Workflow automation for corporate and commercial law practices

Workflow automation for corporate and commercial law practices

Automate matter intake, client updates and compliance notifications across your corporate law services with secure, configurable workflows that fit your practice and clients.

Automate matter intake, client updates and compliance notifications across your corporate law services with secure, configurable workflows that fit your practice and clients.

Dashboard of setting up an automated workflow in Cal.com for a corporate law consultation reminder, showing a 24 hour pre-meeting email confirmation.

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 it works

How it works

Build structured, compliant scheduling workflows for every legal service line

Build structured, compliant scheduling workflows for every legal service line

01

Map your legal service journey

Define steps for business formation legal matters, commercial contract review, general counsel services and M&A legal due diligence, from intake to conflict checks, scheduling and follow-up.

02

Automate the communication

Trigger confirmations, reminders and status updates by email, SMS or WhatsApp. Send stakeholder-specific messages to clients, counterparties, advisors and internal teams at each stage.

03

Connect your stack

Sync calendars, video, CRM and document systems. Use webhooks and the API to push data to case management, DMS and billing while keeping sensitive data under your control.

Benefits for corporate and commercial law practices

Benefits for corporate and commercial law practices

Deliver faster client experiences while reducing risk and admin workload

Deliver faster client experiences while reducing risk and admin workload

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

01

Accelerate client intake and triage

Standardize how new matters enter your firm. Route requests by practice area, assign the right attorney, collect needed details and schedule the next step without email back-and-forth. Clients move from inquiry to booked consult in minutes. Your team gains a clear, auditable path for every matter.

02

Raise utilization without sacrificing compliance

Automated reminders reduce no shows, while buffer times, time zone handling and scheduling rules preserve quality. Cal.com supports self-hosting and data residency to align with confidentiality obligations, engagement letters and client IT policies.

Image of a bookings dashboard listing corporate and commercial law meetings, grouped by today and this week.

03

Bring clarity to complex negotiations

Commercial contract review, general counsel services and corporate transactions involve many stakeholders. Workflows target messages by role and stage, so clients, counterparties and advisors receive the right update at the right time. Capture notes and outcomes to keep negotiations moving.

04

Operationalize risk controls

Embed checks into scheduling. Require pre-screen questions, add approval steps for sensitive sessions, log communications and route exceptions to a supervising attorney. Integrations and webhooks let you mirror internal policies and maintain a defensible record for audits.

Image of a branded legal meeting reminder template for corporate law, showing a customizable subject and content options.

Features built for legal-grade scheduling

Features built for legal-grade scheduling

Flexible, secure workflows for matters, deals and board calendars

Flexible, secure workflows for matters, deals and board calendars

Role-based messages and templates

Send tailored communications to clients, executives, counterparties and internal teams. Maintain branded templates for each service line.

Advanced routing and round robin

Distribute meetings by practice group, availability, seniority or workload. Perfect for intake desks and GC service pods.

Policy-aware availability rules

Set buffers, lead time, office hours, blackout dates and multi-party constraints to protect attorney time and quality.

Multi-channel notifications

Confirmations, reminders and follow-ups over email, SMS and WhatsApp. Reduce no shows across board meetings and diligence calls.

Open-source and self-hosting options

Run Cal.com on your infrastructure to meet data residency and client security requirements. Review the codebase and configure to fit.

API, webhooks and integrations

Connect calendars, video, Slack, CRM and DMS. Use the API to sync matter IDs, trigger e-sign steps and log activities to your systems.

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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.

Can Cal.com support confidentiality needs for corporate transactions?

Yes. You can self-host, restrict data capture, control retention and limit fields in booking forms. Cal.com also supports audit-friendly logging and SSO.

How do we handle conflict checks before scheduling?

Use booking questions to capture entities and counterparties, then trigger a webhook to your conflict system. Approvals can gate scheduling until checks are cleared.

Can we adapt workflows for different practice areas?

Yes. Create separate event types and workflows for business formation legal, commercial contract review, general counsel services and M&A legal due diligence.

Will Cal.com integrate with our calendars and video tools?

Cal.com integrates with Google and Microsoft calendars, plus Zoom and Teams. Links are generated automatically and shared with all participants.

How do we handle multi-party meetings like diligence calls?

Use multi-attendee booking, pooled availability and round robin routing. Configure buffers, prep windows and reminders for internal and external attendees.

Can we trigger tasks in our CRM or matter system?

Yes. Use webhooks and the API to push meeting data, map matter IDs and trigger tasks in your CRM, DMS or billing tools.

Do reminders support branded, role-specific messages?

Yes. Create templates per role or event. Send different messages to clients, counterparties and internal counsel via email, SMS or WhatsApp.

Can Cal.com support confidentiality needs for corporate transactions?

Yes. You can self-host, restrict data capture, control retention and limit fields in booking forms. Cal.com also supports audit-friendly logging and SSO.

How do we handle conflict checks before scheduling?

Use booking questions to capture entities and counterparties, then trigger a webhook to your conflict system. Approvals can gate scheduling until checks are cleared.

Can we adapt workflows for different practice areas?

Yes. Create separate event types and workflows for business formation legal, commercial contract review, general counsel services and M&A legal due diligence.

Will Cal.com integrate with our calendars and video tools?

Cal.com integrates with Google and Microsoft calendars, plus Zoom and Teams. Links are generated automatically and shared with all participants.

How do we handle multi-party meetings like diligence calls?

Use multi-attendee booking, pooled availability and round robin routing. Configure buffers, prep windows and reminders for internal and external attendees.

Can we trigger tasks in our CRM or matter system?

Yes. Use webhooks and the API to push meeting data, map matter IDs and trigger tasks in your CRM, DMS or billing tools.

Do reminders support branded, role-specific messages?

Yes. Create templates per role or event. Send different messages to clients, counterparties and internal counsel via email, SMS or WhatsApp.

Can Cal.com support confidentiality needs for corporate transactions?

Yes. You can self-host, restrict data capture, control retention and limit fields in booking forms. Cal.com also supports audit-friendly logging and SSO.

How do we handle conflict checks before scheduling?

Use booking questions to capture entities and counterparties, then trigger a webhook to your conflict system. Approvals can gate scheduling until checks are cleared.

Can we adapt workflows for different practice areas?

Yes. Create separate event types and workflows for business formation legal, commercial contract review, general counsel services and M&A legal due diligence.

Will Cal.com integrate with our calendars and video tools?

Cal.com integrates with Google and Microsoft calendars, plus Zoom and Teams. Links are generated automatically and shared with all participants.

How do we handle multi-party meetings like diligence calls?

Use multi-attendee booking, pooled availability and round robin routing. Configure buffers, prep windows and reminders for internal and external attendees.

Can we trigger tasks in our CRM or matter system?

Yes. Use webhooks and the API to push meeting data, map matter IDs and trigger tasks in your CRM, DMS or billing tools.

Do reminders support branded, role-specific messages?

Yes. Create templates per role or event. Send different messages to clients, counterparties and internal counsel via email, SMS or WhatsApp.

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

Get started with secure legal workflows

Streamline intake, negotiations and board scheduling. Start with hosted or self-hosted Cal.com, or book a demo to see legal-grade workflows for your firm.