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I need guidance

muk2
Explorer
Explorer

Hello Everyone 

 

Is there anyone who can guide me how should i start to setup phone system for firm comany? 
I need the sequential steps in 

1 ACCEPTED SOLUTION

Eliot
Community Champion | Zoom Partner
Community Champion | Zoom Partner

hi @muk2 

 

from a technical point of view, please see

Getting started with Zoom Phone (admin)

 

Firms differ in terms of size and complexity.  some small firms can be set up in a few minutes while large, complex firms will require careful study of existing phone systems, detailed requirements from all users, documented design of the new zoom phone system, proof of concept, extensive testing and a written implementation plan. 

 

from a management point of view, you may want to consider some of these items depending the size and complexity of your firm:

1.  what do firm members need in terms of toll free phone numbers, local phone numbers, desk phones, desktop clients and or mobile apps?  Will existing telephone numbers be ported to zoom?

2.  where do members need to call, i.e. internal calls only, within a country and/or international calls?

3.  what locations does the firm have?  are any staff working remotely from home?

4.  will calls be answered by an auto receptionist?

5.  how will calls be routed from the auto receptionist to users and call queues?

6.  what are the normal working hours, non-working hours and holidays for the firm and for individual users?

7.  do some calls need ad hoc or automatic call recording?

8.  is texting (sms/mms) required for some users, auto receptionist and call queues? 

9.  is faxing required for some users?

10.  how will users connect to zoom phone such as wired ethernet connections, wifi access points and or mobile connection?  do your existing internet connections meet zoom phone requirements?

11.  should zoom professional services be engaged to provide assistance to create a project plan and facilitate the implementation?

 

Did my response answer your question? If so, please don't forget to mark the reply as an accepted solution.

 

thanks,  eliot

View solution in original post

3 REPLIES 3

Eliot
Community Champion | Zoom Partner
Community Champion | Zoom Partner

hi @muk2 

 

from a technical point of view, please see

Getting started with Zoom Phone (admin)

 

Firms differ in terms of size and complexity.  some small firms can be set up in a few minutes while large, complex firms will require careful study of existing phone systems, detailed requirements from all users, documented design of the new zoom phone system, proof of concept, extensive testing and a written implementation plan. 

 

from a management point of view, you may want to consider some of these items depending the size and complexity of your firm:

1.  what do firm members need in terms of toll free phone numbers, local phone numbers, desk phones, desktop clients and or mobile apps?  Will existing telephone numbers be ported to zoom?

2.  where do members need to call, i.e. internal calls only, within a country and/or international calls?

3.  what locations does the firm have?  are any staff working remotely from home?

4.  will calls be answered by an auto receptionist?

5.  how will calls be routed from the auto receptionist to users and call queues?

6.  what are the normal working hours, non-working hours and holidays for the firm and for individual users?

7.  do some calls need ad hoc or automatic call recording?

8.  is texting (sms/mms) required for some users, auto receptionist and call queues? 

9.  is faxing required for some users?

10.  how will users connect to zoom phone such as wired ethernet connections, wifi access points and or mobile connection?  do your existing internet connections meet zoom phone requirements?

11.  should zoom professional services be engaged to provide assistance to create a project plan and facilitate the implementation?

 

Did my response answer your question? If so, please don't forget to mark the reply as an accepted solution.

 

thanks,  eliot

Thanks for the answer.
The solution was for the law firm 
1. Can you give me a brief about department and cost center? i tried to read about them but I don't get it 

2. considering law firm company what are best practices u advice considering toll number , receptionst and others 
Thanks again

 

Eliot
Community Champion | Zoom Partner
Community Champion | Zoom Partner

Hi @muk2 

 

maybe you are looking for client phone call minutes for client billing:

 

Assigning client codes to phone calls

 

You might consider talking with clio which has an integration with zoom.  clio is one of the top vendors of legal practice software.

 https://www.clio.com/web/best-legal-practice-software/

 

some firms like a human to answer calls to law firm’s main telephone number.  Others find an auto attendant works well and is less expensive.  many attorneys give clients their direct number which they or their paralegal/secretary can pick up.

 

zoom supports shared line appearances which is great for attorney and paralegal.  paralegal can answer an incoming call, intercom the attorney and attorney can pick up the call.

 

the ability to easily escalate a phone call to a meeting is very useful for face to face discussions and secure exchange of documents.

 

ability to securely record on both ad hoc and auto basis is another great feature.

 

zoom has ai in most if not all products.  great for summarizing meeting information.

 

zoom has major law firms that use zoom meetings, zoom rooms, zoom contact center, zoom phone, etc.

 

different sized and practice concentration law firms have different needs, but i believe that zoom has solutions that will fit most.

 

thanks,  eliot