Want to impress your client? Tired of attaching countless snapshots to report? Need to explain a complex issue? Interactive Walkthroughs are here to help you and wow your clients.
You may have already shared a read-only version of a matter using our Interactive Site Plan feature. They're a great way to give your client an instant, impressive snapshot of a matter.
What is an Interactive Walkthrough?
Walkthroughs help you walk clients or colleagues through a matter (hence the name). They allow you to create multiple plans which guide your client through issues, giving them the context they need.
Sharing next level site plans helps your clients understand and act on your advice, and gives you "the confidence they will choose to instruct you again" (read case study).
What will my client be able to do?
Your client will see the map and title list for each page you create. They will be able to interact with the map in the same way Orbital Witness users can and also see any notes you've provided them.
How do I create a Walkthrough of my matter?
Once you've started or are nearing completion of a matter you can create a Walkthrough. You just need to have added titles you want to include to your matter (here's how).
Click the orange "Create walkthrough" button at the bottom of your title list.
Click the blue "Add titles" button to add (+) or remove (-) titles or groups to your page.
You can then click the pencil icon to change the title's name or boundary's style. Changes won't be reflected in your main Orbital Witness review, just this Walkthrough page.
Type in comments to the page or for a specific title.
Add in bullet points and links.
Click the ellipsis next to Page 1 to change the page name, delete or reorder pages.
Click "+ Add page" to create a new page and repeat the above process as desired.
Ensure you "Save" your walkthrough (top-right).
You can also "Preview" your client's view.
To share with your client, enable external sharing and select Walkthroughs in your matter sharing settings.