Collaboration » Software » Client Profiles
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Files
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Whitepaper
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Outlook Integration (PDF)
Outlook Integration -
Microsoft CRM (PDF)
Microsoft CRM -
Best Practices (PDF)
Best Practices
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Outlook Integration (PDF)
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Case Study
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Lewis & King (PDF)
Lewis & King
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Lewis & King (PDF)
Company Profile
For more than 20 years, Client Profiles has been providing innovative technology for the practice and business of law including case and financial management software and, more recently, client relationship management (CRM) software. Client Profiles technology delivers calendaring, email, contact, document, case and financial information management as well as legal-specific client relationship management for Microsoft Dynamics CRM. Thousands of legal professionals in more than 1,500 law firms are now efficiently managing their firms and easily collaborating with in-house staff, clients and other related parties.
Products and Services
Whether your law firm’s area of practice is Personal Injury, Workers Compensation, Insurance Defense, Litigation or Transactional, to name just a few, Client Profiles is ready to provide a technology solution that is tailored to meet your specific needs.
Through continued innovation within our product and service offerings, Client Profiles is providing tens of thousands of legal professionals with the best tools available for increased productivity that ultimately results in greater profitability.
Dedicated to law firms:
Because Client Profiles has been solely dedicated to the legal industry since its founding in 1987, law firms can count on the knowledge and experience our company brings to its diversified suite of product and service offerings.
Powerful technology, intuitive design:
The proven design behind every Client Profiles product is the result of years of development along with countless client-driven enhancements. We understand that in order to make a great product that works seamlessly into a law firm’s daily workflow, it needs to be designed from the perspective of those who use it everyday — lawyers, paralegals, law firm administrators and staff. That’s why many Client Profiles team members have professional experience working for top law firms nationwide.
Microsoft integration at every turn:
Client Profiles technology is built to run on the latest Microsoft technology standards, and is designed to integrate closely with Microsoft Office and Outlook, the same programs law firms use every day. So your law firm can enjoy the peace of mind that comes with knowing that its system is supported by the power and stability associated with industry-standard technology by Microsoft.
Testimonials
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They know their product, they know their clients and they understand the critical importance of service and support.
Jim Doll, Muldoon Murphy & Aguggia LLP -
As we found after installing Client Profiles, when both the system and support are there, even a fairly dramatic change can be painless. Then, the attorneys can devote more time and energy to their clients.
Frank M. Petosa , Petosa & Fernandez, P.L. -
We are very pleased with Client Profiles as a product and as a company. I would recommend and have recommended Client Profiles to other law firms.
Kevin Bell, Robinson McFadden & Moore, P.C. -
For over 12 years now, Client Profiles has been our billing and accounting software provider. Happily, I can report that CP demonstrated that they are as committed to our satisfaction today as the day we first purchased the system. We have come to expect immediate feedback on any support related item. I would recommend Client Profiles to any firm who demands the same level of customer service they provide to their own clients.
John Riggleman, Caplin & Drysdale

