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Financial Management by Client Profiles

Our sophisticated Financial Management software system offers a unique design that improves the efficiency and productivity of the entire organization

Financial Management by Client Profiles is our full-featured, integrated accounting and billing suite designed specifically for mid-sized and larger 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 your most demanding clients, as well as your 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.

Client Profiles represents the perfect balance of functionality and economy, and is the “practical” solution to your firm's financial management needs. The software consists of integrated modules for:

Time & Billing
Client Profiles' time and billing software module provides all of 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. Includes features such as task based billing and electronic billing.

Remote Time Entry
Designed for the attorney on the go, Remote Time Entry allows your firm to capture more time, bill more hours, and make the firm more profitable.  Studies by independent consultants have proven that attorneys who enter their time “real-time”  capture a higher percentage of time worked.

Expense Recovery
Client Profiles’ Expense Recovery Software System provides complete flexibility in integrating 3rd party cost collection systems regardless of expense type or provider.

Accounts Receivable
Central to the health of any firm is the proper management of its accounts receivable. Client Profiles' Accounts Receivable software module provides the tools you need to facilitate fast payment from your clients and to monitor those who do not pay on time.

Collections
With the Client Profiles Collections 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.

Accounts Payable
Keep on top of your cash requirements and ensure that client expenses get billed with our integrated accounts payable module. Client Profiles' Accounts Payable software module tracks and handles your 1099s as well.

General Ledger
The General Ledger software module within Client Profiles 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.

Trust/Escrow
Equally as important as managing firm funds is accurately recording and tracking client trust or escrow funds. Client Profiles' Trust Accounting and Escrow administration software module was designed to be easy to use yet provide all of the audit trail necessary to satisfy even the most demanding client or regulatory agency.

Conflict Avoidance
Avoid potential liabilities with Client Profiles' feature-rich lawyer conflict-of-interest software module. The possible reductions in your professional Liability Insurance alone may cost justify Client Profiles.

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 Client Profiles' Financial Document Repository answers are only a click away.

Management Reporting / Business Intelligence
Client Profiles 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.

InSight is a real-time management tool and time and attendance tracking software that allows firm management personnel to examine critical financial statistics at multiple levels of detail or summarization including firm, office, department, attorney, client, and matter. Drill-down functionality in every category provides the finest level of tranaction detail.

EnLighten is a module that redefines expectations for financial management systems. EnLighten is a customizable, rules-based event notification system which automatically notifies key personnel by email of firm-defined conditions requiring immediate attention.

Notify
Notify is an automated report scheduling and delivery tool that allows firm to eliminate the manual processes of distributing financial management data to attorneys and management.  Notify delivers reports to users as either embedded HTML or email attachments.  Attachment file types include; HTML, text, CSV, Excel Word or PDF.

See for yourself all of the powerful and innovative features built into Financial Management by Client Profiles. Schedule a personal live demo today.