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Legal Case and Financial Management

Client Survey

In order to better serve our clients, Client Profiles routinely conducts surveys to help us determine what steps we can take to keep our clients fully satisfied with our products and services.

Please answer the questions below to take part in our client survey. Once you have submitted your answers, you will be automatically entered to win a $500 Visa gift card from Client Profiles.

Thank you for participating!

(All responses will be kept fully confidential)

*required

Name*  
Firm*  
Title  
Email*  
Phone*  
Please answer the following survey questions:
 

Overall, how satisfied are you with Client Profiles?

  
 

Based on your experiences, how likely are you to purchase additional software or services from Client Profiles in the future?

  
 

How likely would you be to recommend Client Profiles Case
and Financial Management to a colleague?

  

On a scale of 1 to 5, with 5 being Excellent and 1 being Poor, how would you rate Client Profiles on the following attributes?

1 2 3 4 5  
Overall Product Value
 
Purchase Experience
 
Product Quality
 
Implementation process
Support Quality
Ease of Use of the Product
Functionality of the Software
Overall

On a scale of 1 to 5, with 5 being Excellent and 1 being Poor, how would you rate your satisfaction with the following support areas?

1 2 3 4 5  
Help Desk Service
 
Responsiveness With Service Requests
 
Ease of Getting in Contact With Support
 
Timeliness of Call Backs
Knowledge Level of Support Staff
Success of Support Calls on First Call
Overall
 

When did you last have contact with Client Profiles?

   Over 1 year ago

On a scale of 1 to 5, with 5 being Excellent and 1 being Poor, how would you rate the functionality of the following Client Profiles modules?

1 2 3 4 5  
Docketing / Calendaring
 
To Do / Task Management
 
Card File / Related Party Database
 
Email
Time Entry
Conflict of Interest
Document Management
Document Assembly
Scanning & Imaging
Overall
 

Overall, how familiar are you with the current suite of Client Profiles products and the most up-to-date versions of those products?

  

 

Individually, how familiar are you with the following Client Profiles products and what is offered by their most current versions?

 
Case Management ver. 8.5
  

 
Financial Management ver. 11
  

 
CRM4Legal for Microsoft CRM
  

 
eRouter by Client Profiles (Document Scanning and Routing)
  

Any additional comments you'd like to make:

 
Thank you for your time!




 

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