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Smarter client routing for estate planners

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.

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.

Estate planning routing form setup with questions focused on client needs and estate value.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

How routing for estate planners works

How routing for estate planners works

Modernize how clients connect with your estate planning team in just a few steps.

Modernize how clients connect with your estate planning team in just a few steps.

01

Set up tailored routing forms

Create custom forms to gather essential details from prospective clients, such as estate size, service needs, and urgency.

Estate planning intake form builder interface with custom questions for wills and trusts.

02

Clients complete intake online

Clients answer your questions before booking, helping you qualify and prioritize new cases efficiently.

03

Automatically assign to the right attorney

Based on responses, Cal.com routes appointments to the most suitable estate planner or specialist on your team.

Automated routing interface showing estate planning attorneys and their specialty teams.

Benefits of automated routing for estate planners

Benefits of automated routing for estate planners

Experience better client service, efficiency, and growth with Cal.com routing.

Experience better client service, efficiency, and growth with Cal.com routing.

Attribute-based routing view with estate planning client and attorney details.

01

Accelerate client onboarding

Reduce manual intake and back-and-forth communication, so you can focus on delivering expert estate planning advice.

02

Consistently match clients to specialists

Ensure every client is routed to the attorney best suited to their needs—whether for wills, trusts, probate, or tax planning.

Ownership assignment interface showing routing to the client’s assigned estate planning attorney.
Analytics dashboard showing weekly client routing to estate planning attorneys.

03

Qualify leads and prioritize urgent matters

Screen and rank incoming requests, so urgent or high-value cases are never missed.

04

Enhance your firm’s professionalism

Offer a seamless digital experience that builds trust with clients and streamlines internal processes.

Customizable routing logic interface tailored for estate planning client intake.

Key features for estate planning firms

Key features for estate planning firms

Leverage Cal.com's flexible, open scheduling tools built for legal teams.

Leverage Cal.com's flexible, open scheduling tools built for legal teams.

Customizable intake forms

Gather specific client information before booking, tailored to estate planning.

Attribute-based attorney routing

Easily assign bookings using attributes like case type, location, or expertise.

CRM integration for client ownership

Sync with legal CRMs to route existing clients to their assigned attorney automatically.

Analytics and reporting

Track intake trends and conversion rates so your firm can continually improve.

Multi-step and embedded forms

Break intake into easy steps and embed forms on your website for a seamless client experience.

Self-hosting and open-source flexibility

Maintain data control and brand consistency with self-hosted or open-source deployment.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Perguntas frequentes

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Estas são algumas das nossas perguntas mais frequentes.

How does Cal.com help estate planners qualify and route new clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize the intake forms for different estate planning services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with our legal CRM or case management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and compliant for legal client data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can our team assign urgent or VIP clients to specific attorneys?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do analytics help improve our intake process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com forms be embedded on our firm’s website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help estate planners qualify and route new clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize the intake forms for different estate planning services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with our legal CRM or case management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and compliant for legal client data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can our team assign urgent or VIP clients to specific attorneys?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do analytics help improve our intake process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com forms be embedded on our firm’s website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help estate planners qualify and route new clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize the intake forms for different estate planning services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with our legal CRM or case management software?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure and compliant for legal client data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can our team assign urgent or VIP clients to specific attorneys?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do analytics help improve our intake process?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com forms be embedded on our firm’s website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Liberte o seu tempo. Nós tratamos da sua programação. Experimente o Cal.com agora!

Automate, qualify, and assign new clients with Cal.com. Start your free trial or book a demo today.