SurePoint Technologies

What SurePoint Technologies does

SurePoint Technologies is a privately held legal technology company that provides a cloud-based suite of practice management, financial management, and legal market intelligence software, primarily targeting mid-sized law firms in the United States. The company's core offering, SurePoint Pro (launched February 2026), unifies Practice Pro (front-office practice management inherited from the ZenCase acquisition), Finance Pro (billing and accounting), and Legal Insights (data and analytics inherited from the Leopard Solutions acquisition) into a single platform designed to connect attorney workflows with financial operations and competitive intelligence. Underlying technology spans SQL/API integrations with Microsoft 365, NetDocuments, iManage, Box, Adobe, and QuickBooks Online, alongside AI capabilities including predictive analytics (Probability of Movement, Projected Financials), generative AI (Job Summary, Legal AI Analysis), knowledge retrieval, and process automation, all trained on a proprietary data substrate of 20+ years covering 400,000+ attorney profiles and 6,000+ law firms updated bi-weekly.

The company monetizes through recurring SaaS subscriptions, with pricing tiered by firm size (Finance Core for firms with fewer than 50 timekeepers, Finance Enterprise for those with more than 50 timekeepers) and through subscription access to its Legal Insights, LLFI rankings, and Leopard List data products. Go-to-market is enterprise field sales combined with inside sales, supported by an annual Ignite user conference (250–300 attendees), multiple partner-led executive events (Law Firm Leadership Lab, Managing Partner Lab), an annual State of the Legal Industry report, and integrations with technology partners (LawToolBox, NetDocuments, iManage). Customer segments extend beyond mid-sized law firms to include AmLaw 200 firms, legal recruiters, law schools, in-house counsel, and legal service providers, with the company reporting 100,000+ legal professionals relying on its ecosystem. Ownership is independent and management-led, with a ParkerGale Capital investment from 2018 as the only disclosed institutional capital event and no subsequent funding rounds, with growth instead financed through strategic acquisitions of complementary legal technology providers (Cole Valley Software/ContactEase in 2022, Coyote Analytics in 2022, Leopard Solutions in 2024, and ZenCase in 2025).

Name

SurePoint Technologies

Legal name

SurePoint Technologies

Website

https://surepoint.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

101–250 employees

Short description

SurePoint Technologies is a private legal technology company providing cloud-based practice management, financial management, and legal market intelligence software primarily to mid-sized law firms in the United States.

Ownership category

akta.pro rank

Product category

Legal Practice Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

eDiscovery, Litigation Support & Legal Hold (BPAEAPAE)

Keywords

• Legal practice management
• Law firm software
• Legal financial management
• Legal market intelligence
• Law firm analytics

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscriptions: Recurring subscription revenue from practice management, financial management, and legal intelligence solutions. Pricing tiers based on firm size (timekeeper count) and feature sets.
2. Legal Insights Subscriptions: Subscription-based access to legal market intelligence including Leopard List, LLFI rankings, business intelligence reports, and benchmarking tools for law firms, recruiters, and law schools.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels12 records

Core offering

SurePoint Technologies sells the SurePoint Legal Suite, a cloud-based SaaS ecosystem that combines practice management, financial management (billing and accounting), client relationship management, and AI-powered legal market intelligence for mid-sized law firms and adjacent legal-industry buyers. The flagship SurePoint Pro platform unifies Practice Pro, Finance Pro, Legal Insights, Payment Services, and SurePoint CRM under one data model with native integrations to Microsoft 365, NetDocuments, and iManage.

Product overview

SurePoint Technologies offers the SurePoint Legal Suite, a connected ecosystem of practice, finance, and growth solutions for mid-sized law firms. The portfolio centers on SurePoint Pro, a unified platform combining Practice Pro (front-office practice management formerly ZenCase), Finance Pro (billing and accounting), and embedded Legal Insights (market intelligence formerly Leopard Solutions). Supporting modules include Finance Core and Finance Enterprise for accounting needs of varying firm sizes, Payment Services for client payments, SurePoint CRM for client relationship management, the Leopard List attorney database, LLFI law firm rankings, and Firmscape competitive intelligence. The suite integrates with Microsoft 365, NetDocuments, iManage, Box, Adobe, QuickBooks Online, LawToolBox, and Encore by Cluen, and leverages AI for predictive analytics, knowledge retrieval, generative AI, recommendations, and process automation.

Differentiator

Problem solved

Functional benefit

Brands

• Practice Pro (formerly ZenCase): Legal practice management platform for mid-sized law firms providing timekeeping, workflow automation, and matter-centric case management.
• SurePoint Pro
• Finance Pro
• Finance Enterprise (formerly LMS)
• SurePoint Legal Insights (formerly Leopard Solutions)
• Coyote Analytics
• Leopard List
• LLFI (Leopard Law Firm Index)
• SurePoint Payment Services

Products and services

• SurePoint Pro SurePoint Pro is the unified platform combining practice management, financial management, and embedded legal market intelligence for mid-sized law firms, connecting attorney workflows directly to financial performance and market intelligence in a single interface.
• Practice Pro Practice Pro is the front-office legal practice management system for mid-sized law firms, providing matter management, timekeeping, workflow automation, case management, legal knowledge management, and contact management with conflict checks.
• Finance Pro Finance Pro is the mid-sized law-firm-specific billing and accounting solution supporting the full financial lifecycle from time entry and draft invoices through revenue recognition, reconciliation, and reporting.
• Finance Core

Quantifiable outcome

• 74% of firms see automation transforming how work is done, enabling firms to grow without adding headcount
• +4 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability7 records

Feature14 records

Partnerships

Nine partnerships are on record, tiered core, flagship and minor.

