Breaking and associated brands will be offline for scheduled maintenance Friday Feb. 26 9 PM US EST to Saturday Feb. 27 6 AM EST. We apologize for the inconvenience.


Thank you for sharing!

Your article was successfully shared with the contacts you provided.
In the increasingly competitive legal environment, effectively managing client relationships and maintaining accurate information on potential clients are essential to the success of a firm. More than a simple address book, contact management software can also be the foundation for marketing efforts, mailing lists and conflict checking. Even when the need for contact management software is clear, the process of selecting that software can be a challenge. Here are some guidelines to use during the selection process, with a particular focus on three of the most popular systems — Microsoft’s Outlook, Cole Valley Software’s ContactEase and Interface Software’s InterAction. IDENTIFY REQUIREMENTS The most important step in selecting contact management software is the identification of requirements. Although there are many excellent products available, they vary greatly in their functionality and price. By developing a well-defined set of requirements before the evaluation process begins, the list of products can be shortened by eliminating those that do not meet the criteria. This list of requirements should answer the following four key questions: � How many contacts does the firm currently manage? (Electronically and on paper.) � Will the maintenance of contact information be centralized, distributed or a mix? � What business functions will the system support? (Marketing, document production, etc.) � What other systems either contain or need access to contact information? Armed with a specific list of requirements, you are ready to start looking at products. IMPLEMENTATION The key to any successful implementation is planning. Issues such as deciding on configuration options and coordinating integration with other systems should be resolved well in advance of installation. Leverage all of the resources available — internal IT and marketing staff, the software vendor and outside consultants — to proactively deal with problems before your users have to. Implementation isn’t the end of the process, it’s the beginning. Maintaining and enhancing the system is a continuous process, but the value returned to the firm by a fully utilized contact management system is unquestionably worth the investment. Michael Kraft, a member of the Law Technology News Editorial Advisory Board, is president of Kraft, Kennedy & Lesser, a legal technology consulting and systems integration firm. Devin Moberg is KK&L’s managing consultant.

This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.

To view this content, please continue to their sites.

Not a Lexis Advance® Subscriber?
Subscribe Now

Not a Bloomberg Law Subscriber?
Subscribe Now

Why am I seeing this?

LexisNexis® and Bloomberg Law are third party online distributors of the broad collection of current and archived versions of ALM's legal news publications. LexisNexis® and Bloomberg Law customers are able to access and use ALM's content, including content from the National Law Journal, The American Lawyer, Legaltech News, The New York Law Journal, and Corporate Counsel, as well as other sources of legal information.

For questions call 1-877-256-2472 or contact us at [email protected]


ALM Legal Publication Newsletters

Sign Up Today and Never Miss Another Story.

As part of your digital membership, you can sign up for an unlimited number of a wide range of complimentary newsletters. Visit your My Account page to make your selections. Get the timely legal news and critical analysis you cannot afford to miss. Tailored just for you. In your inbox. Every day.

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.