I work in the field of psychology/coaching and by Nov 3 want to begin the transition from in-person meetings to visual-chat meetings... that can include worksheet sharing, simultaneously.

--Most meetings are one-on-one. But some may include small groups of people.
--Number of clients at present: 100.

What soft/hardware is best/easiest to perform these sorts of meetings? And what will help me with the issues below?

--Auto-dialing/connecting to my client via my calendar of appointments. Time is crucial so want as few additional steps as possible, i.e. dialing a phone, etc.
--An auto-fax system.
--Software that can leave weekly meeting reminders and weekly order reminders on client tel., multi tel.s, e-mail or IM.
-- Software that can keep track of receipt of above confirmations and orders. And perform daily accessible analysis reports, tracked by client, in order that no client slips through the cracks.

Any help that can be provided would be so appreciated!!!

Answer by Steve Blass

Expert's answer 1) Speedsight, Skype and GotoMeeting are good audio/video conference tools and all will work on the Mac. GotoMeeting is made for sharing documents and spreadsheets amongst the virtual meeting participants. There are other products out there too like WebEx, iLinc, and oovoo. For one on one video chats you may be satisified with iChat which can talk to AOL AIM clients on the PC as well. 2) For a Mac auto-dialer take a look at Dialectic, you may be able to click a contact link in your calendar and have the call made for you. For an automatic fax system you may be able to use one of the web based fax<->email gateway services like Efax or CallWave. For tying it all together and tracking everything Daylite is worth a look.