Manually checking and updating contact information is time-consuming and an inefficient use of an administrative assistant’s or professional’s time. By capturing and updating contact data automatically, InterAction+ IQ allows support staff to attend to their core responsibilities and eliminates the need for lawyers and other professionals to spend billable hours updating contact information themselves
InterAction+ IQ works behind the scenes while you communicate with contacts, clients and prospects. Through normal email communication, InterAction IQ can help to identify relationships and verify contact details.
New Contact Review Key Features
- Comprehensive Contact Information: The page displays all relevant details about the new contact, including the signature block prominently displayed at the top for easy reference and data entry.
- Automatic Company Association Based on Exact Name Match: Once a contact is promoted to the firm, a knows relationships is created between the contact and the users who have interacted with them. This will continuously update as your users enabled for IQ engage with firm contacts.
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Quick Edit Functionality: Easily edit and update existing contact information directly from the review page, ensuring accurate and up-to-date records.
- Add a New Company from this page by clicking + Add New Company from the dropdown menu and filling out the Company Quick Add form.
- Historical IQ Contact Details: Click this tab to access a historical view of all IQ contacts captured for your firm, providing valuable context and insights.
- Bulk and Single Add to Firm: Efficiently add multiple contacts or individual contacts to your firm's contact list with just a few clicks.
- Bulk Add or Single Add Contacts to a List: Once promoted, you can add contacts created by IQ to all relevant lists.
- Delete Option: Remove unwanted or duplicate contacts directly from the review page, maintaining a clean and organized contact database.
- IQ NCR Suggestions: List of Contact Review suggestions from users who have IQ Sync enabled. Click View Details to view the full list with timestamps.
For more information, see New Contact Review.
Exclusion List
Data Stewards can now also exclude specific domains from which contacts should not be updated or created. This helps respect end-user privacy and maintain data quality. Simply add the domains you want to exclude on this tab under Data Management, and the process will automatically prevent contacts from those domains from being captured. Data Stewards have the ability to add up to 10 excluded domains.
For more information, see Exclusion List.