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Case Study

Enhancing Legal Counsel Selection with Legal Insights

A company with nationwide operations requires specialized legal expertise across multiple jurisdictions. Using Legal Insights, the company’s legal department transformed its outside counsel selection process.

A company with nationwide operations requires specialized legal expertise across multiple jurisdictions. In this case study, we’ll explore how one company’s legal department leveraged PROWESS data powered by SurePoint Legal Insights (formerly Leopard Solutions) to transform its outside counsel selection process.

Note: The company featured in this case study has been anonymized to protect confidentiality.

The Challenge

Often requiring specialized legal services, the legal department faced challenges in selecting the right legal representation for the company.

Rising legal costs, particularly in litigation, made top-tier firms less accessible to mid-market companies. Their search process relied heavily on referrals and manual research, which limited visibility into available attorneys. These challenges, along with others, made it difficult to find cost-effective, high-quality legal counsel in an efficient manner.


“PROWESS has provided ongoing value for on-demand and one-off legal searches, saving the team time and improving decision-making.”


The Solution

Seeking a more effective approach, the company explored PROWESS to streamline the selection of outside counsel for corporate legal departments.

Targeted Search Capabilities

  • Identifying individual attorneys who fit the team’s specific needs, rather than limiting searches to entire firms.

Chambers Rankings & Benchmarking

  • A new filter feature allowed the team to assess top-ranked legal talent in the U.S. and internationally.

Panel Management & RFP Support

  • Tools to streamline the team’s RFP process and organize law firm panels for ongoing legal needs.

Access 5,800+ law firms and 420,000+ attorneys, including practice areas, locations, expertise, diversity, and firm size.


Real-World Impact

The company had a pressing need for corporate and securities legal services.

With PROWESS, they:

Expanded Search Horizons

  • Moved beyond referrals and known firms to identify additional firms that met key selection criteria.

Conducted a Data-Driven RFP Process

  • Issued an RFP to eight firms—their two preferred firms, two from referrals, and four discovered via PROWESS. After evaluation, they retained one legacy firm and one new firm from the platform.

Prioritized Individual Attorneys

  • Instead of selecting an entire firm, the company used detailed attorney profiles to find the right attorneys aligned with its needs, including market, firm size, and pricing.

Utilized Chambers Rankings

  • Benchmarked attorneys and firms by rankings and reputation for a clearer picture of legal talent.

The Results

SurePoint Legal Insights’ PROWESS module enhanced the company’s approach to selecting outside legal counsel, enabling more informed decisions, better cost control, and long-term relationships with the right attorneys and firms.

They now have a strategic, efficient way to navigate the evolving legal landscape.

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FAQs

Does SurePoint support LEDES and client billing guidelines?
Yes. UTBMS codes, validations, and client-specific rules are baked in.

Will attorneys actually use the workflows?
Adoption improves when steps happen where they work; automation reduces administrative burden. Industry data shows growing use of workflow automation across firms.

How is knowledge secured?
Role-based access, governance, and audit trails ensure only the right people see sensitive content. KM programs emphasize taxonomies and stewardship for accuracy.

Is AI safe to use in legal work?
Practical AI should be embedded with guardrails, human review, and clear governance—a trend reflected in 2025 tech surveys.

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