Welcome to Dogust

It’s #dogust and we’re celebrating the dogs of ContactEase (and the humans who love them)! If you follow us on Twitter, you’ve already met one of our four-legged friends, Welker Elliott.  What you may know about #dogust is that August 1 is the unofficial birthday of rescue dogs. In this post, we’re introducing you to the rescue work of ContactEase IT Technical Manager, Greg Thomas.

When he’s not working with clients to ensure a smooth implementation or help them use CRM to its fullest potential, Greg volunteers with the American Belgian Malinois Rescue, a breed-specific rescue organization that focuses on, you guessed it, the Belgian Malinois.

Rescue Logo

According to the American Kennel Club, the Belgian Malinois is known for being “smart, confident and versatile.” It is also known as a “world-class worker who forges an unbreakable bond with its human partner.” These qualities make the breed a popular choice with police, federal agencies and other law enforcement. In fact, it was as a military police K-9 officer in the United States Army that Greg first became familiar with the breed.

Mailinois can also be very high strung and require a lot of attention which is why not all make the cut for this kind of work. As a result, many end up in shelters. And that’s where the ABRM comes in – the organization tries to rescue and place as many dogs as it can.

Greg and Lillie

Greg with recent transport, Lillie

ABMR has volunteers like Greg across the United States who conduct home visits and interview potential families (both foster and adoptive). Volunteers also help coordinate transfers of Malinois across the country by breaking the transport into one-two hour segments. Local volunteers drive and transfer to the next driver until the dog reaches its final adoptive or foster family. Greg has helped transfer dogs from Maine to Florida, New Jersey to Texas, and even adopted a few of his own. Greg and his family have adopted three Belgian Malinois through the rescue.

 

Law Firm Holiday Card Survey Results: Part II

As we mentioned in our last post, you don’t have to wait for the traditional holidays to celebrate, so before we take another dive into the results of our law firm holiday card survey, we’d like to wish you a happy Golden Girls Day! If only we could step off the lanai and into the kitchen to discuss them over some cheesecake (July 30 also happens to be National Cheesecake Day)…

In this post, we’ll look at the types of cards they send. Based on our experience, we expected e-cards to edge out traditional paper ones; however, it seems that most firms send a combination of both.

Holiday Card Types

 

If you’re going to invest in physical cards, make sure they stand out. As Ross Fishman notes in Law Firm Holiday Cards Dos and Don’ts, “Done well, the cards should reinforce your firm’s unique brand message, or at least stand out somehow, so they don’t get immediately discarded and forgotten.” For something that may immediately get thrown out (if opened at all), physical cards can be expensive. They require postage and someone to stuff the envelopes. They also require a good mailing list (this is where CRM can help) to ensure they arrive at all.

E-cards have certainly evolved over the years. They are fast and efficient, they may be personalized,  and of course they save paper. But, with all the other things going on around the traditional holiday season, they can also get lost in already busy inboxes or stuck in the junk folder. Not to mention that some of your clients may not check their email or even have an email address.

When we talked to Jacki Braga, Director of Marketing at Morse in Waltham, Massachusetts, she told us that lawyers at the firm have a choice between paper and e-cards. She said, “We’ve found that we get a lot more feedback from recipients by sending a fun e-card than we do generic paper cards, but I DO agree that attorneys who actually take the time to write a note to special clients are doing the right thing. And they can still send an e-card, too!” Last year, the firm’s e-card was a finalist in Above the Law’s annual holiday card contest! You can find the baking themed card (and some delicious holiday recipes) here.


Thank You for Being a Friend

In honor of Golden Girls Day, we want to thank our clients and contacts for being a friend! Let us know how you’re using CRM to manage your firm’s friendships (i.e. relationships) for a chance to win a Golden Girls’ Pez! Send your answer to marketing@contactease.com or post in the comments below. All responses will be entered into a random drawing.

Golden Girls Day

 

 

Law Firm Holiday Card Survey: The Results are in

We’re coming off of a heatwave in many parts of the United States and Canada, so while it might seem a little early to think about holiday cards, it’s something we’ve been thinking a lot about here at ContactEase!

Last year, we received a record number of questions about holiday cards from our clients. Many wanted to know what other firms were doing, what kinds of cards they were sending and even the holidays they were celebrating.

With all the features that today’s CRM systems can offer — from business development tracking to managing expenses and dashboard reporting — it can be easy to forget about traditional marketing practices like sending your firm’s holiday cards. This got us thinking about holiday card practices among law firms and how we might better understand them. In late 2018, we polled law firm marketers and lawyers to gather their thoughts on holiday cards (and to determine if they gave them any thought at all).

