Your client requests a consultation
The assistant collects the employment contract topic and the client’s preferred meeting time.
Google Calendar IntegrationLegal consultations on your calendar, with the right time and notes.
The assistant clarifies the consultation topic and a suitable time, then prepares the attendee, duration, and appointment notes for transfer to the consultation calendar.
Customer calls
“Can I schedule a consultation about an employment contract for Tuesday?”
Consultation topic collectedDate and duration clarifiedCalendar entry prepared
Receiving call
01Call02Analysis03Consultation appointment ready
How it works
Calendar details are clarified
The attendee, time slot, and meeting notes are prepared using the appropriate access permissions and availability rules.
The appointment moves into your calendar workflow
With a compatible calendar connection, the consultation is prepared for transfer so your team can see the attendee, topic, and duration in one entry.
Benefits for your business
Your attorney sees the consultation topic, attendee, and time in a single calendar entry.
See appointments together
Explore a suitable connection for transferring appointments made by phone to your team calendar.
Account for availability
Plan a workflow for checking open time slots using supported access permissions.
Keep track of changes
Design processes to reflect appointment cancellations and changes on the calendar.