For legal principals: never miss client appointments again
For legal principals: never miss client appointments again
Principals with packed calendars miss client meetings, risking poor case prep and eroded client trust. Phone calls before events nudge the principal, ensuring meetings start on time so prep happens.
Overview
Missed client meetings undermine case preparation and client trust. This workflow places a phone call to the principal just before scheduled appointments so meetings start on time and preparation happens. Expect fewer missed check-ins and clearer records of reminder activity.
Notable Features
- Place phone calls before events
- Filter events to core business hours
- Log calls and reminder details