While the results weren’t a complete surprise (as noted in the graphic below, most respondents indicated their firm sends some form of holiday card), they did shed some light on how firms are using CRM to honor traditional marketing practices and evaluating their effectiveness.

Holiday Cards 1

Over the next few weeks, we’ll share our findings with you along with our insight and even some best practices. And if you didn’t have a chance to complete our survey, we’d still like to hear from you! Let us know what your firm thinks about holiday cards by commenting below or contacting us at marketing@contactease.com.

Did You Know?
In an effort to stand out from the crowd, some firms are opting to send cards (electronic and paper) at different times of the year. The National Day Calendar keeps track of over 1,500 fun and unusual days making sure we #celebrateeveryday.

 

 

 

LMA 19: See You Soon Atlanta!

LMA Exhibitor Resized
As a long-time supporter of the Legal Marketing Association, we look forward to the annual conference every year. We get to catch up with clients and friends and learn about new technology and trends in the industry. It’s a lot of fun and we always learn something new! You can find us in the Exhibit Hall at Booth 227, but we’re looking forward to catching a few sessions as well. The agenda for this year’s conference looks great. Here are a few sessions we’re excited about and why we’re planning to  #stayuntiltheend:

How to Secure a Seat and Have Your Voice Heard at the Power Table
Breakout Session Two | 1:30 – 2:30 p.m. | Wednesday, April 10

A panel of diverse directors, CMOs and CBDMOs from Am Law 100, 200 and beyond will share their best practices for demonstrating value to the firm’s leadership and the internal client. Gain tips and takeaways through real-life examples and success stories. Plus, hear stories about what not to do when you want to be heard. Your input and participation is encouraged and there will be ample time for your questions and comments. You will leave better equipped to forge a plan of action and timeline for becoming a trusted advisor to the firm while seated at the power table.

Why We’re Excited:
Did you know that several members of the ContactEase team are former law firm marketers? While we’re no longer working inside law firms five days a week, we use our experience every day when talking to clients. We understand how challenging it can be to show your value and find your voice. We look forward to taking the information we learn in this session and sharing it with our clients.

The Outsourced Resource: How to Identify, Hire and Leverage Consultants with Internal Resources to Achieve Your Strategic Objectives
Breakout Session One | 2:45 – 3:45 p.m. | Wednesday, April 10

Law firms are continuing to pursue efficiencies — from technological advancements to outsourcing roles. Allowing certain support staff roles — or specific projects — in both the practice and business of law to be outsourced has been beneficial in enabling law firms to focus on the evolution of legal services. Outsourcing is relevant to marketing leadership, whose teams are often stretched thin and yet face expectations to deliver results, which are higher than ever. This panel dives into how to maximize your use of both external and internal resources to achieve strategic objectives.

Why We’re Excited:
Clients often come to us looking for ways to increase efficiency. Often this is by integration marketing automation tools with CRM (see Yes, You Can Successfully Integrate Your Website with CRM for one example). While some clients seek to optimize efficiency through integration of their technologies, others look to outside consultants. We’re excited to learn how marketing departments are making the case for these additional resources, who they’re hiring and how they keep the momentum going.

CRM Therapy — The (Juris) Doctor is in: Client CRM Confessions
Breakout Session Five | 2:45 – 3:45 p.m. | Wednesday, April 10

Research suggests that up to 70% of CRM implementations fail to meet expectations. This not only results in a tremendous loss of money, time and resources, but also stress and anxiety for marketing professionals trying to implement the systems.

But CRM systems don’t have to drive you crazy. During this therapy session (aka, presentation), marketing professionals who have implemented a variety of CRM systems will share their biggest headaches and frustrations from a “therapy couch.” And, the CRM “doctor” will offer some of the most successful “treatments/remedies” that include best practices for CRM success.

In this engaging and outside-the-box presentation, you will benefit from a “CRM therapy” session covering a variety of topics.

Why We’re Excited:
ContactEase has one of the highest CRM adoption rates in the industry (over 90%). Clients will often come to us having experienced a failed CRM implementation. Over the years, we’ve developed our own playbook for successful implementations. We’re excited to learn from other firms’ experiences — how to avoid common pitfalls, set and achieve goals and work as a team.

What sessions are you most excited about this year? Will you #stayuntiltheend?

