01
Connect your calendars and intake
Sync staff calendars, define service hours, and import your intake form so clients can request time without phone tags.
02
Build workflows for key moments
Trigger confirmations, reminders, document collection, and follow ups based on bookings, reschedules, or eligibility screening outcomes.
03
Route to the right advocate
Use routing rules to assign clients to staff, pro bono lawyers, or clinics by issue, language, location, and priority.
01
Serve more clients without hiring
Staff time is precious. Cal.com automates confirmations, reminders, and follow ups so advocates spend time on counsel, not coordination. Set thresholds to auto book eligible clients, queue others, and notify when slots open. Centralized intake reduces back and forth while giving supervisors insight into volume, wait times, and outcomes. With fewer manual tasks, your organization can expand clinic hours, reach rural communities, and respond faster to urgent matters like eviction defense and protection orders.
02
Improve access for people seeking free legal help
Many clients search for free legal help or legal aid near me on mobile devices. Offer a self serve booking page with plain language options, interpreter prompts, and SMS reminders. Clients can choose phone, video, or in person. Automated waitlist invites and reminder nudges reduce missed appointments and help clients arrive prepared with documents. Simple rescheduling keeps your calendar full while respecting client constraints.
03
Match clients to the right expertise
Cal.com routing rules steer tenant legal aid inquiries to housing advocates, family law cases to the domestic team, and intake overflow to vetted pro bono lawyers. Route by county, zip code, language, income bracket, and legal aid eligibility responses. This ensures the first conversation is with the best suited advocate, improving resolution rates and client satisfaction.
04
Strengthen compliance and trust
Protect sensitive client data with role based access, granular permissions, and audit trails. Self hosting and an API first architecture enable you to meet jurisdictional data residency requirements. Use consent prompts in workflows, auto purge data per retention policy, and capture an immutable log of messages. Reliability and transparency build trust with funders, partners, and the communities you serve.
Eligibility aware intake
Add screening questions to determine legal aid eligibility and route clients accordingly, including income, location, and conflict checks.
Document collection prompts
Automate pre appointment reminders that request uploads or confirmations, so staff start sessions with the right paperwork.
Multi channel notifications
Send confirmations and reminders by email, SMS, or WhatsApp. Offer bilingual templates and time zone friendly timing.
Smart routing and load balancing
Distribute bookings across staff and volunteers. Set rules for issue type, location, language, and maximum daily appointments.
Self hosting and privacy controls
Deploy on your infrastructure to meet regulatory needs. Use roles, scopes, and audit logs to limit and track access.
Developer ready API and integrations
Connect case management, phone systems, and data warehouses. Use webhooks to update matter records and volunteer rosters.
Get started with legal aid workflows
Set up intake, routing, and reminders in minutes. Start free, explore the API, or book a quick demo with our team to tailor Cal.com to your clinics and pro bono programs. Empower staff to focus on outcomes while clients get timely, reliable access to help.
