Interactions
Interactions are communications between your firm and various contacts — clients, prospective clients, and others such as attorneys or vendors.
If your firm is licensed for the Digita Practice Advanced Client Management module, you can track these interactions in Digita Practice Advanced, which in turn enables you to amass an archive of firm communications and print reports to analyze interactions with contacts, among other benefits.
The interactions that you can track in Digita Practice Advanced include miscellaneous notes entered by staff, phone messages, phone calls, and email messages. These interactions are associated with the contacts with which they take place. A series of interactions with various contacts representing the same client can later be printed on reports that are grouped by client, to help you analyze all of your firm’s interactions with that client.
For each type of interaction, you can set up custom fields to track additional information.
For information on entering interactions, see the following topics.
- Adding an interaction note for a contact
- Adding a phone call for a contact
- Adding a phone message for a contact