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ContactEase in the News
Using CRM to Improve Client Services

Brett Bagley, IT Director at Doerner Saunders Daniel & Anderson, LLP, explains how ContactEase helped his firm create business within two hours of news of a court ruling.

Join Us!
LMA Bay Area Chapter
12th Annual Technology Program

September 22, 2010
Le Meridien Hotel
333 Battery Street
San Francisco, California

Cole Valley Software, Inc. has formed strategic partnerships with a number of information technology firms.

Our combined products and services offer you contact information management that fully integrates with multiple data sources, which can be accessed from anywhere.

Our team can help you get your system up and running and provide the training to ensure your company is using the programs in the most effective way for your business.

If your company is interested in forming a strategic partnership with Cole Valley Software, we would like to speak with you. Please call (800) 447-1712 x2 and we'll put you in touch with our management staff.


Concep Global
Level 2
11 Harrison Street

New York
NY 10013

Telephone: +1 212 925 0380
Fax: +1 212 925 2127
Email: newyork@concepglobal.com

As thought-leaders in B2B and corporate relationship marketing, we know how to achieve the very best results for our clients. What matters to you, matters to us and we'll work with you to understand your objectives, meeting them in a way that harnesses our creativity and the potential of your brand.

We tailor our marketing technology and services to your needs, working with you all the way to achieve your marketing goals. Our technology and service enables our clients to create and maintain high value relationships with their own clients and prospects.

We believe in what we do. We find new ways of solving our clients' problems, using pioneering solutions to deliver value and results.


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Heckman Consulting LLC
Phone: (201) 792-0022
Email: heckman@heckmanco.com

John Heckman has been assisting professional service firms with technology issues since 1985. Heckman Consulting is a systems integration firm specializing in Amicus Attorney, Time Matters, Corel WordPerfect Legal Suite, Worldox document management, PC Law, Summation Blaze litigation support, Novell's GroupWise e-mail system, ContactEase CRM, and other legal-specific software. Heckman Consulting’s clients range from solo practitioners to AmLaw 100 firms.


Juris, by

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Juris, Inc.
5106 Maryland Way
Brentwood , TN 37027-7501
Phone: 615.377.3740
Fax: 615.377.3230

Juris® law office business software eliminates the bottlenecks and shortens the work week. It speeds up client payments and improves control over time and expenses. Juris® puts the firm's business systems on a sound and current technology footing, improving the quality of the firm's services. It all adds up to increased partner/shareholder profits and cash flow. Juris® includes paperless time slips, billing, accounts receivable, management reporting, general ledger, financial reporting, trust accounting, accounts payable/check writing, bank reconciliation and conflict search. Juris® is SQL/ODBC compliant and integrates with Cole Valley's ContactEase™ contact and marketing software. A product of Lexis® Nexis®.


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Kraft & Kennedy, Inc.
Phone: (212) 986-4700
Email: info@kraftkennedy.com
Web site: www.kraftkennedy.com

Kraft & Kennedy, Inc. has been providing technology and management consulting services to professional service firms and corporations for more than 20 years. We help clients with the deployment of marketing technologies, including CRM solutions, Websites, and e-mail marketing. In addition, we offer a broad range of consulting services including strategic planning, disaster recovery and business continuity planning, data center consolidation, network design, desktop deployment, relocation consulting, training, and network support.

Our team consists of experienced managers, CIOs, executive directors, lawyers, and technical experts who collaborate to offer a wide range of services to our clients. Kraft Kennedy has consultants in Atlanta, Boston, Chicago, Houston, New York, San Francisco, Toronto, and Washington DC.


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Legal MacPac
4437 17th Street
San Francisco , CA 94114

(415) 252-8842 - Voice
(415) 252-8910 - Fax
Email: info@legalmacpac.com
Web site: www.legalmacpac.com

Legal MacPac is a sophisticated, comprehensive package of customized legal document templates, macros, styles, numbering schemes and databases that reduces the document creation and formatting process into a few simple steps. Using superior architecture, MacPac is customized to Firm standards and ensures that each document is built right every time, even when documents are reused again and again.

Legal MacPac, designed for both Word and WordPerfect, is the proven industry leader with over five hundred installations world-wide and over ten years of experience. Legal MacPac seamlessly integrates legal templates and macros with MetzPhones to search for contact names and addresses, providing the user instant access to contact information when creating and editing legal
documents.


MFA Cornerstone Consulting logo

MFA Cornerstone Consulting
1 Highwood Drive
Tewksbury , MA 01876
Contact:  Matthew V. Pettine, CISA, ASE
Chief Technology Officer
Phone:  978.569.2900
Fax:  978.685.2333
E-mail:  mpettine@mfacornerstone.com
Web site: www.mfacornerstone.com

Providing high quality custom software development, integration, and web-based add-on modules for ContactEase environments. We specialize in interface design, new client entry forms, mailing list management, and  workflow automation.

mindSHIFT Technologies logo
mindSHIFT Technologies, Inc.
3000 Cabot Boulevard West – Suite 3006
Langhorne, PA 19047
Tel: (877) 227-5054
Email: info@mindSHIFT.com

mindSHIFT provides technology peace of mind to small and medium-sized organizations by delivering premier technology and cloud services that utilize the most reliable and advanced systems and processes in the world. Organizations use mindSHIFT’s IT management services to keep their businesses running 24x7, to increase reliability and to protect mission-critical data.

Cole Valley Software ContactEase is offered through OASIS, mindSHIFT’s fully managed computer network solution. In this solution, all business-critical software applications and data files are delivered as a service from off-site, fault tolerant systems located at a highly secure data center. OASIS allows organizations to offload the daily administration and management of their IT infrastructures, so they can focus on their core businesses.

mindSHIFT has been ranked Number One among managed IT services providers worldwide by MSPmentor® for two consecutive years (2009 and 2010). We make IT work for your business.®


Overall Domain Concepts, LLC
P.O. Box 590567
Newton , MA 02459
Tel: (866) 632-2720
Fax: (617) 965-9438
Email: info@odcllc.net

Overall Domain Concepts LLC, known as ODC, was formed in 1999 as a partnership of "innovation consultants" to provide structured conversion management to business enterprises. Technology and human resources represent significant investments that have equal impact on maintaining competitive industry advantage. Our vision is to guide people and technology systems through all stages of planned change while maintaining productivity and morale.

The Partners and associated technology professionals of ODC have been devising and implementing successful information systems solutions since 1986. Individually, we are dedicated service-oriented consultants who have distinguished ourselves in providing customized end-user software, training, documentation, consulting and support services. Our clients include law firms, corporate legal departments, financial institutions, healthcare organizations and other enterprises. ODC is a collective advisory with the experience to offer you and your business a sustainable system for managing change.

ODC now offers a Data Steward-on-Demand service.


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Saturno Design
208 SW Stark Street,
Fourth Floor
Portland, OR 97204
Tel: (877) 850-1830
Email: info@saturnodesign.com

Saturno Design offers award-winning data-driven Web site development, and Web-enabled collaborative software that integrates with ContactEase.

Saturno WebCRM shares information with ContactEase to help you create client-focused Web content, send electronic invitations and newsletters, and to track the effectiveness of your electronic marketing efforts.

Saturno Extranet enables online file sharing and collaboration between firm and client. The application shares information with ContactEase so that client records match across both software systems.

Saturno WebBack is a content management system that allows firms to quickly and easily update their Web sites, and to serve up-to-date content. Clients can use Web pages to update contact information, RSVP for events, or subscribe to publications.

Saturno WebProposal is a browser-based proposal creation and publishing system. It enables organizations to quickly publish personalized content for clients by selecting client names from lists stored in ContactEase.


SoftWise Consulting Services, Inc.
Phone: (718) 876-9776

SoftWise Consulting Services integrates MacroSuite with ContactEase. SoftWise, a leading provider of macros for the legal industry, has integrated its popular MacroSuite product with ContactEase. To obtain more information on the integration and a free evaluation, please contact Cole Valley Software at (415) 552-7900, or SoftWise Consulting at (718) 876-9776.