SurePoint Technologies
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.
- Company typePrivate
- Founded2001
- HeadquartersCincinnati, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
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).
SurePoint Technologies firmographics
Firmographics- 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
SurePoint Technologies industry classification
Industry- 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
Where SurePoint Technologies is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SurePoint Technologies business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Ignite 2026 Conference Registration |
| Subscription | Annual | Finance Core |
| Subscription | Annual | Finance Enterprise |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels12 records
SurePoint Technologies product offering
Product offeringCore 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
Companies that use SurePoint Technologies
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles5 records
SurePoint Technologies technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability7 records
Feature14 records
SurePoint Technologies partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core, flagship and minor.
- LawToolBoxcoreIntegration 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.
- NetDocumentscoreBoth LawToolBox and SurePoint Pro integrate with leading document management systems like NetDocuments, creating a unified workflow connecting legal deadlines, filing events, and documents.
- iManagecoreSurePoint Pro integrates with iManage document management system, creating a unified workflow connecting legal deadlines, filing events, and documents.
- U.S. News & World ReportflagshipPartnership 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 LabsflagshipPartnership 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 365coreIntegration with Microsoft 365 enables background tracking for automated timekeeping, calendar synchronization, and embedded workflows within the Microsoft ecosystem.
- Ignite 2026 Platinum SponsorscorePlatinum sponsors for Ignite 2026 conference including technology companies supporting the annual user conference with marketing and financial support.
- Ignite 2026 Gold SponsorscoreGold sponsors for Ignite 2026 conference including legal technology and business service providers.
- Ignite 2026 Silver SponsorsminorSilver sponsors for Ignite 2026 conference supporting the annual user conference.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
SurePoint Technologies competitors and assessment
Company assessmentDirect 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
SurePoint Technologies social profiles
Digital presenceSurePoint Technologies compliance and trust
Trust signalCompliance2 records
SurePoint Technologies financial estimates
Financial estimateRevenue estimate
Valuation estimate
SurePoint Technologies leadership team
Management profileNumber of profiles
Profiles5 records
SurePoint Technologies subsidiaries and ownership
Company hierarchySubsidiaries3 records
SurePoint Technologies funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SurePoint Technologies M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SurePoint Technologies
What does SurePoint Technologies do?
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.
Is SurePoint Technologies a public or private company?
SurePoint Technologies is a private company. It is classified as private equity controlled and is currently operating.
When was SurePoint Technologies founded?
SurePoint Technologies was founded in 2001. It employs 101 to 250 people.
Where is SurePoint Technologies based?
SurePoint Technologies is headquartered in Cincinnati, United States, in the North America region.
How does SurePoint Technologies make money?
Two revenue lines are on record. SaaS Subscriptions are the primary driver. The others are legal Insights Subscriptions.
Who are SurePoint Technologies's main competitors?
Direct peers on record are Clio, MyCase, Smokeball, PracticePanther and CosmoLex. Broad incumbents are iManage, NetDocuments, Aderant and Wolters Kluwer Elite. LawToolBox is listed as an emerging player.
Does SurePoint Technologies have an API?
No public API is recorded for SurePoint Technologies.
What industry is SurePoint Technologies in?
SurePoint Technologies's product category is Legal Practice Management Software. Its primary akta.pro industry code is BPAEAPAE, eDiscovery, Litigation Support & Legal Hold. Its NAICS code is 513210 and its SIC code is 7372.