Video meetings

Video runs inside LedgerOS. There's no separate meeting app, no license to buy, and nothing for your client to install.

Starting a call

From an appointment — set the location to Video and a room is attached automatically. Everyone on the appointment gets the link.

From team chat — Start video opens a call from any conversation, for the two-minute question that's faster spoken.

What your clients need

Nothing. Clients join by link — no account needed.

This removes the single most reliable source of friction in a client video meeting. The client who has never used your meeting software before, on their own laptop, ten minutes before the call — that's the scenario, and a link that just opens is the answer to it.

Say so in the invitation. Clients who expect to install something will start early and get anxious.

Recording

Auto-record meetings can be turned on so calls record without anyone remembering to press a button.

Think about this before enabling it firm-wide. Recording a client meeting has consequences — for what you say, for what they say, and for what you then hold. Some conversations are better unrecorded, and a firm-wide automatic setting removes the judgment call from the person in the room.

If you do use it, tell clients at the start of the call. Every time.

Usage

Participant-minutes this month shows your consumption. Video is metered by participant-minute, so a five-person hour costs five times a one-person hour.

When to use video instead

• Video — anything where you need to see a reaction, walk someone through a document, or handle a difficult conversation.
• A phone call — logged in the inbox and convertible to a time entry, which video is not.
• Text or email — anything where a written record is the point.

Notes and limits

• Rooms attach to appointments and to chat conversations, not to clients or jobs directly.
• Leaving a call doesn't end it for everyone else.
• Recordings consume storage.
• Video settings are firm-wide.