Esqase vs SurePoint CRM
Esqase
esqase.comSurePoint CRM
surepoint.comSide by side
| Figure | Esqase | SurePoint CRM |
|---|---|---|
| Price from | $49/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 0 |
| Spec score · Legal CRM Software | 9.0 (#3) | 6.9 (#30) |
| Company | Esqase identifies itself as Esqase, Inc., a Delaware corporation, and names Dale Moncayo and Kristoffer Bello as co-founders. | SurePoint's About page says the company has more than 40 years of legal industry experience and focuses on helping mid-sized law firms. |
| Founded | LinkedIn lists Esqase as founded in 2026. | 1982 |
| Security | Esqase states that traffic is encrypted, sensitive data is encrypted at rest, permissions are role based and activity is audit logged. | SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. |
| Support | Support, the Help Center, and product documentation are included with every plan; Enterprise adds dedicated onboarding. | SurePoint offers Standard and Premium Client Support, with optional specialized services. |
Plans
Esqase
- Annual$49 a month
- Monthly$59 a month
- EnterprisePriced on request
- ProfessionalPrice not published
- StandardPrice not published
In their own words
Esqase
Esqase is law-firm case management software combining intake, matters, tasks, time and billing, IOLTA trust accounting, documents, and eSignature in one workspace. Firms can build reusable workflow playbooks and attach them to leads or matters so steps run in sequence. Billing supports batch invoicing, secure browser payment links, and recording online payments against invoices. Operating and trust accounts remain separate, with ledgers and a three-way reconciliation report. Clients can book appointments, submit forms, pay, and sign through secure browser links without managing a portal password. Esqase connects Gmail or Outlook, synchronizes Google or Outlook Calendar, and can add Meet, Teams, or Zoom links to meetings. Its REST API reads and writes firm data with scoped API keys. The company says data is encrypted in transit and sensitive data at rest, with continuously monitored controls and a DPA. Firm owners can require two-factor authentication, while roles govern permissions by area. The listed starting price is $49/user/mo (annual), and a 14-day trial is available.
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.