What is Calloquy?
Virtual litigation is here to stay, and the benefits for both clients and their attorneys are clear. Using Calloquy’s robust platform, users can recreate meetings, mediations, and depositions in a virtual setting that mimics real-life litigation scenarios. Display participants’ names and roles, set up secure breakout rooms, and initiate private messaging and notifications to ensure efficiency and accuracy.
What’s required to use the Platform?
Users and meeting participants can access a Calloquy meeting via the Google Chrome web browser. All members of the organization can also access the dashboard and its array of case management tools via web browser.
What are the System Requirements?
Google Chrome (latest version) is recommended over all other browsers. Limitations in performance and functionality may be experienced with other browsers.
Supported operating systems: Windows and macOS X with macOS X (10.10) or later
Broadband wired or wireless (3G or 4G/LTE) Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth A webcam or HD webcam - built-in, USB plug-in, or: An HD cam or HD camcorder with a video-capture card
Security: How secure are my Meetings, Evidence, and Documentation?
Our case-based approach to meetings, allows you to quickly and safely send meeting invites only to the right people. Our use of unique tokenized meeting invitations helps to provide a more secure environment for privileged conversations by guarding against uninvited guests joining your confidential meeting. Evidence and documentation are stored in a secure folder that only the participants who are a part of the case can view and download.
Billing: What is the cost to use Calloquy?
For information on pricing, please contact our Sales Department at 855-843-4777 or email sales@calloquy.com.
What types of meetings does Calloquy host?
The Calloquy web-based platform can host non-case-based team meetings, case-based team meetings, arbitrations, depositions, and mediations.
How do I change my password?
Once logged into the platform, click on your initials or avatar in the top right-hand corner of the dashboard. Select Edit Password, then type your current password in the blank field provided. To set your new password, follow the parameters set underneath the blank fields, and click Save after typing a strong password. The fields will collapse once completed.
If you have forgotten your password, from Calloquy's Login page type your email into the field provided, and click Login. On the next page, you will have the option to select Forgot Password? and/or have a magic link emailed to yourself to log in without typing your password.
How do I create a case?
To add a new case to your profile, click the Add New Case button located in the middle of the dashboard or the upper right-hand corner next to your avatar. Fill in the required and optional fields as necessary, then click Done.
How do I change a contact's role?
In the case's summary, hover your cursor over the contact's entry, and three dots (More menu) will appear above their current role. Click the three dots and select Edit Details to update their role with the options provided.
How do I add documents to a case?
First, navigate to the case in which you would like to add evidence. Select the Documents tab underneath your case's title, docket number, and venue. Click the Upload New Documents button, choose the file(s) from your local computer, and click Save. The documents then will now appear in the Documents tab.
How do I schedule a meeting?
You can select either the Schedule a Meeting button located in the top right corner or the middle of the dashboard. On the Meeting Details page, fill in the required and optional fields as necessary then click Schedule Meeting. On the Select Participants page, you will have the option to send the emailed invitation to all participants in the case, all attorneys in the case, or all the attorneys on your team. You can also add contacts, change participants' roles, and indicate the meeting host from this page. Alternatively, you can check the box next to each participant that you'd like to invite before clicking Review Invite. If everything looks correct on the Review page, click Schedule Meeting and then click Invite Participants.
Can I add a participant to a meeting at the last minute?
Yes, you will first need to select the case from the Cases page. On the right sidebar, you will see your upcoming meetings and choose which one needs to be updated. From here you can click the +Add Participant button under your party and choose to Save this person to the case for future involvement. Alternatively, you can select the Add button on the same line as Add other contacts from the case to be taken to the Select Participants page. You can send the invitation to only that participant by checking the box next to the participant's name before clicking Update Meeting & Invite Participants.
How do I integrate meetings into my calendar?
Once you have received the emailed meeting invite, click the attached .ics file in your email invite and add it to your calendar. You can also select the Google Calendar or Outlook.com Calendar Link to be taken to the Sign-in page of your calendar provider and add the meeting to your schedule.
How do I add evidence to a meeting?
Select the upcoming meeting from the dashboard that needs evidence shared and click Prepare potential exhibits. You can either choose a file from your local computer to upload or click the Select Documents tab in the dialogue box. From the selection of documents previously uploaded to the case, drag the evidence needed for the meeting above the double grey lines and drop to add evidence file(s) from the case to the meeting. Click Save once you have dragged and dropped all of the evidence file(s) that you need from the case to your upcoming meeting.
How do I record a meeting?
Non-case-based team meetings: Only the Host has permission to start and stop recording. Contacts who are not hosts can only view and download recordings from the meetings that they have attended.
Case-based team meetings: The Counsel role has permission to start, stop, view, and download recordings from a case. The Paralegal/Legal Assistant role has the same permissions as the Counsel role. A Client role can only view and download recordings from the meetings that they have attended.
Mediations: Recording is not allowed.
Depositions: Counsel, Paralegal, and Client roles have permission to view and download recordings from the meetings that they have attended. The Court Reporter role is the only role that has permission to start, stop, view, and download recordings from this meeting type. Recordings from this meeting type can be filed away electronically when the case is archived, but they cannot be deleted.
Arbitrations: Only Arbitrator and Court Reporter roles have permission to start, stop, view, and download recordings from this meeting type. Counsel, Paralegal, and Client roles have permission only to view and download recordings from this meeting type. Recordings from this meeting type can be archived when the case is archived, but they cannot be deleted.
How do I receive assistance?
There are three options to get the immediate help you need - chat, Help Center, and phone support. Within the app, you can chat with a live specialist by clicking the chat bubble located in the bottom right-hand corner of the screen. The intuitive answer bot will ask a few probing questions before connecting you to a live specialist. You can also access step-by-step guides and helpful videos in Calloquy's Help Center by clicking the question-marked balloon on the bottom left of Calloquy's screen. Your third option is to call Calloquy directly at 855-843-4777 and choose option one for technical support or option two for Customer Success to speak with a knowledgeable specialist directly.