Jennifer Whittier Writes on 2019 Legal Marketing Trends in Industry Report

In the recently released 2019 Legal Marketing Trends from FSquared Marketing, Jennifer Whittier from ContactEase  shares why she thinks 2019 is the year of the bridge when it comes to CRM data.  Jennifer joins other leading law firm marketing experts to share insight on important trends for 2019.

Law firm leadership is experiencing data overload when trying to make decisions for the future. While the law firm business model is based on relationships, the financial data that drives firm management is often disconnected from the relationship data.  It isn’t just financial data we struggle with either. Data resides in many places besides the CRM system: ERM systems, eMarketing systems, social media, and experience databases. 2019 will be the year of the bridge–between the data silos and the CRM database,

Jennifer Whittier in CRM in 2019: The Year of the Bridge.

Trends identified for 2019 include:

  • Using tech to productize legal services
  • Replacing random acts of content with a data-focused approach
  • Threats & opportunities in web accessibility
  • The rich opportunities of local search marketing
  • Bridging data sources through CRM
  • An increase in budgets, hiring, and specialization within legal marketing

fb_linked-legal-marketing-trends-2019

Click here to read the 2019 Legal Marketing Trends from FSquared Marketing.

Happy Holiday Cards: How Firms Manage the Process with ContactEase

This time of year we receive a lot of questions about using ContactEase to manage the holiday card process.  Amber Elliott, Director of Client Services at ContactEase, might understand the process better than most. As a law firm marketer, one of Amber’s favorite ways to get through the holiday card season was by grabbing a peppermint mocha and cranking up the holiday tunes. “It’s hard to feel anything but happy with that combo,” she says. And while she’s no longer working in a law firm, she’s still enjoying her peppermint mochas and music as she consults with clients on holiday card best practices — she just has to turn the music down during those conference calls.

After you learn how some of our favorite legal marketers manage the holiday card process at their firms, be sure to keep reading for information on our industry-wide survey of law firm holiday card practices and how you can get a free peppermint mocha (or beverage of choice) to see you through the holiday season!

Jacki Braga, Director of Marketing, Morse Barnes-Brown Pendleton

At Morse Barnes-Brown Pendleton in Waltham, Massachusetts, Jacki Braga, Director of Marketing at the firm, and her team, provide their lawyers with a choice between paper and e-cards (and have done so for several years). Over time, the firm’s e-cards have evolved from static cards to cards with more interesting animation and interactivity (and flavor — this year’s card  featured a collection of recipes gathered from the firm’s attorneys and staff; last year’s card focused on holiday-themed cocktails). The firm used the new ContactEase List Manager to prepare the lists, ReadyMag as the host site, and Constant Contact to send.  And what insight has Jacki gained from providing the firm’s professionals with options? Jacki says, “We’ve found that we get a lot more feedback from recipients by sending a fun e-card than we do generic paper cards, but I DO agree that attorneys who actually take the time to write a note to special clients are doing the right thing. And they can still send an e-card, too!”

Krista Egan, Marketing Director, Flaster Greenberg

At Flaster Greenberg, a New Jersey-based law firm with offices throughout the mid-Atlantic corridor, the marketing team uses the built-in ContactEase Email Campaign Tool to send their cards. The firm uses Assignments to build their holiday card list to ensure they know which attorney to send the card from. Why does this matter? As Krista explains, “This enables us to create multiple versions of the holiday card in our HTML program, all tailored to each attorney. Many times we include a personal note and their signature block. Those attorneys who prefer to send the e-card from their own accounts can do so and have the ability to add a note before forwarding.”

Ian Jones, Marketing Technology Specialist, Miller Nash Graham & Dunn

At Miller Nash Graham & Dunn, a law firm with offices in California, Oregon and Washington, the firm’s marketing team starts by building a survey in ContactEase List Manager providing the lawyers the option to send either an electronic or paper card. The firm uses the ContactEase Holiday Mailer Tool and according to Ian, “The process has gotten significantly easier. We don’t have to manually sort out single-signer and multi-signer cards anymore. ” And what about potential overlap of signatures between offices?  They have that covered as well. Ian said, “We usually set them all up in one office and then forward en masse to the others. The survey also includes the legacy card assignments from the previous year in case people want to refer to that information when setting up a new list.”

How does your firm manage the holiday card process?  Does your firm do something unique to celebrate the holidays? We’d love to hear from you!

