable document and task blueprints, automated date dependent task scheduling, and role based security permissions to manage file access and oversight. Practice Pro's document and task blueprints functioned as workflow automation, reducing manual data entry and enforcing matter type dependent setups so intake, document generation, and task sequencing were consistently applied across practice groups and support staff.
The implementation was staged, beginning with a NetDocuments conversion for document management, followed by practice management and financial stages, and included a QuickBooks integration for billing and accounting. Data extraction from the prior Aderant Total Office environment posed challenges that required careful mapping and phased migration, and the cloud deployment model centralized document and matter records to support distributed teams.
Governance and rollout were driven by a cross functional committee representing every user group, and the firm worked closely with the vendor as an early adopter to request and receive product enhancements. Post go live the firm reported improved speed and responsiveness, measurable reductions in duplicate work through automation, higher staff satisfaction, and improved task tracking and utilization oversight so matters are less likely to fall through the cracks.
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Shows, Cali & Wals | Professional Services | 25 | $3M | United States | SurePoint Technologies | Practice Pro (formerly ZenCase) | Legal Practice Management | 2020 | n/a |
In 2020, Shows, Cali & Walsh, L.L.P. implemented Practice Pro (formerly ZenCase), a Legal Practice Management application from SurePoint Technologies. The deployment addressed a 31 user footprint across two Baton Rouge area locations, consolidating matter management, time entry, billing, and accounting workflows into a single vendor application, replacing a long-standing PC Law environment.
The implementation included structured data migration and configuration that CMG Circle Management Group executed over a multi‑month project window, with migration and setup completed within the agreed timeframe and without data loss. Practice Pro configuration focused on matter intake, electronic time capture, invoice generation, and integrated accounting controls, with the firm’s Accounting Manager receiving targeted training to operate firm accounting inside Practice Pro and coordinate bookkeeping with QuickBooks.
Integrations and operational coverage centered on Practice Pro integration with QuickBooks for firm accounting and receivables management, and procedural coverage for collections, civil litigation, bankruptcy, and real estate practices. The rollout emphasized firmwide adoption of electronic time entry, moving attorneys from paper time capture to direct entry in Practice Pro, and extended training sessions to bring staff to operational proficiency within a week of system go‑live.
Governance and workflow changes were formalized through a CMG-led selection and implementation process, with the Accounting Manager acting as the internal implementation lead and primary change agent. Post-implementation outcomes reported by the firm included faster billing cycles, improved responsiveness from vendor support, and high user acceptance of Practice Pro, with staff reporting reduced time spent on billing and clearer operational support compared to the prior platform.
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Sichenzia Ross Ference Carmel | Professional Services | 100 | $11M | United States | SurePoint Technologies | Practice Pro (formerly ZenCase) | Legal Practice Management | 2024 | n/a |
In 2024 Sichenzia Ross Ference Carmel implemented Practice Pro (formerly ZenCase) as its Legal Practice Management solution. The deployment targeted the firm’s New York City metropolitan office and was configured to support a 100-person professional services firm, with primary focus on billing, client account management, and firmwide matter records used by attorneys and accounting staff.
Practice Pro was configured to centralize billing and client ledger workflows, including invoice generation, payment posting, and reconciliation routines. The implementation emphasized client account visibility and automated linking of time and expense entries to matters, enabling accounting staff to process and reconcile financial transactions against client ledgers within the Practice Pro interface.
Operational integration included direct data exchange between Practice Pro and the firm’s accounting tool Omega, reflecting existing usage patterns where accounting staff processed and reconciled transactions using ZenCase and Omega. The rollout covered billing and accounting teams on-site, and established routine collaboration points between legal users and the accounting assistant responsible for financial reporting and client account management.
Governance was organized around role-based access for attorneys and accounting personnel, approval gates for billing and adjustments, and documented reconciliation workflows to support accurate client accounting. The deployment focused on aligning operational billing processes and matter-level financial controls with the firm’s existing on-site financial reporting cadence.
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Wyse Kadish | Professional Services | 40 | $5M | United States | SurePoint Technologies | Practice Pro (formerly ZenCase) | Legal Practice Management | 2023 | n/a |
In 2023, Wyse Kadish implemented Practice Pro (formerly ZenCase) as its Legal Practice Management platform to centralize firm billing and trust accounting workflows. The implementation focused on capturing matter billing activity and maintaining client trust ledgers within Practice Pro while establishing a mapped flow to the firm general ledger.
Practice Pro configuration included the legal billing module and client trust or IOLTA ledger functionality, with explicit mapping of operating, client, IOLTA, unearned income, and other balance sheet accounts for external reconciliation. The team created a new chart of accounts for QuickBooks Online to support consistent account mapping and to standardize transaction posting from Practice Pro to the accounting system.
Integration work centered on synchronization between Practice Pro and QuickBooks Online, where transactions were auto-uploaded and reconciled against the firm general ledger. Accounting leadership managed staff and advised administrative users, researched discrepancies between Practice Pro and QuickBooks Online, researched and reissued missing vendor checks, investigated unknown accounts payable entries, and recommended procedural controls to prevent future reconciliation gaps.
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Buyer Intent: Companies Evaluating Practice Pro (formerly ZenCase)
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Practice Pro (formerly ZenCase) Coverage
Practice Pro (formerly ZenCase) is a Legal Practice Management solution from SurePoint Technologies.
Companies worldwide use Practice Pro (formerly ZenCase), from small firms to large enterprises across 21+ industries.
Organizations such as Sichenzia Ross Ference Carmel, Derrevere Stevens Black & Cozad (DSB&C), Wyse Kadish and Shows, Cali & Wals are recorded users of
Practice Pro (formerly ZenCase) for Legal Practice Management.
Companies using Practice Pro (formerly ZenCase) are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Practice Pro (formerly ZenCase) are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Practice Pro (formerly ZenCase) across Americas, EMEA, and APAC.
Companies using Practice Pro (formerly ZenCase) range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Practice Pro (formerly ZenCase) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Practice Pro (formerly ZenCase) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Legal Practice Management.