Being prepared in today’s often harried world is not easy. We may not always be able to take the time to research a prospective new client before meeting with them. Refresh lifts that burden, and ensures you are not caught unprepared when rushing to a meeting with a new client or acquaintance. By allowing this app to access your various social media accounts (i.e. LinkedIn, Twitter, Google+, Facebook etc.) you can quickly launch the app to and search by name, but even better if their name is in your calendar appointment the app automatically sends you an insights notification with a link to a concise graphical profile of them.
The features of the Office Lens app are numerous. You can capture images of whiteboard notes or other paper documents (i.e. handouts, business cards, etc.) and save them in OneNote. A cool new feature allows you to convert images to Word or PowerPoint and edit them, and the recently added business card mode allows you to extract contact information from business cards and save the data as a VCF file (virtual card file) for ease of adding the information to your phone contacts.
While Insight Notes ($9.99) app for the iPad with its HIPAA compliant security is primarily designed for healthcare professionals, it is also ideal for attorneys and other professionals who need strict security features for client notes and documents they may create on their mobile devices. The app automatically organizes your notes on a per-client or per-project basis, and provides secure encrypted backup exporting of your notes to remote servers for a low monthly fee.
Do you correspond with clients via text? Are you tired of typing all of your text messages on your phone? WhatsApp the messenger app for select smart phones recently became available in a desktop version, thereby allowing you to respond to text messages via your computer. It works best on Google Chrome and is currently only available to users of Android, Windows, and BlackBerry phones.