Clients in HelloPrenup become visible to attorneys on the client list and appointment calendar only after booking an appointment. Here's how the process works:
When a client selects you for attorney representation but hasn't booked an appointment yet, they won't appear on your client list. This is because the system prioritizes scheduled interactions, ensuring that your focus is on confirmed appointments.
In some cases, you might see past or initial client-generated messages without the client appearing on your list. This typically happens when a client has purchased full representation but has yet to book their appointment. Once the appointment is scheduled, their profile becomes visible on your list and calendar, and you gain access to any related chats or case files.
Actionable Steps for Attorneys
To ensure you have full visibility over your clients:
Monitor Notifications: Check your email notifications regularly to see if new clients have selected you for representation.
Understand System Workflow: Familiarize yourself with HelloPrenup's process where client visibility is tied to appointment booking. This will help you manage your schedule and interactions more effectively.
Contact us via live chat or email at [email protected] for assistance.
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