SurePoint Technologies, the leading cloud provider of practice management solutions for law firms, announced today the launch of its cutting-edge cloud-based time management system, SureTime. The new platform integrates with the existing SurePoint Legal Management System (LMS), allowing SaaS law firm clients to benefit from an improved time management experience.
Among other user-friendly offerings, the SureTime platform is accessible by smartphone, laptop or desktop. It allows users the option to make time entries by voice command and typing. It also automatically tracks time when users are working in Microsoft applications such as Word, Excel and Outlook. The powerful platform’s timekeeping tracks entries for future calendar items, eliminating the need for the user to do this on their own.
The software also boasts advanced search capabilities and a predictive feature, remembering recurring tasks and anticipating the clients and matters users are most likely to select when making entries. Compatibility with Google Workspace will be introduced in the future.
“Our goal was to create a time management application for law firms that is increasingly intuitive, easy to utilize and captures time automatically,” said SurePoint Chief Executive Officer Tom Obermaier. “In addition to its simplicity, we also wanted to create a solution that can be adopted by everyone at a law firm, from paralegals to IT staff to the marketing department — not just lawyers.”
The innovative solution’s undemanding operation does more than just improve the experience of lawyers and law firm staff tasked with contemporaneously tracking their time. It also tracks performance through daily and monthly views and streamlines the billing process.
“With SureTime, the burden of entering time is eliminated, which ultimately opens up valuable hours that can be spent on other important and high-value tasks,” said Angela Armes, Vice President, Product for SurePoint.
SurePoint will be providing a demo for existing and prospective customers at LegalWeek, which will be held in New York City March 8-11, 2022. Those interested in attending can experience SureTime at Booth #3116 in Americas Hall 2.
“Empowering our attorneys with technology to develop innovative solutions and deliver unparalleled client service is key to our mission. SureTime is a progressive tool that can be used without going through a time-consuming training process,” said Karen H. Frank, IT Manager at client Manning Fulton. “It is a solution that is hassle-free and does not create an administrative burden for its users and enables them to focus on their clients.”
You can learn more about the SureTime platform here.
SurePoint Technologies, the leading cloud provider of financial and practice management solutions for law firms, announced today its acquisition of Cole Valley Software, the maker of ContactEase, a leading customer relationship management (CRM) solution for legal professionals. The transaction creates the first legal technology platform integrating real-time CRM into practice management and financial data, allowing law firms to holistically manage and grow client relationships.
This move vaults the company ahead of competitors still developing cloud-based financial management solutions and incorporating CRM for law firms. Part of an emphasis on strategic, systemic growth, the acquisition further empowers SurePoint to fulfill its vision of transforming the legal industry by automating administrative processes to allow lawyers more time to focus on their practices.
“Our clients were adamant that CRM is the next feature we should incorporate into our platform. ContactEase provides the best solution on the market,” said SurePoint Chief Executive Officer Tom Obermaier. “Our two companies share a similar trajectory and history, a corresponding middle market client base, complementary values and corporate cultures, and the ability and desire to merge two state-of-the-art platforms into one groundbreaking best-in-class solution for all legal management and marketing needs.”
ContactEase has earned a reputation for combining powerful features with extreme usability and for its industry-leading adoption rate – a prodigious 90%, as compared to 50% industrywide. The technology captures competitive intelligence on clients, prospects and other contacts while tracking and reporting business development activity.
The technology operates seamlessly within Outlook and includes integration with Hubspot. It allows professionals with a touch of the keyboard to open a pop-up window displaying a complete history of the firm’s interactions with a contact. From a single pane, law firm marketing teams can easily initiate email campaigns, and users can share, manage and leverage data to ensure the right people get the right information at the right time. The results are enhanced client and prospect relationships and an increased ability to retain and acquire clients.
“Incorporating ContactEase into SurePoint’s easy-to-use platform made sense for the next phase of our technology’s growth onto the cloud,” said Cole Valley President Jennifer Whittier. “Our approach to bringing visibility to every facet of contact connection will now include essential financial data, generating new avenues for lawyers intent on developing a thriving book of business. We anticipate law firms will enthusiastically embrace the opportunity to easily access a single source of information.”
By acquiring ContactEase, SurePoint has obtained a turnkey, highly functional CRM system providing business data, insight and prospecting tools that, when incorporated in SurePoint’s own financial reporting and client management system, will capture return on investment (ROI) for business development. Until now, ROI has been a missing link when attempting to evaluate law firm business development efforts. Obtaining that data gives law firms the ability to better communicate with clients and prospects and understand more aspects of client relationships.
“SurePoint asked what we needed, listened to our suggestions, then engineered a solution,” said Jaclyn Braga, Director of Marketing at Morse. “We’ve become accustomed to their user-friendly software and hassle-free customer service. Adding ContactEase’s proven CRM to SurePoint’s already exceptional software suite offers value that increases our loyalty, because it opens up more opportunities to better serve our clients.”
As part of the transaction, all of ContactEase’s workforce will become part of the SurePoint team. The combined customer base will expand to 600 mid-sized law firms. ContactEase remains available as a stand-alone product for both its present and new users.
“SurePoint’s acquisition was perfect timing to coincide with our company’s transition,” said Cole Valley Founder Jeff Reade. “I always envisioned ContactEase as a component in a holistic client-management environment, and I’m delighted that SurePoint has the capability to take ContentEase to its next incarnation. That they will do so while still providing our clients the same quality product and level of customer service while blending our entire highly skilled team into their operation is a dividend for the legal community.”
