Many lawyers begin their firm automation processes at client intake. This is generally a good idea. Yet, fully streamlining the myriad interactions can seem impossible. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. They also need to allow for adjustments and even errors.
Setmore is a robust calendaring and appointment scheduling system for lawyers. It can give clients access to self-scheduling—or not. Further, it allows attorneys to maintain complete control over their calendars through their preferences, settings, and integrations. LEX Reception users get access to Setmore Pro as part of their account, but anyone can set up a free account at Setmore.com.
Setmore Features for Law Firms
Setmore is a legal-specific calendaring platform from the AnywhereWorks team. AnywhereWorks makes LEX Reception, Teleport, and other apps that give lawyers the freedom to run their firms free from geographical constraints. It offers appointment scheduling, client management, payment processing, and integrations with leading legal technology providers.
Managing a law firm’s multiple calendars is tough enough without input from clients and potential new clients. Yet, clients and other third parties are beginning to expect a certain level of interactivity with the appointment scheduling process. Setmore accounts for this freedom while still allowing a firm to maintain control of its time and attention.
As one can see on their website or in the demo video below, the main feature of Setmore is the public-facing scheduling app. Users—usually clients—can browse scheduling options and availability on their own time using their computer or mobile device. They can then select and schedule appointments without interacting with someone at the firm.
This app exists on the firm’s Setmore page and can be sent to clients via email, text message, or any other method of sending a URL. Equally important, firms can embed the page on their website or even add a QR code to business cards.
This much client access to a law firm’s calendar can be uncomfortable. Accordingly, Setmore gives users ample control over their availability with different types of appointments, hour and day restrictions, and buffer periods based on appointment type. The platform also builds reminders into the system and has a two-way sync with Google and Microsoft calendars. This means firms can set it and forget it rather than constantly stressing over appointments.
In addition to the high level of control over individual calendars, the app can be set up for every team member. These members can set individual restrictions and the firm can manage multiple calendars at the same time. Clients can even select specific users to meet with or change team members based on their availability.
In addition to appointment scheduling, Setmore helps users track information about their clients. It can track information like name, email address, and phone number with ease. Additionally, users can include custom fields to track like case type, matter description, or even incident date. Setmore’s integrations with HubSpot, Salesforce, Zoho CRM, and Zapier make it easy to sync this information with already adopted CRMs.
Setmore also has multiple payment processing options. Although they integrate with many non-legal platforms, their LawPay connection is the most useful for attorneys. This allows firms to accept payments for consultations, integrate initial trust account payments into the onboarding process, and more.
As part of the AnywhereWorks family of products, Setmore integrates with products like LEX Reception, and Teleport. In addition to this, it also integrates with a host of CRMs, marketing products, website providers, and social media platforms.
Law Firm Client Intake Tech Stack
Although Setmore can be used on its own as a law firm appointment scheduler, its best use comes as part of a tech stack. When combined with LEX Reception and LawPay, firms can integrate the management of incoming calls, appointment scheduling, and online payments.
This means the firm’s receptionists have more capabilities. They can set appointments using the firm’s preferred method—the Setmore platform. Further, they can easily see team member availability and even take payments over the phone.
The firm’s appointment scheduler has more functionality as well. Through the integration, much of LawPay’s capabilities are embedded directly into the platform. So the office can take payments as appointments are selected. These payments are then integrated directly into the LawPay application and tracked as any other payment.
Setmore Demo with LEX Reception and LawPay
Recently, Zack sat down with Jillian, Bre, and Abby, of Setmore, LEX Reception, and LawPay to discuss how this tech stack can supercharge a law firm’s intake and client communication systems. Take a look and see how these three platforms seamlessly interact.
How to Get It
Law firms can learn more about Setmore, LEX, and LawPay, where they can get a demo, set up a free account, or dive right in with their Pro tier subscription.
Additionally, LEX Reception users already get access to the Setmore Pro tier through their accounts. Learn more about LEX at our full review page and see what discounts Lawyerist subscribers get.
Last updated March 3rd, 2023