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01
connect calendars and define intake rules
Sync firm and freelance calendars, add booking limits, and route clients by matter type, urgency, or jurisdiction to the right paralegal or attorney for faster triage.
02
automate documents, reminders, and tasks
Trigger paralegal document preparation, gather disclosures, and send reminders by email, SMS, or WhatsApp based on booking, reschedule, or filing deadlines.
03
track outcomes and improve performance
Log attendance, deadlines met, and turnaround times. Push updates to case tools or Slack, then iterate with data to reduce no-shows and speed document delivery.
01
faster client intake across practice areas
Turn intake into a structured, repeatable process that supports freelance paralegal services and in-house teams alike. Use routing forms to capture matter type, language needs, and jurisdiction, then assign the best available professional. Reduce phone tag with instant confirmations and time-zone aware invitations. Automated reminders cut delays and keep clients informed. Cal.com helps you standardize intake without sacrificing a human touch, so every new client starts on the right track with the right paralegal.
02
reduce no-shows and missed deadlines
Deadlines drive legal outcomes. Cal.com sequences reminders relative to hearings, signings, and filing dates, so clients and staff stay on time. Multi-channel notifications reduce no-shows for consultations, document reviews, and court prep sessions. For virtual paralegal teams, pooled availability and round-robin routing provide coverage across time zones. Add follow-ups to confirm attendance, request reschedules, or share next steps. With consistent communication, you protect calendars, prevent last-minute cancellations, and give attorneys better visibility into capacity and caseload.
03
standardize document workflows
Create reliable playbooks for paralegal document preparation. Trigger document checklists after booking, request uploads for IDs or evidence, and send instructions for notarization or eSignature. For a contract drafting paralegal, automatically collect terms, stakeholders, and deadlines, then schedule drafting and review sessions. Cal.com unifies reminders and tasks so documents move forward without manual chasing. Every client gets the right instructions at the right time, and paralegals focus on quality instead of inbox management.
04
enterprise-grade control and flexibility
Whether you run a boutique practice, offer litigation support services, or operate at enterprise scale, Cal.com adapts to your stack. Choose hosted or self-hosted deployments, manage permissions by role, and integrate with case management, eSignature, and payments using an API-first approach. Webhooks keep systems synchronized while audit-friendly logs provide visibility for operations leaders. Open-source flexibility means you can extend workflows, build custom routing, or fit strict compliance requirements without vendor lock-in.
routing forms for matter triage
Collect case details, conflicts, and urgency, then route to the right paralegal, attorney, or queue automatically.
deadline-aware reminders
Schedule sequences relative to hearings, signings, and filing dates to keep clients and teams on track.
document request automations
Auto-send tailored checklists and secure upload prompts for IDs, evidence, or engagement letters.
multi-channel notifications
Email, SMS, and WhatsApp with branded templates to match firm tone and compliance needs.
self-hosting and open-source
Deploy in your environment, review code, and customize through our API-first architecture.
integrations and webhooks
Connect case management, eSignature, payments, Slack, and data warehouses to keep everything in sync.
Start automating your paralegal workflows
Build a reliable intake and scheduling system that saves hours each week. Whether you run freelance paralegal services or an in-house team, Cal.com gives you open-source flexibility, API-first control, and enterprise readiness. Create your account or request a product walkthrough to see workflows tailored to your matters.
