DOCUMENT IMAGING M I C R O S O F T C R M
T E C H N O L O G Y F O R T H E B U S I N E S S O F L A W
Product Solutions Brochure
Client Profiles Product Divisions
Practice Management solutions powered by
DOCUMENT IMAGING M I C R O S O F T C R M
Docketing Time and Billing Scanning Outlook-based CRM
Calendaring Expense Recovery Review Marketing
Workflow Accounts Receivable Clean-up Relationship Intelligence
Contacts Collections Annotations Business Development
Email Management Accounts Payable Import Matter Tracking
Document Management General Ledger Bates Stamping Client Care
Scanning Trust / Escrow Distribution HR Management
Case Comments Conflict Avoidance AutoRoute Help Desk
Document Assembly Management Reporting Data Integration
Time Entry Event Notification Web and Mobile Access
Conflicts Business Intelligence
Client Profiles Makes Technology
that Enables Law Firms to Manage
their Business Better
We are Among the Most Trusted Names in Law Technology
Client Profiles, a proven leader in diversified technology solutions for law practices, is counted among the strongest,
most respected companies servicing the legal industry. Client Profiles has been developing innovative technology for
the practice and business of law for more than 20 years, providing solutions that span a suite of product offerings
including Case Management, Financial Management, Document Management, Client Relationship Management
(CRM) and Document Imaging.
Through continued innovation within our product and service offerings, Client Profiles is providing legal professionals
with the best tools available for increased productivity that ultimately results in greater profitability. Here are some
advantages of running Client Profiles technology:
Dedicated to Legal Professionals
Because Client Profiles has been solely dedicated to the legal industry since its founding in 1987, law firms can count
on the knowledge and experience our company brings to its diversified suite of product and service offerings.
Powerful Technology, Intuitive Design
The proven design behind every Client Profiles product is the result of years of development along with countless
client-driven enhancements. We understand that in order to make a great product that fits seamlessly into a law firm’s
daily workflow, it needs to be designed from the perspective of those who use it everyday — lawyers, paralegals,
law firm administrators, marketing professionals and staff. That’s why many Client Profiles team members have
professional experience working within top law firms nationwide.
The Benefit of Experience
Just as important as the software you buy is the company who will support you. We know your business and provide
the technology to get the job done. Every aspect of each implementation of our systems is handled directly by Client
Profiles personnel who have been implementing practice management systems in law organizations of all sizes and
practice types for over 20 years. Our clients tell us that the service they receive consistently exceeds their expectations.
If your firm is looking for the best way to improve the efficiency of your operation, Client Profiles can show you how.
Microsoft Integration at Every Turn
Client Profiles technology is built to run on the latest Microsoft technology standards, and is embedded directly
within Microsoft Office and Outlook, the same programs law firms use every day. As a result, your law firm can enjoy
the peace of mind that comes with knowing that its system is supported by the power and stability associated with
industry-standard technology by Microsoft.
Profiles Case puts information at our fingertips and does it quickly
and efficiently. Flexible case and file setup procedures drive user
acceptance and reduce excessive learning time. We believe that
translates into greater use day in and day out by our attorneys.
That means higher productivity and increased bottom line profits.”
Bill Kunkel n Lewis, King, Krieg & Waldrop, P.C.
Case Management by Client Profiles
Improve the performance of your law practice with a powerful
Microsoft Office-based case management solution that takes all of
your firm’s critical case information and puts it at your fingertips.
Docketing One of the most significant technological your user community to function
challenges faced by today’s law practice both within the case management
Calendaring is how to implement the right mix of environment and Microsoft Office.
case management functionality for a Case management functionality is
diverse group of legal professionals. embedded within Microsoft Office
Contacts Profiles Case by Client Profiles was and can link your staff directly to
developed with the idea of overcoming detailed case information without
Email Management this challenge. If there is one thing that having to manually switch programs.
our 1600+ active clients have taught us,
it is that user adoption is the key to a Designed to increase your office’s
Scanning successful case management rollout. productivity and profitability, Profiles
gives users a tool to better perform
Case Comments The Best Case Management their jobs and meet client demands.
System is the One Your Staff A powerful solution, Profiles represents
Document Assembly Already Knows How to Use the most complete and comprehensive
Profiles is built on a rock solid framework case management application
of Microsoft technologies that allow available in the marketplace.
Profiles Case provides true
matter and document centricity
by intuitively combining access
to all related case information
through one common interface.
