Zoom is the market leader for online video meetings. It is used daily by 200+ million participants.
The LawTap Zoom connecter automates Zoom Video appointments from start to finish, and allows you to access Zoom directly from you LawTap Dashboard.
In this article, we take you through the process of using Zoom in LawTap and provide instructions on how to connect to Zoom, create Zoom Video appointment types, book Zoom Video appointments, connect to a Zoom appointment (as a lawyer and a client), access your Zoom dashboard and disconnect from Zoom.
To learn more about the benefits of connecting LawTap to Zoom, see https://lawtap.com/integrations/zoom and Zoom's privacy and security controls.
Requirements
LawTap Lawyer account; and
Zoom Meetings account (Basic or higher).
Note! Each lawyer needs their own Zoom account.
Connecting LawTap to Zoom Video
Note! This is a one-time process that needs to be done by, or on behalf of, each lawyer in the firm. Zoom accounts cannot be shared by multiple lawyers!
To connect LawTap to Zoom:
Select Integrations in the top bar.
In Zoom, select Connect to Zoom.
Enter your Zoom email and password, select the I'm not a robot checkbox, and then select Sign in.
Follow the prompts on the Zoom site to pre-approve and then authorize the Zoom app.
Zoom redirects you to LawTap, where the "Successfully connected to Zoom" notification displays.
Creating Zoom Video appointment types
After you have connected LawTap to Zoom, the Zoom Video appointment type is automatically available for selection as appointment type..
Zoom Video appointments are created in the same way as any other appointment type.
See Adding and managing appointment types for your law firm as a practice manager for full instructions on how to add new appointment types.
Note! The Zoom Video appointment type will only display in the Select Appointment Type pick list in the firm and individual lawyer profiles after the lawyer has connected LawTap to their personal Zoom account.
Booking Zoom Video appointments
Zoom Video appointments are booked in exactly the same way as other appointment types. See these articles for full instructions on how different personas book appointments on LawTap:
Connecting to Zoom Video appointments
LawTap automatically generates a unique Zoom Video ID for each appointment, as well as links to start (lawyer) and join (client) the video meeting. This information (plus the meeting passcode) is sent to the sent to both parties in the appointment confirmation email and is also available in LawTap in My Dashboard (lawyer) and My Appointments (client).
Starting a Zoom appointment as a lawyer
To start a Zoom Video appointment as a lawyer:
Select My Dashboard in the top bar, if necessary.
Select View for the Zoom Video appointment.
In Zoom Meeting, select Open in Zoom.
Alternatively, open the appointment confirmation email and select the Click to Start link.
For more about working in My Dashboard, see Managing your client appointments on LawTap as a lawyer.
Connecting to a Zoom appointment as a client
To connect to a Zoom Video appointment as a client:
Select My Appointments in the top bar, if necessary.
Select View for the Zoom Video appointment.
In Zoom Meeting, select Open in Zoom.
Alternatively, open the appointment confirmation email and select the Click to Join link.
For more about working in My Appointments, see Managing lawyer appointments on LawTap as a client.
Accessing your Zoom dashboard as a lawyer
As a lawyer, you can access your Zoom dashboard directly from LawTap to manage all your Zoom Video meetings in the same place.
To access your Zoom Dashboard as a lawyer,
Select Integrations in the top bar.
In the Zoom, select Disconnect.
Disconnecting LawTap and Zoom
To disconnect LawTap from Zoom:
Select Integrations in the top bar.
In the Zoom, select Disconnect.