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Head-to-head · Legal CRM Software

SurePoint CRM vs CosmoLex

  • Updated Oct 2026
  • Both researched from official sources
  • 3 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
CosmoLex #7 in Legal CRM Software 8.1/10 10-day trial Free trial✓ 0 of 6 features Visit CosmoLex

SurePoint CRM leads on 0 checks, CosmoLex on 0, and 3 are even. Who comes out ahead on the 3 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
  • Free trialonly CosmoLex
  • Most featuresSurePoint CRM · 2 of 6

SurePoint CRM scores higher on our rubric for legal crm software: 8.3 against 8.1 out of 10; our editors rank them #5 and #7.

SurePoint CRM is the better fit for established firms focused on relationship marketing. CosmoLex is the better fit for firms wanting broad CRM and practice management.

  • SurePoint CRM fits best

    Established firms focused on relationship marketing

  • CosmoLex fits best

    Firms wanting broad CRM and practice management

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 ↗ CosmoLex 8.1/10 Visit ↗
At a glance
Editor score 8.3 8.1
Ranking #5 in Legal CRM Software #7 in Legal CRM Software
Best for Established firms focused on relationship marketing Firms wanting broad CRM and practice management
Pricing model Paid Paid
Starting price Pricing on request $49/user/mo
Free plan Not checked yet —
Free trial — 10 days
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Email, Tickets, Docs Email, Live chat, Phone, Docs
Compliance SOC 2, ISO 27001, PCI DSS, SSO/SAML, 2FA SOC 2, 2FA
Integrations 3 integrations 4,000+ integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market
Features SurePoint CRM 2/6 · CosmoLex 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
  • Combines matter management, intake, documents, workflows, billing, and accounting
  • Includes trust accounting, reconciliation reporting, and online payments
  • Supports web, iOS, Android, and eight 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
  • No free plan; the trial lasts 10 days
  • Annual-billing prices range from $49 to $129 per user/month
  • Broad feature coverage may exceed narrowly focused firms
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 →

CosmoLex is cloud-based legal practice management software for solo attorneys and small to mid-sized law firms. Its matter-centric approach brings together client intake, document and email management, calendaring, task workflows, time and…

Read the review →
  1. SurePoint CRMLegal CRM Software 8.3Pricing on request
  2. CosmoLexLegal CRM Software 8.110-day trial

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

  • CosmoLex — where it wins

    • Combines matter management, intake, documents, workflows, billing, and accounting
    • Includes trust accounting, reconciliation reporting, and online payments
    • Supports web, iOS, Android, and eight integrations

    Where it doesn't

    • No free plan; the trial lasts 10 days
    • Annual-billing prices range from $49 to $129 per user/month
    • Broad feature coverage may exceed narrowly focused firms

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