Above: Profiles Case maintains Custom-Built To Fit Your Needs the Porfiles Legal Suite, Profiles
the industry’s only direct link Profiles is fully configurable. You Case can even expose executive
with Microsoft Outlook allowing establish views, information and information performance and
users to enter appointments, workflow tuned to the diverse needs of financial data to your professionals
personal contacts and emails in your office community. Different users, at the individual or case level.
either Profiles or Outlook and departments and offices can configure
associate them to the case. the software to their specific needs. Each Integrations
staff member and office professional If you are a Microsoft Outlook / Office
will feel as if the firm acquired a solution user, the “CP Associate” feature allows
just for them and the specific file on you to save emails, calendar items
which they are currently working. and documents within the case in
Profiles. The software also maintains
Whether you are a high volume the industry’s only direct link with
litigation law firm, business transaction Microsoft Outlook, allowing users to
practice, corporate legal department enter appointments, personal contacts
or government entity, Profiles is and emails in either Profiles or Outlook
built to fit your needs and improve and associate them to the case. Profiles
organizational performance. Profiles is also has connectors for virtually all
a case management solution that will major legal-specific applications.
work for every user in your group.
A Total Solution Imagine having an entire case file right at
Profiles has done away with the need your finger tips—every document, every
for firms to manage silos of information e-mail and every contact—everything
and functionality to meet their diverse relating to a file instantly available to
business and practice needs. Profiles every user at the same time. No longer
brings robust functionality that includes: will you have to share a hardcopy file
amongst your team. Can’t find what
• Full Microsoft Office Integration you are looking for? Profiles provides
• Calendaring global searching within each module.
• Workflow / Docketing Just type in the keyword(s) you are
• Document Assembly searching for and view the results.
• Document Management
• E-mail Management If reports are what you are looking
• Practice-Specific Case Information for, Profiles gives you the ability
• Time Entry and Cost Tracking to automate reports to be sent to
clients, management and staff. With
When implemented in conjunction Profiles, you’ll have greater capability
with the Profiles Financial law to make well-informed decisions for
firm management system to form your law organization and clients.
Profiles Case Modules
Docketing / Calendaring / Scheduling
Profiles Case provides calendar management and legal docketing functionality, available to either individuals or groups of users,
practice areas or firm wide scheduling. The docketing module is tightly integrated via a “bi-directional” synchronization with Microsoft
Exchange Server (Versions 2000 and above). This functionality allows users to operate in either the Profiles calendaring/appointment
management system or the Outlook calendar system – with the data residing in both locations and directly connected to reflect any
changes from either side.
Task / To Do / Workflow / Court Rules
To Do management (sometimes referred to as tasks, ticklers or critical date reminders) is completely integrated with the balance of
the Profiles System. Users have the ability to design, launch and manage individual To Do items, To Do packages (Workflow), To Do
items connected to appointments, documents, court rules and other transactional events. Individual, group, practice area or firm wide
reporting is available to manage the To Do items for the practice or department. Court Rules can be created to follow current “rules of
law” and can be customized to meet any unique situation.
Contact Management / Related Party Database
The card file or contact management module has evolved into a sophisticated related party database. Contacts (or card file entries) are
organized in a central database by party types or categories. The information tracked by party type is highly customizable to insure
that critical information that is pertinent to the specific type of party is available for management. The contacts may be searched by
hundreds of combinations and all parties are cross referenced with the files that they are associated with, along with the role they
played in that specific file. The Profiles card file module serves as a CRM system, an electronic rolodex, an expert database, and a
powerful conflict of interest or conflict avoidance system.
E-Mail / Messaging Management
One of the most popular components of the Profiles system, the E-Mail management module gives users the ability to attach or
associate email messages to Client Profiles client, matter or case files. These messages may be viewed from a user inbox perspective or a
case perspective. This technology allows users to organize and manage electronic mail messages on a case by case basis and eliminate
the practice of storing important messages in individual folders that are not easily accessible by other users. Profiles users running
Microsoft Exchange/Outlook for their electronic mail also have the ability to launch Outlook from within Profiles.
Document Management / Assembly
Profiles includes a full featured document management system. Each document in the system is connected to an electronic library index
card. All the case related documents are attached to a file and organized by document type, sub-type, version and user or practice
group. The document library can be searched by any of these fields, as well as date of production, incoming or outgoing document,
and document keywords. Profiles also has an integrated full text indexing system that allows users to search based on key words, or
phrases. Users can also take advantage of Boolean search logic. The document management module will manage virtually all types of
documents and data, including: Word, WordPerfect, Excel or QuatroPro Spreadsheets, PowerPoint presentations, deposition transcripts,
scanned images, exhibits, etc. Tightly integrated with the document management and To Do management modules, the document
assembly system allows users to generate documents based on a set of pre-configured Microsoft Word templates. This sophisticated
module gives users the ability to automatically create documents by pulling data from the case information database, pulling the
merge document from the pre-defined modules, loading Microsoft Word, building the document management profile card, storing the
document in the specified case file, launching the specified follow-up To Do item/s and generating a time entry (if desired).
