How Does iPlum Mobile Compliance Work for Legal Professionals?

iPlum provides a secure, dedicated business line on your personal smartphone specifically designed to meet the ethical and regulatory requirements of a modern law practice. Our solution automatically records client calls and archives text messages into a secure, encrypted vault, ensuring that attorney-client privilege is protected and communication logs are available for discovery or billable hour reconciliation. By segregating professional data from your personal device, iPlum eliminates the risk of your personal phone records being subject to subpoenas. You can instantly acquire a new firm number or port your existing professional landline or mobile number to iPlum to maintain continuity while upgrading your practice’s security and compliance standards.
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Who Needs Mobile Phone Communications Compliance?

Finance, legal, insurance, real estate, mortgage, brokers, sales, and service sector professionals need mobile call recording and texting compliances. The client communication needs to be protected and archived. iPlum provides you with a solution.

How Does it Affect CMS Insurance Brokers for Compliance?

According to new CMS requirements for the insurance industry, all client communications must be recorded and archived for ten years. In case of a client dispute, the information needs to be readily available for full transparency. It also requires that a special announcement be played before the start of the call. Check this page for pricing details.

What is Dodd-Frank & Consumer Protection Act for Mobile Compliance?

In order to prevent another financial crisis like 2008 from occurring in the future, the Dodd-Frank act aims to improve financial stability by increasing transparency in the system.

Dodd-Frank Act was passed in 2010. In order to protect consumers from receiving fraudulent financial advice, many regulatory changes require all calls and texts to be recorded and archived for greater accountability.

The new Commodity Futures Trading Commission (CFTC) rules in 2012 require brokers to record phone conversations across mobile lines. By recording the conversations made by the financial companies, the sector can achieve transparency and reduce liability.

What is the Cost of a Compliance Solution?

iPlum provides you with a simple and cost-effective solution. You would buy any unlimited iPlum number plan and add the mobile communication compliance feature to it. Check plan details.

Does iPlum Provide Team Solutions at Corporate Level?

Yes, with an iPlum business account, you can set up multiple sub-accounts for your team associates and give them a separate line on their existing mobile phone with compliance requirements. All this is managed using a central console.

Can I Record Both Incoming and Outgoing Calls?

Yes, iPlum provides bidirectional recording for both incoming and outgoing calls. iPlum provides a standard announcement for recording calls alerting the other party that their conversations will be recorded.

Can I Text My Clients using iPlum and Archive them?

Yes, iPlum provides bidirectional texting and archives them in the iPlum portal for extended periods for financial regulatory compliance.

How Does it Affect CMS Insurance Brokers for Compliance?

According to new CMS requirements for the insurance industry, all client communications must be recorded and archived for ten years. In case of a client dispute, the information needs to be readily available for full transparency. It also requires that a special announcement be played before the start of the call. Check this page for pricing details.

What is Gramm-Leach-Bliley Act for Data Security in Financial Sector?

The Gramm-Leach-Bliley Act (GLB Act or GLBA) of 1999 is also known as the Financial Modernization Act. It is designed to protect consumers’ private information and apply specific protections to customers’ private data in accordance with a written information security plan created by the institution.

Can I Play a Special Announcement With Every Call?

Yes, you can add a special announcement to play automatically at the beginning of every call for your compliance requirements.

Does iPlum Provide the Privacy and Security Required for Business Communication?

Yes, iPlum is a business service with complete privacy and security. iPlum provides security encryption for both data at rest and during flow. One can also set up advanced password policies required for enterprise communication.

Can I Play and Download My Call Recordings?

Yes, you can play your recordings in the iPlum app and iPlum portal. You can download and store audio files at the iPlum portal.

Can I Transfer or Port My Existing Number Into iPlum?

Yes, you can make your existing landline or mobile number compliant by porting into iPlum. Check step by step process here.