• LawToolBoxcoreTechnology or Integration · 30 April 2026Integration between LawToolBox and SurePoint Pro extends rules-based and AI-driven calendaring and legal practice management into Microsoft 365. The integration allows users to activate matters from their system of record, automatically calculate jurisdiction-specific deadlines, and sync them across firm calendars and Microsoft 365 tools, helping firms eliminate inconsistent or manually maintained deadlines.
• NetDocumentscoreTechnology or Integration · 30 April 2026Both LawToolBox and SurePoint Pro integrate with leading document management systems like NetDocuments, creating a unified workflow connecting legal deadlines, filing events, and documents.
• iManagecoreTechnology or Integration · 30 April 2026SurePoint Pro integrates with iManage document management system, creating a unified workflow connecting legal deadlines, filing events, and documents.
• U.S. News & World ReportflagshipStrategic or Co-development Partner · 28 April 2026Partnership with U.S. News & World Report for the 2026 Best Companies to Work For: Law Firms rankings. SurePoint provides its Legal Insights database and employee sentiment data from Glassdoor reviews. Rankings evaluated law firms on pay, work-life balance, job stability, and professional development.
• Revelio LabsflagshipStrategic or Co-development Partner · 28 April 2026Partnership with Revelio Labs and U.S. News & World Report for the 2026 Best Companies to Work For: Law Firms rankings. Revelio Labs provides employee sentiment data from Glassdoor reviews combined with SurePoint's Legal Insights database.
• Microsoft 365coreTechnology or IntegrationIntegration with Microsoft 365 enables background tracking for automated timekeeping, calendar synchronization, and embedded workflows within the Microsoft ecosystem.
• Ignite 2026 Platinum SponsorscoreGTM or Marketing PartnerPlatinum sponsors for Ignite 2026 conference including technology companies supporting the annual user conference with marketing and financial support.
• Ignite 2026 Gold SponsorscoreGTM or Marketing PartnerGold sponsors for Ignite 2026 conference including legal technology and business service providers.
• Ignite 2026 Silver SponsorsminorGTM or Marketing PartnerSilver sponsors for Ignite 2026 conference supporting the annual user conference.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Clio: Clio is a leading cloud-based legal practice management platform serving law firms of all sizes with similar timekeeping, billing, case management, and CRM functionality. It is the most direct cloud-native competitor to SurePoint's Practice Pro offering, though Clio skews more toward solo and small firms while SurePoint targets mid-sized firms.
• MyCase: MyCase is a cloud-based legal practice management platform from AffiniPay serving small and mid-sized law firms with case management, billing, and client communication tools. It competes head-to-head with SurePoint's front-office offerings in the small-to-mid firm segment.
• Smokeball: Smokeball is a cloud-based legal practice management and automatic time tracking platform for small to mid-sized law firms. It directly competes with SurePoint Practice Pro's automated timekeeping and workflow automation capabilities.
• PracticePanther: PracticePanther is a cloud-based legal practice management solution offering matter management, time tracking, billing, and automation for small to mid-sized law firms. It directly overlaps with SurePoint Practice Pro in the mid-market segment with comparable feature breadth.
• CosmoLex: CosmoLex provides cloud-based practice management and legal accounting software for small and mid-sized law firms. Its combined matter management + accounting positioning directly mirrors SurePoint's Practice Pro + Finance Pro bundle, making it a close comparable.

Broad incumbents

• iManage: iManage is a major document and email management platform serving law firms and professional services. Like NetDocuments, it integrates with SurePoint Pro but competes indirectly for firm-wide technology spend and shapes the broader legal SaaS ecosystem.
• NetDocuments: NetDocuments is a leading cloud-based document management system for law firms and is a strategic integration partner for SurePoint Pro. While not a direct practice management competitor, it competes for law firm technology wallet share and influences which practice management platforms firms choose.
• Aderant: Aderant is an established legal practice management suite for large and mid-sized law firms with billing, matter management, and financial management capabilities. It competes most directly with SurePoint's Finance Enterprise (formerly LMS) at the larger end of the mid-market.
• Wolters Kluwer Elite: Elite 3E is a leading enterprise legal practice and financial management platform from Wolters Kluwer serving large and global law firms. It overlaps with SurePoint Finance Pro/Core/Enterprise and is the dominant incumbent in the upper mid-market and AmLaw segment SurePoint targets secondarily.

Emerging players

• LawToolBox: LawToolBox is a legal calendaring and deadline management solution that integrates with Microsoft 365 and was recently announced as an integration partner with SurePoint Pro. It is a niche but adjacent peer in the legal practice management stack, comparable as both a partner and partial competitor in deadline management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SurePointTech
• LinkedInlinkedin.com/company/surepoint-tech
• Xx.com/SurePointTech

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SurePoint Technologies