Shared Contacts for Gmail®
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A law firm needs an efficient system to distribute the case contact list. They need a suitable contact management app to share a dynamic contact database between lawyers and legal assistants.
Daniel Siedel, PLLC is a well-established legal consultancy in Arizona known for its strategic legal services in corporate law, dispute resolution, and litigation. With a growing client base and increasingly complex cases, the firm’s ability to manage contact information effectively needs to level up. As cases involved various stakeholders- from clients to witnesses and external consultants, managing and sharing contact information was critical in ensuring seamless communication and productivity within their teams.
Daniel Siedel, PLLC faced its first challenge during case preparation. The paralegal assistant gathers the contact information of witnesses and other relevant parties. Unfortunately, many contacts were missing email addresses and phone numbers or had outdated details. Sorting out which contacts had complete, updated information and which ones had not proved to be a time-consuming process.
To address this inefficiency, the team needs a practical tool to automatically separate contacts with complete and current data from those with missing or outdated information. This would ensure that, by the time the assistant forwards the contact list to the legal team, the team could communicate seamlessly with relevant parties without wasting time tracking down missing details.
The second challenge is that as Google Contacts does not allow label sharing, case contacts are sent to the lawyers in a spreadsheet, requiring manual uploads. Any updates are communicated via chat or email, which can easily be overlooked if not closely monitored. This process creates a risk of communication breakdowns due to missed updates or incomplete contact information.
This challenge pushes the team to seek a more efficient method for updating and notifying about changes in contact information. Implementing a centralized system with automatic updates and notifications will ensure smoother communication and prevent critical information from being missed.
The Solution To overcome these challenges, Seidel Law sought a contact management solution that could filter out null sets, allow for the sharing of contact labels, and keep shared contact lists consistently updated. They found Shared Contacts for Gmail® which satisfies their needs and more. Now, they can easily filter the contacts without email and phone numbers, and another paralegal assistant is tasked to fill them in. The lawyers are solely focused on the case and not the related administrative work. Additionally, as Shared Contacts for Gmail® enables real-time sharing of contact updates and labels across teams, the team was ensured access to the most current information without the need for manual imports or .csv files.
Helpful Features 
Define which field should your query be excluded or included to get more accurate search results.
Share contact lists and Google Contacts labels with your team, who will instantly see the shared contacts in their dashboard, in Google Contacts, their mobile devices and other third-party apps.
Your team can comment contacts and notify their colleagues when they make an important update for example.
The Result The implementation of Shared Contacts for Gmail as their contact management solution significantly improved Seidel Law’s workflow. The firm handled client cases with greater speed and precision, enhancing client satisfaction and internal productivity. Cases were prepared more efficiently, communication with witnesses and external parties was streamlined, and paralegal staff could manage their tasks more effectively. This resulted in faster case turnarounds and a more organized, professional approach to case management.
The contact management system has been a game changer for us. It’s eliminated the frustration of not being able to reach someone when we thought we could. Plus, we no longer have to deal with the hassle of manual uploads.
It’s your lucky day. You can try Shared Contacts for Gmail for free, with no additional commitments. Simply start a free 15-day trial, install the app, and see for yourself.
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