ContactEase Description

In the legal profession, client relationships and the value delivered are paramount to achieving both personal and firm success. The ability to foster connections and generate new business opportunities is essential for growth. With ContactEase, maintaining your client connections becomes a seamless experience. Fill out the form to book a consultation with one of our specialists to discover how ContactEase can transform your law practice. Arrange a demo to explore how ContactEase can enhance your existing systems or take a closer look at our integration with the SurePoint Legal Management System (LMS), designed to boost profitability by alleviating administrative tasks, allowing lawyers to dedicate more time to their clients and practice. SurePoint Technologies stands out as a premier provider of financial and practice management software for law firms across the country. For over four decades, legal practices have depended on SurePoint’s acclaimed enterprise solutions to significantly enhance their workflows and optimize financial outcomes. By choosing our innovative tools, you can ensure your firm remains competitive in an ever-evolving market.

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8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
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SurePoint Reviews
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It doesn't matter if you are a loyal user of on-premises hardware, or if your firm's leaders are open to moving to the cloud. It is important to look at all options in order to determine which solution is best for your practice. SurePoint®, a leading provider in financial and practice management software for law firms across the country, is SurePoint®. Law firms have relied upon SurePoint's award-winning enterprise program for over 40 years to improve their workflow and maximize their financial performance. SurePoint has more than 50,000 members and continues to transform the legal industry. SurePoint allows law firms to unlock higher performance by removing administrative burdens so that they can focus on their clients and practice. SurePoint's Legal Management System allows legal professionals to work more efficiently and effectively, ultimately increasing the firm's profitability and performance.
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Company Details

Company:
Cole Valley Software
Website:
www.colevalley.com

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Product Details

Platforms
Windows
Types of Training
In Person

ContactEase Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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