Conflict of Interest / Conflict Avoidance
Profiles offers a powerful and comprehensive conflict of interest / conflict avoidance database. As new card file entries are input into
cases, and their position or role within the case is identified, the system automatically captures that information for conflict searching.
Practice groups have the ability to identify the roles or party categories that potentially represent legal or business conflicts. Once these
settings are established, users have the ability to run both formal and ad hoc conflict searches against the related party database. From
a management standpoint, conflicts searches are automatically recorded on the individual cases, and a conflict clearing report allows
managers to identify when the due diligence has been completed on a conflict analysis.
Case Information Tracking / Law Type Information Management
Profiles has approximately 80 pre-defined case information tracking screens that are standard components. In addition, law departments
have the ability to create as many custom screens, custom tabs and individual custom fields as necessary. This functionality, defined
as case type tailoring, allows practice groups or case types to be customized in-house without the assistance of Client Profiles law
Case Information Reporting / Management Reporting
Profiles has approximately 150 standard transaction reports and/or data queries that are standard with the system. In addition to
the standard transaction reports, there is a case list reporting module that allows users to generate reports based on more than 500
variables. Finally, the Profiles database is tightly integrated with Crystal Reports Writer, allowing users with experience with Crystal to
extract data from the database to create custom reports.
The software continues to evolve and provide
us with the features, functionality and flexibility
necessary to process and deliver the information
that is essential to our firm’s business.”
Dawn Joslin n Swartz Campbell LLC
Financial Management by Client Profiles
Increase the profitability of your law practice by reducing
operating costs, enhancing the decision-making process and
improving client satisfaction.
The reality of today’s business landscape requirements. The unique design of
Time and Billing
demands legal technology solutions Profiles Financial eliminates these manual
Expense Recovery that do more than just get the client processes, improving the efficiency and
statements out the door and vendors productivity of the entire organization.
Accounts Receivable paid. Your financial management
technology solution needs to help The underlying architecture of Profiles
your firm to be more competitive in Financial makes it ideal for complex
Accounts Payable the marketplace. Profiles Financial billing requirements, sophisticated
by Client Profiles is the culmination management reporting and compliance
General Ledger of over 25 years of research and with new emerging industry standards.
development designed to meet In short, the flexibility found in
Trust / Escrow
the needs of the most demanding Profiles Financial not only improves
law firm practices in the world. your operation today, but keeps you
ahead of the curve going forward.
Management Reporting Reduce Operating Costs
As clients and attorneys place increasing With modules encompassing all of
Event Notification demands on the billing and accounting the major components of law firm
function, many groups find themselves financial management, Profiles Financial
spending countless hours manually will reduce the stress associated with
trying to keep pace with these new these tasks. Best yet, because Profiles
The Profiles Financial Attorney
Inquiry view provides the firm
professional with real-time executive
information to help them better
manage their personal, team
and client financial objectives.
Financial is a seamless component of Business Intelligence (BI)
the full Profiles Legal Suite, including the Designed for Your Firm
industry-leading Profiles Case system, it Business Intelligence is not just
is the perfect solution for firms looking about producing reports for firm
for a complete firm automation tool. management. It is about delivering
real-time performance information to
Workflow Driven Functionality the right people at the right time in the
Supports the Way You form that they need it. Profiles Financial
Conduct Business leverages and extends the BI tools
The expansive functionality found in inherent in the Microsoft SQL Server
Profiles Financial is seamlessly driven by platform and delivers audience specific
easily configurable workflow capability. reporting to the professional’s desktop.
Based entirely on commercial
standards such as the Microsoft .NET™ Whether your focus is on meeting
development platform and complex billing requirements, solid
MS SQL Server database, Profiles financial accounting standards or
Financial fully leverages the richness of business intelligence reporting designed
these Microsoft products. 25 years of to better manage your firm, Profiles
continuous development has evolved Financial brings robust functionality
into a world class solution, with leveraged by Microsoft standards
an unparalleled ease of use without the high costs previously
and implementation. associated with enterprise level solutions.
Trust & Collections
Profiles Financial Modules
Time & Billing
The Profiles Financial time and billing software module provides all the tools necessary to quickly and accurately record and
bill client time and expenses. The flexibility of the system ensures clients can be billed in a format that provides quicker cash
recovery, and includes features such as task based and electronic billing.
Profiles Financial’s Expense Recovery Software System provides complete flexibility in integrating 3rd party cost collection
systems regardless of expense type or provider.
