From On-Premises to the Cloud: Thompson & Horton’s Journey to the SurePoint Legal Suite

Finding the Right Fit for a Growing Firm

In 2018, the team at Thompson & Horton LLP began evaluating new billing and accounting software to better support their growing practice. Through their involvement with the Association of Legal Administrators (ALA), they were familiar with Coyote Analytics—now SurePoint Finance Core—a trusted name in law firm financial management.

After in-depth demos and discussions, the firm selected Finance Core for its intuitive design, strong implementation support, and proven track record of helping mid-sized firms work smarter.

“The SurePoint team is amazing,” said Stacey Ransleben, CLM, Director of Office Operations at the firm. “The hands-on training gave us the confidence to manage billing and accounting with ease from the start.”

The firm’s experience underscored the value of a technology partner built on responsiveness and a real-world understanding of how law firms operate.

A Seamless Transition

When SurePoint Technologies introduced a cloud-based version of Finance Core, the firm knew it was time to upgrade their infrastructure.

“The move from on-premises to the cloud was remarkably seamless,” Ransleben noted. “We had scheduled downtime, virtual Q&A sessions, and training on the new login process. The experience was easy, and we were up and running quickly.”

The benefits of the cloud were clear almost immediately:

• Secure access from anywhere
• Real-time collaboration across offices
• A consistent interface that mirrored their on-prem experience
• Elimination of server maintenance and IT headaches

“It’s much better than working with a remote server when not in the office,” Ransleben added. “We’re more connected and more efficient than ever.”

Continuity and Confidence in the Cloud

One concern many firms have about moving from on-premise to cloud is losing the relationships and reliability they value. For Thompson & Horton, the opposite was true.

The same trusted people who supported their on-prem system continued to be there every step of the way as they transitioned to the cloud.

“It’s great to have people ready and willing to assist when we need help,” said Ransleben. “That continuity gave us the confidence to move forward.”

Built for Security, Reliability, and Peace of Mind

What was once a trend is now the standard as more law firms move to cloud systems. For firms like Thompson & Horton, data protection, compliance, and business continuity remain top priorities.

SurePoint’s cloud solutions deliver enterprise-grade protection backed by independent audits and around-the-clock monitoring:

• SOC 2 Type 2 audience and PCI-DSS certified, with 24x7x365 oversight and 99.99% uptime.
• Automated patching and updates, eliminating manual maintenance and reducing exposure to vulnerabilities
• Built-in disaster recovery with defined recovery objectives (RPO/RTO) and redundant infrastructure for resilience
• 24/7 Security Operations Center (SOC) providing real-time threat detection, triage, and escalation
• Role-based access control, MFA, and encryption to protect sensitive client and financial data
• No capital expenditure or internal security staffing required. SurePoint manages updates, monitoring, and compliance so firm teams can stay focused.

The result is confidence and continuity: the same trusted SurePoint experience, now delivered through a secure, always up-to-date cloud platform.

For Firms Still On-Prem

If your firm is still running an on-premises system, Thompson & Horton’s story offers clear lessons:

• The same trusted SurePoint experience is even more powerful in the cloud
• Your data is safer, access is faster, and the IT burden is lighter
• The transition process is structured, guided, and smooth

It’s Time to Move Beyond On-Prem

Thompson & Horton’s success shows that the future of firm performance is in the cloud, and you don’t have to start from scratch to get there. Talk to your SurePoint Account Manager today to plan your firm’s move.