Conference Calling For The Legal Industry

Conference Calling For The Legal Industry

The legal industry depends on conference calling to ensure the success of client communications.  Lawyers not only require that client information remains confidential and secure, but they also need access to all associated information after the call is completed.  When choosing a conference calling service Lawyers to have a number of requirements.  These include


Privacy and security are critical in the Legal Industry. It is mandatory that a Lawyer have access to a secure conference call company.  A Lawyer must be able to control the participants allowed to listen in on a scheduled call and request any additional security measures if needed. Lawyers are required to guarantee that the call participant on a hosted call is the intended audience. The operator hosting the call has specific steps to establish a protocol for a call participant to enter the live call, which also includes a few conference call security options, such as PIN Required Conference Call, Operator Assisted Conference Call with a pre-Approved list, and a Conference Call Portal. When a PIN is required in a conference call the conference type is offering maximum security, data capture for call participation, and the convenience of the automated access. The registration web site is provided and two levels of security are required for call access (i.e. Conference code and PIN). There also might be a situation when you might need to do an Operator Assisted Conference Call with a pre-Approved list. This is a conference that offers maximum security, data capture for call participation, and participants are only required to know a conference ID or name. Clients must also give a client-defined “approved list” so operators know who to add to the call. “Live operators” manage conference access and the security, which allows for immediate communication to the call organizer should a discrepancy regarding call access arise. Lastly, there is the Conference Call Portal, which provides “real-time” participation information and a chat feature for a direct communication channel to the operator. At any time a client can request a participant to be removed or contacted to gather more information if required. Many of the largest Law Firms have come to rely on us to provide the highest level of service and quality for hosting large group conference calls hosted earnings calls and hosted event calls that require maximum security and reliability.

Mute Button

We’ve heard so many horror stories about inappropriate remarks on conference calls, where the person is under the false impression that their line is muted.  This can be particularly important for lawyers, who may be in the same room as a colleague or client and want to discuss the progress of the meeting or a particular negotiation point.

Dial-out conference call

In many situations, there is a requirement that the conference call center organizes the call and bring the participants indirectly.   The operator will have a list of all participants with a name and phone number.  The operator will directly call each defined person on the list and add each participant to the scheduled call.   The Lawyers organizing the call can include special instructions with client-defined settings, including the following: names and phone number of each person to be connected, time to connect each participant, order to connect each participant, and a matter number

Conference recording

For a lawyer, it is incredibly valuable to have complete client records.  Perhaps no other premium conference calling service is more critical than the ability to record the call and have it saved for future reference. In addition, it can be beneficial for participants who may have been late or not present during the call. Some law groups may even publish and it allow access to the public.

Conference transcription

Having a conference call transcribed to a text file allows a lawyer to circulate a summary to any related parties in a legal case. Our experienced team can translate your conference call after completion so that you have access to a file that is detailed and can be accessible at any time.

Custom Greetings

Live conference call operators will read a custom introduction at the start of each call to convey an agenda for the legal conference call.

Law Firms host conference calls as a critical function in their business.  Choosing the best premium conference calling platform for the legal industry is the logical choice since expectations for these important event conference calls are extremely high and very few premium conferences calling providers can be trusted.

Find Your Lost Customers – Proactive Communication Campaigns Using A CRM Dialer

Find Your Lost Customers – Proactive Communication Campaigns Using A CRM Dialer

Get Proactive: connect with clients, motivate your team and build revenue with a web-based dialer application

It is a common dilemma: how does a company reach out to customers that have fallen off the radar, either because of expired billing information, lapsed renewals, or any number of factors that conspire to disengage them? Customer retention is a problem that plagues companies across industries, in firms big and small, and is especially prevalent in our subscription-based economy. Improving retention requires outreach, rep motivation, and a robust response rate. Often, companies rely on email reminders to find and re-engage their lost customers. And yet, with a click of a mouse or a swipe of a screen, an email is likely to be deleted and unread, with no means of tracking the receipt or verifying the accuracy of the address.

There’s a better solution. To truly retain customers, companies must abandon their passive approach and embrace a proactive method that is data-driven and designed for maximum customer contact. A web-based dialer application that is proactive is the superior solution: it is cost-effective, provides instant feedback, and can be used to incentivize a customer service team to transform into a customer search and rescue party.

Web-based CRM  Dialer applications, such as CIA’s Integrated CRM Dialer, are proactive because they engage customers in personalized contact and meaningful outreach. A CRM Dialer efficiency allows a team to quickly and easily call and communicate with large numbers of customers at minimal expense. It integrates in-depth reporting data and real-time feedback. A CRM Dialer also offers a “voice drop” feature, enabling users to record a voicemail message prior to beginning their call session. Each time a user reaches a contact’s voicemail they can “drop” the pre-recorded message into the contact’s voice mailbox and proceed to their next call.

