Talk2MyLawyer is a two way messaging service. Clients can log in to the Talk2MyLawyer mobile optimized website then choose their lawyer to begin a conversation. New, potential clients can also locate you by selecting the county and a related practice area.
Once your new or existing client has sent you a message, you will receive an email notification with a link to the conversation. When a conversation with an existing client is complete, it can be saved to the Communications sub-tab of an existing Matter. Or, when saving a conversation with a new client, a new Contact will be saved in Clio with the conversation already added to the Contact's Communication tab.
For Talk2MyLawyer pricing, click HERE.
Contents
Connecting Talk2MyLawyer to Clio
Using Talk2MyLawyer with Clio
Connecting Talk2MyLawyer to Clio
Lawyers can register for a Talk2MyLawyer account by going to www.law2marketsolutions.net/talk2mylawyer.html and clicking the "Register Now" button. When registering, you will have to agree to the terms of service and provide some basic contact information.
Once you have entered your contact information, an email will be sent to the email address that you provided. That email will contain a link for you to verify your account. Follow the link to select a user name and password, and to choose the counties that you want to serve.
Note: you can choose a limit of 3 counties for $29.95 per month or 5 counties for $49.95 per month on an annual contract. If you do not see your county listed here, please contact Law2MarketSolutions by completing the contact form HERE.
Finally, you will be prompted to connect Talk2MyLawyer to Clio.
If you are not already logged into your Clio account, you will be prompted to log in before you can connect. Click the green, "Yes let's connect" button to authorize.
Once you have authorized the connection between Talk2MyLawyer and Clio, the staff at Law2Market Solutions will confirm your bar affiliations before you will be able to use the app to connect with clients. This process can take up to one business day.
For Existing Clients
To send you a message using Talk2MyLawyer, direct your clients to go to mytrafficman.net/talk2mylawyer/ and click on the "Register" link. Your client will then be prompted to enter in their name, email address, and phone number. We suggest that you instruct your clients to enter in the name and contact information exactly as you have it listed on their Contact card in Clio.
An email will be sent to your client with a link for them to complete the registration. Your client should follow the emailed link to create a password for their Talk2MyLawyer account. They will also be asked to agree to the terms of service.
Your client will now be able to log in to Talk2MyLawyer at any time to send you a message.
When your client logs in, they will be prompted to select a county, select a lawyer, and select their Matter (if one is available). You may want to instruct your client on the county that they should select if that is not immediately obvious to them.
After selecting the related Matter or clicking on "Continue", your client will be directed to the chat window and you will receive an email from Talk2MyLawyer with a link to join the conversation. If you are not available to participate in the chat, your client will be able to leave you a message that will be sent to your email address.
Saving a Conversation to Clio
From your chat window, you can save a conversation to Clio when it is complete by clicking on the "Save" button.
You will then be given the option to select which Matter the conversation should be saved to (for existing clients only) or if it should be saved to the Contact card. When saving a conversation with a new client that is not yet in your Clio account, a new Contact card will be created automatically.
Whether you are saving the conversation to a Matter or Contact card in Clio, you will be able to find the conversation from the "Logs" tab of the Communications area.
For more information, download the whitepaper.