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Automated workflows for patent and trademark attorneys that streamline intake

Automated workflows for patent and trademark attorneys that streamline intake

Standardize consultations, filings, and reminders with API-first scheduling built for IP practices and legal teams.

Standardize consultations, filings, and reminders with API-first scheduling built for IP practices and legal teams.

Hero image of a Cal.com workflow reminding a client to confirm an IP consultation for patents or trademarks.

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

How it works for IP attorneys

How it works for IP attorneys

Set up once, then guide clients from inquiry to granted rights with reliable, automated steps.

Set up once, then guide clients from inquiry to granted rights with reliable, automated steps.

01

Configure compliant intake and screening

Create booking pages for patent lawyer consultation, conflict checks, fee agreements, and NDAs. Route prospects by matter type, urgency, office, or attorney availability. Capture disclosures and consent before meetings.

02

Automate filings and deadline reminders

Trigger reminders for filing, responses, and renewals after bookings. Send staged email, SMS, or WhatsApp nudges for office actions, drawings, and payments to reduce risk of missed dates.

03

Sync teams, tools, and trust

Connect calendars, CRMs, and case systems. Notify paralegals in Slack, push data via webhooks, and keep clients informed at every step with branded, accessible communication.

Benefits for patent and trademark practices

Benefits for patent and trademark practices

Cal.com brings operational clarity to high-stakes IP work. Automate repeatable steps, protect deadlines, and deliver a consistent client experience across your entire firm.

Cal.com brings operational clarity to high-stakes IP work. Automate repeatable steps, protect deadlines, and deliver a consistent client experience across your entire firm.

Mobile view of an IP consultation reminder SMS for a patent or trademark meeting.

01

Eliminate no-shows and idle time

Automated confirmations and time-based reminders cut missed patent lawyer consultation appointments and wasted prep. Clients receive clear instructions, including document checklists, so meetings start on time and end with action.

02

Accelerate intake and qualification

Route leads from a trademark attorney near me search directly to the right attorney or team. Use screening questions to separate simple file a trademark matters from complex provisional patent help and portfolio work.

Bookings dashboard showing today and tomorrow for patent and trademark matters in an IP firm.

03

Protect deadlines and reduce risk

Model your docket touchpoints with dependable workflows. Send reminders for use specimens, office action responses, renewals, continuations, and foreign filing decisions. Keep clients and paralegals aligned without manual chasing.

04

Scale a predictable client experience

Standardize communications across your intellectual property law firm. Brand emails and SMS, localize time zones, and keep every matter moving. Free attorneys to focus on strategy, not scheduling and follow-ups.

Branded email template prompting clients to review IP documents before a scheduled meeting.

Features built for IP scheduling operations

Features built for IP scheduling operations

API-first, open source, and privacy conscious. Run hosted or self-hosted, integrate with your stack, and control every detail of your client journey.

API-first, open source, and privacy conscious. Run hosted or self-hosted, integrate with your stack, and control every detail of your client journey.

Routing forms with dynamic logic

Qualify by matter type, jurisdiction, budget, or timeline, then route to the right attorney, team, or office. Reduce back-and-forth and match expertise automatically.

Multichannel reminders and follow-ups

Send confirmations, prep checklists, and filing reminders via email, SMS, or WhatsApp. Sequence nudges for deadlines and post-meeting tasks to prevent stalls.

Flexible triggers and actions

Start workflows on booking, reschedule, cancellation, or at time-based offsets. Fire webhooks, update systems, notify Slack, and send personalized messages to stakeholders.

Group events for client and team

Coordinate inventor interviews, examiner interviews, or client workshops. Tailor communications for attorneys, paralegals, clients, and interpreters with role-based messages.

Calendars, buffers, and compliance

Respect buffers, time zones, and working hours. Offer secure, private booking links and data retention controls to meet firm and client requirements.

Developer-ready and self-hostable

Use the robust API and SDKs to manage workflows at scale. Self-host on your infrastructure for full control and data residency needs.

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Tutti i tuoi strumenti chiave sincronizzati con i tuoi incontri

Cal.com funziona con tutte le app già presenti nel tuo flusso, assicurando che tutto funzioni perfettamente insieme.

Tutti i tuoi strumenti chiave sincronizzati con i tuoi incontri

Cal.com funziona con tutte le app già presenti nel tuo flusso, assicurando che tutto funzioni perfettamente insieme.

Tutti i tuoi strumenti chiave sincronizzati con i tuoi incontri

Cal.com funziona con tutte le app già presenti nel tuo flusso, assicurando che tutto funzioni perfettamente insieme.

