Consultation Scheduling
Your AI receptionist qualifies the caller, offers real availability from your firm’s calendar, and confirms the consultation during the call, 24/7, with intake already done.
The Callback Gap
“We’ll call you back to schedule” is where qualified cases go quiet.
The caller was ready to book. The moment the booking is pushed to a later call or an email thread, it becomes one more open loop your team has to chase.
The callback that never lands
A qualified caller is told someone will reach out to schedule. By the time the callback happens, they have spoken to another firm or stopped picking up.
Phone tag with staff in the middle
Intake staff bounce between the caller, the attorney’s calendar, and a scheduling email thread just to land a single consultation.
After-hours calls with no path to a booking
Evening and weekend callers reach voicemail or a message-taker. Nobody can offer a time, so the consult is left to a Monday follow-up.
How It Works
Your AI receptionist offers available times and books the meeting during the intake conversation, with no manual coordination. Here is the sequence on a typical call.
1
Qualify the matter
Your AI receptionist runs your firm’s intake questions on the call, screens for fit, and decides whether this caller should be offered a consultation.
2
Offer real availability
It reads live availability from the calendar or scheduling tool your firm already uses, so only open slots are offered and the right consultation type is picked for the case.
3
Confirm on the line
The caller picks a time and the meeting is booked before the call ends. Confirmation emails and calendar invites go out through your connected calendar.
4
Summary and booking in your CMS
The call is transcribed and summarized, and the booking and intake details are logged into your CRM or case management system, so the attorney sees the intake before the meeting.

Calendars & Tools
Availability is read from your connected calendar in real time, and booked consultations sync back with the event details and invites. No separate booking calendar to maintain.
Booking and intake details also land in your CRM or case management system. Browse all integrations
What This Unlocks
Booking while the caller is still engaged changes what happens next: the slot is real, the invite is sent, and the attorney already knows why the caller is coming in.
Fewer no-shows
Scheduling during the conversation while interest is high means fewer missed appointments and higher show rates for your firm.
No double-booking
Live availability is read from your team’s calendars so only open slots are offered, preventing double-booking and scheduling conflicts.
Attorney sees the intake first
The call summary and intake details are logged in your CRM or CMS alongside the booking, so the attorney walks into the consultation already briefed.
Booked around the clock
Calls are answered nights, weekends, and holidays, and qualified callers can be booked straight onto the calendar without waiting for office hours.
Scheduling is one handoff your AI legal receptionist can make on a call. It can also live-transfer the call, send a custom SMS or email, or take a message, and callers who go quiet are picked up by automated lead follow-up.