Booking and reminders
You'll be able to: let cleared prospective clients book themselves, and get them to show up.
Once a conflict clears, the fastest path to a consult is a booking link. The person picks a time that works for them, the calendar fills, and the card moves to Consult scheduled on its own. No phone tag.
Set up your calendar once:
- Consult types and lengths per practice (a criminal consult may be 30 minutes, a family consult 60).
- Your real availability, with buffers before court days.
- Location or video link, and parking notes, in the confirmation.
- Language: confirmations and reminders go in the language on the contact record.
Then the reminders do the work. A typical rhythm (illustrative): a confirmation right after booking, a reminder the day before, and a short reminder two hours before. Each one says when, where, and what to bring, and gives an easy way to reschedule. Day-before reminders respect quiet hours, so a reminder scheduled for 7 PM the night before is fine, and anything that would land after 8 PM waits until morning.
For practices where documents decide the consult (immigration especially), the reminders carry the document list. A consult where the person forgot the notice from immigration is a consult you have to do twice.
Do it in LegalCRM
- Open Calendars and create a consult calendar for each practice pack.
- Set availability, length, and buffers. Add your video link or address.
- Open the reminder workflow and approve the confirmation and reminders in both languages.
- Book a test consult with your personal email and phone. Check every message you receive.
Ask the Guide
Paste this into the AI guide, without client names or matter facts:
"What should a day-before consult reminder say for a [practice] consult, including what to bring? English and Spanish."