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Talkument™ Client Interaction & Billing Management Solution

Voice Documentation for Legal Services

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Voice Documentation for Legal Services. Talkument™ Client Interaction & Billing Management Solution. Legal Services: Key Concerns. For legal firms, client communications translate to billable hours—every phone call can generate potential revenue - PowerPoint PPT Presentation

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Page 1: Voice Documentation for Legal Services

Talkument™ Client Interaction & Billing Management Solution

Page 2: Voice Documentation for Legal Services

Legal Services: Key ConcernsFor legal firms, client communications translate to billable

hours—every phone call can generate potential revenueAccurate client billing requires reliable call tracking and

reviewing capabilitiesEffective collaboration across the organization is vital to

firm image and client satisfactionEvidentiary call recordings must be securely stored and

easily accessibleConverting from paper-based to electronic records has

greatly benefited law firms—but what about phone-based interactions?

Page 3: Voice Documentation for Legal Services

The Talkument SolutionCaptures an accurate

historical record of all communications

Provides firm staff with the ability to store, organize, annotate and share phone conversations

Use voice documents to verify details, share information and collaborate with others

Intended for all phone users across the organization

PBX

LANPSTN

Talkument Client User Talkument Client User

Administrative Staff Paralegal Staff

Talkument Client User

Attorneys

Page 4: Voice Documentation for Legal Services

Why Voice Documentation?Productivity!Share information more quicklyShare all information, not just a summaryEliminate time required to transcribeReview a document instead of repeating a

conversation when verifying detailsEasily share call records between offices or facilitiesImprove relationships by focusing on client

interactions instead of note taking and archival

Page 5: Voice Documentation for Legal Services

Why Voice Documentation?Accuracy!Document important oral agreements, authorizations and

evidentiary recordingsEnsure precise client invoicing for all billable phone

activities and resolve billing disputesCapture the full communication, tone of voice, pauses

and allSeamlessly transfer the exact conversation, not just a

paraphraseVerify exactly what was said and by whomEliminate uncertainty and miscommunication

Page 6: Voice Documentation for Legal Services

Why Voice Documentation?Security!Highlight only the portions of a call which should be

shared with othersMaintain call recording confidentiality through password

secured access to user personal archivesPortable Voice Document (PVD) technology centrally

controls voice document while making it securely accessible over data networks

Voice document is never transferred – only streamed using encryption – with access rights set to expire after a designated period of time

Page 7: Voice Documentation for Legal Services

Manage Billing Disputes

Page 8: Voice Documentation for Legal Services

Resolve Miscommunication Errors

Page 9: Voice Documentation for Legal Services

Document Verbal Agreements

Page 10: Voice Documentation for Legal Services

Tracking Billable Phone Activities

Page 11: Voice Documentation for Legal Services

Talkument: Powerful, Yet Simple A telecom appliance Talkument fits seamlessly into many existing communication networks Three models to serve the Legal Services industry

Talkument Small Office 20 VoIP Phones

Talkument Small Office Analog 8 analog CO lines or 20 VoIP Phones

Talkument 2 T1/PRI or 48 VoIP Phones

Page 12: Voice Documentation for Legal Services

Talkument ConsoleOrganizationDrag & drop foldersSearch foldersCustom List ViewPVD preview pane

PVD = Portable Voice Document

Page 13: Voice Documentation for Legal Services

PVD ViewerTitleParticipantsTransitionsHighlightsComments

Page 14: Voice Documentation for Legal Services

Appear / Hide when calls are presentTag calls with informationUse tags for document searchingView tags in voice document

Call Tagging

Page 15: Voice Documentation for Legal Services

SharingShare link, not a fileShare with existing usersShare with external contacts

Include a share expirationPrivate sharingRead/write sharing

Page 16: Voice Documentation for Legal Services

SecurityUsers access only

authorized documents

Authorization down to call segments

Playback is encrypted

Page 17: Voice Documentation for Legal Services

Talkument Summary

Page 18: Voice Documentation for Legal Services

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