Advanced: How to talk to Clients about Quigler

While Quigler automates your updating of clients and even creates a running record of all the required Actions you performed, Quigler is NOT a substitute for direct verbal communication with your clients. Rather, it's a tool to facilitate more and better responsiveness and communication with your clients and create a record of that communication.

Here are some Do's and Don'ts.

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Tip 1: DO tell your clients in advance about Quigler and how it will help your interaction and communication. Here is some text to help you out:

"Quigler will help you always to know everything I am doing and why it's required. You'll never be in the dark and you'll know everything that law and ethics require me to know and do."

"Here's how it works..."

Then, take out their phone and show them. Preferably, you'll be sitting in their living room demonstrating how Quigler works, but if not, you can even do it over the phone. Just ask them to take out their iPhone (soon Android) or ask them to log in to the web app at and accept your invitation. Then you can show them how you have filled out the Ethical Checklist and they can now see exactly what you have agreed to do.

Tip 2: DON'T simply perform an Action and think you have communicated.

Some Actions require you to "Discuss," "Review " or "Give your client" something. That means you have to do this BEFORE you indicate you performed the Action. When you indicate you performed it, the instant notification goes out. Such notifications of completed Actions should NOT come as a surprise to your clients, but should be the result of your earlier interaction with them and should just be confirmatory.

Now you both have a record that you did what you were supposed to do.

The same would apply to reviewing something. The review happens in person or over the phone. When you're done, you click on the Action and Quigler notifies your client that the review is completed.

Ditto for when you're "Giving" something to your client, such as a document that needs to be read or signed. Whether this happens in person or remotely, as soon as you give them what you are supposed to give them, complete that Action and your client will receive a notification instantly.

Quigler keeps you communicating with your client constantly and helps you to demonstrate how much you are doing for them, while creating a running record, so they NEVER forget.