Central to the health of any firm is the proper management of its accounts receivable. The Profiles Financial Accounts Receivable
software module provides the tools you need to facilitate fast payment from your clients and to monitor those who do not pay
With the Profiles Financial Collection module, firms can efficiently track all AR related correspondence, inquire into a customer’s
account, send reminder statements and then calculate and charge late fees. A sophisticated “Risk Rating” system streamlines
your collection process by making sure that your staff only focuses on those outstanding collections that are in need of true
Keep on top of your cash requirements and ensure that client expenses get billed with our integrated Accounts Payable module.
Profiles Financial’s Accounts Payable software module tracks and handles your 1099 production as well.
The General Ledger software module within Profiles Financial acts as the central repository for all firm financial data. The GL
provides the mechanism for monitoring overall firm performance. A vast array of customizable reports and inquiries is provided
to assist the firm in evaluating profitability and performance. A complete general ledger reconciliation program is included in
the general ledger module.
Accurately recording and tracking client trust and escrow funds is equally as important as managing firm funds. The Profiles
Financial Trust Accounting and Escrow administration software module was designed to be easy to use, yet provides the audit
trail necessary to satisfy even the most demanding client or regulatory body.
Conflict of Interest
Avoid potential liabilities with the Profiles Financial feature-rich lawyer Conflict of Interest software module. While protecting
your firm against potential claims, you may also be eligible for significant savings on the cost of your professional liability
Financial Document Repository
Imagine being able to save and recall all pertinent documents from within your accounting system. Consider the amount of
time saved by not having to run to the file room to find financial documents. With the Profiles Financial Financial Document
Repository answers are only a click away.
Management Reporting / Business Intelligence
Profiles Financial is delivered with over 300 standard management reports and inquires. Since each was created using Business
Object’s Crystal Reports, they can be copied and modified to suit the requirements of any firm. Unique reports can be created
quickly and easily to meet any firm specification, such as time or event-driven reporting.
eRouter has enabled us to scan mail and other documents directly
into our case management software, quickly and easily. We print a
cover sheet which identifies where the document will go, place the
sheet on the document and scan. eRouter does the rest, including
OCR. The process could not be any easier.”
Tom Balthasar n Cellino & Barnes, P.C.
Document Imaging by Client Profiles
eRouter is the complete hardware and software solution that
allows you to scan your documents and electronically route
them to any number of destinations.
With eRouter, the complete imaging and The ScanStation is designed to reside
distribution system, you can scan your next to a scanner or copier and utilizes
Review documents and electronically route them a large touch-screen monitor that
to any number of destinations. Available walks users through the process via
Clean-up in an assortment of configurations an intuitively-designed and simple-
to meet your law firm’s unique set of to-use interface. eRouter Desktop
requirements, eRouter is built with a Professional provides all of the powerful
Import user-friendly interface that gives you document features found in our eRouter
the ability to scan, review, modify ScanStation product including scanning,
Bates Stamping and distribute documents easily document clean-up, annotations and
and efficiently. Bates stamping. However, eRouter
Desktop Professional installs on your
The eRouter ScanStation is the top desktop computer with no additional
solution for law firms that require hardware required and is able to work
a centralized location for scanning, in conjunction with the ScanStation to
modifying and distributing documents. bring the functionality to your desk.
We’re positive that you’ll find eRouter want it to, what good is it? eRouter not
easier to use than any other product on only gives you a preview of your scanned
the market. In fact, eRouter has been document, but it also gives you the
developed with one overriding theme: ability to clean-up the document as well.
Keep it Simple! It is designed so any user Rotating pages, deleting blank pages,
can walk up and use it without reading a and reordering pages are some of the
manual or extensive training. functions available to you. You can also
make mark-ups to the document by
Scanning applying rubber stamps, erasing stray
eRouter can use any network scanning marks or notes scribbled on the page,
device that either has a TWAIN- or by blacking out sensitive information
compliant scan driver or any device that that you don’t want others to see.
can scan to a network folder (which is
almost any scanner or multifunction Routing the Document
copier). Used primarily with multifunction Once your document is perfect, you
copiers, eRouter is designed to reside can then select where you want the
next to the copier for easy access. document to go. You have numerous
However, unlike competing products, options, including sending it via email,
eRouter can utilize any copier on the saving it to a folder on your network,
network, not just one. You can actually burning it to CD-ROM, saving it to a
scan a document in one building and document or case management system,
send it to an eRouter in a separate printing it out, and more. You also have
building, providing they are on the same the ability to determine what format
network. You have complete flexibility the document is sent in, such as PDF,
over how you implement eRouter into Searchable PDF, TIFF, etc. You can also
your environment. password-protect and encrypt the file
using secure 128-bit encryption to
Review and Clean-Up ensure the document is only viewed by
Once your document is scanned, you the intended recipient. Need to send the
need to make sure the document looks document to multiple locations? eRouter
the way you want it to before sending allows you to send a document via email,
it to its final destination. After all, if the then burn it to CD, or whatever you want,
document does not look the way you all without rescanning the document.
