Legal & Law Firms · Scheduling & Follow-ups
Automated Consultation Booking
This automation turns inbound legal inquiries into booked consults without staff trading emails or phone calls all day. It checks attorney availability, sends the right intake questions for the practice area, and makes sure the firm has conflict-check details before the meeting happens.
How It Works
Capture the inquiry source
A prospect clicks from the firm website, Google Business Profile, or a referral email into a booking form tied to the right practice area.
Collect screening details
The form asks for matter type, opposing parties, urgency, and key facts so staff can screen fit and run an initial conflict check.
Offer matching time slots
The system reads the assigned attorney or intake team's calendar and only shows slots that match the consult type and duration.
Send confirmation and prep
Once booked, the client receives confirmation, reminders, directions for virtual or in-person meetings, and any requested intake documents.
Tools & Platforms
Key Benefits
Cuts intake coordinator back-and-forth on first consultations Improves show rates with reminders and clear prep instructions Collects opposing-party names early for faster conflict screening Routes the right matter types to the right attorney calendar
In Practice
A personal injury firm gets a web lead at 8:30 p.m. The prospect books a Tuesday consult, enters the accident date and insurer details, and the intake team arrives Tuesday morning with the conflict check and case summary already prepared.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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