Law is a very sensitive practice – that’s simply the nature of the business. Confidentiality and security are paramount; failing to check just one of those boxes can see you closing down your law firm.
Clients can often be short-tempered and difficult to communicate with, which can be challenging, especially since it’s estimated that between 30 and 40% of a case’s time is spent on some form of communication.
If you use tools like the Global Address List, you may need to sync your law firm contacts to smartphones.
But how can you sync your legal contacts to smartphones?
Let’s find this out!
Key Takeaways:
- Syncing law firm contacts to smartphones provides immediate access to essential contacts and improves communication and efficiency.
- You can use a tool like CiraSync to sync law firm contacts to smartphones.
Why Sync Law Firm Contacts to Smartphones
1. Immediate Access to Important Contacts
If you sync all of your contacts to your smartphone, you’ll always have immediate access to clients’, advisors’, and colleagues’ contacts. You’ll not waste looking up someone’s number or asking your assistant to find them for you.`
This will reflect on the hours you work on a case, but immediate access provides an even more critical aspect, utterly unrelated to speed.
Ask yourself this question:
Would you prefer an attorney with immediate access to contacts or one who takes hours to reach key parties for your case?
If, like me, you prefer organized attorneys, so do your clients.
For example, long-time CiraSync customer Mitchell works in law practice and has significantly improved his organization’s efficiency with CiraSync’s contact synchronization.
They said:
“It [CiraSync] works perfectly. Easy to set up. Very helpful to get us all set up. We have had to call twice for tweaks, and they answered on the spot. Issue fixed immediately.”
2. Improved Communication
“The first step towards great lawyer and client communication is the establishment of clear and effective communications channels.”
This pearl of wisdom isn’t anything I came up with; it’s a key point on lawyer and client communication, posted by the American Bar Association.
Getting in touch with your client whenever you need something from them, and vice versa, is crucial to your success in court.
When you establish a good communication channel with the client, they’ll feel valued and listened to. This is important for them to trust you, and it will improve your relationship.
Now that you see the communication problem, how do you solve it?
James, a legal service professional and a CiraSync customer, provided an answer. He improved internal communication throughout his law office with CiraSync’s contact synchronization feature.
He said:
“[CiraSync is ] the go-to solution for syncing important info within my organization, and love the fact it syncs back to the Exchange Online server to keep managing users seamless. I wish for a few more features (given Microsoft’s rapid paced development on the back-end and within Outlook.)”
How to Sync Law Firm Contacts to Smartphones?
Now that you know why syncing legal contacts to employees’ smartphones is essential, let me explain the steps.
How does the contact sync tool work?
1. Log in to the CiraSync Dashboard.
2. Click the + in the Contact Lists.
3. A new tab will ask you to select the “Contact Source Type.” For this example, we will use the Global Address List.
4. Select the desired contact sources to sync.
5. Then click next.
6. Select the user contact you would like to use as a target.
7. Click “Next” on the top-right corner.
8. Name the contact list in the box under “Provide Contact List Name.” I named mine “ Work Contacts.”
9. Click the + next to “Contacts.”
10. Enter the preferred name of your subfolder. Click “Save.”
You will be taken to the sync summary dashboard.
11. Click the CiraSync icon in the window’s top-left corner to return to the CiraSync home dashboard.
12. Check the Update Cache box under the Sync Status pane in the top-right corner of the dashboard.
13. Click SYNC NOW to run a manual sync.
And now you have synced Law Firm contacts to your smartphone!
FAQ
No, CiraSync does not auto-renew and we do not save your financial information.
Yes, in CiraSync, users can check the boxes next to the fields they want CiraSync to update, such as First Name, Last Name, Email, Phone Number, etc.