Client Profiles Releases Microsoft Dynamics CRM for Legal

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Legal “early adopters” embrace new law office practice development system for Microsoft Dynamics CRM. The CRM for Legal user experience has been designed to be a natural extension of Microsoft Office and Outlook, providing a familiar and intuitive work environment that fosters user adoption and productivity.

Atlanta, GA – August 3, 2006 – Client Profiles™, a leading provider of case and financial management applications and technology services for the legal profession, today announced 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.

CRM for Legal provides all of the tools and capabilities needed to create and easily maintain a clear picture of client relationships from first contact through business development activities, ongoing marketing initiatives, and long-term relationship-building. The user experience has been designed to be a natural extension of Microsoft Office and Outlook, providing a familiar and intuitive work environment that fosters user adoption and productivity.

Over the last six months, Client Profiles has been focused on product development (developing and testing CRM for Legal’s law practice-specific functionality); the establishment of an “early adopter” program (firms in Boston, Dallas, and New York have signed on with 12 more in the pipeline); the initiation of a worldwide network of CRM for Legal partners (including partnership discussions with resellers and implementers in Canada, Denmark, Finland, Hong Kong, and the UK); and the creation of CP Dynamics, a separate business unit (headquartered in Atlanta) focused solely on delivering CRM for Legal software, consulting services, conversions and implementations, and user training to the legal community.

Microsoft Dynamics CRM for Legal offers:

-Reliable user adoption: Attorneys and firm staff will rely on it, as is the case with their existing Microsoft Office and Outlook applications;

-Practice area fit: Designed specifically for law firms and their unique requirements, and customizable for individual practice areas;

-Fast, flexible, and affordable technology: Quick to deploy and easy to manage. Microsoft architecture, as well as the native integration capabilities of Microsoft CRM, ensures faster installation;

-Law practice functionality: Special tools and features designed exclusively for law practitioners make it easy to access information about matters, matter-related relationships, and law-related needs, including:

-Integrated matter-centric views enable legal professionals to view matter-related information, related roles, activities, notes, and attachments from a single screen;

-Law relationship connections allow firms to view the relationships, associations, and connection between clients, parties, and other entities;

-At-a-glance business score cards let firms “grade” the performance of their business development activities from a single screen;

-Practice area consoles allow firms to customize their desktops with data that is relevant to their practice area.

“Over the last three months, we have had the opportunity to sit down with more than 55 law firms, including 20 of the top 100, to discuss their CRM needs and desires,” said Whit McIsaac, President and CEO, Client Profiles. “These law firms are desperate for a viable system that gives their business development teams the technical tools to do their jobs. The legal marketplace is ready to take CRM to the next level, first and foremost by driving user adoption. CRM for Legal, based on the significant advancements of Microsoft’s CRM Dynamics 3.0 release, provides just that.”

For more information on Client Profiles’ CRM for Legal, go to

About Client Profiles

Since 1987, Client Profiles ( has been providing innovative case and financial management software and networking solutions to leading law firms nationwide. The company has implemented more than 1,000 case and financial management solutions for law practices, corporate legal departments and governmental agencies in more than 42 states. Client Profiles provides a comprehensive, integrated software platform that delivers calendaring, email, contact, document, case and financial information management. Through Client Profiles desktop solutions, thousands of legal professionals are now efficiently managing their cases and easily collaborating with in-house staff, clients and other related parties. It is that level of expertise and experience powering technology for the practice of law, strengthened by a strategic alliance with Microsoft, which positions Client Profiles as a leader in technology development and implementation for Microsoft Dynamics CRM for Legal. For additional information on the Client Profiles Law Office Suite, please contact us at: or 866-720-5005.

The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

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Jobst Elster
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