Some of the Clean-Up Apply Bates Stamps
functions available to your document
The eRouter ScanStation is driven from a large touchscreen, and is hardware independent so your firm is free to choose from any
brand of multi-functional product or TWAIN-compliant scanner. In fact, it can monitor the incoming scans from multiple devices
simultaneously; even a combination of device types such as scanner and copiers. Simply select “Scan New Document.”
Once you have scanned your document, select “Open Scan Queue” and you can preview all of the pages to be sure the
document has been properly converted to an electronic file. You will have the ability to see the thumbnails on the left; and by
selecting an individual page, you will be able to preview the full image on the right side of the screen.
While the user is reviewing the scanned document, the user is presented with several options to “clean up” the document using
two different methods. You can select the “Page” tab, and perform such functions as Deskew, Rotate, Crop, Delete a page or
pages, Smooth the text, Sharpen the text, Remove the Dots, Remove the Borders, and Remove the Hole Punches. By selecting
the “Document” tab, the user can manipulate all of the pages of the document at one time, including the removal of Blank Pages
and View Inverted. In fact, one or all of these functions can be programmed with the “AutoFix” tab, to make processing the
“clean up” functions faster just by pressing one button.
In the “Review” screen, the user has the ability to “mark-up” the document. This is found under the “Page” tab. This provides
you with the ability to erase unwanted areas, redact sensitive information, make notes, highlight areas, and place a rubber stamp
(such as Original, Copy, and a host of others).
eRouter gives the user the ability to “import” images or additional pages from a variety of sources, including from a card reader
(camera memory), flash or jump drive, CD/DVD, or even up load from the network. This tab also will allow the user to “insert”
and/or “append” pages without rescanning the entire document.
The eRouter ScanStation makes numbering a document easy. Just select the “Bates Stamping” tab, and you are guided through
the process — create a new “prefix” (or select one provided), choose a “separator” such as a dash, underscore, etc., then choose
the length of the “stamp,” choose whether to “pad” the number, resize the image and select a position on the page. You can
also select the font size. With this module, the user can even apply a “Date Stamp.”
The second phase of processing an electronic document is the ability to route that document to various destinations. Here
the user will choose a file format such as a PDF (regular, searchable and/or encrypted), TIFF, Text, Word, or Word Perfect. After
selecting the file format, the user can choose to email the document (Exchange Integration included), save it to a folder on
the Network, use the Folder Archiver module, Fax or Print the document, or route the document to any one of our various
plug-ins to other Case and Document Management applications such as Client Profiles Practice Management, Summation, and
Autonomy’s iManage to mention a few.
AutoRoute Bar Code Cover Sheet Scanning
The Bar Code Module gives the user the ability to create a Bar Code Cover Sheet by profiling the document first, printing out a
cover sheet, and then placing the document on the MFP or scanner. eRouter reads the bar code font, and automatically routes
the document to the appropriate destination, case or matter. This ensures routing accuracy, and decreases the time spent filing
at the scanning device, as multiple documents can be handled at the same time. AutoRoute enables a firm to maximize the
handling and routing of critical documents.
The primary purpose of our CRM4Legal initiative is to realize our vision of becoming
the world’s leading relationship law firm. Microsoft, with its global software and
services bandwidth and success with Microsoft Dynamics CRM, and Client Profiles,
with its solid track record of implementing law firm business applications, have
demonstrated the ability to collaborate with us on this important effort.”
Meirion Jones n Executive Director, Clients & Markets n Reed Smith
M I C R O S O F T C R M
Client Relationship Management by Client Profiles
CRM4Legal for Microsoft CRM provides your firm with the marketing,
business development and client care tools necessary to grow your
business, and drive profits while improving client satisfaction.
More than ever, legal professionals care, CRM4Legal delivers a fast, flexible and
are engaged in the business of law, affordable solution that drives measurable
Marketing and the efforts that help them win and improvements in every business process.
retain clients. It enables closer relationships with clients
Relationship Intelligence and helps your firm achieve new levels of
CRM4Legal, powered by Microsoft CRM and success and profitability.
developed by Client Profiles, is a complete
Matter Tracking marketing, business development and CRM4Legal provides everyone in your
client care solution for law firms. It provides firm a complete view of your relationship
Client Care all of the tools and capabilities needed to networks, prospects, and clients directly
create and easily maintain a clear picture from Outlook, providing a familiar and
of client relationships from first contact, intuitive work environment that encourages
through business development activities user adoption and productivity. And
and long-term relationship-building efforts. because it is developed by Client Profiles,
Data Integration With modules for marketing, business it looks, feels and performs like it was built
development, matter tracking and client for the legal professional.
