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Case Management by Client Profiles

Improve the overall performance of your law firm with a powerful practice management system built to increase productivity and profitability.

Managing a law firm has many challenges that need to be overcome, with personnel issues, increased client demands and competition to worry about. With Case Management by Client Profiles your technology decisions can be made easy.

A powerful practice management system, it represents the most complete and comprehensive case management application available in the marketplace. Designed to increase your office’s productivity and profitability, Client Profiles also provides users a tool to better perform their jobs and meet your client’s demands.

Custom Built to Fit Your Needs
Client Profiles is fully customizable. You establish views, information and workflow that is important to your office. Different users, departments and offices can customize the software to their specific needs. Whether you are a high volume litigation law firm, business transaction practice, corporate legal department or government/non-profit group, Client Profiles is built to fit your needs and improve organizational performance. Finally, a Case Management solution that will work for every user in your firm.

A Total Solution
Traditionally, legal organizations have used several different applications to manage their business and practice activities. Separate software packages were used for accounting, billing, conflicts of interest, client development, case management, docketing, document management, time and expense tracking, and so on. Client Profiles combines all technology functions critical to today’s successful law practice into one easy-to-use solution. Our clients are able to eliminate the cost of purchasing separate applications that offer the same features as Client Profiles.

Integrations
If you are a Microsoft Outlook / Office user, the “CP Associate” feature allows you to save emails, calendar items and documents with the case in Client Profiles. Client Profiles also maintains the industry’s only direct link with Microsoft Outlook allowing users to enter appointments, personal contacts and emails in either Client Profiles or Outlook and associate them to the case. Client Profiles also has connectors for virtually all major legal-specific applications.

Instant Access
Imagine having an entire case file right at your finger tips—every document, every email and every contact—everything relating to a file instantly available to every user at the same time. No longer will you have to share a hardcopy file amongst your team. Can’t find what you are looking for? Client Profiles provides global searching within each module of Client Profiles. Just type in the keyword(s) you are searching for and view the results.

If reports are what you are looking for, Client Profiles gives you the ability to automate reports to be sent to clients, management and staff. With Client Profiles, you’ll have greater capability to make well-informed decisions for your law firm and clients.

The Benefit of Experience
Just as important as the software you buy is the company who will support you. We know the legal business and provide law firms with the technology to get the job done. Every aspect of the implementation of our system is handled directly by Client Profiles personnel who have been implementing sophisticated case 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.

Our industry-leading Case Management software has been developed with 7 Guiding Principles leading the way:

1. Stability
While others companies scramble to re-write or re-engineer their products, Client Profiles delivers a mature, proven product based on three generations of software technology and nine major version releases. Unlike the companies that are now attempting to adapt standalone MS/DOS applications, Client Profiles was originally developed to support large case information databases with products designed for complex case management installations and has the experience and track record to handle the processing requirements for the most demanding practices. Client Profiles is not just for large firms, however, and in 2003 released a Small Business Edition based on the MSDE platform, which comes ready to use on a CD configured with pre-designed legal practice areas and the Client Profiles’ Financial System--all of the features and functionality of the MS SQL 2005 database system without the added hardware and server requirements or costs.

2. Innovation
Client Profiles' innovation is evolutionary and seasoned with experience—its own and that of its clients. Client Profiles is unique in its ability to systematically refresh its mature, proven Case and Financial management application providing the best of both reliability and innovation in the process. In 2003 and 2004 Client Profiles was first to market with Microsoft .NET technology, the foundation for seamless integration, led in the area of virtual office, mobile support releases including a fully integrated Tablet PC, and introduced powerful features designed to streamline work flow and increase productivity with a single step imaging system to manage your practices variety of incoming documents. During 2005 new product offerings were launched including Exchange Outlook Integration for calendaring functions. 2006 began with the addition of the eRouter product line, closely followed by the official release of our CRM4Legal solution for Microsoft CRM.

3. Standardization
Standardization is the key to success with software development, support and maintenance. Each Client Profiles account is provided with the latest version or build of the software as part of their annual maintenance plan. Customer requested feature are added as enhancements to the standard system and rolled out as a software release to everyone. This philosophy provides the foundation for a reliable software application and significantly simplifies support for the product.

4. Power
Client Profiles runs on the Microsoft SQL 2005 database platform, the industry’s de facto standard for client/server technology. By partnering with Microsoft, Client Profiles offers law firms peace of mind in knowing that their system is supported by the power and stability associated with MS/SQL. Client Profiles is a Microsoft Gold Certified Partner.

5. Comprehensiveness
Client Profiles has your law firm covered. With eight main application modules, over 150 case templates, more than 75 related party types, over 1000 definable fields, and an unlimited number of customizable pick lists, Client Profiles is clearly the most comprehensive Case Management solution in the industry.

6. Flexibility
As more and more software companies focus on niche markets with narrowly defined products, Client Profiles stands alone in its ability to provide an application with the flexibility and depth to accommodate the unique requirements ranging from general litigation to insurance defense to plaintiff practices. The same software, configured differently, can support widely divergent areas of law, and practices of all sizes. There is no other product in the marketplace that delivers a “best of breed” solution for the wide spectrum of practice areas – only Client Profiles.

7. Ease of Use
Client Profiles engineers ease of use and simplicity into the application. Years of experience, meaningful user feedback, and countless navigational enhancements, have resulted in a system that can be used by any level of computer user. A single user interface, standard across all application areas, a set of easy to understand tool bars and legal-oriented icons that fit with today’s standard graphical user interface methodology make the system easy to learn and simple to use.