Paid consultation booking & retainers
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Agency, Consultant or Reseller?
Launch this Lawyers & Consultants booking software under your own brand and domain.
Explore White-Label Licensing →§ Built for consulting
A professional first impression, every time.
Let clients book the right consultation, share context securely and stay informed.
No setup guessworkIndustry-specific workflowsMobile ready
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Book onlineConsultation
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Replace the WhatsApp + Excel patchwork
One operating system for every appointment.
Law firms, independent lawyers, advisors and professional consultants use the platform to turn scattered conversations into a clear, professional customer journey.
50% less scheduling emailIllustrative Target Benchmark
Per professional or firmConfigured around your team, branches and workflows
The End-to-End Workflow
How Lawyers & Consultants Operates From First Touch to Retention
Eliminate friction at every stage of the client lifecycle with automated, connected handoffs.
1
Initial Intake Questionnaire
Automated rules and connected records keep your front desk and practitioners in sync.
2
Conflict Check Verification
Automated rules and connected records keep your front desk and practitioners in sync.
3
Consultation Fee Payment
Automated rules and connected records keep your front desk and practitioners in sync.
4
Video Consultation Meeting
Automated rules and connected records keep your front desk and practitioners in sync.
5
Secure Document Exchange
Automated rules and connected records keep your front desk and practitioners in sync.
6
Retainer Agreement Execution
Automated rules and connected records keep your front desk and practitioners in sync.
Purpose-built, not one-size-fits-all
Everything your consulting team needs.
Start with the workflows that matter now. Add locations, channels and automation as you grow.
Integrated Zoom / Teams video meetings
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Secure document upload & intake questionnaires
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Conflict-of-interest screening workflows
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Case / matter status timelines
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Automated calendar invitations & time-zone conversion
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Encrypted client portal
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Billable hours & invoice generation
Connected to customer profiles, staff availability, notifications and reporting—without duplicate admin.
↗Beyond the booking
Your always-on AI front desk.
Appointments are only the beginning. Automate the entire lifecycle—from first question to reschedule, follow-up and repeat visit.
✦AI receptionist that answers and books 24/7
✦Natural-language WhatsApp & SMS booking
✦Automatic rescheduling and waitlist fill
✦No-show prediction and smart reminders
✦Personalized follow-ups and review requests
✦Revenue, provider and utilization insights
AI Receptionist
Hi! What would you like to book today?
I need a consultation next Wednesday afternoon.
I found two times. Does 2:15 PM work for you?
Appointment readyWednesday · 2:15 PMCONFIRMED ✓
Free product strategy call
Let’s map your ideal booking journey.
Tell us how your practice works today. We’ll show you the fastest route to a branded, AI-ready platform.
Clear scope and recommended modulesWeb, iOS, Android and tablet optionsShared platform economics, custom brand experience
One core. Many industries.
Explore every booking platform.
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