Using a CRM Dialer, a proactive communication campaign can be mounted that motivates customer service representatives to re-engage lost customers and build retention. First, managers can mandate a specific number of calls per month per representative. Second, if an employee exceeds the mandated number of calls he/she would receive a small commission. Third, an additional commission would be given for amassing a certain number of minutes engaged with customers. And finally, a more generous commission can be paid on any revenues gained as a result of their calls. CIA’s Integrated CRM Dialer application provides all the data required by management to effectively monitor this type of incentive campaign. It provides real-time feedback, including information on the calls made, the call result, and total time connected.

The end result of this search and rescue campaign? More customers found, more customers re-engaged, more customers retained and, of course, more customers adding revenue to your bottom line.

For more information on CIA’s Integrated CRM Dialer application, visit or call (973) 439-0088.

Global Premium Calling Services: Australia

Global Premium Calling Services: Australia

For the past 20 years, Client Instant Access has had a global presence in all parts of the world. The popularity of Client Instant Access services in Australia is a shining example of the exceptional quality service clients have come to expect. CIA has been recognized as a top vendor of choice for Australia firms. Having nodes based in Australia has allowed CIA to have a strong infrastructure, which also enables exceptional international service. In addition, “Call quality” remains a very crucial feature that allows communication to flow smoothly on a regular basis. CIA’s state-of-the-art-messaging system provides clear connections to its clients and guarantees premium sound quality. Our top tier clients, which include some of the largest Fortune 500 companies, demand a high level of customer service experience, and our goal is to exceed those expectations.

Conference calling and Blast Voicemail are two essential tools for organizations that have clients based in different parts of the world. Maintaining a relationship on a global scale can be a challenge for some. But for organizations that deploy Blast Voicemail, it becomes easier to communicate with thousands of clients, no matter where they are. Premium Conference Calling puts you in even more direct contact with your clients, enabling a higher level of communication and increased satisfaction.

Client Instant Access brings much-needed organization to the chaos that can sometimes exist in international business. With the stakes as high as they can be, mistakes are costly, and people need to be able to rely on a business that is dependable and trusted globally. With experience in the global market from dealing with things like MiFID 2 and Brexit, customers can be assured that they are in the best communicative hands possible.

Client Instant Access announces the new Salesforce Lightning Experience CANDI Sidebar

Client Instant Access announces the new Salesforce Lightning Experience CANDI Sidebar

Client Instant Access has once again jumped ahead of the pack by introducing the CANDI Sidebar for the Lightning Experience. The open CTI allows users to one-click dial any phone number in their Lighting Experience pages. Users have the ability to speak with any live answers and have the interaction recorded in Salesforce. Since 80% of calls go to voicemail users can create and drop a pre-recorded message and move on to the next contact. All notes, call times, and the message delivered are automatically saved in Salesforce freeing up valuable time for the chance at a live interaction. Call records are easily accessible on the contact page. Users see all interactions with contact and can populate follow up call times and other valuable information in the Lightning Experience.

Client Instant Access CANDI Sidebar for the Lightning Experience has saved users hours a day. From law firms, financial institutions to healthcare recruiting CANDI Sidebar for the Lightning Experience has set the standard for communications.

Voice vs. Text Part 3: What’s Your Message?

Organizations are faced with difficult decisions when creating a communication strategy.  Making sure the message is received and understood is critical to any successful campaign.  There are situations where email and SMS can properly meet the objectives.  But there are other times where the intended message is more complex and requires added personalization.

What is the message and how is it conveyed?  Is it a brief message, or is it longer and more complex?  Does it require some context and explanation?  Will the message require some feedback?  These questions are all important and require evaluation.

Email, SMS, and Social Media are great tools to communicate many messages easily.  However, for more complex messages, voice is the more convenient and reliable option.  For example, if a research analyst needs to convey important financial information that will take some time to explain, then they will not benefit from a huge series of texts or a long-winded email.  There can be miscommunications, and the information will not be given as efficiently as it could be.  There may be follow-up questions from the client or discussion needed.

In this situation, calling a client is the move.  Even if an analyst needs to get in touch with a lot of people about the same financial event, using a blast voicemail or CIA’s Integrated CRM Dialer will expedite the tedious process of dialing numbers.

A phone call is better at conveying complex information because it allows for discussion and there are immediate opportunities to make everything clear.  If there is any confusion, the customer will get a response instantaneously and can stay on the line until everything is resolved and understood.

These kinds of messages are common in all industries.  Whether it be in finance, healthcare, legal industries, or education, there are always messages that need explaining in order to be effective.  When it comes to these more complex messages, using a phone call is the best way to keep mistakes at a minimum.