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Book prospective client consultations with an available attorney.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Resolve colleague access to private client matter channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
Request missing power of attorney forms before legal approval continues.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.