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

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

Finding the Right Solution: Why Thompson & Horton Chose Coyote

In 2018, Thompson & Horton embarked on a search for new billing and accounting software to support their growing firm. Through their involvement with the Association of Legal Administrators (ALA), they had long been familiar with Coyote. After thorough demos and discussions, the firm selected Coyote for its intuitive platform and exceptional client support.

“The Coyote team is amazing,” shared Stacey Ransleben, CLM, Director of Office Operations at Thompson & Horton. Their hands-on training approach stood out, with on-site sessions during the implementation phase and their first billing cycle. This personalized guidance ensured the team’s confidence and mastery of the system. “It was worth every penny to have a trainer in our offices for a week,” Ransleben added. Beyond training, Coyote’s support team provided real-time assistance, fostering a strong, trusted relationship with the firm.

A Smooth Transition: The SurePoint Merger and Move to the Cloud

When Coyote merged with SurePoint, Thompson & Horton found the transition seamless. Familiar faces from the Coyote team joined SurePoint, ensuring continuity and stability for long-time users. One major advantage of the merger was the opportunity to move from an on-premises system to a cloud-based platform, a feature the firm had long anticipated.

“The move from on-premises to the cloud was remarkably seamless,” Ransleben noted. The process involved scheduled downtime, user training on the new login process, and virtual Q&A sessions to address any concerns. While some team members initially had reservations about the cloud-based system, they quickly recognized its benefits: better remote accessibility and a consistent interface that mirrored the on-premises setup. “It’s much better than working with a remote server when not in the office,” she added.

Building Relationships and Driving Innovation

Thompson & Horton’s relationship with SurePoint extends beyond the software. The firm values the partnerships they’ve built with both the Coyote and SurePoint teams. “It’s great to have people ready and willing to assist when we need help,” Ransleben remarked, highlighting the collaborative spirit fostered during and after the merger.

The firm also praised SurePoint’s user conferences as an invaluable resource. These events provide hands-on training, opportunities to exchange ideas, and previews of upcoming features. “The room with computers set up to show us how to do something is the best,” Ransleben said. For Thompson & Horton, these gatherings underscore SurePoint’s commitment to listening to client feedback and continually improving their offerings.

Takeaways for Firms Considering a Move to the Cloud

Thompson & Horton’s experience offers valuable lessons for other firms exploring cloud migration. Ransleben emphasizes the importance of:

• Investing in comprehensive training to ease the transition.
• Scheduling downtime and hosting Q&A sessions to ensure user readiness.
• Building strong partnerships with vendors that prioritize personalized support and innovation.

Thompson & Horton’s journey illustrates how embracing technology and cultivating collaborative relationships can drive success. If your firm is ready to the same, schedule your free demo today.