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Profiles Legal Suite represents the most complete and comprehensive practice management application available in the marketplace.

Designed to increase your office’s productivity and profitability, Profiles Case, the front office component of the practice management suite, provides law offices with a tool to better manage cases and meet client demands. Some of the software's powerful features include:

Microsoft Exchange / Outlook Integration
Client Profiles has worked closely with Microsoft to develop the most tightly integrated Outlook/Exchange integration module available in the market. Client Profiles integration, now entering its third generation, allows for direct loading of Outlook from within Profiles Case and direct loading of Profiles Case from within Outlook. Users will have the option of inputting or managing transactions in either system, and if anything changes, the associated adjustments will automatically propagate to the other database. Profiles Case provides direct integration with the following Microsoft Outlook modules:

1. E-mail management
2. Bidirectional calendar synchronization
3. Contact/card files synchronization

Docketing / Calendaring / Scheduling
Profiles Case provides calendar management and legal docketing functionality, available to either individuals or groups of users, practice areas or firm wide scheduling. The docketing module is tightly integrated via a “bi-directional” synchronization with Microsoft Exchange Server (Versions 2000 and above). This functionality allows users to operate in either the Profiles Case calendaring/appointment management system or the Outlook calendar system – with the data residing in both locations and directly connected to reflect any changes from either side.

Task / To Do / Workflow / Court Rules
To Do management (sometimes referred to as tasks, ticklers or critical date reminders) is completely integrated with the balance of the Profiles Case System. Users have the ability to design, launch and manage individual To Do items, To Do packages (Workflow), To Do items connected to appointments, documents, court rules and other transactional events. Individual, group, practice area or firm wide reporting is available to manage the To Do items for the practice or department. Court Rules can be created to follow current “rules of law” and can be customized to meet any unique situation.

Contact Management / Related Party Database
The card file or contact management module has evolved into a sophisticated related party database. Contacts (or card file entries) are organized in a central database by party types or categories. The information tracked by party type is highly customizable to insure that critical information that is pertinent to the specific type of party is available for management. The contacts may be searched by hundreds of combinations and all parties are cross referenced with the files that they are associated with, along with the role they played in that specific file. The Profiles Case card file module serves as a CRM system, an electronic rolodex, an expert database, and a powerful conflict of interest or conflict avoidance system.

E-Mail / Messaging Management
One of the most popular components of the Profiles Case system, the E-Mail management module gives users the ability to attach or associate email messages to Client Profiles client, matter or case files. These messages may be viewed from a user inbox perspective or a case perspective. This technology allows users to organize and manage electronic mail messages on a case by case basis and eliminate the practice of storing important messages in individual folders that are not easily accessible by other users. Profiles Case users running Microsoft Exchange/Outlook for their electronic mail also have the ability to launch Outlook from within Case.

Document Management / Assembly
Profiles Case includes a full featured document management system. Each document in the system is connected to an electronic library index card. All the case related documents are attached to a file and organized by document type, sub-type, version and user or practice group. The document library can be searched by any of these fields, as well as date of production, incoming or outgoing document, and document keywords. Case also has an integrated full text indexing system that allows users to search based on key words, or phrases. Users can also take advantage of Boolean search logic. The document management module will manage virtually all types of documents and data, including: Word, WordPerfect, Excel or QuatroPro Spreadsheets, PowerPoint presentations, deposition transcripts, scanned images, exhibits, etc. Tightly integrated with the document management and To Do management modules, the document assembly system allows users to generate documents based on a set of pre-configured Microsoft Word templates. This sophisticated module gives users the ability to automatically create documents by pulling data from the case information database, pulling the merge document from the pre-defined modules, loading Microsoft Word, building the document management profile card, storing the document in the specified case file, launching the specified follow-up To Do item/s and generating a time entry (if desired).

Conflict of Interest / Conflict Avoidance
Profiles Case offers a powerful and comprehensive conflict of interest / conflict avoidance database. As new card file entries are input into cases, and their position or role within the case is identified, the system automatically captures that information for conflict searching. Practice groups have the ability to identify the roles or party categories that potentially represent legal or business conflicts. Once these settings are established, users have the ability to run both formal and ad hoc conflict searches against the related party database. From a management standpoint, conflicts searches are automatically recorded on the individual cases, and a conflict clearing report allows managers to identify when the due diligence has been completed on a conflict analysis.

Case Information Tracking / Law Type Information Management
Profiles Case has approximately 80 pre-defined case information tracking screens that are standard components. In addition, law departments have the ability to create as many custom screens, custom tabs and individual custom fields as necessary. This functionality, defined as case type tailoring, allows practice groups or case types to be customized in-house without the assistance of Client Profiles law technology specialists.

Case Information Reporting / Management Reporting
Profiles Case has approximately 150 standard transaction reports and/or data queries that are standard with the system. In addition to the standard transaction reports, there is a case list reporting module that allows users to generate reports based on more than 500 variables. Finally, the Case database is tightly integrated with Crystal Reports Writer, allowing users with experience with Crystal to extract data from the database to create custom reports.

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

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