Smarter client routing for patent and trademark attorneys

Smarter client routing for patent and trademark attorneys

Connect IP clients to the right attorney instantly with Cal.com’s open scheduling and intelligent routing forms.

Connect IP clients to the right attorney instantly with Cal.com’s open scheduling and intelligent routing forms.

Customizable intake form preview for patent and trademark attorneys

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

How automated routing works for IP law firms

How automated routing works for IP law firms

Guide every client to the right patent or trademark attorney with a seamless, automated workflow.

Guide every client to the right patent or trademark attorney with a seamless, automated workflow.

01

Create your custom routing forms

Design intake forms that collect critical details about intellectual property type, jurisdiction, or urgency, helping qualify and segment new client inquiries.

Patent and trademark attorney routing form creation interface

02

Clients complete intake details

Prospective clients answer tailored questions about their IP case, such as invention type or trademark class, before booking.

03

Route clients to the right attorney

Based on intake responses, Cal.com automatically assigns the client to the most qualified attorney or team, ensuring expertise and efficiency.

Automated routing interface for intellectual property law firm team members

Why leading IP firms choose Cal.com

Why leading IP firms choose Cal.com

Unlock productivity, reduce admin overhead, and improve client experience with purpose-built routing for patent and trademark law.

Unlock productivity, reduce admin overhead, and improve client experience with purpose-built routing for patent and trademark law.

Attribute-based routing visual for patent/trademark attorneys

01

Faster case assignment

Route new inquiries to the ideal attorney without manual triage, reducing response times and eliminating bottlenecks.

02

Higher-quality consultations

Gather relevant case information upfront to match clients with attorneys who have the right expertise for their patent or trademark needs.

Ownership assignment workflow example for IP attorney teams
Enhanced insights dashboard for patent/trademark attorney client routing

03

Seamless integration and security

Benefit from open-source flexibility, robust API integrations with legal CRMs, and self-hosting options to ensure compliance and data privacy.

04

Insights for continuous improvement

Track intake trends, attorney workloads, and client satisfaction to optimize firm operations and client service.

Customizable routing logic for patent/trademark attorney client intake

Key features for IP law firms

Key features for IP law firms

Purpose-built routing and scheduling tools to streamline client onboarding for patent and trademark attorneys.

Purpose-built routing and scheduling tools to streamline client onboarding for patent and trademark attorneys.

No-code routing forms

Create and customize intake forms with conditional logic for different IP case types—no coding required.

Attribute-based client assignment

Automatically assign clients to attorneys based on expertise, jurisdiction, or workload, minimizing manual steps.

CRM and practice management integrations

Seamlessly connect with popular legal CRMs and practice management tools to keep client data synchronized.

Self-hosting and security controls

Deploy Cal.com on your own infrastructure to meet strict confidentiality and compliance requirements.

Multi-step intake workflows

Guide clients through a step-by-step intake process that collects all necessary details for efficient case handling.

Real-time analytics and reporting

Monitor form responses, routing outcomes, and attorney utilization to inform staffing and process improvements.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Todas tus herramientas clave sincronizadas con tus reuniones

Cal.com funciona con todas las aplicaciones que ya están en tu flujo, asegurando que todo funcione perfectamente junto.

Preguntas frecuentes

Preguntas frecuentes

Estas son algunas de nuestras preguntas más frecuentes.

Estas son algunas de nuestras preguntas más frecuentes.

How does Cal.com help patent and trademark law firms qualify new clients?

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Can Cal.com assign clients to attorneys based on expertise or availability?

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Is Cal.com secure enough for sensitive legal data?

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Does Cal.com integrate with legal CRMs or practice management software?

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Can we embed the intake and routing forms on our law firm website?

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How customizable are Cal.com’s workflows for different IP case types?

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What are the main benefits for patent/trademark law firms choosing Cal.com over other solutions?

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How does Cal.com help patent and trademark law firms qualify new clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com assign clients to attorneys based on expertise or availability?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive legal data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with legal CRMs or practice management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we embed the intake and routing forms on our law firm website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How customizable are Cal.com’s workflows for different IP case types?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What are the main benefits for patent/trademark law firms choosing Cal.com over other solutions?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help patent and trademark law firms qualify new clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com assign clients to attorneys based on expertise or availability?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive legal data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with legal CRMs or practice management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we embed the intake and routing forms on our law firm website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How customizable are Cal.com’s workflows for different IP case types?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What are the main benefits for patent/trademark law firms choosing Cal.com over other solutions?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

No te fíes solo de nuestra palabra

Nuestros usuarios son nuestros mejores embajadores. Descubre por qué somos la mejor opción para programar reuniones.

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Confiado por empresas de rápido crecimiento en todo el mundo

Libera tu tiempo. Nos encargamos de tu programación. ¡Prueba Cal.com ahora!

Start routing IP clients to the right attorney—schedule a demo or try Cal.com free today.