CasePeer vs SurePoint CRM
CasePeer
casepeer.comSurePoint CRM
surepoint.comSide by side
| Figure | CasePeer | SurePoint CRM |
|---|---|---|
| Price from | $79/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | Yes | — |
| Plans published | 3 | 0 |
| Spec score · Legal CRM Software | 8.5 (#7) | 6.9 (#30) |
| Compliance | CasePeer's operator 8am states that it maintains an active compliance program with a current SOC 2 Type 2 attestation and PCI DSS v4.0.1 compliance through LawPay. | SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks. |
| Founded | 2015 | 1982 |
| Headquarters | Austin, Texas, USA | SurePoint Technologies lists its address as 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759. |
| Support | Support is available by live chat, email, and phone, with U.S.-based support Monday through Friday from 7 a.m. to 7 p.m. Central Time and 24/7 self-serve resources. | SurePoint offers Standard and Premium Client Support, with optional specialized services. |
Plans
In their own words
SurePoint CRM
SurePoint CRM is a relationship-management and business-development tool for law firms, formerly called 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 lets users work with familiar tools. Marketing functions include mailing-list management, built-in email campaigns, and Constant Contact integration for list management and engagement tracking. Reporting covers business-development activity and win/loss ratios, with tools to identify relationship owners and cross-selling opportunities. ContactEase connects relationship data with SurePoint Financial Management software for a wider view of clients and business performance. Cirrom integration can identify blank fields, incorrect values, and duplicate records. SurePoint lists multi-factor authentication, single sign-on, role-based access, audit logging, and encryption in transit and at rest. It says it maintains SOC 2 Type II and PCI-DSS frameworks. The CRM runs on iOS and the web. SurePoint directs customers to its Help Center for support. Pricing is on request, with no listed free plan or trial.