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
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.
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.