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Legal & Accounting


In legal or accounting offices, over 90 percent of client communication is conducted over the telephone. It goes without saying that telephone usage must be exceptionally well managed. Detailed telephone records should be retained for billing, accounting and legal reasons. And because a substantial amount of labor resources are expended on telephone conversations, unchecked usage may result in lost revenue.

Client Discovery provides a web based call accounting system that addresses the needs of the professional office. Call accounting will give you a complete picture of telephone activity. This includes summary reports such as Phone Line Usage, Calls per day, Calls per hour, Duration of calls, Average Number of Rings before answered, Answered Calls, Unanswered Calls, Call Back report, Most Called numbers, etc. The web based system allows you to drill-down: click a number in a summary report and the actual call detail will be displayed. Management can use this data to identify problems, adjust employees' working hours, evaluate marketing response, or spot phone abuse.


How does the Call Accounting service actually work?

the Scout caller id unitThis service relies on a proprietary device, the Scout, to collect the all inbound and outbound telephone activity. The Scout downloads the data to the Client Discovery data center every night. Computers then sort, compile, analyze and store the information on the web site. A certified Client Discovery installer will connect the Scout in your telephone room. For more information on Call Accounting click here.


Do you have any other services that would improve customer relations?

You could consider Client Discovery's Birthday / Anniversary Program. This service automatically sends a card to your customers one week before their birthday. It's a small thing, but everyone likes to be remembered on their birthday. Most likely, you already have your customers' birth dates on file. Client Discovery can enter them into a data file. Anniversary cards can also be sent, if the date is available.


How do we sign up for the services and what are the fees?

We would love to get you started. Just give us a call at 800-240-4637. Click here for an Overview of Client Discovery Services and Pricing.


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