Protecting Private Information: ProSearch Privacy Suite
Attorneys, investigators, and eDiscovery teams face growing challenges in the identification and management of sensitive data.
Jurisdictions around the globe have introduced data privacy legislation to serve many similar, but sometimes very different purposes. These range from preserving an individual’s most basic right to privacy and the protection of their personally identifiable information (PII), such as with GDPR and CPRA, as well as their private health information (PHI), as with HIPAA.
ProSearch Privacy Suite is a robust solution for identifying sensitive data:
- Personally Identifiable Information (PII)
- Protected Health Information (PHI)
- Information subject to Payment Card Industry Data Security Standards (PCI-DSS)
ProSearch Privacy Suite’s text and image classifiers identify over thirty types of personal and private information to support compliance with evolving regulation and requirements. Learn more about ProSearch Privacy Suite at ProSearch.com.
Contract lifecycle management (CLM) solutions are one of the hottest legal technologies right now, as corporate
legal and other departments strive to bring order, value and risk management to their contracts. CLM systems are also
expensive investments, and successful deployment can be a tricky business. To read the full article see the corresponding download or visit:
HaystackID can now leverage Reveal’s entire end-to-end, cloud-based AI platform, which includes industry-leading processing, early case assessment, document review, investigations, production functionality, and a customizable API-enabled back-end, all packaged with superior visual analytics. #eDiscovery #ArtificialIntelligence #LegalTech
Read the full press release: https://resource.revealdata.com/en/press/haystackid-expands-artificial-intelligence-capabilities-with-reveal
HOUSTON, March 1, 2022 – Onit, Inc., a leading provider of enterprise workflow solutions including enterprise legal management and contract lifecycle management, today announced that its CEO and co-founder Eric M. Elfman has won the Lifetime Achievement Award in the 2022 Legalweek Leaders in Tech Law Awards program. The awards ceremony, scheduled for March 10 during Legalweek, acknowledges career achievement in the development and adoption of legal technologies and legal technology companies.
“Twenty-five years ago, I consulted for a Fortune 10 law department that had no way to pinpoint how much money it spent on legal services,” Elfman said. “That conversation inspired me to launch Datacert, an electronic invoicing and legal spend company, with Eric Smith, who is now Onit’s co-founder, COO and chief security officer. Technology has indisputably evolved the business of law, and it’s truly inspiring to see what our customers at Onit have accomplished. I am humbled by this recognition on behalf of Legalweek and the broader legal technology community.”
Elfman started Onit more than 10 years ago with co-founders Smith, John Gilman, Onit’s vice president of products, and Jill Black, vice president of marketing for Onit. The company began with two employees and $25,000 in revenue. Under Elfman’s leadership as CEO, Onit secured a $200 million investment, acquired six companies and grew into a global business with more than 2,800 corporate legal customers and 600 employees. The company’s fast-paced, award-winning revenue growth has been acknowledged in the Deloitte Technology Fast 500, the Inc. 5000 and the Growjo 10K. Its product innovation has earned accolades from the BIG Innovation Awards and the Gold Globees.
Elfman, who has also won the EY Entrepreneur of the Year award for emerging technology and been named a Most Admired CEO by the Houston Business Journal, began his entrepreneurial career as a teenager selling skateboard parts. After serving in the Navy, he earned his MBA at Rice University and established three companies in the legal space – PeerPoint, Datacert and Onit. He helped envision and create industry standards in e-billing, including the Legal Electronic Data Exchange Standard (LEDES) and the Uniform Task Based Management System (UTBMS).
In addition to acknowledging Elfman, the awards ceremony will also celebrate Onit’s legal operations management subsidiary, SimpleLegal. The company’s AI-enabled invoice review technology, SimpleReview, is a finalist for the Legalweek Leaders in Tech Law Awards in the category of Legal Ops.
Connect with Onit at Legalweek
In addition to the awards ceremony, Legalweek attendees will have several opportunities to connect with Onit and its family of companies during the conference running March 8-11 in New York City’s Hilton Midtown.
Onit, SimpleLegal, ContractWorks, Bodhala, AXDRAFT and BusyLamp will exhibit on the third floor of the Hilton by the conference’s registration desks and provide demonstrations of their solutions. Visit here if you would like to reserve a demonstration time or join Onit for drinks or dinner.
Additional Resources
Read and subscribe to the Onit blog for the latest company and industry news. Join us on LinkedIn, follow us on Twitter or listen to our podcasts to hear the latest news on legal operations, artificial intelligence and best practices from innovators in corporate legal.
About Onit
Onit is a global leader of workflow and artificial intelligence platforms and solutions for legal, compliance, sales, IT, HR and finance departments. With Onit, companies can transform best practices into smarter workflows, better processes and operational efficiencies. With a focus on enterprise legal management, matter management, spend management, contract lifecycle management and legal holds, the company operates globally and helps transform the way Fortune 500 companies and billion-dollar corporate legal departments bridge the gap between systems of record and systems of engagement. Onit helps customers find gains in efficiency, reduce costs and automate transactions faster. For more information, visit www.onit.com, email info@onit.com or call 1-800-281-1330.
###