ContactEase

ContactEase is a client relationship management (CRM) solution specifically designed for law firms, attorneys, and their marketing teams. It aims to facilitate connectivity with key clients and contacts, provide insights into their activities, and drive new business opportunities. ContactEase caters to law firms of all sizes, including small boutique firms and large multinational firms, serving the legal industry and its professionals.

Key Features

Lookup: ContactEase Lookup is a browser-based application that enables attorneys to easily access the firm's CRM data. Users can locate contacts based on their name, company, location, or category, and conveniently communicate with them via phone calls, text messages, or emails.

Change Tracker: ContactEase Change Tracker provides attorneys with automated reports displaying updates made to their contacts. Users can stay informed about significant changes such as job transitions or office relocations, ensuring that contact data remains up-to-date for effective client service.

Financial System Integration: Integrating ContactEase with the firm's financial system eliminates data silos and provides seamless access to information for developing strategic marketing plans and data-driven decision-making. It enables the identification of growth areas, understanding of referral sources, and tracking of new client acquisitions.

Enterprise Relationship Management (ERM): ContactEase Relationship Discovery is an enterprise relationship management (ERM) solution that automatically captures relationship information from emails. It uncovers valuable relationship data that might not be recorded in Outlook or the CRM database, enriching contact information with industry codes, email addresses, and company data. This enables quick identification of individuals with strong relationships.

List Manager: ContactEase List Manager simplifies the process of ensuring accurate contact lists. The marketing team or designated users can create surveys to update firm mailing lists and edit contacts, streamlining list management.

Marketing Automation: ContactEase integrates with popular legal marketing automation platforms, facilitating the sharing of event and website data for valuable insights and knowledge exchange. It offers a built-in email campaign tool and direct integration with Constant Contact for efficient list management and engagement tracking.

Centralized Database: ContactEase serves as a centralized database for sharing information, enhancing employee efficiency and productivity, and capturing competitive intelligence on clients, prospects, and contacts. It also provides comprehensive tracking and reporting on business development activities.

Seamless Access to Information: ContactEase's financial system integration eliminates data silos, enabling insights into areas of growth within the firm and identifying referral sources. It ensures seamless access to information for informed decision-making.

Automated Relationship Capture: ContactEase's enterprise relationship management (ERM) solution automatically captures relationship information from emails, uncovering contacts that may not be recorded in Outlook or the CRM database. It enhances contact information with industry codes, email addresses, and company data, facilitating the quick identification of individuals with strong relationships.

Efficient List Management: ContactEase's list manager simplifies the process of ensuring accurate contact lists. The marketing team or designated users can create surveys to update firm mailing lists and edit contacts, streamlining list management.