SurePoint Technologies Acquires ZenCase

SurePoint Technologies Acquires Leopard Solutions

May 16, 2024

Data & Analytics

SurePoint Technologies has acquired Leopard Solutions to integrate Leopard's legal business intelligence and analytics into SurePoint's legal software platform. The deal combines the companies' data assets (about 60 years of combined data) to deliver benchmarking, competitive intelligence, and people intelligence to mid-sized law firms, legal recruiters, corporate legal departments, and law schools.

SurePoint Technologies Acquires Coyote Analytics

June 1, 2022

Cloud & SaaS

SurePoint Technologies, a leading cloud provider of financial and practice management solutions for law firms, has acquired Coyote Analytics to expand its legal market offerings and combine complementary CRM, financial, and practice management functionality. The acquisition will enable SurePoint to integrate Coyote's analytics and design expertise, build a cloud-based version of Coyote Analytics, and accelerate development of AI-enabled capabilities for law firms.

Aquiline Capital Partners Takes Majority Stake in SurePoint Technologies

June 2, 2021

Cloud & SaaS

Aquiline Capital Partners has acquired a majority stake in SurePoint Technologies, a cloud provider of practice management and financial software for law firms. Existing investor ParkerGale Capital rolled a portion of its equity and will remain a minority owner; the investment is intended to accelerate product development and platform capabilities for law firm clients.

SurePoint Technologies Acquires Cole Valley Software (ContactEase)

February 16, 2022

Cloud & SaaS

SurePoint Technologies has acquired Cole Valley Software, maker of ContactEase, a CRM tailored for law firms. The acquisition integrates ContactEase's CRM into SurePoint's cloud practice- and financial-management platform, creating a unified cloud solution for law-firm CRM, practice management and financial data to help firms better manage and grow client relationships.

Planview Acquires Clarizen and Changepoint

February 23, 2021

Software

Planview, a PE-backed provider of portfolio and work management software, agreed to acquire enterprise PPM providers Clarizen and Changepoint to expand its strategy-to-delivery platform. The deals (terms not disclosed) bring Clarizen and Changepoint into Planview as distinct business units; K1 Investment Management agreed to sell Clarizen while K1 will retain a minority stake in the combined company.

Mitratech Acquires INSZoom

November 10, 2020

Software

Mitratech, a provider of legal and compliance software, has acquired INSZoom, a cloud-based immigration case management provider headquartered in Pleasanton, California with development operations in Bangalore, India. The deal expands Mitratech's immigration compliance and case management capabilities and integrates INSZoom’s cloud-based platform and automation features into Mitratech’s suite of legal and HR risk solutions.