Embedded Files
Consultation Scheduling:
Ex: Phone Call Consultation w/ [Name]
Include the client's phone number in the description.
Add the client's email address to the invite.
Make sure there is no google meet section before you send the calendar invite.
Ex: Zoom Consultation w/ [Name]
Generate a Zoom link.
Include the Zoom link and the client's email in the description.
To generate a zoom link you will go to zoom, sign in through Diana’s facebook and create the link.
Ex: In-person Consultation w/ [Name]
Provide the specific location.
Mention office #755 in the description.
Add the client's email to the invite.
Please ensure for Clio:
Appointments are scheduled with email reminders set.
Background information on the matter is provided in detail.
All necessary documents are uploaded if applicable.
Marketing Meeting Scheduling:
Ex: Marketing Phone Call w/ [Name]
Include the contact number in the description.
Add the email address to the invite.
Ex: Zoom Marketing Meeting w/ [Name]
Create a Zoom link.
Include the Zoom link in the description.
Add the email address to the invite.
Ex: In-person Marketing Meeting w/ [Name]
Specify the location.
Include the contact number in the description.
Add the email address to the invite.
Client Meeting Scheduling:
Ex: Phone Call w/ [Client Name]
Include the contact number in the description.
Add the email address to the invite.
Ex: Zoom Meeting w/ [Client Name]
Create a Zoom link.
Include the Zoom link in the description.
Add the email address to the invite.
Ex: In-person Meeting w/ [Client Name]:
Specify the location.
Include the office number in the description.
Add the email address to the invite.
Scheduling Signings:
Ex: In-person Signing w/ [Client Name]:
Provide the location.
Always Add Peter's and Cairo's email address for preparation
Cairo@dklawmd.com
Peter@premiertitlemd.com
Specify whether it's Diana, Peter, or both on the calendar
Inform the client if Peter or Cairo is conducting the signing to manage expectations.
Mention the office number in the description.
Include all emails in the invite.
Include what type of signing it is (Will, Trust, Deed, POA, ect)
Important Notes:
ALL APPOINTMENTS need to be confirmed on the day of the meeting IN ADDITION to the initial confirmation we should be getting when it is scheduled.
Non-estate planning consultations should be 15 minutes via phone call or Zoom only. Estate planning consultations can be 30 minutes and may be in-person. (Please still encourage zoom/phone call first)
In-person appointments MUST have prior approval from one of the managers to arrange the best possible time
Please note we do not schedule before 10:00 am or after 4:00 PM
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