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.”

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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.

Connect with us at Legalweek!


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, SimpleLegalContractWorksBodhalaAXDRAFT 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.

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A modern, scalable, cloud-based software solution is the best way to ensure that your organization functions in the most efficient and up-to-date manner. This means adopting a system that understands the nuances of a paralegal’s workload and can adapt to their user feedback. This, coupled with best-of-breed technology, makes a system not just work for your team but also as a critical part of your team.

Imagine: spending more time developing strategy, providing advice, or completing billable tasks, instead of conducting manual processes on spreadsheets, outdated software, and tedious minutiae.

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Click for the white paper.


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We are looking for someone special to join the Merlin team as Director of Marketing. You will possess a rare combination of traits including creativity, initiative, humor, original thinking backed by a broad marcom skill set, mixed with a can-do-attitude that won’t let obstacles get in your way. And, you need to be excited about the opportunity to build a relatively new company’s marketing department (with technology ready to hit the market) from scratch.

You are passionate about your work and eager to help tell a big story about a cloud technology startup filled with experienced industry leaders who intend to change the world of document search the way Pandora revolutionized finding great music.

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CobbleStone Software supports online document editing.

Simply put, document editing and document collaboration can be a nightmare – especially as they apply to contract management.  Manual and outdated document editing methods often require lots of moving parts – including various emailed communications about numerous document edits, frantic scrambling for relevant clauses, and convoluted procedures for document version tracking.  These processes can easily lead to lost document edits, erroneous clause language, and scattered and misplaced versions.  As a result, your organization could unfortunately experience missed contract tasks, delayed contract authoring and contract negotiations, and deleteriously incorrect contract clause language – which could jeopardize your organization’s legal standing, reputation, and financial standing.  Leave these damaging and antiquated document editing methods in the past in favor of user-friendly online document editing with CobbleStone Software.

The Best Way to Share and Edit Documents Online

The best way to share and edit documents online is with an online document editing platform that centralizes the creation, importation, and editing of documents on one convenient system.  Leading online document editing tools can also allow you to manage documents in both MS Word and PDF formats for greater versatility and flexibility during the process.

Seamless, Low-Friction Online Document Editing

Your organization can leverage CobbleStone® for more seamless online document editing, version control, and collaboration.  CobbleStone’s leading source-to-contract management software suite – CobbleStone Contract Insight® – provides centralized and low-friction document management.

With CobbleStone Contract Insight, you can:

  • create new documents straight from a user-friendly CobbleStone record information page.
  • import new documents straight into a CobbleStone record information page.
  • seamlessly edit existing documents straight from a CobbleStone record information page with essentially no friction.

As has been alluded to above, you are afforded the ability to “drag and drop” files and attachments – including MS Word and PDF documents – into the “Drop Files Here” section pictured below in the CobbleStone Files/Attachments area.  You have the option to create new web documents in this area as well (also shown below).

CobbleStone Software Filedrop for online document editing.

To create a new online document for a given CobbleStone record, you simply need to select the “Add Web Document” button shown above.  You then encounter a document editing page similar to other, familiar word processing functionality.  You can then choose between a .docx (default) or PDF format (the latter of which can be configured as allowed or disallowed by system administrators) for your document and name it.

CobbleStone Software lets you edit a document online.

While editing a document, you can easily include clauses from your organization’s pre-approved clause library in the area highlighted below.

CobbleStone Software online document editing platform allows for clause management.

Once you select the Add Clause button, a drop-down menu appears for you to insert pre-approved clauses into your document.  This same functionality applies to imported documents as well – streamlining and diversifying your document collaboration processes.

CobbleStone Software add document from pre-approved clause library.

Once you save your document, the file can automatically be attached to the CobbleStone record information page.  Subsequent edits and saves to the document can be attached as new versions – enhancing version tracking and audit trail management for future-minded document collaboration!

Online Document Editing Tools & More With CobbleStone Software!

If you are impressed with the online document editing tools mentioned above, you will be thrilled to know that CobbleStone Software offers so much more than online document management alone.

CobbleStone Contract Insight offers user-friendly contract management software tools that can help your organization efficiently centralize and secure contracts, easily collaborate, manage compliance, track costs, receive alerts and notifications, push CLM processes into the future with VISDOM® AI and machine learning, electronically sign with IntelliSign® electronic signature software, boost productivity, and cut costs.

CobbleStone’s long-acclaimed and seamlessly integrated contract management, vendor management, eProcurement, and eSourcing software solution has been trusted for over 20 years by organizations from around the world looking to automate contracts.  Get started today by booking your free contract management software demo.

To stay up to date on best practices, industry news, and CobbleStone Software updates, be sure to subscribe to our blog and YouTube Channel.

Download Mastering Contract Management Whitepaper by CobbleStone