Legal Authority vs SurePoint CRM
Legal Authority
legalauthority.ioSurePoint CRM
surepoint.comSide by side
| Figure | Legal Authority | SurePoint CRM |
|---|---|---|
| Price from | $449/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Plans published | 10 | 0 |
| Spec score · Legal CRM Software | 8.4 (#10) | 6.9 (#30) |
| Compliance | The site describes HIPAA-aligned data handling, GDPR and CCPA compliant architecture, and ABA Model Rules compatible AI guidance. | SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks. |
| Headquarters | Fort Lauderdale, Florida, United States | SurePoint Technologies lists its address as 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759. |
| Security | The site claims SOC 2 Type II certification, AES-256 encryption at rest and in transit, role-based access controls, and full audit logs. | SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. |
| Support | The site promises dedicated onboarding and says firms can become operational in days. | SurePoint offers Standard and Premium Client Support, with optional specialized services. |
Plans
Legal Authority
- MedChron Pay-As-You-Go$399, paid once
- Practice Associate$449 a month
- Clinical Associate$679 a month
- Practice Counsel$899 a month
- MedChron Essential$975 a month
- Clinical Counsel$1,179 a month
- Practice Partner$1,599 a month
- Clinical Partner$1,979 a month
- Practice Firm$2,499 a month
- Clinical Firm$2,979 a month
In their own words
Legal Authority
Legal Authority is a web-based AI platform for law firms that brings intake, client communication, document preparation, case workflows, and CRM together. Intake tools include adaptive forms, a 24/7 AI chatbot, lead scoring and routing, automated follow-ups, and e-signatures for engagement documents. Its document engine uses firm templates and client information to prepare materials such as demand letters, pleadings, motions, and contracts. Client updates can be sent by SMS, email, or client portal, while workflow tools automate task assignment, deadline calculation, and notifications. CRM dashboards track pipelines and follow-ups. The maker describes Practice plans for firms focused on documents and deadlines, and Clinical plans for personal injury, disability, and medical malpractice firms. MedChron provides chronology services, including a pay-as-you-go option at $399, paid once; monthly plans are also listed. Practice Associate starts at $449 a month, and Clinical Associate at $679 a month. There is no free plan, but a free trial is listed. The maker says AI outputs are flagged for attorney review and firm data is not used to train general AI models.
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.