SurePoint Technologies Announces Acquisition of Cole Valley Software, Creator of ContactEase CRM for Law Firms

NEW YORK–(BUSINESS WIRE)–SurePoint Technologies, the leading cloud-based provider of financial management and practice management solutions for law firms, today announced that it has acquired Cole Valley Software, the maker of ContactEase, a leading Customer Relationship Management (CRM) solution for legal professionals. The transaction creates the first legal technology platform integrating real-time CRM with practice management and financial data, enabling law firms to holistically manage and grow client relationships.

The move puts the company ahead of competitors who are still developing cloud-based financial management solutions and integrating CRM for law firms. As part of a focus on strategic and systemic growth, the acquisition enables SurePoint to realize its vision to transform the legal industry by automating business processes to give lawyers more time to focus on their practices.

“Our customers were adamant that CRM is the next feature we should integrate into our platform. ContactEase provides the best solution on the market,” said Tom Obermaier, President and CEO of SurePoint. “Our two companies share a similar trajectory and history, a corresponding mid-size customer base, complementary corporate values ​​and cultures, and the ability and desire to merge two leading platforms into a breakthrough, first-of-its-kind solution. order for all legal management and marketing needs.

ContactEase has earned a reputation for combining powerful functionality with extreme usability and for its industry-leading adoption rate – a prodigious 90%, compared to 50% industry-wide. The technology captures competitive information about customers, prospects, and other contacts while tracking and reporting business development activities.

The technology works seamlessly in Outlook and includes integration with Hubspot. It allows professionals with a simple press of the keyboard to open a pop-up window displaying a complete history of company interactions with a contact. From a single pane, law firm marketing teams can easily launch email campaigns, and users can share, manage, and leverage data to ensure the right people get the right information at the right time. good time. The results are improved relationships with customers and prospects and an increased ability to retain and acquire customers.

“Integrating ContactEase into SurePoint’s easy-to-use platform made sense for the next phase of our cloud technology growth,” said Cole Valley President Jennifer Whittier. “Our approach to bringing visibility to all facets of connecting contacts will now include critical financial data, opening up new avenues for lawyers looking to build a thriving case portfolio. We anticipate that law firms will enthusiastically seize the opportunity to easily access a single source of information.

By acquiring ContactEase, SurePoint has obtained a highly functional turnkey CRM system providing business data, insights and prospecting tools which, when integrated into SurePoint’s own financial reporting and customer management system, will generate return on investment (ROI) for business development. Until now, ROI has been a missing link when trying to assess the business development efforts of law firms. Obtaining this data allows law firms to better communicate with clients and prospects and understand more aspects of client relationships.

“SurePoint asked what we needed, listened to our suggestions, and then designed a solution,” said Jaclyn Braga, director of marketing at Morse. “We got used to their user-friendly software and hassle-free customer service. Adding ContactEase’s proven CRM to SurePoint’s already outstanding software suite provides value that increases our loyalty as it opens up more opportunities to better serve our customers.

As part of the transaction, all ContactEase employees will become part of the SurePoint team. The combined client base will grow to 600 mid-sized law firms. ContactEase remains available as a standalone product for its current and new users.

“The acquisition of SurePoint was the perfect time to coincide with the transition of our business,” said Cole Valley founder Jeff Reade. “I’ve always viewed ContactEase as one component of a holistic customer management environment, and I’m thrilled that SurePoint has the ability to bring ContentEase to its next incarnation. That they do this while continuing to provide our clients with the same quality product and level of customer service while integrating our entire highly skilled team into their operation is a dividend for the legal community.

About SurePoint Technologies

SurePoint Technologies is a leading provider of practice and financial management software for law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to dramatically improve workflow and maximize financial performance. With a community of over 50,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock better performance by freeing attorneys from administrative burdens so they can spend far more time focusing on their clients and their practice. Learn more at

About Morse

Morse focuses exclusively on the basic legal services businesses need to succeed. We help companies of all sizes – from startups to Fortune 1000 companies – in service areas such as corporate, intellectual property, licensing and strategic alliances, employment, tax and litigation. We are built on a unique business model that provides our clients with access to highly experienced advice. Although we have a reputation for special competence in technology companies, we represent clients of all sizes and industries.

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