Intake Lawyer vs SurePoint CRM
Intake Lawyer
intakelawyer.comSurePoint CRM
surepoint.comSide by side
| Figure | Intake Lawyer | SurePoint CRM |
|---|---|---|
| Price from | $299/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Plans published | 6 | 0 |
| Spec score · Legal CRM Software | 8.6 (#5) | 6.9 (#30) |
| Company | The site footer identifies the company as Intake Lawyer LLC and lists [email protected] as its contact email. | SurePoint's About page says the company has more than 40 years of legal industry experience and focuses on helping mid-sized law firms. |
| Purpose | Intake Lawyer describes itself as an intake CRM built for personal injury law firms that turns leads into signed clients. | SurePoint CRM is a relationship management and business development tool designed for law firms. |
| Security | The site describes the product as AES-256 encrypted and HIPAA ready, and says it has role-based access controls. | SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. |
Plans
Intake Lawyer
- Starter$299 a month
- Starter$299 a month
- Pro$799 a month
- Pro$799 a month
- Enterprise$2,499 a month
- Enterprise$2,499 a month
In their own words
Intake Lawyer
Intake Lawyer has no write-up on Specifiction yet; its figures are above.
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.