Vetted Cases
Features/Core feature
Included in every build

Consult booking

Book consultations before the call ends.

It drops the consult straight onto your calendar, Clio, Cal.com, or Calendly, and confirms the slot with the caller before they hang up.

What it does

Books directly into your real calendar, no double-entry.

Confirms the exact slot with the caller on the call.

Sends a confirmation and reminder by text and email.

Respects your availability, buffers, and attorney routing.

How it works
1

Finds a time

It reads your live availability and offers real open slots.

2

Books it

The consult lands on your calendar with the intake attached.

3

Confirms

The caller gets the appointment details by text and email.

Why it matters
Book during the call

The consult is set before the call ends, not after five callbacks.

Clear reminders

Confirmations and reminders give callers the details in writing.

Less manual scheduling

Approved openings can be booked without manual re-entry.

See Consult booking in your firm's workflow.

Watch a caller choose an approved consult slot before the demo call ends.

Book the 20-minute demo →