To manage your clients, click on the “Manage Clients” link on the left side menu. From within this area, you can assign time from your time bank to your clients' time banks, launch an unscheduled audio/video web conference, schedule a meeting, email clients, edit accounts, delete accounts and view time sheets.

Add/Remove Time To Your Clients' Time Banks
To add time to your clients' time bank, click on the “Add (Or Remove) Time” link, in the line that contains your client's name. When you are on this page, you can add time in minutes, from your time bank to theirs. For example, if you wish to add 1 hour to your client's account, enter 60 minutes into the field, and then click on the “Add (Or Remove) Time” button. The time will then be automatically deducted from your account, and the transaction will appear in the “Transactions History” table on that page. Every client has their own unique transactions page and time sheet, that contains information in regards to these and other transactions.

The process for removing time from a client's account is more or less the same. To Remove time from a client, enter the number of minutes you wish to remove from their account and click on the “Add (Or Remove) Time” button. For example, if the client has 60 minutes and you wish to take back 30 minutes, enter –30 in the field. After you click on the “Add (Or Remove Time)” button, the time is instantly taken from their account and credited back to your account.

Editing Client Details
To edit a client's details, click on the “Edit” link, in the line that contains your client's name. On this page, enter in the fields the information you wish to change, then click on the “Save Changes” button. If the changese were saved successfully, the system will send back a message saying “The changes have been saved.” If there is an issue with the change, the system will tell you what you did wrong so that you can correct it.

Deleting A Client
To delete a client, click on the “Delete” link, in the line that contains the your client's name. When you delete a client, you will no longer be able to manage their account and they will no longer be able to login. In addition, all of their transactions history will still remain in the “Transactions” and “Past Meetings” areas of your Live Lawyer™ account, but next to their name it will been marked as “deleted.” In addition, when you delete a client, any time remaining in their time bank will be automatically credited back to your time bank.

Time Sheets
Every one of your clients has their own unique time sheet. The time sheet contains all transactions related to their account. In this area, you will be able see data related to any time that you added or remove from a particular client account. In addition, you will be able to view session information that pertains to scheduled and unscheduled meetings, that took place when the audio/video web conference was launched by a client. The timesheets are there to help you with managing your clients' accounts.

Emailing Your Clients
To Email your client, click on the link that contains their email address, in the line that contains your client's name. Your default email client will open in a new window and the email address of your client will be in the “To:” field. You can then proceed with sending your client an email.

Searching For Clients
If you have many clients in your account, you can search for them through the filter feature. You can search for clients by their: name, username or email address. To perform a search, enter one of the search criteria into any of the search fields, and then click on the “Apply Filter” button. The search results will be displayed under the search box.

Setting A Meeting With A Client
To set a meeting with a client, you need to first add time from your time bank to their time bank. Once the client has time in their account, you can schedule a meeting by clicking on the “Set Meeting With This Client” link, in the line that contains your client's name. Once you are in the Set A Meeting area, your client that you wish to schedule the meeting with will already be highlighted. The next step is for you to select the date, time and duration of the meeting. You can set a meeting anytime for the current day and for any date in the future. You can also add a description for the meeting, so that the client can see what the meeting is about.

When you are ready to schedule the meeting, click on the “Confirm' button. The meeting will automatically be scheduled and added to the “Next Meetings” area of your account, as well as your client's account. In addition, your client will receive a confirmation email that a meeting has been scheduled by you. Since the meeting was created by you (the lawyer), you do not have to confirm the meeting, nor does the client. At any time, you or the client can cancel the meeting, through your or your client's account. When a meeting is scheduled, no other client can schedule a meeting for that same date/time period, unless the meeting has been cancelled.