Many lawyers and other professionals don’t have the time to update and monitor their contacts. As a result, the challenge of maintaining accurate data and understanding the strength of those relationships can cost firms time, resources and business. Some firms may delegate secretaries, assistants, or other staff as proxies to managing contacts collected by IQ.
To review new contacts:
- Ensure that your Tenant Administrator has enabled you to have access to IQ Signature Capture.
- Go to Settings > IQ Sync to manage your individual settings.
- Optional: Proxy in on behalf of the lawyer or professional you are supporting
- Go to Contacts and click on the IQ - Pending Review tab.
- Check the box next to the contact you want to process.
The suggestions for the data steward are as follows:
| Action | Result |
| Add to Firm and My Contacts | The contact has been approved for promotion in both the Firm list and My Contacts |
| Add to Firm Only | The contact has been approved for the Firm list |
| Add to My Contacts Only | The contact has been approved for promotion to My Contacts |
| Delete Contact | The contact should be deleted |
Your suggestion will be sent to the data steward for further review.
IQ - Added to Firm
There is also an Added to Firm tab where users can see contacts IQ has added for them and choose to Add to My Contacts or Add to List in bulk. This page will display any contacts created by IQ, which have been added to the firm, and are contacts that you have a knows relationship with.
If you don’t know these contacts, clicking on the contact and unchecking the I know this contact checkbox will remove the knows relationship and will also remove from the grid.