Smarter client routing for estate planners
Automate and streamline client-intake for estate planning firms with Cal.com's advanced routing forms. Connect every client to the right attorney or specialist, effortlessly.
Label
How many people work at your company?Identifier
company-sizeType
Single selectionOptions
Manually addFrom attributeCompany size (3 of 4)Trusted by fast-growing companies around the world
How routing for estate planners works
Modernize how clients connect with your estate planning team in just a few steps.
01
Set up tailored routing forms
02
Clients complete intake online
03
Automatically assign to the right attorney
Benefits of automated routing for estate planners
Experience better client service, efficiency, and growth with Cal.com routing.
Form answers
Enterprise round robin
Alex Fisher
ImmigrationFranceAccelerate client onboarding
Owned account found
Assign to account owner
Assign to owner
Direct to account owner
Event scheduled
Round robin
Find an available host
Consistently match clients to specialists
Routed to this week
Benny above avg.
Qualify leads and prioritize urgent matters
Send booker to
And direct to team member
WhenAllmatch
Enhance your firm’s professionalism
Key features for estate planning firms
Leverage Cal.com's flexible, open scheduling tools built for legal teams.
Customizable intake forms
Attribute-based attorney routing
CRM integration for client ownership
Analytics and reporting
Multi-step and embedded forms
Self-hosting and open-source flexibility
All your key tools in sync with your meetings
Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.
- Google CalendarCheckt elke agenda op conflicten en voegt de boeking toe.
- Zoom VideoGeeft elke boeking een eigen meetinglink.
- SalesforceLogt de meeting bij het contact en stuurt door naar de eigenaar.
- HubSpot CRMVoegt afspraken toe aan contacten en deals.
- SlackLaat het team weten zodra een meeting is geboekt.
- StripeInt betaling zodra het tijdslot is geboekt.
FramerZet je boekingspagina op een Framer-site.
ElevenLabsGeeft spraakagents een realistische AI-stem.
LinearZet je status vanuit je agenda op afwezig.
Meta PixelMeet boekingen uit je Meta-advertentiecampagnes.
UmamiTelt bezoeken aan je boekingspagina, privé.
WhatsAppOntmoet je bezoekers via WhatsApp-chat of videogesprek.
Cal.com’s routing forms let you ask screening questions up front—like estate size, service needs, or urgency. Based on responses, clients are matched to the right attorney or specialist, ensuring faster and more effective client intake.
Yes. You can create different forms for wills, trusts, probate, or tax planning, each with custom questions and routing logic relevant to that service.
Cal.com offers powerful integrations and APIs, including support for popular legal CRMs. This ensures booked clients are automatically routed to their assigned attorney or team.
Absolutely. Cal.com offers self-hosting and open-source options, giving you full control over your client data and helping you meet legal and privacy requirements.
Yes. Attribute-based routing lets you prioritize and direct high-value or urgent cases to senior partners or specialists.
Built-in analytics let you track form responses, booking rates, and attorney workloads. This insight helps optimize your intake, routing, and team allocation over time.
Yes. You can embed routing forms directly onto your firm’s website, ensuring a seamless client experience that matches your branding.
Don’t just take our word for it
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Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeyop TrustpilotI just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds op X2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh op XWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballop Trustpilot(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson op XOne of the best tools for scheduling and my favorite after so many other options tried.
Denisop Product Huntmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianop Product HuntThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarop Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best op XAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Benop Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitop Product HuntJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeiop Product Hunt
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