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Client Profiles Acquires Lynch Marks CRM Consulting Practice
06.04.2007
Client Profiles announces the acquisition of the CRM Consulting Practice of Lynch Marks, LLC.
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Client Profiles Hires Industry Veteran to Bolster Business Development Organization
05.16.2007
Client Profiles announces the addition of Ira D. Smith as Business Development Director. Mr. Smith will be charged with strategic sales and business development management responsibilities and work closely with the CP executive team to make final decisions related to sales, training, marketing strategies and pricing.
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Client Profiles Expands Financial Management Software Offering with FSLI Acquisition
04.30.2007
Client Profiles announces the acquisition of Foundation Software Laboratories, Inc. (FSLI), a financial and practice management software company, and its comprehensive financial management application suite. Atlanta-based Client Profiles will gain a sophisticated financial management software application designed for medium and large law firms, developed by a dedicated team of software engineers, and supported by industry professionals with over 25 years of systems development and legal technology experience.
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Microsoft Dynamics CRM for Legal Launches in the UK
04.23.2007
Microsoft Limited announces its Microsoft Dynamics Customer Relationship Management offering customised specifically for the UK legal market. The legal-specific CRM technology has been developed by Client Profiles, an expert provider of case, financial management and CRM applications for the legal profession, to operate within the native Microsoft Outlook experience, and is localised to meet European law firm requirements.
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Client Profiles and Neverfail help Miami Law firm prepare for Disaster Recovery
08.21.2006
Neverfail, a leading provider of high availability and disaster recovery technologies, announces the company has built sustained momentum within the legal industry implementing its award-winning solutions at more than 30 leading legal organizations.
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Client Profiles Releases Microsoft Dynamics CRM4Legal
08.03.2006
Client Profiles announces the release of Microsoft Dynamics CRM for Legal (CRM for Legal), a client relationship management system for law practices based on Microsoft Corp.'s new Dynamics CRM business platform, uniquely developed for the legal industry by Client Profiles.
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Client Profiles Partners with ZANTAZ to Address Firms’ Email Archiving and Management Concerns
04.03.2006
Client Profiles announces a strategic partnership with ZANTAZ, Inc., the global leader in Information Retention and Discovery Management (IRDM). As part of the arrangement, Client Profiles Technical Services will re-sell and install ZANTAZ’ Enterprise Archive Solution (EAS) advanced email message management and archiving tools to existing clients and the increasing number of law firms utilizing the Microsoft Outlook/Exchange email platform.
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New CRM leadership and sales management in Texas and Northeast to further momentum
02.14.2006
Client Profiles announces the addition of three legal industry sales veterans to further expand its sales team: Julio Quintana, new Director of Legal CRM Applications; Eric Portzline, new Sales and Business Development Manager for Texas; and Kristan Schorling-Bava, new Client Profiles Sales and Business Development Manager for New York, New Jersey, and Connecticut. While Mr. Quintana is charged with building CP’s new legal CRM business unit, Mr. Portzline and Ms. Schorling-Bava will further expand CP’s case and financial management footprint across their crucial markets.
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Client Profiles Expands Scanning & Imaging Functionality with Code3 Software Solutions Acquisition
02.13.2006
Client Profiles announces the acquisition of eRouter, a sophisticated document scanning and routing application, and EZfiler, a comprehensive document management software. Charlotte, North Carolina-based Code3 Software Solutions Inc. will merge the existing eRouter and EZfiler client base, distribution network, and support and service team with the established Client Profiles product development and sales team.
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