Who we serve · 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.

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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.

Confidentiality lives in the details

How can regulated firms protect confidential document workflows?

Confidentiality in a professional firm lives in the details. It lives in the merger packet printed for a partner meeting. The client proposal waiting in a conference room. The financial statements prepared before a review. The insurance documents moving between departments. The litigation exhibits that need to be ready before a deadline.

For law firms, accounting firms, insurance teams, financial advisors, and regulated professional services organizations, documents move through more than email and document management systems. They move through printers, scanners, shared devices, output trays, desktop printers, conference rooms, administrative workstations, and production areas that may serve multiple practice groups or departments.

That movement matters because clients are paying for judgment, discretion, accuracy, and care. A document workflow that feels ordinary inside the firm can still carry confidential information, privileged material, financial detail, personally identifiable information, or work product that needs to be handled with intention.

The firms we work with tend to be highly aware of risk. They also tend to be busy. Your people are preparing filings, assembling reports, responding to clients, supporting partners, managing cases, handling renewals, preparing board packets, and keeping the work moving. The print and document environment has to support that pace without creating uncertainty. Professional work depends on document systems people can trust.

Where the risk shows up

Why are unmanaged printers and scanners a risk for professional firms?

The risk often starts quietly. A shared device sits near a busy administrative area. A desktop printer was added years ago for a partner, practice group, or department. A scanner sends documents through a workflow no one has reviewed recently. A device still has settings from the day it was installed. A team assumes print security is covered because the firm has a managed print contract.

Confidential output exposure

Can you answer who printed what, where, and when?

Client documents may sit in output trays longer than intended. Scan-to-email workflows may send sensitive information through routes that are convenient, but loosely governed. Desktop devices may operate outside the managed fleet. Audit logging may be unavailable or set in a way that does not answer the questions a client, auditor, insurer, or internal risk leader may eventually ask.

Deadline-sensitive output

When a brief, exhibit, packet, or report has to be ready, will the environment hold?

In professional services, deadlines have weight. A brief has to be ready. A closing packet has to be complete. A board book has to be assembled. A client presentation has to look polished. When the document environment slows down, the pressure falls immediately on administrative teams, legal assistants, office managers, IT staff, and the professionals whose client commitments depend on the work being ready.

Client-facing material quality

Does the way a document is prepared signal the care behind the work?

A proposal printed on the right stock. A bound report prepared cleanly. A board packet that feels organized. A client review book that looks intentional. Professional firms understand this instinctively. The way a document is prepared can signal care, precision, and seriousness — especially when the document has to be reviewed carefully, kept for reference, presented in a room, or handed to someone at a moment that matters.

Cost visibility

Can your firm explain print costs by office, department, practice group, client, or matter?

Professional firms are used to accountability. Time is tracked. Matters are managed. Departments are measured. Yet print costs often remain harder to see than they should be — spread across leases, supply orders, service invoices, desktop devices, outsourced print, administrative budgets, and departmental purchases.

What a good partner brings

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

A secure print partner should begin by understanding how your firm works. At SumnerOne, we start with the environment as it exists today: the managed fleet, the desktop devices, the shared printers, the scanners, the higher-volume devices, the production needs, the sensitive workflows, and the places where documents move between people. Through our Hear to Serve process, that conversation goes beyond a device list — we look at physical layouts, actual usage patterns, network requirements, security policies, user needs, and workflow bottlenecks before recommending equipment or workflow changes.

A litigation team preparing exhibits before a filing deadline has different needs than an advisory firm producing client review books. A financial services office handling account documentation has different workflows than an accounting firm working through busy season. A director of administration needs reliability and cost visibility. An IT director needs secure configuration and documentation. A compliance or risk leader needs confidence that sensitive workflows are governed. The right partner should help bring those needs together.

For print-governance work, accountability matters. SumnerOne uses in-house employees for discovery, installation, and ongoing support of print-management environments, so the people configuring the system are connected to the team that supports 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.

Deadlines have weight

How can legal and financial teams keep document deadlines on track?

A brief has to be ready. A closing packet has to be complete. A board book has to be assembled. A client presentation has to look polished. An insurance packet has to move through review. A financial report has to be printed, bound, and delivered with confidence.

SumnerOne helps firms reduce that uncertainty through a service model built around the work being supported. We look at device placement, workload, redundancy needs, service history, supply management, and the moments when downtime would create real operational pressure. For multi-office firms, support also depends on having regional resources close enough to help: SumnerOne serves customers through offices across Missouri, Kansas, Illinois, Oklahoma, and Arkansas, with regional warehouse resources that help support equipment, parts, and supply availability.

When a team sends a deadline-sensitive document to print, they should trust that the environment is ready for the work.

Print as part of the client experience

How can client-facing materials reinforce trust and professionalism?

Some documents carry a message before anyone reads a word. A proposal printed on the right stock. A bound report prepared cleanly. A board packet that feels organized. A client review book that looks intentional. A presentation that reflects the quality of the work behind it.

Professional firms understand this instinctively. The way a document is prepared can signal care, precision, and seriousness. SumnerOne helps firms think about client-facing print as part of the client experience — full-color materials, polished finishing, booklets, tabs, covers, large-format displays, presentation materials, or in-house production capability that gives the firm more control over timing and quality.

Digital channels are essential for speed. Print is often the better format when trust, attention, memory, and presentation quality matter most.

Cost by matter, client, or department

How can firms track print costs by department, client, or matter?

Costs may live across leases, supply orders, service invoices, desktop devices, outsourced print, administrative budgets, and departmental purchases. A firm may know what it pays the print provider each month while still lacking a clear picture of total cost by office, department, practice group, client, or matter. That makes print difficult to govern.

SumnerOne helps bring the full environment into view. We map devices, review usage patterns, identify unmanaged equipment, evaluate service and supply costs, and help firms understand where spending is happening. Where reporting structures allow it, we can help firms think through matter, department, client, or location-level visibility. For many firms, even a clearer department or office-level view is a meaningful step forward. When leadership, finance, partners, or administrators ask what the firm is spending and why, you should have more than an estimate.

Bringing print into the same governance posture

How can professional services firms reduce risk from unmanaged printers and scanners?

Professional firms often have strong controls around email, document management systems, remote access, and cloud applications. Printers and scanners can sit just outside that same level of attention. That creates avoidable uncertainty.

Print security starts with configuration. Devices should have default credentials changed, unused protocols disabled, audit logging enabled, secure release configured where appropriate, firmware documented, and management access restricted. These are practical steps that help align the print environment with the rest of the firm's information governance posture.

Where the environment supports it, secure print can also align with existing identity systems. SumnerOne can help connect print-management tools with directory services such as Active Directory or LDAP, and can evaluate badge-based release options so users authenticate with credentials they already use. A secure print partner should be able to tell you what was found, what was changed, what still needs attention, and where the firm should focus next.

How SumnerOne helps

Five outcomes professional firms work with us to reach.

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.

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.