Scheduling
Consultations and signing ceremonies that book themselves.
Connect a calendar
Each attorney connects their own calendar, Google or Microsoft, under Settings → Integrations. Availability comes from the real calendar, so a booking can never double-book a court date. Video conferencing for consultations attaches automatically where configured.
Once a calendar is connected, a Scheduling tab appears in Settings for that attorney to set availability, appointment length, and buffer time. Consultations and signing ceremonies are set separately there, since a signing runs longer and happens in person. Both live in firm settings.
Consultations
From Contact, open the action menu beside Send intake and choose Send scheduling invite; sending it moves the matter to Schedule. You can also send a booking link from Schedule. The prospect picks a time on the attorney's actual availability; the booking is confirmed by email on both sides. When the booking lands, the platform records it and the matter advances, with no manual update. Once the matter is at Consult, record the outcome with Mark consulted.
To record a consultation arranged by phone or elsewhere, choose Add consult
booking from Contact or Schedule. Enter the date, start time, and duration
in minutes; a location or link and a note are optional. The time uses the
firm's Scheduling timezone, set under Settings → Firm. You can type a
time such as 1:00 PM or 13:00. Saving moves the matter to Consult but does
not create a calendar event or send an email, so arrange those separately.
This action is available when the matter has no consultation already booked.
1 · Staff · Brandt, Oskar at Contact
Send scheduling invite
Send2 · Client · picks a real opening
Consultation with Ines Vane
Struck times are busy on Ines’s actual calendar.
3 · Booking lands · matter advances
Brandt, Oskar
When drafting an engagement letter before Engage, you can record that the consultation happened and enter its actual Consult date, choose Skipping the consult, or Leave the stage alone. A held date cannot be in the future. If the draft saves but the outcome does not, the dialog links to the saved draft and offers Retry consult outcome.
The appointment's date and time show on the matter's Overview, in the firm's time zone, and on the funnel card. Once the consult's scheduled end has passed with no outcome recorded, the card reads Consult ended and how long ago (or the date for older consultations), so a consult waiting on its outcome doesn't hide behind a stale time. A consult recorded by hand without a time reads Appointment time not recorded. Recording what happened is still yours: Mark consulted moves the matter on, and Mark cancelled returns it to Schedule without touching the calendar, so a client who didn't show can be invited again.
One card, three moments
Brandt, Oskar
Booked through the invite; the time is on the Overview too.
Marchetti, Luca
Scheduled end passed with no outcome. Record what happened.
Nakamura, Ren
A consult recorded by hand, without a time.
A booking link stops offering times once it's been used. Someone returning to it, whether they kept the email or just hit the back button, lands on their appointment instead of a fresh calendar: when it is, how to join it where there's a video link, and how to reschedule or cancel where the calendar service offers those. That's what keeps a client from booking the same consultation twice by accident. Once the matter moves on and needs another appointment, sending a new invitation opens the calendar again.
Who the invitation goes to is normally the matter's primary client. Where the firm has turned on the option to review a message before it sends, the send dialog also lets you address it to one of the matter's other clients instead. See client communications.
Signing ceremonies
Signing works the same way with a longer appointment: when documents are ready, staff send a signing invitation, the client books the in-person ceremony, and the matter tracks scheduled → held. After the ceremony, staff confirm it happened and the matter moves to Closing. The booked-appointment view and the choice of recipient work exactly as they do for consultations. Signing availability is its own set of windows, so the times a client can pick for a ceremony are the times the attorney is genuinely willing to hold one.
A booked ceremony shows its date and time on the Overview too. If the appointment falls through, Mark appointment missed in the matter's menu records that and leaves the matter in Signing, ready to send the booking link again; a cancellation the client makes from their booking page does the same on its own. That's different from Back to reviewing, which says the documents need another look before anyone books again: it takes the matter back a stage and leaves the calendar as it is. Neither touches the documents or anything already signed.
Invitations that can't work don't go out
A booking link is only as good as the calendar behind it. If the matter's attorney has no calendar connected, or the connection never finished setting up their booking page, sending a consultation or signing invitation stops and tells you why, with the fix named: connect the calendar in Settings → Integrations, then resend. The alternative was a client receiving a link to a page with no times on it, which is a worse day for everyone.
Send scheduling invite
Consultation · Park, Jiwoo & Hana · with Daniel Hollis
This can’t go out yet.
Daniel has no calendar connected, so the link would open on a page with no times. Connect it under Settings → Integrations, then resend.
Bookings that don't match a matter
Occasionally a booking arrives that the platform can't tie to a matter: a client books from an old link, or with an email address the firm doesn't have on file. Rather than disappearing, it raises a notification for staff with everything needed to place it by hand, the guest's email, the time, and which attorney it was booked with.
When in doubt, record the fact
Every scheduling automation has a manual fallback. The calendar integration is a convenience; the record of what happened belongs to the firm either way.