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Head-to-head · Legal CRM Software

SurePoint CRM vs Captorra Intake

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score SurePoint CRM #5 in Legal CRM Software 8.3/10 Pricing on request ✓ 2 of 6 features Visit SurePoint
Captorra Intake #6 in Legal CRM Software 8.2/10 Pricing on request ✓ 0 of 6 features Visit Captorra

SurePoint CRM leads on 0 checks, Captorra Intake on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSurePoint CRM · 8.3/10
  • Most featuresSurePoint CRM · 2 of 6

SurePoint CRM scores higher on our rubric for legal crm software: 8.3 against 8.2 out of 10; our editors rank them #5 and #6.

SurePoint CRM is the better fit for established firms focused on relationship marketing. Captorra Intake is the better fit for firms centered on intake and lead follow-up.

  • SurePoint CRM fits best

    Established firms focused on relationship marketing

  • Captorra Intake fits best

    Firms centered on intake and lead follow-up

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature SurePoint CRM 8.3/10 Visit ↗ Captorra Intake 8.2/10 Visit ↗
At a glance
Editor score 8.3 8.2
Ranking #5 in Legal CRM Software #6 in Legal CRM Software
Best for Established firms focused on relationship marketing Firms centered on intake and lead follow-up
Pricing model Paid Paid
Starting price Pricing on request —
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Tickets, Docs Email, Docs
Integrations 3 integrations 45+ integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features SurePoint CRM 2/6 · Captorra Intake 0/6
Intake forms Not checked yet Not checked yet
Lead pipeline Not checked yet Not checked yet
Referral tracking ✓ (best) Not checked yet
Consultation booking Not checked yet Not checked yet
Mobile app Not checked yet Not checked yet
Email and SMS ✓ (best) Not checked yet
Specs
Lead capacity Not checked yet Not checked yet
Our review
Pros
  • Centralizes client and prospect relationship data across the firm
  • Supports email campaigns, mailing lists, and contact categorization
  • Tracks business development and analyzes referral sources
  • Configurable forms and scripts support lead capture and qualification
  • Built-in phone, texting, email, SMS, and electronic signing
  • ROI reporting, referral management, APIs, and case-system integrations
Cons
  • Intake and pipeline depth are limited
  • Available through the web and cloud deployment only
  • Pricing requires contacting sales rather than selecting a published plan
  • Web-only deployment limits platform choice
  • Pricing requires contacting sales
  • Broader matter-management functions are not established
Our verdict

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 →

Captorra Intake is web-based legal intake software for law firms that want to manage prospective-client conversations from initial inquiry through conversion. Its core workflow combines configurable intake forms and scripts with lead…

Read the review →
  1. SurePoint CRMLegal CRM Software 8.3Pricing on request
  2. Captorra IntakeLegal CRM Software 8.2Pricing on request

Strengths and trade-offs

  • 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

  • Captorra Intake — where it wins

    • Configurable forms and scripts support lead capture and qualification
    • Built-in phone, texting, email, SMS, and electronic signing
    • ROI reporting, referral management, APIs, and case-system integrations

    Where it doesn't

    • Web-only deployment limits platform choice
    • Pricing requires contacting sales
    • Broader matter-management functions are not established

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