How many times have you spent hours searching for a single client contact manually?
Searching for a single set of details is easy, but managing large amounts of data manually becomes tedious. Searching takes a lot of time for most lawyers and thus results in less productivity on core work.
The purpose of Contact Management Software is to provide lawyers and legal professionals with a no-hassle, all-in-one solution for handling any type of contact. One can easily pass on new contact entries without affecting previous contacts. With cloud-based access, users can easily edit, delete, and update any contacts anytime.
The goal of this blog is to guide you towards a comprehensive guide that will help you select and understand what contact management software is and how it benefits your business. It will present with you some advantages and purpose of why contact management software is worth your time and effort.
Let’s First Discuss what Contact Management Software Is
Software designed for contact management is a tool that allows professionals to manage their clients’ contacts professionally on a single, cloud-based platform. It helps in reducing the time wasted on doing manual contact entries and helps in streamlining workflow to a very wide extent.
It aims at helping lawyers in maintaining a good professional relationship with their staff as well as with their clients. It helps them in knowing the whole information of their client and further allows them to keep the data safe with them.
What is the Purpose of Contact Management Software?
Contact management software may serve enormous purposes and it can act as a great helping hand for all types of legal professionals.
A contact management software such as MatterSuite can be useful for lawyers to maintain the following:
- Client’s Personal Details
Add details like client name, company name, work type, address, designation, etc., and add them easily to your client list.
- Personal Notes
Whether it be some information regarding a case or a communication part to be remembered, create a separate note for easy reminders.
- Emails
Add emails to your clients and ensure that they are notified whenever you need them to be, be it a matter of sending secure messages to the client portal.
- Contact Numbers
Add contact numbers of your clients and perform effective client communication for developing winning cases.
- Custom Fields
Create custom fields by adding your own set of data or information and group them into sets for adding them to your contact lists.
- Address
Not just one, a single contact can take multiple addresses at the same time. Add address while adding any new contact easily.
- Tags
Recall every contact with a keyword and mark it on a tag. Search it with the keyword associated and save your time in doing core work with the MatterSuite tag management feature.
Some of the key advantages of a Contact Management Solution
Whenever it comes to how beneficial an automated contact management system is then it’s always rewarding. From providing everything from scratch, MatterSuite provides everything under its contact management tool-
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Centralized Access
Be anywhere but never let your work get compromised for minor reasons. Cut down expenses and easily manage everything anytime with no additional costs. Contact management is not at all difficult for any professional with MatterSuite. It is designed in a most user-friendly way to help lawyers in overcoming all the contact-related issues hassle-free.
Work gets streamlined and more productivity is seen in the work of lawyers. Every single contact is placed in a single place, which makes it more accessible and user-friendly with other staff members as well.
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Streamlines Workflow
Workflow management needs a proper cycle of systematic work. Whether it be a lawyer or any other professional, streamlining work is tedious if proper solutions are not in hand. Managing work from long distances was made possible with cloud-based legal solutions.
Not every lawyer uses it to maintain documents, files, contacts, and communication on a single screen. Everything was managed manually and was accessed manually, too. MatterSuite presents a whole law firm practice management software that helps you in providing every feature important contact management to help you in focusing on more core work.
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Full Detailing
Paperwork not only has the drawback of being more time-consuming, but it also lacks customized data fields and detailing while adding or writing a contact. Cloud-based solutions provide an enormous base to enter all the necessary details and systematically organize them as per your requirement.
MatterSuite provides separate columns for a contact name, email, phone number, edit access, delete icons, and many more. It also gives you a completely new pop-up for entering new contact information separately with all the details columns required.
- Hassle-Free Conflict Check
Checking conflicts is one of the major tasks that a lawyer goes through. Each case before final acceptance needs a proper conflict check. But with manual checking, it becomes hectic for lawyers to draw errorless conclusions. Thousands of papers and unlimited contacts and running through each contact to check the conflict is not worth the time.
Smart solutions take the burden here and provide complete detailed informative access to all contacts of clients in some clicks. With MatterSuite, check any client and its case details from a single software and evaluate the results for the same.
- Professional Sub Features
Other than basic features of contact like contact details, phone numbers, emails, edit access, there are more things to explore with MatterSuite legal contact management solution. MatterSuite offers a variety of additional features, which makes this feature even more worthy than it was without these features.
It provides a feature known as tags, which gives you complete flexibility to get rid of sticky notes and create one with a cloud-based platform. The next feature is the custom fields which help a user mention a field that is required for the case or the matter. You can also add the complete address of your client while creating the contact with the same client.
- Flexible Contact Addition
Being a lawyer involves meeting different clients anywhere. If you are in the US and you encounter someone who wants to become your client, how will you maintain a record in the same way from your office? A web-based solution shines at that time and makes your accessibility more flexible by letting you perform all contact entering from the tip of your fingers.
MatterSuite provides the easiest way to enter and update contact details from anywhere with a good internet connection. It doesn’t ask for long procedures or steps, it just provides you with everything so that you miss no client even if you are traveling.
- Improved Client Experience
Any client, whether it be your existing client or new client, everyone wants professionalism in work from day one. No one wants to satisfy themselves for less, if they are paying, they want clear output and exemplary services from your side.
From contact management to delivering good outputs, MatterSuite is all set to provide you with the most user-friendly experience to deliver a client’s good results and it helps you in letting your clients feel updated regarding all the case status from time to time.
- Uncomplicated Import of Contacts
Importing company contact is mostly seen in many softwares. But what about personal contacts? A flexible import system makes the whole contact management system easier to use and client-friendly.
Manage all existing clients with even more visibility by importing them and tracking their details whenever needed. Importing new contact is something MatterSuite provides with two wide ranges. The first is the import of the company and the second is the import of the person. So it depends on your requirement, what you want to import and when. No one needs to create any confusion as MatterSuite gives you all the instructions separately before you import any contact.
- Quick Searches
Adding contacts on a daily basis requires proper monitoring and evaluation. But how to access any contact which is added months or years of age? That’s where MatterSuite helps you. It gives you a completely separate search option to easily search your contact with its first name or last name or company’s name or contact type or contact status.
Client management is made easier with quick search results and better outputs of online tools. MatterSuite gives you a completely smooth search feature to streamline your matter completely.
- Attach Matters
Many of your contacts might become your client, or are existing as your client. But how to know which client is associated with which matter. How easy it will be if you can attach the matter with the specific contact without wasting or using any other tool.
MatterSuite contact management software helps you in creating contacts and also helps your contact to sync with the matter without putting much effort. Not just one but you can attach multiple matters that link with your contact.
Frequently Asked Questions
Conclusion
Maintaining a high brand value is determined by the client satisfaction ratio of your law firm. To make every client satisfied, it’s important to safeguard their information in a centralized and easy-to-access place. A good contact management software gives you a great base to set up all your client contacts securely and organized. The above benefits will overall improve your whole firm’s performance by letting you access any contact anytime and from anywhere. Contact management solution today is worth investing in as it is one of the most essential elements in the legal sector. Getting newer ways to strengthen workflow is always a positive step towards growth.
