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Head-to-head · Legal CRM Software

InterAction+ vs SurePoint CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score InterAction+ #1 in Legal CRM Software 9.1/10 Pricing on request ✓ 2 of 6 features Visit InterAction+
SurePoint CRM #5 in Legal CRM Software 8.3/10 Pricing on request ✓ 2 of 6 features Visit SurePoint

InterAction+ leads on 0 checks, SurePoint CRM on 0, and 4 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreInterAction+ · 9.1/10

InterAction+ scores higher on our rubric for legal crm software: 9.1 against 8.3 out of 10; our editors rank them #1 and #5.

InterAction+ is the better fit for large firms focused on relationships and referrals. SurePoint CRM is the better fit for established firms focused on relationship marketing.

  • InterAction+ fits best

    Large firms focused on relationships and referrals

  • SurePoint CRM fits best

    Established firms focused on relationship marketing

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Side by side

Feature InterAction+ 9.1/10 Visit ↗ SurePoint CRM 8.3/10 Visit ↗
At a glance
Editor score 9.1 8.3
Ranking #1 in Legal CRM Software #5 in Legal CRM Software
Best for Large firms focused on relationships and referrals Established firms focused on relationship marketing
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud, Self-hosted, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Phone, Docs Email, Tickets, Docs
Compliance GDPR, HIPAA, 2FA SOC 2, ISO 27001, PCI DSS, SSO/SAML, 2FA
Integrations 11 integrations 3 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features InterAction+ 2/6 · SurePoint CRM 2/6
Intake forms Not checked yet Not checked yet
Lead pipeline — Not checked yet
Referral tracking ✓ ✓
Consultation booking Not checked yet Not checked yet
Mobile app ✓ (best) Not checked yet
Email and SMS Not checked yet ✓ (best)
Specs
Lead capacity Not checked yet Not checked yet
Our review
Pros
  • Centralizes relationship data with engagement analysis and AI recommendations
  • Automates capture of emails, meetings, calendar invites and marketing activity
  • Connects Microsoft tools, mobile apps, APIs and referral tracking
  • Centralizes client and prospect relationship data across the firm
  • Supports email campaigns, mailing lists, and contact categorization
  • Tracks business development and analyzes referral sources
Cons
  • Pricing is handled through contact sales
  • It is not positioned around a lead pipeline
  • Its broad relationship focus may exceed smaller firms’ needs
  • Intake and pipeline depth are limited
  • Available through the web and cloud deployment only
  • Pricing requires contacting sales rather than selecting a published plan
Our verdict

InterAction+ is a customer relationship management platform for law firms and professional-services organizations. It brings client, prospect and relationship data into a central system, then supports business development through…

Read the review →

SurePoint CRM is a cloud-based relationship-management platform for law firms. Formerly known as ContactEase, it centralizes client and prospect contact management while giving firms shared relationship data, collaboration tools,…

Read the review →
  1. InterAction+Legal CRM Software 9.1Pricing on request
  2. SurePoint CRMLegal CRM Software 8.3Pricing on request

Strengths and trade-offs

  • InterAction+ — where it wins

    • Centralizes relationship data with engagement analysis and AI recommendations
    • Automates capture of emails, meetings, calendar invites and marketing activity
    • Connects Microsoft tools, mobile apps, APIs and referral tracking

    Where it doesn't

    • Pricing is handled through contact sales
    • It is not positioned around a lead pipeline
    • Its broad relationship focus may exceed smaller firms’ needs

  • SurePoint CRM — where it wins

    • Centralizes client and prospect relationship data across the firm
    • Supports email campaigns, mailing lists, and contact categorization
    • Tracks business development and analyzes referral sources

    Where it doesn't

    • Intake and pipeline depth are limited
    • Available through the web and cloud deployment only
    • Pricing requires contacting sales rather than selecting a published plan

More comparisons

All legal CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update