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  • iPhone J.D. is a site for lawyers using iPhones published by Jeff Richardson, an attorney in New Orleans, Louisiana. This site does not provide legal advice, and any opinions expressed on this site are solely those of the author and do not reflect the views of Jeff's law firm, Adams and Reese LLP. iPhone J.D. is not associated with Apple, Inc.

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September 11, 2009

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Mr. Clement might look at Handbase for iPhone. I'm not sure if it would do what he wants, but it's the first thing to come to mind.

The question points to the need for a good client/case management solution that syncs easily w/iPhone. I would love to have a client management app that has both a desktop and iPhone version where I store all info about client contacts and notes about progress on the case. Having those notes and contacts in my pocket at all times would make my iPhone a truly indispensable tool.

Daylite has a desktop/server application and iPhone app. I have not installed the DayliteTouch app yet as I need to update the desktop to the new 3.9 server version first. This would link all contacts in a project.

I don't know of any apps that may help, but there's a rudimentary way of accomplishing the same thing. You just create a Word document that has all the client information and email it to yourself. I don't believe you can just tap on the number to dial it, but you can cut and paste the number into the phone dialer. And what I have done in Outlook is create separate subfolders in my inbox for each case I work on, so Mr. Clement could create a separate subfolder for "client management," and then save the email that has the Word document with his client information in that subfolder (so that it doesn't just get lost in the shuffle of the inbox).

I can't help Todd Clement but I know who can. I use Amicus Attorney Small Firm 2008 which has all of that info in one location. I've been begging for an Amicus iPhone app almost as long as I've been screaming for a Dragon Naturally Speaking iPhone app. Perhaps if enough attorneys petition Gavel & Gown Software, the powers that be will get the idea and bring Amicus into the 21st century.

for the client information for the PI atty-use evernote. he can dial the numbers from the evernote app on his iphone. i use it everyday.

Timematters has an app which includes contacts. When you search for a contact the iphone detects that this is a phone number and asks if you want to call. Since Timematters is a networked program and you are connecting with your office database as opposed to synching periodically with that database all contact information is up to date.

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