Peer to Peer: ILTA's Quarterly Magazine
Issue link: https://epubs.iltanet.org/i/1415201
24 P E E R T O P E E R : I L T A ' S Q U A R T E R L Y M A G A Z I N E | F A L L 2 0 2 1 possible in a secure manner. What's more, if only select employees should have access to individual records, you can limit who will be able to see the information using a role-based access model. Your clients won't have to worry about confidentiality, and they'll be pleased with how easy it is to collaborate with your firm. No matter the type of call—conference or phone— Dialpad ensures that your data is encrypted both at rest and in transit. Additionally, with a role-based access model, teams can ensure that the right people have the right access (and others don't). Playing Nice If you work in a law firm, there is a good chance you use Clio or LawGro to help with organization and billing. Those are important systems that play a critical role in your day-to-day operations and, combined with the right communications platform, can make your caseload ever easier to manage. Having a business phone system that works well with the other applications and services they already use, means firms can keep all their interactions in a single place without having to waste time manually entering data between applications. For example, Dialpad can log every call in an organized manner and track analytics on client touchpoints and inbound calls. Integrating that technology with case management software allows you to generate analytics from specific cases and clients which can then can be sorted and filtered by case type, keyword, or time and date. This has made a huge impact on Miller Law Firm's Owner, Stever Miller, "If a client asks me something related to their case, I'm able to just go into Clio and pull up their file without having to hold the phone in one hand while I do it. It's really streamlined a lot of the things I used to get annoyed with." Automating Away Manual Tasks When taking calls with existing or potential clients, you likely already take detailed notes. Imagine a world where you receive instant transcriptions from every interaction with a client—no stenographer required. With a cloud-based communication system, you can automate note-taking and focus your attention on the conversations at hand. Dialpad's proprietary Voice Intelligence engine automatically transcribes your video and phone calls in real-time, with each speaker identified easily. Plus, each call is labeled and searchable with data like caller information, the time and date the conversation took place, and the parties involved. You can highlight action items within each transcription to share with your legal team, playback a recording of the call, to ensure no detail falls through the cracks when preparing for trial or negotiating a settlement. "If I know I'm going into a long conversation with a client, I can focus on the conversation because Dialpad will send me a transcript with highlights after the call," said Miller. The ability to record calls goes beyond saving attorneys the time and effort of note-taking. There are dozens of complex, time-sensitive action items that help a client's case that, when automated, can enable firms to take on more clients, resolve cases more quickly, and improve their bottom line. The Data Difference How many times have you accidentally forgotten to bill a client for certain hours? Especially as phone and video consultations become the norm, lawyers need a phone system with call records that can be easily viewed or exported to other systems for billable hour tracking and record keeping. "There's a lot of value from being able to capture your time accurately because it enables you to better analyze how you're spending your time and F E A T U R E S