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Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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What is ContactEase?

In the realm of law, nurturing client relationships and delivering exceptional value are crucial for attaining success both personally and for the firm as a whole. The capacity to build connections and create new business avenues is vital for sustained growth in this field. ContactEase simplifies the process of managing client relationships by streamlining interactions. To find out how ContactEase can revolutionize your legal practice, simply fill out the form to schedule a consultation with one of our experts. You can also arrange a demonstration to see how ContactEase can improve your current systems or examine our integration with the SurePoint Legal Management System (LMS), which is engineered to enhance profitability by reducing administrative burdens, enabling attorneys to spend more time on client engagement and their legal practice. Additionally, SurePoint Technologies is recognized as a leading provider of financial and practice management software for law firms nationwide. For more than forty years, legal professionals have relied on SurePoint’s esteemed enterprise solutions to significantly improve their operational workflows and financial results. By opting for our advanced tools, your firm can maintain a competitive edge in a rapidly changing marketplace, ensuring that you adapt to the evolving demands of the legal industry. Staying ahead of the curve is essential for long-term success and sustainability in your practice.

What is Aderant Expert Sierra?

Expert Sierra stands out as the most all-encompassing, cloud-oriented legal practice management tool designed specifically for mid to large-sized law firms worldwide. By utilizing Aderant's Expert solution, your firm can eliminate the reliance on various systems and alleviate the challenges associated with maintaining on-site hardware, software updates, security protocols, and overall performance. This transition allows legal professionals to focus more on their core responsibilities rather than being bogged down by technical concerns.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Excel
Microsoft Word
PowerPoint
Prosperoware Confidentiality Manager
iTimekeep

Integrations Supported

Microsoft 365
Microsoft Excel
Microsoft Word
PowerPoint
Prosperoware Confidentiality Manager
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cole Valley Software

Company Website

www.colevalley.com

Company Facts

Organization Name

Aderant

Date Founded

1978

Company Location

United States

Company Website

www.aderant.com/solutions-expert-new/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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