Industry-wide Survey on Law Firm Holiday Card Practices

Don’t forget about our survey on law firm holiday card practices! We want to hear from lawyers and marketers to understand the importance of holiday cards, what firms are doing, and how opinions differ between lawyers and marketers. Your time is valuable, and so is your insight! We’re offering a $5 Starbucks gift card to lawyers and legal marketers who answer our survey between now and the end of the year. We’ll publish the results in a white paper to be released next year.

 

Legal Industry Survey of Holiday Card Practices

CE Blog

In the United States, Thanksgiving is barely over, but the holiday card season is well under way. At ContactEase, we’ve talked to many marketers about managing the holiday card process at their firms. While some firms have moved from traditional paper cards to electronic ones, it seems that holiday cards are still very much a part of a firm’s relationships and traditions. Are we right? We’d love to get your thoughts on the subject. We’re conducting an industry-wide survey of lawyers and marketers to understand:

  • The importance of holiday cards
  • What firms are doing
  • How opinions differ between lawyers and marketers

Please visit https://www.surveymonkey.com/r/HolidayCards to take the survey. It should take about three minutes to complete. Feel free to share the link with other law firm marketers and lawyers who may have an interest. We plan to summarize these results in an upcoming white paper and will be happy to share the results with anyone who participates. 

ContactEase Holiday Traditions: P.J. Sawchuk, Director of Support & Technology 

If you’ve spent any time with our Director of Support & Technology, P.J. Sawchuk, you know how passionate he is about food. As it turns out, that extends to his family as well! One of P.J.’s favorite holiday traditions is the Feast of the Seven Fishes. This Italian-American tradition is a celebration on Christmas Eve that typically includes fish and other seafood.

Of his family’s tradition, P.J. says, “We shoot for double digits. While you’ll always see things like shrimp, scallops and crab cakes [note: P.J. resides in the Baltimore area], we like to experiment, too. Some family favorites include bacalao (a salted cod dish) and an escarole with bread crumbs, olives, anchovies and capers. Big flavor!”

What’s your favorite holiday tradition? Let us know in the comments!

Guest Blog: How Software Leasing Helps Law Firms Grow

In this guest blog from our friends at First American Legal Finance, Karen Leastman and Christina Floyd,  provide an overview of software leasing and five ways in which it can help law firms grow.

Software is not a one-time-use investment for law firms. From case and customer relationship management, to time and billing, law firms rely on powerful, specialized systems every day to operate efficiently and competitively.

Why then, should software be a one-time expense? The cost for software licenses can easily climb to six figures, frequently running as much or more than the cost of office rent, vehicle leases, and even the equipment on which firms run the software (which they often finance, incidentally.)

However, unlike office space, cars, and computers, software inhabits a virtual world. There is nothing physical to represent the investment. Perhaps this intangibility is why many law firms may not typically consider leasing or financing software.

But the physical and virtual domains are merging – in business and the world at large, and software assets can be just as “real” and valuable as physical ones. Firms may already be aware that when purchasing new equipment multiple finance options are available to manage the investment. What many firms do not realize is that these finance options also exist for software investments – and that financing software can yield significant benefits for the firm.

How Software Leasing Works for Law Firms

Software leases are similar to leases for equipment or property. Law firms make regular payments over a fixed term to a lessor, in exchange for the use of a software license.

Typically, software leases take one of two forms:

  • In a capital lease, the software is booked as an asset and subject to depreciation as if the lessee paid cash. Payments on a capital lease are fixed, and at the end of the lease term the lessee will have the right of use of the software with no further obligation to the lessor.
  • In a tax lease, the lease payments are booked as operating expenses, which can be written off for taxes. Because these payments do not necessarily lead to outright ownership, payments on a tax lease tend to be lower. At the end of the lease period, the firm can either pay the remaining balance to purchase the software (based on a pre-determined total cost) or continue leasing.

Reviewing and understanding the implications of each of these structures is important for a law firm to choose the best arrangement that suits their financial objectives.

How Law Firms Can Benefit from Leasing Software

Software leases can be advantageous for multiple reasons, including:

1. To Spread Payments Over Time

A firm’s employees will realize the benefits of the software system for years to come, so why should the equity partners shoulder 100 percent of the costs today? Leasing provides a fixed-rate financing arrangement where the cost of the system can be aligned with use.

2. To Preserve Cash Flow

Most law firms recognize the value of a strong cash position. Cash-on-hand is a bulwark against unpredictable markets and a resource firms can call upon to fund rapid expansion.

