Client Collaboration and Communication
DirectLaw supports many differents ways of communicating and collaborating with your client using online collaobration tools.
The client-facing calendar function enables you to keep a client infomred about critical dates and appointments and to remind a client of a hearing or an event. You can also provide a reminder to a client about what documents to bring to a hearing or a meeting. This is not designed as your law firm;s calendar. It is designed to be client-facing and to enhance the client experience with your law firm.
The communication function supports up-loading and downloading of files between between client and lawyer and secure threaded communications support be an audit trail.
-
Communications -- Initiate or respond to a client communication
-
Locate the client record using any of the search queries.
-
Client on the View Communications link to the right of the client record.
-
Enter your new message or reply to a client communication and click on Submit.
Share Files – Upload a file to a client’s space or retrieve a file uploaded by the client.
-
Locate the client record using any of the search queries.
-
Client on the View Files link to the right of the client record.
-
Use the Browse button to locate the file to be uploaded. Click on Upload to send the file to the client’s space.
Calendar – Post an event on a client’s Calendar Tab and schedule reminders.
-
Locate the client record using any of the search queries.
-
Client on the Calendar link to the right of the client record.
-
Click on the Add Event link.
-
Enter the Description, Start Time and End Time of the event/appointment
-
