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CRM (formerly contactease)

Build, Nurture,
and Grow Your
Practice

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CRM Built to Meet the Needs of Law Firms

Improve attorney adoption with easy-to-use tools

Built-in tracking and reporting to measure marketing ROI

Easily manage lists to better engage with clients and prospects

Easy to Use

  • Many law firm CRM systems are overly complex requiring extensive training and outside resources, but ours isn't one of them. Balancing power, features, and usability, SurePoint CRM is a flexible, efficient, and easy-to-use data management tool that works the way you do.
  • With seamless Outlook integration, there is nothing new for your attorneys to learn. Your team can get started immediately, requiring no additional training.

Centralize, Collaborate, and Grow

  • Empower your firm to manage client data more effectively, enabling collaboration, knowledge sharing, and smarter business development.
  • Build smarter contact databases, share information effortlessly and improve visibility firmwide. Consolidate current, accurate, and essential client data in one place to empower knowledge sharing and streamline business development across your firm.
  • Enhance collaboration, align efforts and boost communication for stronger client relationships.
  • Anywhere, Anytime Access: Attorneys can easily access CRM data on the go, searching by name, company, or category. Whether in the office or remote, users can call, text, or email directly from their mobile devices.

Maximize ROI with Targeted Marketing Communications

  • Easily organize and update firm mailing lists with List Manager. Empower your marketing team or designated users to create surveys for lawyers, enabling them to efficiently update and edit contact details and ensure that the right people receive the right communications.
  • Deliver tailored messages that resonate. By personalizing your marketing outreach, you can create meaningful client experiences that foster stronger relationships and drive engagement. SurePoint CRM integrates with popular legal marketing automation platforms, allowing you to share data for powerful insights and knowledge sharing. In addition to a built-in email campaign tool, we offer an integration with Constant Contact, making it easy to manage lists and track engagement.

Track and Report on Business Development Activity

  • Streamline business development with built-in tracking tools that provide quick access to valuable insights. Easily uncover who has the strongest relationship with potential clients or identify opportunities for cross-selling to existing clients, maximizing your win rate.
  • Leverage win/loss ratio reports and data analysis to evaluate your strategies. Uncover meaningful connections and refine your approach to strengthen client relationships and boost your firm’s business development outcomes.
  • Build the right lists for the right audience by categorizing clients based on practice area, industry, or other criteria. Targeted mailing lists ensure your messaging is relevant and impactful, further enhancing client engagement.

CRM + Financial Management

  • ContactEase seamlessly connects your firm’s relationship data with SurePoint’s Financial Management software to provide a comprehensive view of your clients and business performance.
  • Eliminate data silos. Combine Outlook data, financial metrics, and marketing results in one place. This holistic perspective enables informed decision-making and smarter investments in client relationships and business growth.
  • Identify growth opportunities and understand referral sources - key metrics to guide your firm’s strategic planning.

CRM for Law Firms

Find actionable insights and best practices for improving marketing ROI and building stronger relationships with your clients and referral sources.

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What Law Firms are Saying

"We’re able to use a lot of the reporting from the profitability dashboard to see who is profitable, who’s staying profitable, and which of the associates need a nudge to become profitable. The system is helping you to stay on top of all of the data. It gives insight on all the attorneys and can be rolled up to the firm level."
Law Firm Administrator
"The system saves a lot of steps. When we first went over, we had more staff members in our accounting department. Once we were efficient on the system, we were able to redeploy resources to help with other areas of the firm."
Comptroller
"We eliminated offsite storage, and we started scanning our invoices directly into Coyote. The cost savings is significant for sure. We were spending about $5,000-6,000 a month on offsite storage."
Comptroller
"We've never had an issue with anything ever being out of balance. We can close our month in half an hour, which is unheard of with other pieces of software; that has to save you time and money and aggravation, really."
Chief Operating Officer
"When I started, most of our staff was working 10 to 15 hours of overtime a week. But as we got up to speed on the software, we were able to backfill the time that was left open with other responsibilities."
Chief Operating Officer

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One Ecosystem: Built to Accelerate Law Firm Performance

Join 100,000 legal professionals who rely on SurePoint’s connected ecosystem of Practice, Finance, and Growth Solutions to unify the business and practice of law and thrive in a rapidly changing legal market.

From timekeeping and billing to payments, CRM, talent insights, and business intelligence, our configurable solutions help firms operate smarter, strengthen finances, and achieve sustainable growth.

Request a demo today and see how SurePoint can help accelerate your law firm’s performance.

Introducing SurePoint Legal Suite

Uniting Practice, Finance, and Growth Solutions into a cohesive ecosystem.

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