Consultation booking for law firms with AI
Law firm booking is about matching the matter to the right attorney and getting the facts before the meeting. AI can ask a few intake questions, offer times on the right attorney’s calendar, send a confirmation with what to bring, and remind the client.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your law firm to hand to AI first, what we would build, and roughly how long it takes.
Match the matter to the attorney
A firm with several practice areas wastes time when an immigration inquiry lands with a real estate lawyer. The booking flow should ask the matter type first and show only the right calendars.
It can also separate free or paid consults, in-person or remote, according to your policy.
Prepare both sides
Before the meeting, the attorney gets a short intake summary. The client gets a list of documents to bring or upload.
Reminders and a simple way to reschedule reduce missed consults.
Fewer no-shows
A reminder with the address, parking, who to ask for and what to bring prevents confusion. A quick way to reschedule means plans can change without the slot going to waste.
Picture this
Examples of what it can look like. Illustrations, not clients.
A person selects “landlord and tenant,” sees two open times with the right attorney and gets an email listing the lease and notices to bring.
A client needs to move their meeting. A link offers the next open times without a phone call.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“other than a call made for emergency purposes or made with the prior express consent of the called party”
Sources
- 47 U.S.C. § 227 (TCPA): Consent rules for automated calls, prerecorded voices and texts.
- ABA Model Rule 1.6: Confidentiality of Information: The model ethics rule on protecting client information.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your law firm to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can it check for conflicts?
It can prepare the names for the check. A person at the firm does the check before the consult is confirmed.
What about time zones and remote meetings?
The booking system can handle them and send the video link with the confirmation.
Can it take payment for paid consults?
Yes, if you charge for the first meeting. State the fee and policy before the client confirms.
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