Automate legal scheduling and client workflows for corporate law

Automate legal scheduling and client workflows for corporate law

Streamline intake, reviews, and deal coordination with secure, programmable scheduling built for commercial law teams.

Streamline intake, reviews, and deal coordination with secure, programmable scheduling built for commercial law teams.

Dashboard of setting up an automated workflow in Cal.com for a corporate law team, reminding clients to confirm attendance for a signing preparation call.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

How it works for corporate and commercial law teams

How it works for corporate and commercial law teams

Build a repeatable, compliant scheduling process for client intake, contract review, and deal execution. Connect calendars, create automated workflows, and standardize communication across partners, associates, clients, and counterparties.

Build a repeatable, compliant scheduling process for client intake, contract review, and deal execution. Connect calendars, create automated workflows, and standardize communication across partners, associates, clients, and counterparties.

01

Connect your stack and map your process

Integrate Google or Microsoft calendars, conferencing, and your matter tools via the Cal.com App Directory at https://cal.com/apps. Map your corporate law firm workflow into templated event types for intake, diligence check-ins, redline sessions, and signings. Developers can orchestrate scheduling with our API at https://cal.com/docs and Webhooks for custom routing.

02

Design automated workflows for each matter stage

Use Workflows to automate confirmations, reminders, and follow ups around key legal milestones. Trigger messages for client intake, m&a deal checklist reviews, and closing calls. Send email, SMS, or WhatsApp, notify Slack or Teams, and post to your DMS through webhooks so everyone stays aligned.

03

Launch, monitor, and refine with analytics

Publish booking links for teams or specific matters, then monitor attendance and reschedules. Adjust timing for reminders, add questionnaires, and iterate on your contract review process. Enterprise teams can centralize governance and SSO at https://cal.com/enterprise and manage permissions across practice groups.

Key benefits for corporate and commercial law

Key benefits for corporate and commercial law

Standardize your client experience, remove manual coordination, and reduce risk across intake, reviews, and closings. Cal.com brings open source flexibility, self hosting, and an API first architecture so firms can enforce process without sacrificing control.

Standardize your client experience, remove manual coordination, and reduce risk across intake, reviews, and closings. Cal.com brings open source flexibility, self hosting, and an API first architecture so firms can enforce process without sacrificing control.

Image showing a Cal.com meeting reminder for a corporate law client intake call on a mobile device, with attendee response status.

01

Reduce deal risk with reliable scheduling

Eliminate missed reviews and late sign offs. Automated reminders align internal teams and counterparties on diligence calls and redline sessions, improving execution quality on complex deals and closings.

02

Accelerate client intake and conflict checks

Route prospects to the right partner or team using routing forms and availability pools. Standardize law firm client intake with pre meeting questionnaires that capture matter details to speed conflicts and engagement.

Image of a bookings dashboard displaying legal meetings for corporate matters, including NDA reviews and M&A standups.

03

Operationalize your contract review process

Create repeatable templates for NDA reviews, SPA redlines, and vendor contracts. Use conditional workflows to nudge stakeholders, request documents, and keep reviewers on task without inbox juggling.

04

Improve security and control at scale

Self host Cal.com for data residency, manage SSO and access controls, and integrate with your preferred storage. Align with virtual data room best practices by automating reminders, expirations, and access notices via webhooks.

Image of a branded legal meeting reminder template in Cal.com, customized for a corporate law firm.

Features built for modern legal operations

Features built for modern legal operations

Flexible scheduling, automated communications, and developer ready integrations, all designed to support complex corporate and commercial matters across regions and practice groups.

Flexible scheduling, automated communications, and developer ready integrations, all designed to support complex corporate and commercial matters across regions and practice groups.

Routing forms for the right lawyer fast

Collect matter type, urgency, and jurisdiction, then route bookings to the right partner or team using rules and round robin pools.

Templates for every matter stage

Prebuilt event types for intake, diligence, redline reviews, and signings that you can clone, brand, and govern centrally.

Multi channel reminders and follow ups

Reach clients and counterparties via email, SMS, or WhatsApp. Customize content to your firm brand and matter context.

Powerful API and webhooks

Automate updates to your DMS, CRM, or task tools. See developer docs at https://cal.com/developers and API reference at https://cal.com/docs.

Enterprise controls and self hosting

Enable SSO, set org level policies, and self host for full control. Learn more at https://cal.com/enterprise.

Advanced availability for teams and rooms

Coordinate partner calendars, associate support, and physical rooms in one booking flow with pooled availability and buffers.

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Häufig gestellte Fragen

Häufig gestellte Fragen

Dies sind einige unserer am häufigsten gestellten Fragen.

Dies sind einige unserer am häufigsten gestellten Fragen.

