Smarter client intake and routing for legal and professional services

Smarter client intake and routing for legal and professional services

Automate and personalize client scheduling and routing for law firms, consultancies, and professional service providers with Cal.com.

Automate and personalize client scheduling and routing for law firms, consultancies, and professional service providers with Cal.com.

Legal client intake and routing form with questions focused on legal services, jurisdiction, and case type.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

How Cal.com transforms client routing for legal and professional services

How Cal.com transforms client routing for legal and professional services

A seamless, client-centric scheduling experience for legal teams and professionals

A seamless, client-centric scheduling experience for legal teams and professionals

01

Create custom intake routes

Design tailored routing forms to ask clients about their legal needs, location, and preferred services. Ensure every inquiry is directed accurately from the start.

Create form template for legal client intake, with form fields relevant to legal services and client information.

02

Gather client details securely

Clients provide essential information—such as case type, urgency, and required expertise—through secure, user-friendly forms before booking.

03

Route clients to the right expert

Cal.com’s smart routing logic assigns each client to the most suitable attorney or professional, factoring in availability, specialization, and existing client relationships.

Team member assignment for legal client routing, with names and departments reflecting legal practice areas.

Why legal & professional services choose Cal.com

Why legal & professional services choose Cal.com

The trusted choice for secure, efficient, and client-friendly scheduling

The trusted choice for secure, efficient, and client-friendly scheduling

Attribute-based routing for legal services, showing how client responses lead to assignment to a legal expert.

01

Automated client assignment

Automatically connect clients to the right legal expert based on practice area, availability, or client history, reducing manual work and delays.

02

Enhanced security & compliance

Protect sensitive client information with enterprise-grade security and compliance features, including self-hosting and GDPR-ready infrastructure.

Ownership assignment for legal client routing, showing client assignment to the attorney of record or team.
Analytics dashboard showing legal client intake routed to attorneys, with metrics for team performance.

03

Personalized client experience

Deliver a streamlined and professional onboarding journey, ensuring clients feel valued and supported from the first touchpoint.

04

Flexible integration & control

Integrate with your case management, CRM, and communication tools, while retaining full control over your data and workflow with open-source flexibility.

Customizable routing logic form for legal client intake, showing conditions based on practice area, urgency, and jurisdiction.

Powerful features for legal teams and firms

Powerful features for legal teams and firms

Built for the demands of legal and professional service organizations

Built for the demands of legal and professional service organizations

Customizable intake forms

Create intake forms for specific practice areas, service types, or departments—no coding required.

Smart routing logic

Route new matters or inquiries based on custom attributes, such as location, case type, or urgency, for optimal assignment.

Existing client recognition

Automatically detect and assign returning clients to their primary attorney or case manager, improving continuity.

Secure data handling

Ensure all client data is protected with encryption, self-hosting options, and compliance support.

Advanced analytics

Track form responses, routing efficiency, and client engagement metrics to optimize your intake process.

Seamless integrations

Connect with your favorite tools, including CRM, document management, and e-signature platforms, to automate workflows.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

How does Cal.com help with legal client intake and routing?

Cal.com enables law firms and professional service providers to automate client intake by gathering key information through custom forms, then routing each inquiry to the right expert based on their needs and your team’s availability.

Can I customize intake forms for different legal services or practice areas?

Yes. Cal.com’s drag-and-drop form builder lets you create tailored intake forms for areas like family law, corporate, immigration, or consulting—ensuring clients answer relevant questions before booking.

Is client data secure and compliant with industry regulations?

Absolutely. Cal.com offers enterprise-grade security, encryption, self-hosting, and GDPR-ready features to help you meet legal industry compliance requirements.

Can Cal.com recognize and route returning clients to their existing attorneys?

Yes. With CRM integration, Cal.com can identify returning clients and automatically assign them to their primary attorney or case manager for a seamless experience.

Does Cal.com integrate with case management and CRM platforms?

Cal.com offers robust API and native integrations with leading legal CRM and case management solutions, so your scheduling and client intake processes stay connected.

How does smart routing improve efficiency for legal teams?

Smart routing eliminates manual assignment by directing clients to the best-suited expert or department based on their responses, resulting in faster intake and better client service.

Can I self-host Cal.com for maximum data control?

Yes. Cal.com is open-source and enterprise-ready, allowing you to self-host and maintain full control over sensitive client data and workflows.

How does Cal.com help with legal client intake and routing?

Cal.com enables law firms and professional service providers to automate client intake by gathering key information through custom forms, then routing each inquiry to the right expert based on their needs and your team’s availability.

Can I customize intake forms for different legal services or practice areas?

Yes. Cal.com’s drag-and-drop form builder lets you create tailored intake forms for areas like family law, corporate, immigration, or consulting—ensuring clients answer relevant questions before booking.

Is client data secure and compliant with industry regulations?

Absolutely. Cal.com offers enterprise-grade security, encryption, self-hosting, and GDPR-ready features to help you meet legal industry compliance requirements.

Can Cal.com recognize and route returning clients to their existing attorneys?

Yes. With CRM integration, Cal.com can identify returning clients and automatically assign them to their primary attorney or case manager for a seamless experience.

Does Cal.com integrate with case management and CRM platforms?

Cal.com offers robust API and native integrations with leading legal CRM and case management solutions, so your scheduling and client intake processes stay connected.

How does smart routing improve efficiency for legal teams?

Smart routing eliminates manual assignment by directing clients to the best-suited expert or department based on their responses, resulting in faster intake and better client service.

Can I self-host Cal.com for maximum data control?

Yes. Cal.com is open-source and enterprise-ready, allowing you to self-host and maintain full control over sensitive client data and workflows.

How does Cal.com help with legal client intake and routing?

Cal.com enables law firms and professional service providers to automate client intake by gathering key information through custom forms, then routing each inquiry to the right expert based on their needs and your team’s availability.

Can I customize intake forms for different legal services or practice areas?

Yes. Cal.com’s drag-and-drop form builder lets you create tailored intake forms for areas like family law, corporate, immigration, or consulting—ensuring clients answer relevant questions before booking.

Is client data secure and compliant with industry regulations?

Absolutely. Cal.com offers enterprise-grade security, encryption, self-hosting, and GDPR-ready features to help you meet legal industry compliance requirements.

Can Cal.com recognize and route returning clients to their existing attorneys?

Yes. With CRM integration, Cal.com can identify returning clients and automatically assign them to their primary attorney or case manager for a seamless experience.

Does Cal.com integrate with case management and CRM platforms?

Cal.com offers robust API and native integrations with leading legal CRM and case management solutions, so your scheduling and client intake processes stay connected.

How does smart routing improve efficiency for legal teams?

Smart routing eliminates manual assignment by directing clients to the best-suited expert or department based on their responses, resulting in faster intake and better client service.

Can I self-host Cal.com for maximum data control?

Yes. Cal.com is open-source and enterprise-ready, allowing you to self-host and maintain full control over sensitive client data and workflows.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Free up your time. We've got your scheduling covered. Try Cal.com now!

Simplify client onboarding and empower your team with secure, automated routing. Try Cal.com or book a personalized demo today.