E N D
1. Introducing:Call Intake Software (New Case Control Solution) Thank you for your interest in Client Profiles and our products and services for law firms, corporate legal departments and government legal offices. At Client Profiles our mission is simple: we make technology that enables law offices to manage their business better.Thank you for your interest in Client Profiles and our products and services for law firms, corporate legal departments and government legal offices. At Client Profiles our mission is simple: we make technology that enables law offices to manage their business better.
2. IntroductionWhit McIsaac, President / CEO Client Profiles provides law firms, corporate legal departments and government legal offices with the industry’s top practice management and business development products and services. With a full suite of products including Case and Matter Management, Document Management, Time & Billing, Call Center Management, Document Imaging and Professional Services, Client Profiles has a solution that will enable you to better manage your practice.
Client Profiles provides law firms, corporate legal departments and government legal offices with the industry’s top practice management and business development products and services. With a full suite of products including Case and Matter Management, Document Management, Time & Billing, Call Center Management, Document Imaging and Professional Services, Client Profiles has a solution that will enable you to better manage your practice.
3. Where is the Intake Problem? This collaboration has earned Client Profiles the status of Gold Certified ‘Managed’ Partner, one of only 30 such companies in the US, and one of only 2 in the legal industry.
This collaboration has earned Client Profiles the status of Gold Certified ‘Managed’ Partner, one of only 30 such companies in the US, and one of only 2 in the legal industry.
4. A Solution to the Problem Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
5. How Did We Get Here? Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
6. 5 Primary Functional Components Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
7. Call Intake / Call Tracking Module Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
8. Lawyer and Investigator Scheduling Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
9. Qualification Case Sign-Up and Workflow Management Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
10. Call Intake Statistics and Reporting Call Tracking Statistics
Incoming call statistics
Locations
Date and Time
Call Timing
Case Type Reports
Auto Negligence, Med Mal, etc. Sign up Statistics
Files signed or booked
Files by Office
Files assigned for research
Calls rejected
Files Referred
Marketing Analysis
Lead Source (in-depth)
Date and Time Statistics
Media Reporting
Heat Map Reports Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
11. Switzerland Approach to Connectivity Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
12. New Slip & Fall Matter
13. Call Intake Screening
14. Sign-Ups By Office
15. Referral Source Report
16. Referral Tracking Report
17. New Matters By Case Type
18. Referral Tracking Statistics
19. Call “Heat Map” Report
20. Referral Network Status
21. How is it Delivered and Priced? Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
22. What Stage Are We In? Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
23. Thank You Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.
Because of our ongoing commitment to this partnership, Microsoft has honored Client Profiles with two of its most elite recognitions – President’s Club and the prestigious Inner Circle, given to only the top 1% of Microsoft partners.