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Help / Support :: Live Lawyer™ :: Users' Manual For Lawyers & Law Firms

7. Scheduling Meetings With Clients

 

If you wish to schedule a meeting with a client you have two options. You can schedule a meeting by going to the “Manage Clients” area of your account, and click on the “Set A Meeting” link. Alternatively, you can go directly to the “Set A Meeting” area of your account, by clicking on the “Set A Meeting' link in the left side navigation area of your account. Once you are in the “Set A Meeting” area, you may schedule meetings with clients that have time in their time banks. If a client's time bank is emply, you can add time to their account through the “Manage Clients” area of your lawyer account. When you are ready to schedule a meeting, select the client that you wish to attend the meeting, by highlighting their name with your mouse and clicking it. Then enter the date, time and description of the meeting (if any), and then click on the “”Confirm” button. Both you and the client will receive a confirmation email of the meeting. You nor the client have to approve the meeting, because it was scheduled from within your lawyer account. The meeting can be cancelled or rescheduled by you or the client any time.