Contact management for lawyers

You meet useful people constantly: at CLE, at court, on the other side of a deal, at the chamber lunch you almost skipped. You collect their cards, and you mean to keep them.

The problem is never meeting them. It is finding them again. A conflict comes up and you need to refer a family matter out, you know exactly the right person exists, and you cannot recall the name.

• Cards in a drawer, a desk tidy, or a box in the file room.
• Names half-saved across an old phone and a firm directory you left behind.
• Practice areas you were sure you would remember.
• No single place to search, so every referral out starts with an email to the group.

Getting people in takes seconds, and nothing depends on an evening of data entry.

1. 1Scan a paper card with the AI scanner: it reads name, firm, title, email, and phone, and keeps the card image.
2. 2Or share your card by QR, link, or tap and let the other person send their details back.
3. 3Tag the contact by practice area, event, or matter so you can find them that way later.
4. 4Add a written note or a voice memo while the conversation is fresh.
5. 5Everyone lands in one private list, searchable from your phone.

The scanner reads cards in five or more languages, so international counsel and foreign co-counsel come across cleanly too.

A name and a firm tell you nothing in three years. The context is what makes the contact worth having, and the moment to record it is right after the conversation.

"Employment defence only, no plaintiff work. Sent us the Harding matter. Golf, not lunch. Owes nothing, we owe them one." That is a working note. It tells you who to call and how to open.

• What they practice, and what they will not take.
• Who they have referred, and who you referred to them.
• Where you met and what you discussed.
• Anything outstanding on either side.

Once the notes exist, the AI Concierge can answer from them. Ask who referred the last three matters, or who you know that handles construction defect work, and the answer comes back with names and the context you recorded.

That is the difference between a contact list and a network you can actually use under time pressure.

Client relationships are confidential and your referral network is your own. Contacts and notes are private to you: nothing is published, nothing is shared with the person you scanned, and nothing is visible to anyone you have not chosen to share with.

Export to CSV whenever you want a copy, and the data comes with you.

Attorneys change firms. A list that lives in your own account, rather than a firm directory you lose access to on your last day, is one you still have on the first day of the next job.