Legal & Professional Cost Recovery Integration Application

Integrating the ShoreTel business communications system with legal and professional services accounting software facilitates convenient and accurate telephone time tracking and billing. This application provides improved cost recovery for service-related companies that bill their clients by the job or by the hour. The initial release offers built-in integration with Equitrac and Copitrak, and easy adaptability to other accounting systems.

Seamlessly enables cost recovery

The application associates all inbound and outbound calls with appropriate billing codes, allowing busy professionals to account for their time easily. Automated viewing screens, prompts and search features work out of the box, whether the account code database is maintained in the ShoreTel IP telephony system, or resides in specialized cost recovery systems like Equitrac or Copitrak.

Fast deployment

Installation consists of server and client components that can be typically installed, configured, tested, and made ready to use the same day. Once installed, the application automatically imports up-to-date billing codes from a firm’s cost recovery application database, according to a pre-defined schedule.

Streamlined operations

The ShoreTel IP telephony system maintains call detail records with assigned billing codes. The cost recovery system then automatically retrieves the ShoreTel call records for future use, eliminating the need to reconcile disparate records, resulting in seamless incorporation of telephone time billing with minimal administrative overhead.

Convenient desktop interface

Users simply click on a graphical interface during or after calls to assign appropriate billing codes. If none of the suggested codes are a match, the user can employ the application’s intuitive search capabilities to perform an extended search.

Works great on-the-go, too

For mobile professionals, the application is fully compatible with the Office Anywhere feature in the ShoreTel IP telephony system. All calls are captured, including calls made or received when the ShoreTel user’s computer is not operating. (In which case, the user, at their convenience, can later assign the appropriate codes or make notes on the calls.)