Effective communication and accurate record-keeping are paramount in legal practice. This is especially true when talking with clients, colleagues, or other parties involved in legal matters.
Logging phone calls in Lawcus offers several benefits:
Efficient Record-Keeping
Clear Communication History
Improved Collaboration with teammates
Steps to Log a Phone Call
Let's get started with the process of logging a phone call in Lawcus:
Click on
Interactionsfrom the left-side menu.Click on
+ Compose Taband selectPhone Logfrom the available options.Fill in the applicable information on the
Form.Client: In this section, you can choose the contact associated with the client you recently spoke with.Matter-Lead: Link the phone log to a specific case or matter within Lawcus for easy reference.Date: Precisely record the date and time of your client interaction to maintain accurate records.Interaction Type: When categorizing your client interaction, distinguish betweenOutbound(indicating you initiated the call) andInbound(signifying that the client contacted you).Guests: Select the relevant contacts and team members who participated in the call.Duration: You can manually input the call's duration or use the timer function, which automatically captures the duration. The timer starts when the call begins and stops when it concludes.Subject: Provide a brief description of the purpose of the call.Body: Include any important notes or key takeaways from the conversation.
After completing all the necessary fields, click
Create. This action will make sure that the phone call details are recorded in your Lawcus account.
You can now ensure you never miss a detail and have easy access to your phone call history when needed.
FAQ Section
FAQ1: When logging calls, does Lawcus record the actual call time or the time I log it?
Answer: Lawcus records the duration of the actual call. You can use the timer to capture an accurate time.