Lawyers & Consultants

Consultation Booking & Client Intake

Let prospective clients book consultations and share their matter details before the first meeting.

Discuss on WhatsApp

Free consultation
Tailored to your practice
Support after launch

At a glance

What you get

Consultation booking
Intake forms
Reminders

Built for

Lawyers & Consultants

Pricing

Custom quote

Why it matters

From problem to solution

The challenge

What's holding you back

Back-and-forth messages to schedule consultations waste time, and first meetings often start without basic information about the client's matter.

Our solution

Consultation Booking & Client Intake

Let prospective clients book consultations and share their matter details before the first meeting.

See what's included

Deliverables

What's included

Everything below is part of Consultation Booking & Client Intake. We tailor the details to your practice.

Ask about these features

01Online consultation booking for in-person or online meetings
02Intake forms that collect matter details before the meeting
03Automatic confirmations and reminders
04Calendar view of upcoming consultations
05Optional advance payment for paid consultations

Process

How it works

A simple, transparent process from first conversation to launch.

1
Understand your workflow
We learn how you handle things today and where time and information get lost.
2
Plan and configure
We design the system around your process and set it up with your data.
3
Test with your team
Your team tries it with real examples and we refine the details.
4
Launch and support
We go live, train your staff, and stay available for help.

Optional add-ons

Extend it with Essential Features

Not included by default — add any of these if your project needs them.

FAQ

Questions, answered

Common questions about Consultation Booking & Client Intake.

Still have questions?

Message us and we'll get back to you quickly.

Chat on WhatsApp

Can I control which slots are available?

Yes. You set your availability and the system only shows open slots.

Is intake information kept confidential?

Yes. Submissions are stored securely and only accessible to authorized users.

Can clients pay for consultations online?

Yes. A supported payment gateway can be added for paid consultations.

How much does this cost?

Every project is different, so we provide a custom quote after understanding your requirements. Message us on WhatsApp or book a free consultation to get one.