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01
Set up tailored routing forms
Create custom forms to gather essential details from prospective clients, such as estate size, service needs, and urgency.
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.
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.
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 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.
How does Cal.com help estate planners qualify and route new clients?
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.
Can we customize the intake forms for different estate planning services?
Yes. You can create different forms for wills, trusts, probate, or tax planning, each with custom questions and routing logic relevant to that service.
Does Cal.com integrate with our legal CRM or case management software?
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.
Is Cal.com secure and compliant for legal client data?
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.
Can our team assign urgent or VIP clients to specific attorneys?
Yes. Attribute-based routing lets you prioritize and direct high-value or urgent cases to senior partners or specialists.
How do analytics help improve our intake process?
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.
Can Cal.com forms be embedded on our firm’s website?
Yes. You can embed routing forms directly onto your firm’s website, ensuring a seamless client experience that matches your branding.
Free up your time. We've got your scheduling covered. Try Cal.com now!
Automate, qualify, and assign new clients with Cal.com. Start your free trial or book a demo today.
