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Client & Contact Management with AOM

Manage Every Client Efficiently & Build Stronger Legal Relationships

Keeping your client and contact information organized is the foundation of every successful legal practice. AOM’s Client & Contact Management module empowers advocates to securely store, manage, and access detailed client records, making every interaction efficient and professional.

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Key Features

Centralized Client Directory

  • Maintain a single, unified database of all clients and contacts.
  • Store names, addresses, phone numbers, emails, and more in one secure system.
  • Categorize contacts based on client type, case involvement, or status.

Case-Linked Contact Records

  • Link each client to their respective cases, documents, and communication logs.
  • Get a 360° view of client involvement across your entire legal practice.
  • Quickly access relevant case history and correspondence when needed.

Role-Based Access Control

  • Protect sensitive client data with advanced user permission settings.
  • Only authorized personnel can view or edit specific client records.
  • Ensure compliance and maintain client confidentiality.

Client Interaction History

  • Track every meeting, call, and email related to your clients.
  • Maintain a chronological log of interactions to improve service delivery.
  • Enable better case preparation and personalized communication.

Smart Filters & Search Options

  • Use advanced filters to sort clients by case type, activity, or last interaction.
  • Instantly locate client profiles and contact details with powerful search tools.
  • Save time and reduce administrative workload.

Centralized Client Directory
  • Maintain a single, unified database of all clients and contacts.
  • Store names, addresses, phone numbers, emails, and more in one secure system.
  • Categorize contacts based on client type, case involvement, or status.

Case-Linked Contact Records
  • Link each client to their respective cases, documents, and communication logs.
  • Get a 360° view of client involvement across your entire legal practice.
  • Quickly access relevant case history and correspondence when needed.

Role-Based Access Control
  • Protect sensitive client data with advanced user permission settings.
  • Only authorized personnel can view or edit specific client records.
  • Ensure compliance and maintain client confidentiality.

Client Interaction History
  • Track every meeting, call, and email related to your clients.
  • Maintain a chronological log of interactions to improve service delivery.
  • Enable better case preparation and personalized communication.

Smart Filters & Search Options
  • Use advanced filters to sort clients by case type, activity, or last interaction.
  • Instantly locate client profiles and contact details with powerful search tools.
  • Save time and reduce administrative workload.

Why Advocates Choose AOM for Client Management?

  • Secure & Confidential – Encrypted client data with strict access controls
  • Organized Records – All client data in one place, always accessible
  • Quick Lookup – Find the right contact in seconds
  • Case-Centric View – Every client linked to their legal matters
  • Productivity Boost – Focus more on law, less on admin

Strengthen Client Relationships with AOM

See how leading law firms and independent advocates use AOM to transform their practice:

“Confidential & Organized”

“Role-based access helps us maintain client privacy. Plus, linking contacts to their cases makes our work 10x faster!”

Adv. Priya Menon

Managing Partner, JurisPoint LLP (Kochi, India)

“Perfect for Growing Firms”

“With hundreds of clients, AOM helps us manage everything effortlessly. It’s secure, intuitive, and perfectly suited for legal practice.”

Adv. Aditya Rao

Legal Head, LawSphere Chambers (Pune, India)

“Client Management Made Easy!”

“AOM has completely changed the way we manage our clients. Every detail is just a click away, and we never miss a beat when it comes to follow-ups.”

Adv. Rakesh Shah

Senior Advocate, LexLaw Group (Ahmedabad, India)

Get Started with AOM Today!