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ContactEase CRM is now part of SurePoint

Engage with your book of business like never before.

In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. With ContactEase, you can stay connected with your book of business with ease.

  • Create centralized databases to share information
  • Realize productivity gains and increase employee efficiency
  • Maximize ROI with targeted marketing communications
  • Capture competitive intelligence on clients, prospects, and contacts
  • Track and report on business development activity
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Connect with an Expert

Complete the form to schedule time with one of our experts to learn more about the impact ContactEase will have on your law firm. Schedule a demo to see how ContactEase will benefit your current system or dive more deeply into our integration with the SurePoint Legal Management System (LMS) to unlock profitability by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice.

 

Learn more about ContactEase, today!

 

SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to drastically improve workflow and maximize financial performance.

 

With a community of more than 50,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice.

  • Client Relationship Management (CRM)

  • Cloud

  • Lookup

  • Change Tracker

  • Mobile

  • Financial System Integration

  • Seamless Outlook Integration

  • Relationship Discovery (ERM)

  • List Manager

  • Email Marketing

Client Relationship Management (CRM)

On-premise or as a cloud-based solution, ContactEase is available and accessible where you need it. Balancing power, features, and usability, ContactEase:
  • Enables users to share and manage contact data and leverage marketing information to create new business.
  • Provides users with a flexible, efficient, and easy-to-use data management tool.
  • Streamlines contact data processes and provides professionals with current contact information to inform and enhance your firm’s marketing strategy.
Featuring an industry-high adoption rate and seamless Outlook integration, ContactEase makes CRM easy for lawyers!

Cloud

ContactEase CRM enables users to share and manage contact data and leverage marketing information to create new business. Balancing power, features, and usability, ContactEase provides users with a flexible, efficient, and easy-to-use data management tool. And because it's a cloud-based solution, there's no infrastructure to support which means there's no additional burden on your firm's IT team!


ContactEase CRM streamlines contact data and provides professionals with current contact information to inform and enhance your firm’s marketing strategy.


Featuring an industry-high adoption rate and seamless Outlook integration, ContactEase is CRM your professionals will actually use!


  • Create centralized databases to share information
  • Realize productivity gains and increase employee efficiency
  • Maximize ROI with targeted marketing communications
  • Capture competitive intelligence on clients, prospects, and contacts
  • Track and report on business development activity
  • Lookup

    Lookup is a browser-based application that harnesses the power of ContactEase CRM to provide users with easy access to your firm’s contact information from anywhere. No matter where your users are working, as long as they can access the internet, they’ll always have access to your firm’s contact data. And the best part? No installation required!


    CE Lookup provides users with access to the entire ContactEase database. Users can easily locate contacts by name, company, location, or even by category. Once the contact has been located, users can click to view expanded details, call, text or email the selected contact, or save the contact record to their Outlook contacts.

    With multiple search options, users can locate their contacts and the firm's entire ContactEase database from anywhere to:


  • View expanded contact data and details
  • Call, text, or email contacts
  • Add contacts to Outlook
  • Change Tracker

    A CRM is only as good as the data stored within it. When sharing critical information about contacts, it is extremely helpful to notify your firm's professionals of significant changes like when a contact's job title or company changes.


    Staying on top of these changes can also improve email deliverability rates for your firm's email campaigns and your sender reputation score.


    With ContactEase Change Tracker, users can receive reports displaying changes made to their contacts to let users know what is happening to their contact data and when.

    Mobile

    How productive are your firm's professionals while they are away from the office?


    With ContactEase's Mobile Solutions, Internet enabled mobile devices offer immediate access to your firm’s contact information, allowing users to stay connected with up to date, secure data.


    Changes to the ContactEase database are available on your mobile device in real-time, through mini-browser access, providing relevant information to people on the move.

    Financial System Integration

    Use your firm's financial system to enhance existing contact information and create a robust client profile to ensure you always have the most up-to-date information.


    Benefits:

    • Know when new clients are added
    • Easy access to financial data
    • Understand the relationships that exist
    • Identify referral sources
    • Industry and practice codes for targeted marketing
    • Streamline data entry processes

    Seamless Outlook Integration

    Busy professionals may not take the time to attend training sessions, but most use Outlook daily. ContactEase features seamless integration with Outlook which makes it effortless for your users to access and contribute to the firm’s CRM database from anywhere!


    Many law firm CRM systems are overly complex and require extensive training and outside resources, but ContactEase isn't one of them. With seamless Outlook integration, users require minimal training to hit the ground running to manage contact data and leverage marketing information to drive new business.

    Relationship Discovery (ERM)

    Take advantage of the relationships your firm’s professionals have worked so hard to develop. Our enterprise relationship management (ERM) solution, ContactEase Relationship Discovery, uncovers and leverages valuable relationship data that never makes it into your CRM. With ERM from ContactEase, your firm can:

  • Automatically capture relationship information from emails
  • Find contacts that never make it into Outlook or your CRM database
  • Search by individual or company
  • Enhance and augment contact information with industry codes, email, and company data
  • Quickly and easily identify who has the strongest relationships with a contact or at a company
  • List Manager

    Updating mailing lists or deciding who should be invited to a big firm event can be frustrating if not completely overwhelming for everyone involved. In the time it takes to pull together a mailing list, your contacts may be missing out on important information or even worse, receiving it from someone else.


    ContactEase List Manager sends your professionals a list of their contacts and allows them to add or remove them from lists and update their information. Your professionals and their assistants can easily update and select contacts to be on an unlimited number of mailing or event lists.


    With a new user interface, including a dashboard and enhanced features such as unlimited columns and calendar reminders, ContactEase List Manager makes building your mailing lists easier than ever.

    Email Marketing

    ContactEase is known for its seamless integration with Outlook, but did you know that it can also work with the software you’re already using? Integrations can increase efficiencies in your department, save you time and improve your ROI.


    The ContactEase Constant Contact and HubSpot integrations eliminate the back and forth between systems – saving you time and frustration while increasing peace of mind knowing that your firm’s communications are getting in front of the right people at the right time. With the ContactEase Constant Contact and HubSpot integrations, users create and maintain mailing lists in ContactEase and with a click of the mouse they are sent to Constant Contact or HubSpot ensuring the most up-to-date contact information so that your marketing content reaches its intended audience.


    After the campaign is run, use the integration to easily update activities in ContactEase. This information can then be exported via the reporting tools in ContactEase to track campaign statistics and ROI.


    Navigating between multiple systems can be frustrating. Importing and exporting lists increases the room for error and leaves your team susceptible to email campaigns, alerts and industry news that go unread leading to low ROI and poor engagement. The ContactEase Constant Contact and Hubspot integrations work to bridge the gap between CRM and email automation allowing you to focus on what you do best – winning new business for your firm.


    The ContactEase integrations make it easy to create and update mailing lists sending them to Constant Contact or Hubspot with a simple click of the mouse. After the campaign is sent, creating activity records in ContactEase is just as easy.

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    It’s Time to Make the Change.

    Experience how thousands of other attorneys are generating more billable hours by eliminating administrative burdens every day.