Domande frequenti

Domande frequenti

Queste sono alcune delle domande che ci vengono poste più frequentemente.

Queste sono alcune delle domande che ci vengono poste più frequentemente.

How does Cal.com help reduce missed IP consultations?

By automating confirmations, prep instructions, and timed reminders across email, SMS, and WhatsApp. Clients arrive prepared, and your team avoids idle time and reschedules.

Can we route by attorney specialty and jurisdiction?

Yes. Routing forms capture matter details and direct bookings to the right attorney or team based on practice area, country, urgency, and availability.

Can we collect NDAs and conflict details before meetings?

Yes. Add required questions and consent steps to intake. Capture documents, conflict data, and custom fields before a meeting is confirmed.

How do we manage filing and response deadlines?

Create time-based workflows that trigger reminders before office actions, renewals, and filings. Notify clients and staff, and push updates to your case or CRM via webhooks.

Is self-hosting available for our firm?

Yes. Cal.com can be self-hosted for maximum control, privacy, and data residency while retaining the full workflow feature set.

Can we brand communications for our firm?

Yes. Customize templates, subjects, and content to reflect your intellectual property law firm brand, tone, and languages across all channels.

Does Cal.com integrate with our calendars and tools?

Yes. Sync major calendars, send Slack notifications, and connect systems through APIs and webhooks to keep your matter data aligned.

How does Cal.com help reduce missed IP consultations?

By automating confirmations, prep instructions, and timed reminders across email, SMS, and WhatsApp. Clients arrive prepared, and your team avoids idle time and reschedules.

Can we route by attorney specialty and jurisdiction?

Yes. Routing forms capture matter details and direct bookings to the right attorney or team based on practice area, country, urgency, and availability.

Can we collect NDAs and conflict details before meetings?

Yes. Add required questions and consent steps to intake. Capture documents, conflict data, and custom fields before a meeting is confirmed.

How do we manage filing and response deadlines?

Create time-based workflows that trigger reminders before office actions, renewals, and filings. Notify clients and staff, and push updates to your case or CRM via webhooks.

Is self-hosting available for our firm?

Yes. Cal.com can be self-hosted for maximum control, privacy, and data residency while retaining the full workflow feature set.

Can we brand communications for our firm?

Yes. Customize templates, subjects, and content to reflect your intellectual property law firm brand, tone, and languages across all channels.

Does Cal.com integrate with our calendars and tools?

Yes. Sync major calendars, send Slack notifications, and connect systems through APIs and webhooks to keep your matter data aligned.

How does Cal.com help reduce missed IP consultations?

By automating confirmations, prep instructions, and timed reminders across email, SMS, and WhatsApp. Clients arrive prepared, and your team avoids idle time and reschedules.

Can we route by attorney specialty and jurisdiction?

Yes. Routing forms capture matter details and direct bookings to the right attorney or team based on practice area, country, urgency, and availability.

Can we collect NDAs and conflict details before meetings?

Yes. Add required questions and consent steps to intake. Capture documents, conflict data, and custom fields before a meeting is confirmed.

How do we manage filing and response deadlines?

Create time-based workflows that trigger reminders before office actions, renewals, and filings. Notify clients and staff, and push updates to your case or CRM via webhooks.

Is self-hosting available for our firm?

Yes. Cal.com can be self-hosted for maximum control, privacy, and data residency while retaining the full workflow feature set.

Can we brand communications for our firm?

Yes. Customize templates, subjects, and content to reflect your intellectual property law firm brand, tone, and languages across all channels.

Does Cal.com integrate with our calendars and tools?

Yes. Sync major calendars, send Slack notifications, and connect systems through APIs and webhooks to keep your matter data aligned.

Non fidarti solo delle nostre parole

I nostri utenti sono i nostri migliori ambasciatori. Scopri perché siamo la scelta migliore per pianificare meeting.

Non fidarti solo delle nostre parole

I nostri utenti sono i nostri migliori ambasciatori. Scopri perché siamo la scelta migliore per pianificare meeting.

Non fidarti solo delle nostre parole

I nostri utenti sono i nostri migliori ambasciatori. Scopri perché siamo la scelta migliore per pianificare meeting.

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

Fidato da aziende in rapida crescita in tutto il mondo

Get started with Cal.com Workflows

Automate intake, consultations, and filing reminders so your IP team can focus on legal strategy. Create your workflow, route the right clients, and scale a consistent, polished experience.