Is it legal for an attorney to record calls with clients?
In most "One-Party Consent" states, it is legal if the attorney is a party to the conversation. However, 11 states require "All-Party Consent" (including CA, FL, and IL). iPlum provides tools to help you stay compliant, such as automated voice announcements that notify all parties the call is being recorded at the start of the conversation.
Will recording calls waive Attorney-Client Privilege?
No, provided the recording is treated with the same confidentiality as your case notes. Because iPlum uses a secure, encrypted cloud and is separate from your personal device’s native storage, the recording remains within your professional "firm environment," helping to safeguard the privilege against inadvertent disclosure.
Are iPlum recordings admissible in court?
Yes. iPlum captures high-quality audio with metadata (time-stamps and participant info) that establishes a clear "Chain of Custody." When paired with our Auto-Transcription feature, you have a reliable, searchable record that can be used for discovery, evidence preservation, or settling "he-said/she-said" disputes.
How can I track billable time for my mobile calls?
iPlum provides detailed call logs that are separate from your personal phone. You can export these logs to see exactly how much time was spent on specific client calls, making it easy to reconcile your "billable hours" at the end of the month without guessing.
Why Are Businesses Using Mobile Second Line Instead Of Landline For Employees?
Nowadays, employees are mobile. They are not tied to a desk at all times. Customers expect to reach them during business hours. Texting is becoming a modern tool. Landline doesn’t offer these options. More businesses are moving from fixed landline phones to a mobile second line for employees.
Why Are Businesses Using Mobile Second Line Instead Of Landline For Employees?
Nowadays, employees are mobile. They are not tied to a desk at all times. Customers expect to reach them during business hours. Texting is becoming a modern tool. Landline doesn’t offer these options. More businesses are moving from fixed landline phones to a mobile second line for employees.
Can I attach call recordings to my case management software?
Absolutely. iPlum allows you to download or share recording files. You can easily upload these files into your existing Practice Management Systems (like Clio, MyCase, or PracticePanther) to keep the entire case history in one centralized location.
Do The Second Line Numbers At iPlum Have Multiple Paths For Simultaneous Calls?
iPlum has a unique proposition with any number of simultaneous calling paths to your iPlum number. Most vendors charge separately for each simultaneous path. At iPlum, the multiple paths are default in all iPlum numbers. This means you can receive any number of simultaneous calls without any blocking. This is especially useful if you are using iPlum as a front end to a business.
Can I Get A Local Number As a Second Line?
iPlum provides local numbers in all US and Canadian states. We provide access to millions of local numbers. You always get the option to choose your number from the iPlum numbers inventory.
Does this work on my personal phone?
Yes. iPlum adds a dedicated second line to your existing mobile device. Your personal calls and texts stay private, and your professional "Law Firm" line stays secure. This prevents clients from having your personal cell number while giving you the freedom to work from anywhere.
Does iPlum Provide Team Solutions at Corporate Level?
Yes, with an iPlum business account, you can set up multiple sub-accounts for your team associates and give them a separate line on their existing mobile phone with compliance requirements. All this is managed using a central console.
Can I Record Both Incoming and Outgoing Calls?
Yes, iPlum provides bidirectional recording for both incoming and outgoing calls. iPlum provides a standard announcement for recording calls alerting the other party that their conversations will be recorded.
Can I Text My Clients using iPlum and Archive them?
Yes, iPlum provides bidirectional texting and archives them in the iPlum portal for financial regulatory compliance.
Can I Setup Business Hours?
Yes, you can setup business hours so that clients can reach you when you are working and leave you a professional message when you are not available.
Does iPlum Provide the Privacy and Security Required for Business Communication?
Yes, iPlum is a business service with complete privacy and security.  One can also set up advanced password policies required for enterprise communication.
Is the data encrypted and secure?
Yes. iPlum is designed for high-compliance industries. We offer end-to-end encryption for messaging and secure, password-protected access to all call recordings. We also provide HIPAA/SOC2 compliance options for firms handling sensitive medical or financial data.
Can I Transfer or Port My Existing Number Into iPlum?
Yes, you can make your existing landline or mobile number compliant by porting into iPlum. Check step by step process here.
Can I Play and Download My Call Recordings?
Yes, you can play your recordings in the iPlum app and iPlum portal. You can download and store audio files at the iPlum portal.

Comparison: iPlum vs. Generic Communication Tools


iPlum (Enterprise-Grade)
Google Voice (Standard)
Personal Mobile Line
Call Recording Compliance
✅ Advanced: Automated "Consent" announcements for all-party states.
Limited: Only records incoming calls (with manual toggle).
None: Requires 3rd-party apps; no consent automation.
Attorney-Client Privilege
✅ Secure: Encrypted data silo separate from personal phone logs.
Risky: Data shared with Google’s ecosystem; non-encrypted.
Compromised: Firm data mixed with personal "discoverable" data.
SOC 2 /HIPAA / BAA
✅ Yes: Security and audit compliances for firms handling sensitive data.
No: Free version is not HIPAA compliant or SOC2 certified.
No: Standard carriers do not provide audit and compliances
Call Reliability
✅ High: "Dual-Mode" (Voice Network or Wi-Fi) for no dropped calls.
Moderate: Relies strictly on VoIP/Data; prone to lag.
High: Standard carrier voice.
Work-Life Separation
✅ Complete: Dedicated app with distinct ringtones and voicemail.
Partial: No distinct professional "Auto-Attendant" features.
None: Clients have your personal cell number.
Audit Trails & Logs
✅ Exportable: Detailed logs for billing and court evidence.
Basic: Hard to export for professional practice management.
Manual: Mixing personal/business calls makes billing a nightmare.

50+ Calling & Texting Features

Customer Service (U.S. Based)