Can Cal.com support our m&a deal checklist workflows?

Yes. Create event templates for diligence calls, redline sessions, and closing meetings. Use Workflows to trigger reminders and status updates tied to your m&a deal checklist, and connect internal tools via webhooks.

How do we standardize law firm client intake across offices?

Publish a single intake link with routing questions by practice, jurisdiction, and urgency. Cal.com routes to the right team, collects required details, and triggers follow ups. See examples at https://cal.com/apps and https://cal.com/blog.

Can we customize notifications for counterparties and clients?

Yes. Edit email, SMS, and WhatsApp content per event type, including matter specific variables. You can send different messages to internal teams, clients, and counterparties from one trigger.

Is self hosting available for data residency or compliance?

Yes. Cal.com is open source and supports self hosting so you can keep data within your environment. You can also use our hosted service with organizational controls. Explore options at https://cal.com/enterprise.

How does Cal.com fit our contract review process?

Create a contract review process template with buffers, limits, and reminders. Add questionnaires to capture documents and issues, and use webhooks to update your DMS or task board when meetings are booked or rescheduled.

Can we integrate with our virtual data room and DMS?

Yes. Use webhooks and the API to post reminders, access notices, or expirations to your VDR, following virtual data room best practices. Connect apps from https://cal.com/apps or build your own integration.

What security features are available for firm wide rollout?

Use SSO, role based permissions, and audit friendly logs for bookings and changes. Self hosting provides additional control. Review guidance in our docs at https://cal.com/docs and help center at https://help.cal.com.

Can Cal.com support our m&a deal checklist workflows?

Yes. Create event templates for diligence calls, redline sessions, and closing meetings. Use Workflows to trigger reminders and status updates tied to your m&a deal checklist, and connect internal tools via webhooks.

How do we standardize law firm client intake across offices?

Publish a single intake link with routing questions by practice, jurisdiction, and urgency. Cal.com routes to the right team, collects required details, and triggers follow ups. See examples at https://cal.com/apps and https://cal.com/blog.

Can we customize notifications for counterparties and clients?

Yes. Edit email, SMS, and WhatsApp content per event type, including matter specific variables. You can send different messages to internal teams, clients, and counterparties from one trigger.

Is self hosting available for data residency or compliance?

Yes. Cal.com is open source and supports self hosting so you can keep data within your environment. You can also use our hosted service with organizational controls. Explore options at https://cal.com/enterprise.

How does Cal.com fit our contract review process?

Create a contract review process template with buffers, limits, and reminders. Add questionnaires to capture documents and issues, and use webhooks to update your DMS or task board when meetings are booked or rescheduled.

Can we integrate with our virtual data room and DMS?

Yes. Use webhooks and the API to post reminders, access notices, or expirations to your VDR, following virtual data room best practices. Connect apps from https://cal.com/apps or build your own integration.

What security features are available for firm wide rollout?

Use SSO, role based permissions, and audit friendly logs for bookings and changes. Self hosting provides additional control. Review guidance in our docs at https://cal.com/docs and help center at https://help.cal.com.

Can Cal.com support our m&a deal checklist workflows?

Yes. Create event templates for diligence calls, redline sessions, and closing meetings. Use Workflows to trigger reminders and status updates tied to your m&a deal checklist, and connect internal tools via webhooks.

How do we standardize law firm client intake across offices?

Publish a single intake link with routing questions by practice, jurisdiction, and urgency. Cal.com routes to the right team, collects required details, and triggers follow ups. See examples at https://cal.com/apps and https://cal.com/blog.

Can we customize notifications for counterparties and clients?

Yes. Edit email, SMS, and WhatsApp content per event type, including matter specific variables. You can send different messages to internal teams, clients, and counterparties from one trigger.

Is self hosting available for data residency or compliance?

Yes. Cal.com is open source and supports self hosting so you can keep data within your environment. You can also use our hosted service with organizational controls. Explore options at https://cal.com/enterprise.

How does Cal.com fit our contract review process?

Create a contract review process template with buffers, limits, and reminders. Add questionnaires to capture documents and issues, and use webhooks to update your DMS or task board when meetings are booked or rescheduled.

Can we integrate with our virtual data room and DMS?

Yes. Use webhooks and the API to post reminders, access notices, or expirations to your VDR, following virtual data room best practices. Connect apps from https://cal.com/apps or build your own integration.

What security features are available for firm wide rollout?

Use SSO, role based permissions, and audit friendly logs for bookings and changes. Self hosting provides additional control. Review guidance in our docs at https://cal.com/docs and help center at https://help.cal.com.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Get started with secure legal scheduling

Automate intake, reviews, and closings with developer friendly workflows. Try Cal.com free, explore the API, or talk to our team about enterprise and self hosted deployments.