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Client Profiles Version 7.0: Case Management Solution

By Judy F. Beckett

As paralegal and network administrator for the Atlanta-based law firm Henry, Spiegel, Fried & Milling, LLP, I was responsible for finding a case management program that would meet our firm's needs during the winter of 2003. At that time, we did not have a firmly structured system in place, but maintained our Microsoft Word and other electronic documents using organized file directories and hard copies of documents in physical file cabinets. Our firm wanted a program that would not only organize our case files electronically, but improve workflow and allow for easy access from a desktop as well as remotely. Because of our team approach to handling cases, we also needed a product that would allow each of us to see what tasks or issues another person was handling, without having to inquire as to the status or physically look at the file.

We researched a number of solutions and ultimately selected Client Profiles case management software. I had used a previous version of Client Profiles software with a prior firm and found it to be intuitive and efficient. Most importantly, because of my previous experience with the product, there was no learning curve involved, allowing me to provide in-house training for our staff in minimal time and at no cost to our firm.

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