ContactEase is SurePoint’s client relationship management (CRM) designed to streamline document processing with AI-powered automation that transforms orders and invoices into accurate transactions. While the user portal offers only basic multitasking, the platform’s strong performance, security, and seamless integrations empower teams to operate more efficiently and confidently.
ContactEase Specifications
Contact Management
Customer Communication Tracking
Email Integration
Customer Segmentation
What Is ContactEase?
ContactEase, developed by SurePoint Technologies, is a client relationship management (CRM) solution specifically designed for law firms, attorneys, and their marketing teams. It is a cloud-based application that offers features such as list management, business development tracking, and comprehensive contact enrichment.
ContactEase helps law firms streamline client engagement, centralize data, and drive marketing return on investment (ROI) by providing an intuitive platform to manage relationships and business development activities effectively.
ContactEase Pricing
ContactEase Integrations
ContactEase supports integration with various essential systems and platforms such as:
- Microsoft Outlook
- Constant Contact
Who Is ContactEase For?
ContactEase software serves a wide range of industries and sectors, including:
- Legal services
- Law firms
- Professional services
- Legal marketing
- Legal operations
- Legal technology
Is ContactEase Right For You?
Are you looking for a CRM that effortlessly connects relationship data with your firm’s financial insights? ContactEase tackles fragmented data, growing adoption and ROI by merging client interactions and revenue streams, all within a compliant, secure platform.
The platform is built on secure infrastructure and scales flexibly with your firm’s growth.
Still not sure if ContactEase is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.
ContactEase Features
This feature consolidates client data into a single, searchable system accessible firmwide. Attorneys can collaborate more effectively and build smarter business strategies with shared relationship insights, enabling a unified approach to marketing and client development.
See How It WorksContactEase List Manager empowers users to organize and maintain up-to-date mailing lists. Attorneys can respond to contact surveys, ensuring marketing communications are current and targeted, leading to more effective outreach and improved campaign performance.
See How It WorksContactEase enables firms to evaluate their client relationships with metrics like win/loss ratios and referral strength. These insights help identify top performers, uncover new opportunities, and refine strategies for stronger client acquisition and retention.
See How It WorksContactEase features integrated access to relationship, financial, and marketing data, creating a unified view of client and firm performance. By eliminating silos, it supports smarter planning, reveals growth opportunities, and strengthens strategic decisions across business development efforts.
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