Web and Mobile Access
CRM4Legal contacts list view – built
directly into Microsoft Office Outlook,
a click away from your Inbox
Powered by Microsoft CRM law firms to fully integrate existing
CRM4Legal integrates directly practice and document systems
into Outlook and other Microsoft extending to web and mobile devices
applications, including Microsoft Office for immediate access to important
Word, Excel, PowerPoint and SharePoint. client, contact and matter data.
The result: everyone in your firm will From more reliable installations
quickly begin using CRM4Legal tools to and upgrades, to more streamlined
develop new business and marketing deployment, management and
opportunities. enhanced security, CRM4Legal
“CRM4Legal has revolutionized provides capabilities that will minimize
the way law firms implement With CRM4Legal, you’ll develop and administrative and operational costs and
and benefit from Microsoft’s manage client relationships more improve user productivity. Designed to
easily by handling client management provide a highly extensible platform,
CRM technology. CRM4Legal
activities—including sending and CRM4Legal can be easily customized to
delivers critical business help meet the specific processes of your
managing e-mail, storing business
intelligence information so contacts, managing your appointment firm, without expensive services and
law firms can identify where calendar and marketing activities— customization costs.
new business opportunities without leaving Outlook.
The value of a CRM solution depends
exist, what type of cross selling
Generate New Revenue on how quickly it is embraced by the
opportunities are available and Opportunities people who will use it. CRM4Legal
with existing clients, and CRM4Legal for Microsoft CRM provides allows all members of your legal
where to focus marketing and your firm with the tools necessary to team to start managing relationships
business development efforts.” grow your business and support your with minimal training. It provides
marketing and business development streamlined installation, seamless
Doug Smith efforts. With powerful company and integration with systems across your
contact tracking tools that work directly law firm (and beyond) and increased
from Microsoft Outlook, your attorneys levels of reliability, scalability and
US Microsoft Dynamics Partners will be able to access data about the security. CRM4Legal will help your firm
companies and people with whom they improve productivity, increase revenue
build relationships, allowing them to and control costs while maximizing
view the complex relationships and links return on your marketing and business
that exist between them and build new development investment.
Complete Client Access
Future-proof Your Law Firm and Visibility
CRM4Legal, a solution developed for CRM4Legal connects matters, people,
your law firm’s current needs, provides a and companies while displaying all
flexible, scalable platform that will grow related data directly from Outlook.
along with your firm. By consolidating data stored across
multiple law firm systems (like
Meet your law firm’s business time & billing and other systems),
requirements by tailoring CRM4Legal to CRM4Legal offers a complete view of all
match your specific practice’s situation. information, activities and relationships
Intuitive, Web-based design tools make related to prospects and clients.
it easy to modify application screens,
data fields and practice-specific forms. CRM4Legal enables you to access
information stored in multiple systems
Works with the Software and consolidate it in one centralized
You Already Use repository of data, activities, documents
CRM4Legal was developed to enable and matters.
CRM4Legal leverages the latest
Microsoft technologies integrating with
practice and document management
Marketing: A Clearer View Manage Your Deal Flow
In today’s information-driven economy, CRM4Legal provides easy-to-use features
most law firms are awash in client data. to improve the way you do business,
Success requires the ability to transform target new clients and drive business
that information into clear, actionable development activities for existing clients.
knowledge and respond more quickly to Use CRM4Legal to build customizable
changing client needs and preferences. Client Plans that outline strategies and
steps to increase your book of business
With CRM4Legal, your business with specific prospects and clients.
development and marketing efforts can
become more collaborative. CRM4Legal CRM4Legal allows you to spend time
tools allow you to create a single view of with the right leads and prospects,
each person or company based on every establish consistent follow-up processes
piece of information your firm collects, and automate activities with powerful
all stored in a single location that is Windows Workflow Foundation
accessible across your firm. capabilities.
Focus your marketing efforts by Comprehensive reports let you forecast
utlilizing CRM4Legal’s intelligent potential revenue, measure business
marketing management tools integrated activity and performance, track business
with Outlook to manage events and development success and identify trends,
publications more effectively. You can problems and opportunities.
create and easily manage marketing lists
and make them available to attorneys Enhance Your Data Quality
directly from Outlook, making it easy for Duplicate Detection is more than a way
them to contribute and view participants. to eliminate inconvenience and data
duplication. To a law firm, the ability
With CRM4Legal, you have the ability to to detect if a client is already in their
understand what your clients are telling database could prevent costly conflicts of
you with reporting and analysis tools built interest and ensure data quality. Duplicate
on SQL Server Reporting Services that detection features in CRM4Legal
provide the precise knowledge your law intelligently and passively determine if
firm needs to respond quickly to client duplicate entries exist.
demands and changes in your practice.
