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Head-to-head · Legal CRM Software

SurePoint CRM vs Litera Foundation 365

  • 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
Litera Foundation 365 #8 in Legal CRM Software 8.0/10 Pricing on request ✓ 1 of 6 features Visit Litera

SurePoint CRM leads on 0 checks, Litera Foundation 365 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
  • Most featuresSurePoint CRM · 2 of 6

SurePoint CRM scores higher on our rubric for legal crm software: 8.3 against 8.0 out of 10; our editors rank them #5 and #8.

SurePoint CRM is the better fit for established firms focused on relationship marketing. Litera Foundation 365 is the better fit for large firms needing business-development intelligence.

  • SurePoint CRM fits best

    Established firms focused on relationship marketing

  • Litera Foundation 365 fits best

    Large firms needing business-development intelligence

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 ↗ Litera Foundation 365 8.0/10 Visit ↗
At a glance
Editor score 8.3 8.0
Ranking #5 in Legal CRM Software #8 in Legal CRM Software
Best for Established firms focused on relationship marketing Large firms needing business-development intelligence
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud, Self-hosted
Platforms Web Web
Support Email, Tickets, Docs Email, Phone, Docs
Compliance SOC 2, ISO 27001, PCI DSS, SSO/SAML, 2FA SOC 2, ISO 27001, GDPR
Integrations 3 integrations 50+ integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features SurePoint CRM 2/6 · Litera Foundation 365 1/6
Intake forms Not checked yet Not checked yet
Lead pipeline Not checked yet ✓ (best)
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
  • Connects client, opportunity, engagement, and relationship views
  • Finds whitespace and cross-sell opportunities with relationship scoring
  • Integrates with Microsoft 365, Outlook, Teams, and document systems
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
  • Pricing requires contacting Litera for a quote or demo
  • Web-only access limits platform flexibility
  • Emphasizes business development over intake and client operations
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 →

Litera Foundation 365 is a legal CRM for law firms, built on Microsoft technology. It is aimed at lawyers and business-development teams that need a connected view of client relationships, opportunities, engagement, and firm experience.…

Read the review →
  1. SurePoint CRMLegal CRM Software 8.3Pricing on request
  2. Litera Foundation 365Legal CRM Software 8.0Pricing 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

  • Litera Foundation 365 — where it wins

    • Connects client, opportunity, engagement, and relationship views
    • Finds whitespace and cross-sell opportunities with relationship scoring
    • Integrates with Microsoft 365, Outlook, Teams, and document systems

    Where it doesn't

    • Pricing requires contacting Litera for a quote or demo
    • Web-only access limits platform flexibility
    • Emphasizes business development over intake and client operations
  • SurePoint CRM8.3/10 · Pricing on request

    A mature law-firm CRM for relationship marketing, reporting, and referrals.

    Visit SurePointFull verdict →
  • Litera Foundation 3658.0/10 · Pricing on request

    A relationship-intelligence CRM for law-firm business development and cross-sell discovery.

    Visit LiteraFull verdict →

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