Legal conferencing

For many law firms, video conferencing is a more convenient alternative to meeting with clients in person, not to mention the cost savings that are a result of reduced travel.

But how can legal teams have video meetings in a secure way, while keeping data secure and maintaining compliance?

Let’s look at the key features that your law firm should consider in a legal conferencing solution.

What to consider when choosing legal conferencing software for your business

Ease of use

Because most conferencing platforms are cloud-based, the set-up should be quick and simple—you typically just need to send a link to invite someone to a meeting.

The software should have the ability to record and track calls to help with time management and billing, plus file sharing and storage (which also makes it easier to implement a paperless law office). Screen sharing is essential, and it’s also useful to have a secure online portal where clients sign in for messages and documents.

Whether you’re transitioning to a virtual office or just offering online meetings as an alternative for clients, it makes sense to choose a reliable and scalable solution—and you may want to consider secure video conferencing as part of a unified communications platform instead of paying for a separate tool, which will save you money in the long run.

(And new firms can benefit from Dialpad’s Startup plan, which has also helped legal platforms like evident and CiteRight.)

Security and encryption

This is arguably the most important thing. From general security and encryption and meeting-specific features like lockable and password-protected, there’s a wide range of features to look for in a legal video conference tool.

Team (and client) accessibility

The big benefit of virtual meetings is that they can facilitate a face-to-face experience without the travel costs associated with having to be physically present. But it must be easy and straightforward for clients to actually join these meetings.

For example, with Dialpad, clients can easily dial in to a conference call from their phone or computer, and there’s also a dial-out option that automatically calls clients when the meeting starts in case they forgot about it:

Price point

For small firms in particular, pricing is a big consideration. But don’t be tempted to pick the lowest-priced solution without checking what it offers. For instance, free platforms like Zoom and Skype may not give you everything you need (and may be better suited to businesses with less stringent regulations).

Essential features for legal video conferencing

Web conferencing solutions are essential to providing an excellent client experience remotely. Here are some of the features you should look out for:

Security and compliance features you'll find in Dialpad

Conference lock

If you were using a physical meeting room, you’d only give access to those who needed to be there, and you can do the same thing in video calls. Once all the invitees are present, the host “locks” the meeting—nobody else can then join unless the host allows them in.

Virtual meeting rooms

This feature sends a message or notification to the meeting host when anyone enters the lobby or virtual waiting room, telling them that everyone’s ready to start. If someone shows up after the meeting’s been locked, the host can decide whether or not to let them in:

Remove unwanted guests

It’s unlikely that anyone would misbehave in a legal meeting, but you never know—and if necessary, the host can remove them with one click. They may also choose to remove selected participants during a particularly confidential part of the discussion.

Conference PIN codes

PIN codes add another layer of security to online meetings. They prevent people joining the wrong meeting by accident—and even if someone somehow accessed the meeting ID, they still won't be able to get in without the PIN.

5 best practices for legal video conferencing

1. Provide clients access to all documents and materials before the conference

Being prepared is half the battle, as somebody once said. You don’t want to be messing about at the start of meetings because people haven’t got the right information—if you share files and agendas in advance, it gives people the chance to ask questions beforehand.

During the conference, you can use screen sharing to view the documents together and make sure you’re all (literally) on the same page.

2. Make sure the virtual meeting is secure

Hopefully you’ve picked a solution with all the security features we discussed earlier. Before the meeting, double-check that they’re all functioning, and that you’ve only sent the meeting ID and PIN to those who need to attend.

Before you share your screen within the meeting, it’s worth taking a moment to check whether you have any other windows or tabs open.

3. Log billable meetings for better time tracking

More and more attorneys are choosing to charge clients a flat fee, but billable hours are still the method that most law offices are still using. If you are still using the latter, it’s essential that you can log conference calls and virtual client meetings so that everyone has a record. Or, choose software that does it for you. Harrelson & Harrelson LLP use the Dialpad + Clio integration to automatically and accurately do call and time tracking.

4. Record your calls—with clear consent

Following on from the last point, you can always share recordings with those who didn’t attend (depending on the confidentiality of the discussion, of course). Recording calls is also useful for avoiding disputes and staff training.

Whatever the reason for recording a meeting, you must inform participants that you’re going to do so. Tell them in advance, get their consent, and then remind them again as the call begins.

5. Keep unnecessary participants to a minimum

This one is also about security. Especially because sensitive information is at stake, the fewer people who are involved, the better. Invite participants on a need-to-know-basis only. Having fewer attendees should also help you to keep meetings shorter—if you have too many people and too long an agenda, things can drag on and become unproductive.