By leasing expensive software, firms can hold on to more of their cash, investing it in higher-value projects or maximizing their partner distributions.

3. To Minimize Bank Credit Exposure

A healthy line of credit is almost as valuable to law firms as cash-on-hand. Leasing allows firms to preserve their lines of credit while paying low fixed rates for their software.

4. To Pay for Entire Projects

Complex software implementation projects can involve multiple vendors and asset types and substantial upfront costs. As a result, firms often delay these projects until they can afford them – missing opportunities to profit from the new software in the meantime.

Bundling all the costs of a software project into a lease – including hardware upgrades, implementation services, installation and training – allows firms to do more and grow faster.

5. To Keep Software Up to Date

The speed of software development is lightning fast; this year’s software may be obsolete next year. But while the latest software can give firms powerful new capabilities, they may also loathe the idea of spending thousands for a new version of software they already own.

By leasing, firms can be sure they have the latest software without the staggering up-front costs. They can make predictable low payments on the software, and when it is time to renew, they can easily update to the latest and greatest version.

Software Is a Strategic Asset

Some law firms make the mistake of thinking of their software as just another expense. But software is a critical investment that can increase a firm’s profitability by boosting its efficiency and extending the capabilities of its legal professionals. By financing this cost, law firms can make the most of their strategic investment.

While many banks have yet to embrace financing intangible assets, equipment leasing firms like First American Legal Finance are active in this space. They offer software leasing arrangements to fit the needs of their legal customers. To learn more about software leasing for law firms, please visit First American Equipment Finance at https://www.falegalfinance.com/Solutions/Software-Financing.

About the Authors

Christina Floyd (christina.floyd@faef.com) is a Certified Lease and Finance Professional (CLFP), and has almost a decade of equipment leasing knowledge and dedicated experience working with the legal industry. Christina holds a Bachelor’s degree in Communications from St. John Fisher College and an MBA from St. John Fisher College. Additionally, Christina has successfully completed the Legal Management Finance Specialist Certificate Program through the ALA. In her tenure, Christina has been instrumental in growing First American’s Legal Business to over 200 firms. In her free time, Christina participates in her community as a volunteer for the Al Sigl Center, and a fundraiser for Habitat for Humanity and Big Brothers Big Sisters of Greater Rochester. Taking advantage of New York winters, Christina enjoys snowmobiling and skiing. She resides in Rochester with her husband and two children.

Karen Leastman (karen.leastman@faef.com) has over a decade of equipment leasing knowledge and dedicated experience working with the law firm industry. Karen holds a Bachelor of Science degree in Business Administration & Finance and a minor in Violin Performance from Roberts Wesleyan College. Since joining First American in 2003, Karen has been a key contributor in building First American’s law firm division which now serves over 200 law firms across the United States, including AMLAW 100 and 200 firms. As a Certified Lease and Finance Professional (CLFP), Karen is a leader in the equipment leasing industry. Outside the office, Karen is an active participant in both her church and local community where she plays the violin for local community groups and coaches community sports teams for her children.  Karen also spends time volunteering and raising funds for local charities including Women Build Habitat for Humanity and Big Brothers Big Sisters of Greater Rochester. She resides in a suburb of Rochester, New York with her husband and three children.

 

Yes, You Can Successfully Integrate Your Website with CRM

With integrations all the rage, you might be wondering if they can benefit to your firm. The answer is most likely yes. ContactEase’s Director of Client Services, Amber Elliott, and ORBA’s Director of Marketing, Joy Long, discussed their experiences integrating ORBA’s website with CRM and its content delivery system, Constant Contact, at the Legal Marketing Association’s Tech Midwest Conference in Chicago earlier this month.

Ask Joy what she thinks of technology and she’ll tell you, “I appreciate and understand the benefits of what technology can bring to a firm. But, I also know that it’s a team effort and I need to have a right hand tech professional who understands the specifications.” So, when she began looking into integrating her website with other marketing technology tools, finding that right hand took priority. And a right hand is just what she found in Amber at ContactEase.

When Joy joined ORBA, a Chicago-based accounting firm, one of her first projects was to phase out the old paper client newsletter and implement regular, timely electronic communications. She was also tasked with purchasing a CRM. At the time, the firm had a fledgling blog, one paper newsletter and one mailing list. The process for publishing the blog was cumbersome and time consuming. Joy knew there was a better way. As anyone who has tried to effect change in a professional services firm knows, change doesn’t come fast or easy, and this is especially true when it comes to integrations. Some firms attempt to do this too early. When it comes to integrations, go, but go slow.  Amber recommends thinking about the integration as the second phase of an implementation. Implement the individual systems and allow your professionals to become comfortable with the workflow in order to identify areas for improvement.

