Client Requests & Consultations
How to connect with matched prospective clients and explore potential engagements.
If a client is interested in engaging you for a project after they review your profile and/or proposal details, you will be notified by email to log in to your Priori account.
Once logged in, you can view the project information in more detail and begin to determine whether an engagement would be suitable for both you and the client. Each new client inquiry will appear as a card on your account dashboard.
A preview of the options available once a client reaches out.
For custom opportunities, you can also review the status of each of your submissions from the dashboard.
After a client has reached out to schedule a call you have two primary options to calendar the call. Both can be found on the request page:
- 1.You can review proposed call times and confirm an initial consultation with the client to discuss their matter in more detail; or
- 2.You can message the client through our platform to clarify the scope of their project or otherwise discuss preliminary issues.
In most instances, clients are eager to go ahead and speak with you via audio or video call. For your convenience, the Priori Marketplace platform has free, built-in conferencing and scheduling features to help you connect with potential clients.
To use our conferencing system, you can press the red button labeled "Confirm Call" on the client request page to select from times proposed by the client for the initial consultation – or, if none of those times work for you, to propose alternative times to meet.
Once you confirm a call time, our platform will send you a calendar invite by email with dial-in details for the call. The dial-in details will also be available on your Priori account dashboard under "Scheduled Appointments".
If you can immediately determine that a project is not the right fit for your practice, or you're unable to take on the project for any other reason, you are always free to decline the project request using the white button on the project request page.
If you decline a project, we will be notified of your decision and the client may move on to contact other attorneys.