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

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

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.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Tous vos outils clés synchronisés avec vos réunions

Cal.com fonctionne avec toutes les applications déjà dans votre flux, garantissant que tout fonctionne parfaitement ensemble.

Questions fréquemment posées

Questions fréquemment posées

Voici quelques-unes de nos questions les plus fréquentes.

Voici quelques-unes de nos questions les plus fréquentes.

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.

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.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Ne vous fiez pas seulement à notre parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le meilleur choix pour planifier des réunions.

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Approuvé par des entreprises en forte croissance dans le monde entier

Gagnez du temps. Nous nous occupons de votre planning. Essayez Cal.com maintenant !

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