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IQ Client Matter Billing

IQ Client Matter Billing. IQ Client Matter Billing.

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IQ Client Matter Billing

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  1. IQ Client Matter Billing

  2. IQ Client Matter Billing Sentinel’s IQ Client Matter Billing System allows firms with the power of Cisco AVVID IP Telephony to deploy an easy-to-use inbound call accounting solution to meet their billing needs. The system also leverages existing case management systems. Increasing accuracy. Decreasing time-to-bill. Improving reporting capabilities.

  3. Integration with existing time tracking systems Integration with existing case/matter management Easy billing of inbound calls Intuitive Cisco phone interface Web based reporting and call accounting interface Bill recognized and not recognized CallerID information Permanently Associate new CallerID information with client information Allocate non-billable calls to “house” accounts XML phone and web interface to manage not yet billed calls IQ Client Matter Base Features

  4. IQ Client Matter Billing System Demo

  5. Initial Billing Unknown Client When a call is placed into the system and the system can not associate a name with the CallerID information the user will be prompted to bill or not bill.

  6. Unknown Client Association Once the user selects to bill the call the system will go through a first time association and prompt for the information known about the caller. If the CallerID is already known in the matter system, this screen will be skipped.

  7. Association to a Client Name In this case the user selected the client name to select from for billing and association. Associating CallerID to clients will continue to add intelligence of the firms matter management system.

  8. Association to a Matter Number For this example the user knows the matter number and select to bill to the matter number rather than by caller name. Again, the association and billing are automatically performed from these selections.

  9. Multiple Clients When a number is associated with multiple clients such as some PBX calls with the same CallerID information, the system will prompt for more information.

  10. Selecting from Multiple Clients In order to properly bill the account the system will prompt for the name of the specific caller from the initial CallerID information.

  11. Multiple Matter Numbers Once the proper person is selected, there is a chance that the same person has multiple cases in progress. The system will detect this and prompt the user with the matter numbers to select from for proper billing to the specific matter.

  12. New Account Billing The system can also track numbers for new accounts. In this example the case and matter information was not entered into the firms case management system yet but a call was received and needed to be tracked for billing.

  13. Tracking Miscellaneous Calls Firms may select to force the billing/tracking of all calls and Sentinel’s solution tracks “house” accounts for categorizing these calls. This can be customized to meet the needs of the firm.

  14. Not Billed History Finally calls that were received but not billed can be associated and billed later. This screen shows the unbilled calls to this extension and allows for billing association. In addition there is a web interface to perform the same function should this be preferred.

  15. Intuitive Web Interface Sentinel has also provided extensive web based reporting and management for administration and users.

  16. Adaptation to CRM and ERP While the system is initially designed for legal firm client matter billing, it can be integrated to any CRM or open database. For example, customers can link the phone into their CRM solution such as Siebel, Onyx or others and can bring information to the phone screen based on the CallerID. Numbers can also be associated to contacts in the CRM solution to continue extending the intelligence of the CRM database. In addition, small amounts of information can be brought to the screen such as account balances and basic screen pops.

  17. Pricing and Packaging System pricing is on a per server and per IQ enabled device basis. Pricing is custom based on the customer requirements and amount of system development required. Maintenance and support options are also available. List pricing will be published at a later date. For pricing information contact Sentinel at: www.sentinel.com 630-769-4300

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