Firms of all sizes use SurePoint's CRM solution, ContactEase, to stay connected with clients and manage their business relationships. The system integrates seamlessly with Outlook, making it easy for lawyers to adopt without needing additional training. ContactEase serves as a central repository for accurate contact data, enabling knowledge sharing and coordinated business development firmwide. Its built-in tracking and reporting features allow firms to identify growth opportunities, maximize marketing ROI, and gain insights into business trends.

Key benefits of SurePoint's ContactEase CRM include:

• High Adoption Rate: It boasts the industry's leading adoption rate, with seamless Outlook integration that requires no additional learning for lawyers.
• Centralized Data: Acts as a single source of truth, providing up-to-date and accurate contact information for efficient knowledge sharing and firm-wide business development.
• Tracking and Reporting: Built-in tools to capture data, identify trends, uncover growth opportunities, and maximize the ROI from business development and marketing efforts.
• Targeted Marketing: It enables easy management of mailing lists, facilitating the communication of relevant information to key clients and contacts for focused business development.