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Client Profiles Introduces Attorney Financial Desktop

Release Date: 8/4/08

Client Profiles today announced the availability of the new Attorney Desktop application for Client Profiles Financial Management solution. The Attorney Desktop offers law firms a new calendar-style time entry program, matter inquiries, attorney inquiries, check request functionality, and an interface into the collection system.

Client Profiles’ Attorneys Desktop extends the capabilities of its Financial Management suite to firm shareholders by providing an intuitive and meaningful set of tools that lawyers will use to better manage their clients.

“The attorney desktop was developed based on client feedback and demand. Law firms are looking for ways to get timely client and matter information to their attorneys in order to help them run their book of business and better serve their clients,” said Whit McIsaac, President and CEO of Client Profiles. “We have been developing legal technology tools that mesh with how attorneys work for decades. The attorney desktop is another extension of this concept.”

Client Profiles’ attorney desktop includes several unique features:
Matter inquiry: This interactive tool provides easy access and analysis of matter related financial data and provides insight into outstanding billings, disbursements, and how much time has been spent on matters;

Attorney inquiry: Users with security access can review such statistics as billings, collections, AR, Time and Expense for a lawyer across matters for any given period of time. Statistics may be viewed by Responsible Attorney, Billing attorney, Originating Attorney or Working Attorney;

Collections manager: Users can access and create collections based information. In addition to the collections history, users can drill down to current balances and schedule follow-up activities.

Financial Management by Client Profiles is our full-featured, integrated accounting and billing suite designed specifically for mid-sized and large law firms. The system's proven design represents the culmination of nearly 25 years of development and countless customer-driven enhancements, and it will satisfy the complex billing requirements of the most demanding clients, as well as a law firm's internal needs. As client and firm requirements place increasing demands on a firm’s financial system, Client Profiles provides the power and flexibility to satisfy these ever changing requirements with the sophisticated functions of its premium billing software and accounting system for law firms.