Who we serve · Regulated & Professional Services

Protect the work your clients trust you to handle.

SumnerOne helps law firms, financial services firms, insurance organizations, accounting firms, and advisory teams keep sensitive documents secure, deadlines on track, costs visible, and client-facing materials ready when they matter.

For professional firms, documents carry trust. They hold client information, financial detail, legal strategy, deadlines, decisions, and the first impression a client or board may have of your work. SumnerOne helps make those document environments more reliable, secure, and accountable.

See where SumnerOne fits

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Confidentiality in a professional firm lives in the details: the merger packet printed for a partner meeting, the client proposal in a conference room, the financial statements prepared before a review, the litigation exhibits ready before a deadline. SumnerOne helps law firms, financial services, insurance, accounting, and advisory teams secure print and scan workflows, keep deadline-sensitive output moving, present client-facing materials professionally, and track costs by department, office, client, or matter.

What a good partner brings

What should regulated firms look for in a secure print partner?

A secure print partner should start by understanding how your firm actually works, not by leading with a device list. Through our Hear to Serve process, SumnerOne looks at where sensitive documents move, where deadlines create pressure, and where workflows break, before recommending anything.

Accountability matters just as much. SumnerOne uses its own employees for discovery, installation, and ongoing support of print-management environments, so the people who configure the system are the people who stand behind it.

Client security expectations are now part of how firms are evaluated

The American Bar Association's 2023 Cybersecurity TechReport reported that 22 percent of respondents had been asked by a client or potential client to complete a security questionnaire. That rose to 48 percent for firms with 50–99 lawyers and 50 percent for firms with more than 100 lawyers. For firms that handle sensitive client information every day, the print and scan environment belongs in that larger governance conversation.

Where SumnerOne fits

Where SumnerOne fits a professional firm.

Most firms arrive with a pressure already named: confidential work moving through devices no one has reviewed, a deadline that cannot wait on a vendor, client-facing materials that have to look like the work behind them, or a technology decision that has outgrown the person making it. Each one has a place to go.

01
Managed print that adapts as your organization changes
Secure, accountable, and built to right-size as the firm changes.
Secure printing that scans straight into iManage, NetDocuments, or the case and accounting systems your files already live in. Service you can hold to a deadline, and cost you can report by matter. For your highest-volume work, where litigation and copy production move privileged documents at scale, the same controls carry through: access, chain of custody, and audit readiness you can show. What sets the plan apart is that it right-sizes as practice groups grow, offices consolidate, and the work changes, and because SumnerOne finances its own agreements, that flexibility is built in rather than saved for the next renewal.
See Workplace Print Plans
02
Communications that cut through the noise
The materials that carry the client relationship, under your control.
The proposal, the client review, the materials taking a new practice to market (often AI or cybersecurity): these are high-stakes, and in a client's crowded inbox the emailed version gets skimmed past. Printed, they land and stay. They should look like the firm behind them, arrive on your timeline instead of a vendor's, and, when they hold sensitive client data, move through a workflow you trust rather than an outside queue.
See Campaign Print Studio
03
Technology leadership without a full-time hire
Senior guidance, exactly when the stakes rise.
The trigger is usually a client's security questionnaire, a vendor decision no one owns, or a tough question about AI or cybersecurity where in-house IT could use a strategy partner. Fractional CIO and CISO leadership brings senior judgment to those calls without adding an executive to the payroll.
See Fractional Technology Leadership

The thinking behind our approach

Want the reasoning before the offer? This is how SumnerOne thinks about the work: Keep Work Running, Print You Can Trust, Make Every Dollar Count, Reach the People Who Matter, and IT Built for What's Next, which now continues on the technology leadership site.

A diagnostic checklist

What questions should professional firms ask before choosing a print and technology partner?

1
How do you protect confidential output?
Secure print release, role-based access, user authentication, device placement, and output tray exposure.
2
What documentation do you provide after security configuration?
Configuration matters most when it can be verified. Ask about default credential changes, audit logging, firmware, protocol settings, access controls, and the handoff to your IT or compliance team.
3
Can you support our document management workflows?
iManage, NetDocuments, case management platforms, accounting tools, or client file structures. Ask what the provider supports directly, where they coordinate with IT, and where they will be clear about limits.
4
How do you handle deadline-sensitive service issues?
Response time and resolution time are different measures. Ask what starts the service clock, what stops it, and how filings, closings, board meetings, and high-volume periods are prioritized.
5
Can you report cost by matter, client, department, or location?
Some firms need detailed matter-level reporting. Others need department, office, or device-level visibility. Ask what the system can track and what requires workflow changes.
6
What happens if our needs change during the contract term?
Practice groups grow, offices consolidate, teams move, workflows evolve. Ask how the provider handles right-sizing and review points.
7
Do you hold your own paper, or does a third-party bank fund the lease?
SumnerOne's financing experience dates back to the formation of Sumner Group Leasing in 1972, and SumnerOne finances its own agreements, which gives the relationship more room to adapt when the firm's needs change.

Start the conversation

Start with what client trust depends on.

Every SumnerOne engagement begins with listening. Through Hear to Serve, we'll learn how your people work, where sensitive documents move, where deadlines create pressure, and what your print, communication, and technology environment needs to support.

No pressure. No oversized recommendation. Just a clearer picture of what is working, what needs attention, and what a better-fit relationship could look like.

Talk to someone who listens first Call us at 800.325.0985

Frequently asked questions

Professional services print and document workflows: common questions

Law firms can protect confidential print workflows by using secure print release, role-based access, audit logging, documented device configuration, scan workflow review, and ongoing governance of printers and scanners as endpoints. The first step is understanding which devices are in the environment and how they are currently configured.

Secure print release holds a print job until the authorized user authenticates at the device. This helps reduce the chance that confidential documents sit unattended in an output tray.

In many environments, print costs can be tracked by department, office, user, client, matter, or device, depending on the systems in place and how users release or code print jobs. SumnerOne can help evaluate what level of reporting is practical for your firm.

Regulated firms should look for a partner who assesses the current environment, configures devices securely, documents what was changed, supports confidential workflows, understands deadline-sensitive output, and provides cost visibility that matches the way the firm operates.