Since implementing a CRM system about five years ago, the firm has grown from one blog to a content platform that includes nine industry and service blogs, eight quarterly newsletters and approximately two dozen client alerts. In addition, the firm sends an annual holiday card, firm announcements and is looking to add another new blog by the end of this year. Needless to say, integrating ORBA’s website with ContactEase and Constant Contact has greatly simplified the process to get each piece of content out the door and has saved the marketing department several hours each month, which they are redirecting toward other marketing initiatives.

Some things to remember when making the case for an integration:

  • Go, but go slow. Think of the integration as the second phase of implementation.
  • Show the value. When you can demonstrate how much time your department spends completing manual tasks that can be automated (e., show how much time you’re wasting), it’s easier to show the value an integration between two systems would bring (in other words, you can do even more).
  • Involve your technology partners from the start. Understand their capabilities and how they integrate with your existing systems.
  • Use your team to outline existing processes and test new ones to work out the kinks. They can identify redundancies and areas for potential automation.

Joy knew what she wanted to accomplish with her integration, but she also reaped some unexpected benefits. She knew that her content manager would save a good deal of time using the new process, but it ended up being more than she expected. As a result, she’s been able to refocus this time on driving the SEO process and has seen a marked improvement in the firm’s SEO scores and other analytics. Joy has some advice for those considering an integration:

  • Work backwards. Identify your goals, your end game and then figure out how to get there.
  • Know your budget, but build in some flexibility for the unexpected.
  • It’s a team effort. Find and identify your internal and external team (IT, marketing, technology partners, etc.) and include them from the beginning of the project so they understand what role each must play.
  • Understand your technical capabilities and make sure you have a good working relationship with your IT department.
  • Get it all in writing. Ask for a Statement of Work. Develop steps and best practices to help you identify strengths and weaknesses, as well as gaps in your existing processes.
  • Be patient. Sometimes it takes time to work out the kinks.

As a result of working on hundreds of successful CRM implementations, Amber stresses the two things all successful implementations share: a scope of work and clearly defined team responsibilities.  In addition to the considerations listed above, Amber recommends that anyone considering an integration should:

  • Ensure that the expectations (for the integration, your firm and your technology partners) are documented for clarity and agreed on by all parties involved. It is important that the objectives and desired outcomes are accounted for by everyone.
  • It must be a team effort. Programmers won’t understand your business processes and you shouldn’t expect them to. Integrations are still systems development.
  • Look for vendors who understand your workflow. When you’re selecting products, consider your team – you’ll be working closely with them for the duration.
  • Identify an internal project manager. Ideally this should be someone who has the time and ability to shepherd the process and oversee each step.

Following these best practices paid off for Joy and her firm. Joy’s experience shows us that, with a little effort, integrations can improve a firm’s internal processes and deliver a return on investment as well. Now the real question is what does she do with all that free time?

 

 

 

 

New from ContactEase: CE Mobile 2.0 Now Available!

CE Mobile Available for iOS and Android

ContactEase is excited to announce the release of CE Mobile 2.0! With the latest version of our popular mobile application, your firm’s road warriors will find it’s easier than ever to stay up to date on their business development activity no matter where they roam! Read on to learn more about these changes and how to update to the current version.

About CE Mobile 2.0

CE Mobile 2.0 introduces new features, including enhancements to the login and authentication, search functionality and results, adding and editing activities (and access to all existing activities for a contact) as well as greater consistency between the iOS and Android user interface.

Mobile Capabilities

With CE Mobile, there’s no need to wait until your professionals return to the office to provide an update on client meetings or other business development and marketing activities. CE Mobile users have access to contact data updated in real-time. CE Mobile allows users to:

  • Connect to your firm’s ContactEase database
  • Search contact and company names
  • View contact details
  • Receive driving directions
  • Send text messages and make phone calls from the app
  • Send email
  • Review activities
  • Easily create or edit activities

How to Upgrade

For this release only, existing users will need to uninstall and then install the application. Users must be licensed and have web services installed. For questions, or to confirm your licensing status, please contact support@contactease.com.

Available for iOS and Android

Android users, click here to download from the Google Play Store (or search for ContactEase from within the store). iPhone and iPad users, click here to download from the App Store (or search for ContactEase from within the store).