Case Study: Morse improves marketing and business development with SurePoint Technologies

Leveraging Financial Intelligence for Enhanced Marketing and Business Development in Law Firms

Massachusetts law firm Morse sought to streamline its marketing and business development initiatives to build stronger client relationships. The firm, already using SurePoint’s Legal Management System and ContactEase CRM, was not fully utilizing the financial integration between them. A key challenge was the inefficiency of their holiday card process and maintaining a complete contact database for its rainmakers, as data from Outlook syncs was often incomplete.

To address this, Morse migrated to the cloud and implemented SurePoint’s ContactEase Relationship Discover (CERD) tool. This solution captured accurate contact details from key attorneys and integrated financial data with client relationship management. The results for Morse included a streamlined and personalized holiday card process, improved targeting of profitable clients, and enhanced client engagement through more data-driven campaigns. SurePoint’s tools provided the firm with actionable financial insights, enabling better strategic decision-making and supporting overall growth.

Morse

Jaclyn (Jacki) Braga

Director of Marketing and Business Development