Give a suitable prospect a next step they can take.
Connect intake to the way your firm reviews and books potential matters.
Set the rules before offering an appointment.
Agree which matter types can move directly to consultation and which need review first. Define the appropriate team, appointment type, duration and information required before booking.
Use the availability your firm has approved.
We scope the calendar or scheduling connection around your existing process. Time zones, working hours, buffers and appointment ownership are agreed as part of the setup.
Keep the booking and the matter together.
Define what the prospect receives, what reaches the lawyer and how the intake summary is linked to the appointment. If booking cannot be completed, the workflow should make the next action clear to your team.
A consultation request and a confirmed appointment are different outcomes. We agree how each is recorded and communicated, then test the complete journey with your firm.