Take notes, scheduled your next appointment, call out to your client, all from your Video Call
Start the video call by selecting the JOIN CALL button on the Overview or the Appointment & Tasks page:
Once your video call has started, access any of the features on the menu bar:
Messages:
Scheduled your next appointment, or create a task to invoice your fees:
Take notes during the call:
View or upload new documents:
View the client contact information and Case request details by clicking on 'Case Details'
Use the Make Call feature to call your client's phone number and connect them to the video call by audio:
