Law firm client intake scheduling
CalendarPA lets a law practice take consultation requests online. The prospective client answers your intake questions, and the request waits for your approval, so you can run your own conflict check before confirming. Charge for a longer consultation at booking, and keep every calendar in sync.
Intake by phone tag
Collecting the basics of a new matter over several calls slows the first meeting.
Checking before you commit
You need to know the other parties before you agree to meet.
Court dates and consultations
A consultation booked over a hearing is a call you have to make.
Built for How You Work
Intake Questions
Intake on the booking form
Ask the matter type, the other parties and any deadline before the meeting.
Multi-Calendar Sync
Court dates count as busy
Events on your connected calendars block those times on your booking page.
Payment Collection
Paid consultations
Charge a consultation fee when the client books.
Example: a screening call and a paid consultation
A small firm screens new matters with a short free call that needs approval, and books the full consultation as a paid appointment.
- Screening call: 15 minutes, no price, approval required.
- Consultation: 60 minutes, fee charged at booking.
- Location: the office or a video call, the client chooses (Pro).
- Buffer: 15 minutes after each meeting for notes.
Questions to put on your booking form
Each booking type can ask its own questions: up to 3 on Starter, 5 on Pro and 20 on Business. Invitees answer them as they book.
- What type of legal matter is this?
- The names of the other parties involved
- Is there a deadline or court date?
- How did you hear about the firm?
- The best phone number to reach you
How It Works
Set Up in 60 Seconds
Connect your calendar and set your availability. No tutorials needed.
Clients Book & Pay
Clients pick a time, pay upfront, and get automatic reminders.
You Show Up
We handle the rest: reminders, payments, calendar sync.
Frequently Asked Questions
Can I review a consultation request before it is confirmed?
Yes. Turn on approval for the booking type, and each request waits for you to accept or decline it. Nothing is confirmed to the client until you accept.
Can I ask intake questions before the consultation?
Yes. Put your questions on the booking form, such as the type of matter and the other parties, and the answers arrive with the request.
Can I charge for a consultation?
Yes. Give a booking type a price and the client pays at booking through Stripe, Square, PayPal or Stax.
Can clients choose an office meeting or a video call?
Yes, on Pro and Business. Offer several locations on one booking type and the client picks one.
Can several attorneys share one booking link?
Yes, on the Business plan. A round robin booking type gives each consultation to the next attorney in the rotation who is free.
Also popular with:
Related guides
- Payment at booking
Stripe, Square, PayPal or Stax at the moment someone books, and how refunds and reschedules work.
- Calendar sync
Connect Google, Outlook and iCloud so your booking page offers only the times you are really free.
- Round robin scheduling
One link for a team, with each meeting going to the next teammate who is free.
Ready to Simplify Your Scheduling?
Free forever tier. No credit card required. Set up in 60 seconds.
Get Started Free