Social Media / Technology Committee
Please check out the BAMC on Facebook (Search "Bar Association and Bar Foundation of Montgomery County"), as well as Twitter and Instagram (@BAMC_Law). If you are a Committee Chair or a Section Chair, and you would like the Bar Association to promote something on social media for your Committee or Section, please contact Leslie Miller or Jared Sands.
by Pat Hoover
NEW “Clio Scheduler + Payments” Prepaid Scheduling Feature is Fantastic
1. So there you are, basically on your own struggling to earn a living while under a global pandemic, including an indefinite shelter-in-place stay away order. How does that work when a new client calls asking to schedule a consultation which you know will take no less than an hour? While the client is happy to pay you, how does that even work during the virus crisis? How does your new client conference get scheduled, who schedules it, and, last but not least, how can you tell if you’ll be paid?
2. Clio, the major provider to law firms big and small, recently launched a new feature to its impressive roundup of law office functions and this one is perfect for these unprecedented times. Collected Payments is the name Clio has given its new feature. Clio’s new Collected Payments function does a great job of automating the entire process with very little effort required of the user. Providing a quick, easy and foolproof answer to the questions of who, what, where and when, as well as securing the client authorized payment, Collected Payments will blow you away. Everything needed to set up your new client meeting is basically done with minimal effort. I have used it and recommend it to all private attorneys who do online video client conferences. Check it out at: https://support.clio.com/hc/en-us/articles/360046610333-Clio-Scheduler-Clio-Payments
3. Clio’s prepaid feature is especially great for new clients and for virtual online appointments, whether during times of pandemic social distancing or for virtual, non-brick-and-mortar practitioners. This new feature is an excellent aid to lawyers operating from remote out-of-office locations, or for anyone who charges for their time and wants to avoid wasting it from no shows, no pays, and “no ways”...
4. In summary, for members of the Clio users base and for those who are thinking of trying it, the new feature allows you to 1. secure and confirm the clients’ meeting time and date and 2. Obtain the client’s approved payment authorization... before the actual appointment occurs. And all of this is done by way of a preformatted email. Pretty sweet, check it out at the above link. You may find, as I have, the new feature is a great addition to your lawyer wheelhouse!