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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

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 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.

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 patent and trademark law firms qualify new clients?

Cal.com’s customizable routing forms collect detailed client information up front, such as type of IP, jurisdiction, and urgency. This enables firms to assess and triage inquiries efficiently, reducing time spent on manual qualification.

Can Cal.com assign clients to attorneys based on expertise or availability?

Yes, Cal.com supports attribute-based routing, allowing firms to assign clients to attorneys by specialty, jurisdiction, or current workload. This ensures that every inquiry is matched with the most suitable attorney.

Is Cal.com secure enough for sensitive legal data?

Absolutely. Cal.com offers strong security features, including self-hosting, role-based permissions, and audit logs, so you can control access and comply with privacy regulations for legal practices.

Does Cal.com integrate with legal CRMs or practice management software?

Yes, Cal.com provides integrations and an open API for connecting with leading legal CRMs and practice management systems, keeping your client and matter data in sync.

Can we embed the intake and routing forms on our law firm website?

Yes, you can easily embed Cal.com routing forms on your website or landing pages, ensuring a seamless experience for prospective clients from first contact to booked consultation.

How customizable are Cal.com’s workflows for different IP case types?

Cal.com’s routing logic is fully customizable, so you can create different workflows for patents, trademarks, or international filings and update them as your firm’s needs evolve.

What are the main benefits for patent/trademark law firms choosing Cal.com over other solutions?

Cal.com offers open-source flexibility, deep customization, attribute-based routing, and secure self-hosting options not found in most proprietary platforms—making it ideal for IP law firms that need control, compliance, and efficiency.

How does Cal.com help patent and trademark law firms qualify new clients?

Cal.com’s customizable routing forms collect detailed client information up front, such as type of IP, jurisdiction, and urgency. This enables firms to assess and triage inquiries efficiently, reducing time spent on manual qualification.

Can Cal.com assign clients to attorneys based on expertise or availability?

Yes, Cal.com supports attribute-based routing, allowing firms to assign clients to attorneys by specialty, jurisdiction, or current workload. This ensures that every inquiry is matched with the most suitable attorney.

Is Cal.com secure enough for sensitive legal data?

Absolutely. Cal.com offers strong security features, including self-hosting, role-based permissions, and audit logs, so you can control access and comply with privacy regulations for legal practices.

Does Cal.com integrate with legal CRMs or practice management software?

Yes, Cal.com provides integrations and an open API for connecting with leading legal CRMs and practice management systems, keeping your client and matter data in sync.

Can we embed the intake and routing forms on our law firm website?

Yes, you can easily embed Cal.com routing forms on your website or landing pages, ensuring a seamless experience for prospective clients from first contact to booked consultation.

How customizable are Cal.com’s workflows for different IP case types?

Cal.com’s routing logic is fully customizable, so you can create different workflows for patents, trademarks, or international filings and update them as your firm’s needs evolve.

What are the main benefits for patent/trademark law firms choosing Cal.com over other solutions?

Cal.com offers open-source flexibility, deep customization, attribute-based routing, and secure self-hosting options not found in most proprietary platforms—making it ideal for IP law firms that need control, compliance, and efficiency.

How does Cal.com help patent and trademark law firms qualify new clients?

Cal.com’s customizable routing forms collect detailed client information up front, such as type of IP, jurisdiction, and urgency. This enables firms to assess and triage inquiries efficiently, reducing time spent on manual qualification.

Can Cal.com assign clients to attorneys based on expertise or availability?

Yes, Cal.com supports attribute-based routing, allowing firms to assign clients to attorneys by specialty, jurisdiction, or current workload. This ensures that every inquiry is matched with the most suitable attorney.

Is Cal.com secure enough for sensitive legal data?

Absolutely. Cal.com offers strong security features, including self-hosting, role-based permissions, and audit logs, so you can control access and comply with privacy regulations for legal practices.

Does Cal.com integrate with legal CRMs or practice management software?

Yes, Cal.com provides integrations and an open API for connecting with leading legal CRMs and practice management systems, keeping your client and matter data in sync.

Can we embed the intake and routing forms on our law firm website?

Yes, you can easily embed Cal.com routing forms on your website or landing pages, ensuring a seamless experience for prospective clients from first contact to booked consultation.

How customizable are Cal.com’s workflows for different IP case types?

Cal.com’s routing logic is fully customizable, so you can create different workflows for patents, trademarks, or international filings and update them as your firm’s needs evolve.

What are the main benefits for patent/trademark law firms choosing Cal.com over other solutions?

Cal.com offers open-source flexibility, deep customization, attribute-based routing, and secure self-hosting options not found in most proprietary platforms—making it ideal for IP law firms that need control, compliance, and efficiency.

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!

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