CRM4Legal is designed to help law firms connect the efforts of marketing and business development groups with lawyers and
their secretaries. In CRM4Legal the goal of each marketing campaign or event is to ensure that the campaign targets, campaign
activities, and the results of the campaign activities are related and captured in a consistent format. CRM4Legal allows the
entire firm to measure data such as number of leads or expressions of interest produced, number of converted leads, number
of deals, matter or other revenue produced from closed opportunities, cost per lead and cost per deal. The ability to know what
was spent on a campaign or event and relate it to the actual revenue that resulted is the essence of CRM4Legal’s “closed loop
marketing” philosophy. A marketer with this information can plan, forecast, and target more effectively. This information helps
the marketing team and firm management assess the quality of lead sources and design campaigns that produce better results
with each effort.
For Business Development managers, practice managers, lawyers and partners, CRM4Legal provides insight into the deal pipeline,
including the ability to track types of opportunities, close ratios, revenue forecasts, and other important business development
information. This data is available at an individual and practice group level so that performance can be measured throughout
the firm. However, the data available to these managers and partners is only as good as what is entered by the firm. CRM4Legal
business development provides tools for helping law firms manage their own pipeline of leads, opportunities, bids and matters.
These include integration with Microsoft Outlook, e-mail, activity tracking, and reminder and task management features.
Firms can utilize matter management in CRM4Legal to manage both their staff as well as outside counsel and non-law firm legal
service providers who work on legal matters on the firm’s behalf (ie. expert witnesses, court reporters, copy services, etc.). Matter
management in CRM4Legal can provide an excellent communication and collaboration platform to organize and distribute
The service management module of CRM4Legal consists of core components including: Service Requests which can include client
service requests and client complaints to mini-projects; Knowledge Base, a repository of articles containing firm information, best
practices, technical details, or any other documentation that business users access to address and resolve issues; and, Queues,
containers for work items, such as service requests or inbound emails.
HR Management in CRM4Legal supports the recording of education, employment, experience / skills and languages. Given
CRM4Legal’s unique design, powered by Microsoft Dynamics CRM, the HR Management capabilities can be readily extended to
finding applicants and processing applications. Key features available through Recruit+ extensions include vacancy management,
automatic interface to job boards, fast and easy processing and tracking of applications, track candidate communications and
powerful CV search.
Law firms can use the Service area of CRM4Legal to create, view, and track actions and communications related to service
requests. Service requests can be initiated by either a client or internal law firm staff member or a client service / IT Help Desk
representative (CSR), but only a CSR / IT Help Desk representative can resolve a service request or reactivate it once it has been
resolved. Use CRM4Legal communication activity tools to manage service requests, including setting up appointments, making
telephone calls, and sending emails, letters, or faxes. You can also find out what activities have occurred and how much time was
spent on them. CRM4Legal also provides reporting tools that can be used to measure statistics such as call lengths, resolutions,
number of calls handled, and average length of service requests.
The CRM4Legal team has developed an external data integration module (“Data Pump”) designed to integrate with other core
applications such as Time & Billing, Case Management, Conflict of Interest, HR and external third-party data sources, with
warehouse data elements critical to targeting the CRM contact database for marketing and prospecting business development
efforts. Aggregating data is the key element that is delivered by the Data Pump, and the development of this tool focused on
integrating data elements directly into the CRM4Legal application to facilitate information retrieval.
Web and Mobile Access
You can also perform the same client management, business development, and service activities in the CRM4Legal Web client
– including working with clients, matters, and marketing activities. CRM4Legal’s Mobile Access enables law firms to increase
the productivity of their mobile users by allowing them to use CRM4Legal instantly, anywhere – at home, on the road or in the
Microsoft Awards and Distinctions
Microsoft has been extremely supportive of Client Profiles’
initiatives in the legal industry. As Client Profiles continues
to develop products and solutions based on Microsoft
Technologies and deliver compelling business advantage to
professional service firms, Microsoft will continually strengthen
its commitment to this mutually rewarding partnership.
PARTNER OF THE YEAR
The Client Profiles / Microsoft Technology Partnership
Our unique partnership with Microsoft Awards were presented at the 2009
and Microsoft Dynamics has enabled Microsoft Worldwide Partner Conference
Client Profiles, as a Microsoft Gold in New Orleans in a number of categories,
Certified Partner, to provide cutting-edge with winners chosen from a pool of nearly
solutions to the legal market based on 2,000 entrants worldwide. The Microsoft
industry-standard Microsoft technology. Dynamics Professional Services Partner
of the Year award recognizes Microsoft
Microsoft Dynamics Partner of Dynamics partners who have exhibited
the Year: Client Profiles was honored excellence in providing superior solutions
as Microsoft Dynamics Professional based on Microsoft Dynamics to clients
Services Partner of the Year for 2009- in the professional services industry.
2010, chosen out of an international field Client Profiles’ dedication to developing
of top Microsoft partners as delivering innovative, legal-specific applications
market-leading customer solutions built based on the Microsoft technology
on Microsoft technology. stack has resulted in a highly-satisfied
client base which values tools based on Software Vendor (ISV)/Software
industry-standard Microsoft platforms. Solutions, Network Infrastructure, and
Messaging, the latter of which signifies
Microsoft Dynamics President’s Client Profiles’ focus on fully integrating
Club and Inner Circle: Client Profiles its case management applications with
was named to the 2008-09 Microsoft a host of Microsoft products including
Dynamics President’s Club and inducted Outlook/Exchange, OneNote, InfoPath,
Recognitions and Partner into the Inner Circle, receiving recognition MS Office, CRM, SQL and Small Business
Initiatives at a glance: from Microsoft Corp. for its dedicated Server. As a Gold Certified partner, Client
commitment to the legal technology Profiles has demonstrated expertise with
Partner of the Year vertical market. This honor reflects Client Microsoft technologies and proven the
Profiles’ success in achieving outstanding ability to meet customers’ needs.
results with its CRM4Legal product.
President’s Club Microsoft awarded the distinction to Microsoft Quantum Leap Pilot
Client Profiles because of its outstanding Program: Since July 2004, Client Profiles
ISV Growth Award revenue growth, exceptional legal vertical has been participating in Microsoft’s
expertise and strong investment in the Quantum Leap initiative, a pilot program
Distinction in Marketing
Dynamics CRM platform. aimed at exploring means of increasing
partner service delivery through the
Gold Certified Partner
1 of 30 “Managed” Partners This recognition came during the established MS VAR channel. As one of
1 of only 2 in Legal Microsoft Worldwide Partner Conference 8 participating partners worldwide, and
2008 in Houston. The Inner Circle is the the only legal technology provider, Client
Quantum Leap Pilot Program most exclusive recognition bestowed Profiles has vastly streamlined its delivery
by Microsoft to its business solutions of client services and as a result has
Certified Mobility Partner
partners, honoring the top one (1%) achieved substantial market and revenue
percent of partners worldwide. Client growth in the legal space.
Profiles joins only 21 US partners and
50 worldwide partners who have been Microsoft Certified Mobility Partner:
honored with the distinction for 2008. As a result of joint Pocket PC application
development efforts between the two
Microsoft Dynamics ISV Growth companies, Client Profiles is positioned
Award: Client Profiles was honored to deliver the first Pocket PC-based case
with the Dynamics ISV award in 2008 management interface. The current beta
for Highest Revenue Growth in the program will be made available to law
Dynamics Open Border category. firms in the future.
Distinction in Marketing Award: Microsoft/Client Profiles Expand Your
In recognition of its high-impact Outlook Tour: Since 2005, Microsoft and
marketing initiatives, Microsoft awarded Client Profiles have co-sponsored a law
Client Profiles with a Distinction in office technology briefing, showcasing
Marketing Award in 2008. new technology tools for law firms. The
Expand Your Outlook Tour, consisting
Microsoft - Client Profiles of 2 sessions designed for managing
partner initiatives partners, office managers, legal
administrators, attorneys, paralegals,
Gold Certified Partner: Client Profiles IT managers, marketing managers &
attained Gold Certified status in accounting staff, has reached hundreds
the Microsoft Partner Program by of law firms ranging from Am Law 100
completing competencies in three firms to smaller firms.
categories including Independent
Client Profiles software is designed to serve a
wide range of practice areas:
Administrative Law Drunk Driving Malpractice-Plaintiff
Admiralty & Maritime Education Mass Torts
Appellate Practice Elder Law Military Law
Arbitration & Mediation Employment Native American Law
Aviation Entertainment Not For Profit
Banking Environmental Nursing Home Abuse
Bankruptcy-Creditors Estate Planning OSHA
Bankruptcy-Debtors Family Patent and Trademark
Business Litigation Finance Pension & Profitsharing
Child Custody Firearms Law Personal Injury
Civil Litigation Food & Drug Privacy Law
Civil Rights Foreclosure Probate
Class Action Lawsuits Franchise Law Products Liability
Collection/Creditors General Practice Real Estate
Computer Government Securities
Condemnation Health Care Law Securities Arbitration
Construction Immigration Sexual Harassment
Consumer Law Insurance Social Security
Contract Intellectual Property Sports Law
Copyright International Tax
Corporation/Partnership Labor-Employers Wills and Trusts
Creditors Rights Labor-Workers Workers Compensation
Criminal Land Use
Divorce Landlord Tenant
PARTNER OF THE YEAR
1215 Hightower Trail
Atlanta, GA 30350