ShoreTel Cost Recovery Integration for law and professional services firms

Transcription

1 ShoreTel Cost Recovery Integration for law and professional services firms

2 ShoreTel Cost Recovery Integration A specialized offering for businesses that bill their customers by the hour. Combine your telephone and your accounting system for More comprehensive time capture Faster code matching Greater accuracy Easier administration Increased revenue 2

3 Flexible Architecture Adaptable to existing system infrastructures Works out-of-the-box with Equitrac Copitrak Supports standalone operation Easy adapts to any accounting system Can be customized to meet your unique business needs 3

4 Comparison ShoreTel Cost Recovery Integration Supports client/matter as well as single account codes Supports incoming and outgoing calls Allows code association after the call Sophisticated search capabilities Caller ID and user based code memory Integrates with the firm s accounting software to provide automated singlepoint administration Automated schedule-based code import ShoreTel Built-In Account Code Feature Only supports single account codes Supports outgoing calls only Can only assign codes at the time of the call Basic search capabilities No codes memory No built-in integrations Manual import

5 Assign Codes During or After Calls Calls in Progress Quickly and accurately make code associations and notes in real time Unaccounted Calls Review previous calls and assign codes and notes when it is convenient

6 Intuitive Search Capabilities The desktop interface provides convenient code search capabilities available in both the Calls in Progress and Calls Unaccounted screens. The Recent list is kept automatically and dynamically up to date based upon most frequent and recent use algorithms. At any time the user can select the Search or Full List options to find a code not currently included in the list.

7 Convenient Desktop Interface Focus is on ease of use for busy professionals Operates for both inbound and outbound calls Optional voice reminder to enter codes on outbound calls Fully compatible with ShoreTel Office Anywhere TM feature Preference Screen allows the user to select how and when the screen pops occur.

8 Comprehensive Call Accounting Reduces administrative overhead and increases accuracy Utilizes existing ShoreWare Director user administration for disabled/optional/forced code entry options Automated import of billing codes to the ShoreTel system for single point administration Automated feed of detailed call data to the Equitrac, Copitrak, or other accounting system for increased accuracy Summary and detailed reports included for standalone operation

9 Server Settings to Accommodate Site Policies Administrators can adjust application behavior for all users based on firm practices.

10 Customer Reference For our firm the math was very simple. The application pays for itself easily. It integrates perfectly with our copy/print cost recovery program and gives us another avenue to recover costs. We recommend it. Roland Ochoa Kelley Uustal, PLC

11 Increased Revenue Potential The ShoreTel Cost Recovery Integration gives legal and professional service firms the tools you need for Successful telephone time tracking Ease in associating time with client codes Automated reconciliation for billing Contact your ShoreTel reseller to discuss how this integration can best be applied to your business.

12 Questions

13 Additional Application Offerings

14 Applications for Business Integration ShoreTel Salesforce.com Call Center Adapter Take advantage of extensive embedded telephone call control features ShoreTel Cost Recovery Integration Combine legal & professional billable call time tracking with your cost recovery application ShoreTel NetSuite Integration Automate key business functions using a single interface Custom Software Development

15 Applications to Enhance Communication E911 Notification Application Receive alerts when an emergency call is detected on the ShoreTel IP telephony system Sends notification calls to designated clients Sends audible desktop screen pop to clients Pinpoints the emergency location Includes a text messaging feature and creates ShoreTel Web Dialer Click-to-dial Web based phone numbers Automatically highlights numbers in orange Increases accuracy Saves time Works on any HTML based document