Scheduling meeting with your clients
What is It?
Scheduling meetings has never been easier! Attorneys who co-counsel with Marble have the ability to set meetings with their Marble clients from the convenience of their Marble desktop.
Why You'll Love This
Personalized Experience: Preset meeting types tailored for attorneys. Whether it's a case update, court preparation, or other meetings, each type is predefined for their convenience
Efficiency: Simply choose a meeting type, adjust the time period if necessary, and click send. Our system will take care of the rest: notifying the client, updating both parties when the meeting is confirmed, sending reminders, and managing cancellations.
Intelligence: No more double-bookings or scheduling conflicts. Our smart system alerts you if there is no availability during the specified meeting period, ensuring your schedule remains seamless and conflict-free.
How to schedule a meeting
Step 1: Go to the 'Clients' tab on your Marble Page
Step 2: Select the client that you would like to set a meeting with by hovering over their name and clicking the 'Set Meeting' (calendar icon)
Step 3: Choose your meeting type
Step 4: Keep the generated note for your client or add in your own details about why you want to meet.
Step 5: Set a range of dates, the duration of the meeting, and then click 'Send to client'
Marble's scheduling system handles the rest! Notifying the client via SMS and email, publishing the meeting when the client chooses a slot, sending reminders to the client prior to the meeting, and notifying both parties upon meeting cancellation or rescheduling.