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Working with Clients
Consultations
If a client is interested in engaging you for a project, you will be notified by email and can log in to your Priori account to view the project information and schedule an introductory call (audio or video) to discuss the project in more detail and determine whether it is suitable for you and the client. You can also message the client about the prospective engagement. Each new client inquiry will appear as a card on your account dashboard.
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".
Screenshot. Sample request page showing project information and next steps
Screenshot. Account Dashboard: Scheduled Appointments Section
If you would prefer to coordinate a call directly (e.g. via your own Zoom, Teams, WebEx or other method), you're welcome to message the client to coordinate that call. Once the first message has been sent, you will be able to exchange messages directly from your email inbox to coordinate the call.
Receiving Calendar Invites. The calendar invites are sent by email from [email protected]. If you do not receive an email invite please check your junk folder or email [email protected] for support.
Declining projects
If you determine that a project is not the right fit for your practice, you are welcome to decline the project via the link on the project request page. We do not want you to spend time on projects that are not suitable for your practice.
If you decline a project, we will be notified of your decision and will put the client in contact with other attorneys.
Last modified 9mo ago
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Declining projects