Using Quotes to Collect Missing Client Information
For brand new Goodlawyer users who book you for a consultation, there is a high probability that their client identification information and payment information will have an “incomplete” label on your view of the client details. Don’t worry, this information is collected from the client at the Quote booking stage, along with an Engagement Agreement.
After your call, if you can indeed help the client with their legal needs, simply send them a quote for the legal services you discussed. This will prompt them to add the missing information.
In order to accept a quote from a lawyer and retain their services, a client must add a credit card on file, complete their client identification, and agree to the terms of the Omnibus Engagement Agreement.
This streamlined process is designed to protect lawyers from beginning work on a project without having clear and documented intent or acceptance of their quote and an engagement agreement from brand new clients. Please do not ask the Goodlawyer team to reach out to your client to add payment information if you have not sent them a quote.
After a client has added this information to their account by accepting the lawyer’s quote, lawyers will be able to open active services and bypass the quoting step on future legal services if they deem it to be appropriate and sufficiently low-risk.