How many numbers in your cell can you recall on memory alone? It’s probably a lot less than you could ten years ago. That’s because you don’t need to—after all, that’s the reason you own a “smart” phone. And while being able to easily recall your cousin’s friend’s sister’s Twitter handle is nice, it’s a lot more important that you can summon your clients’ contact info on a moment’s notice (and opposing counsels’…and insurance adjusters’…and court officials’…and medical experts’…and, well, you get it)—the sheer amount of info you need at your fingertips at all times is monumental and ever changing. That’s why—in order to provide good customer service, advocate on the fly, and avoid costly mistakes—your law firm must have a comprehensive and intuitive contact management system in place.
But don’t worry; you don’t need to look in your Rolodex to find someone that can help you improve your contact management software for lawyers, because we’re your hookup. Here are 3 ways you can shore up your contact management, so the only number you have to remember is #1.
Asking the right questions is good; but asking the same questions is better. Even in the tiniest of law practices, it’s normal for different people to capture contact info. In order to make sure you get all the info you need on a consistent basis, you should establish a contact management protocol (“this is contact info we require”, “these are the questions you should ask”, etc.) And just as important is how you enter that contact info—sticky notes around your computer or antiquated case management software might work for you, but they don’t work for everyone; your contact management tech should allow you to automate the process for your law firm, while giving you the flexibility to customize on the fly.