Resources

WhatsApp Archiving Compliance Concerns For Finance Professionals [And What To Do About It]
WhatsApp Archiving Compliance Concerns For Finance Professionals [And What To Do About It]
This article breaks down exactly why WhatsApp archiving fails regulated professionals, and the iPlum financial compliance line is a better option for finance professionals.
SEC Compliance Checklist for Broker-Dealers
SEC Compliance Checklist for Broker-Dealers
That said, the checklist below provides broker-dealers with a structured overview of core compliance obligations. It also highlights how the iPlum financial compliance line helps address the mobile-communication compliance gap.
Voicemail Transcription for Insurance Brokers – The Gap, The Rules, and IPlum
Voicemail Transcription for Insurance Brokers – The Gap, The Rules, and IPlum
This article breaks down what the rules require, where most brokers fall short, and how iPlum gives regulated professionals a compliant voicemail setup built for the realities of insurance work.
Phone App with Auto Attendant for Small Law Firms – The iPlum Advantage
Phone App with Auto Attendant for Small Law Firms – The iPlum Advantage
This article covers what an auto attendant does for law firms, why generic apps are not built for legal practices, and how iPlum gives your firm a professional, compliant edge from the get-go.
BYOD Policy For Law Firms - How to Ensure Staff Use Personal Phones Safely
BYOD Policy For Law Firms - How to Ensure Staff Use Personal Phones Safely
Legal work now requires a solid bring-your-own-device (BYOD) policy, along with a VoIP solution for law firms built specifically for this situation.
Law Firm Phone Compliance Checklist - Items Every Attorney Should Review
Law Firm Phone Compliance Checklist - Items Every Attorney Should Review
In this article, we take a closer look at what makes a good phone system for lawyers and the compliance checkbox it must tick.

Case Studies

How iPlum Helped a Busy Litigator Recover $2,000+ in Call Revenue
How iPlum Helped a Busy Litigator Recover $2,000+ in Call Revenue
John didn’t have a reliable way to track what happened during mobile calls. He decided to try iPlum’s phone system for law firms.Within one business day, he routed 100% of client calls through his dedicated iPlum business line