SurePoint CRM

SurePoint CRM is relationship management and business-development software for law firms, formerly known as ContactEase. It centralizes client and prospect contacts for firmwide knowledge sharing, collaboration, and business development. Attorneys can search records by name, company, or category on mobile devices, then call, text, or email contacts. Outlook integration is designed to let attorneys use familiar tools without additional training. Marketing tools include mailing-list management, email campaigns, and Constant Contact integration for list handling and engagement tracking. Built-in reporting tracks development activity, win/loss ratios, relationship owners, and cross-selling opportunities. ContactEase connects with SurePoint Financial Management software for a broader client and business view, while Cirrom can identify blank fields, incorrect values, and duplicate records. Security controls listed include MFA, SSO, role-based access, audit logging, and encryption. It runs on iOS and the web.

SurePoint CRM brings contact management, marketing, reporting, and financial-context connections into a legal-focused system. Request a demo and pricing details to assess fit for your firm.

SurePoint CRM is aimed at law firms, particularly mid-sized firms seeking centralized contacts and business-development tracking. It suits attorneys who want mobile contact access and Outlook integration.

SurePoint CRM is a relationship-management and business-development system built for law firms, formerly known as ContactEase. It suits firms that want shared contact data connected to marketing and business-development tracking. Its legal focus and Outlook integration are strengths, but custom pricing and a demo-led purchase make it harder to assess than a self-serve CRM.

Overview

SurePoint CRM is designed to make client and prospect relationships useful across a firm, rather than leaving contact knowledge with individual attorneys. A central database supports collaboration and business development, while activity tracking and reporting help firms examine wins, losses, and cross-selling opportunities.

The product is part of SurePoint’s legal-software offering; the company says it has more than 40 years of experience serving the legal industry and focuses on mid-sized firms. That context makes it a more natural fit for firms seeking a legal-specific system than for businesses looking for a general-purpose CRM.

Key features

Shared contacts and mobile access

Attorneys can search contacts by name, company, or category on mobile devices, then call, text, or email them. This supports access to relationship information away from a desk, while the shared database can help colleagues coordinate outreach instead of maintaining isolated contact lists.

Marketing and business development

List Manager organizes mailing lists, and a built-in email campaign tool supports outreach. Integration with Constant Contact adds another route for managing lists and tracking engagement. Built-in reporting covers business-development activity and win/loss ratios; tools for identifying relationship owners and cross-selling opportunities give firms a way to connect contact records with follow-up priorities.

Connections and controls

Outlook integration lets attorneys work with a familiar tool for managing contacts, which may ease adoption. SurePoint also connects relationship data to its Financial Management software for a broader view of clients and business performance. An integration with Cirrom is intended to flag data-quality problems such as blank fields, incorrect values, and duplicates.

SurePoint lists multi-factor authentication, single sign-on, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. It says it maintains SOC 2 Type II and PCI-DSS frameworks. These are relevant safeguards for firms handling sensitive relationship data, though they do not replace a firm’s own security and compliance review.

Pricing

SurePoint CRM is paid, with custom pricing. A demo request is the purchase path, so firms should seek a quote and assess fit before budgeting. There is no free plan or trial to use for a low-commitment evaluation; firms comparing options should weigh that against alternatives with published entry prices or free access.

Platforms

SurePoint CRM is available on the web and iOS. Mobile search and communication functions are useful for attorneys who need contact access on the move, while the web platform supports broader office use.

Who it's for

SurePoint CRM is best suited to law firms that want firmwide contact sharing alongside legal-oriented business-development reporting, mailing-list tools, and connections to SurePoint financial software. Outlook integration is a practical advantage for attorneys already working in that environment. Firms that need transparent pricing, a free trial, or a free tier should compare other products before requesting a demo.

Pros and cons

• Pros: Centralized contact data supports collaboration and shared relationship knowledge across a firm.
• Pros: Mailing lists, email campaigns, Constant Contact integration, and activity reporting bring outreach and business-development tracking together.
• Pros: Outlook and SurePoint Financial Management integrations connect CRM work to familiar tools and financial context.
• Cons: Custom pricing and a demo-led buying process make cost and fit harder to judge upfront.
• Cons: No free plan or trial means firms cannot evaluate the product through a self-serve, no-cost period.

Alternatives

For more legal CRM options, see Legal CRM Software.

• Referent is worth considering for firms that want a freemium option: its Free plan costs nothing, includes AI usage, and requires no credit card. It also offers a free trial and runs on Android, iOS, and web.
• Actionstep is a paid Android and iOS option with a Practice Management plan priced per user plus implementation fees. Consider it when matter and case management, client intake, and document management are priorities.
• CosmoLex suits firms seeking a paid system with a free trial and a published Launch price of $49 a month, billed monthly, per user.
• InterAction+ is another paid option, available on Android, iOS, web, and self-hosted platforms; contact LexisNexis for a demo or quote.
• Nexl CRM is a paid option with custom pricing and a personalized demo.
• Law Ruler is a paid alternative with no free plan or trial. Its Pro plan covers up to 3 users and 10,000 contacts; subscription pricing is monthly on an annual term, with a 15% saving for annual prepayment.
• Lawmatics is a paid option with a free trial. Its Essential plan includes 500 contacts, client intake, lead management, calendaring, custom forms, e-signature, SMS, and task management.
• Sempl offers published monthly plans: Starter is $49 a month for one seat, with core CRM, estimates, contracts and e-signature, a public page, online store and booking, and card payments. It is a more transparent starting point for firms comparing costs.

Verdict

Choose SurePoint CRM if your law firm wants shared relationship data tied to business-development activity, outreach tools, Outlook, and SurePoint Financial Management. Its strongest case is the combination of legal focus and connected relationship workflows. Look elsewhere if upfront pricing or a free evaluation is essential; its custom quote and demo-first route raise the bar for comparing it with more accessible alternatives.