
Workflow automation for corporate and commercial law practices
Workflow automation for corporate and commercial law practices
Automate matter intake, client updates and compliance notifications across your corporate law services with secure, configurable workflows that fit your practice and clients.
Automate matter intake, client updates and compliance notifications across your corporate law services with secure, configurable workflows that fit your practice and clients.

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 it works
How it works
Build structured, compliant scheduling workflows for every legal service line
Build structured, compliant scheduling workflows for every legal service line
01
Map your legal service journey
Define steps for business formation legal matters, commercial contract review, general counsel services and M&A legal due diligence, from intake to conflict checks, scheduling and follow-up.

02
Automate the communication
Trigger confirmations, reminders and status updates by email, SMS or WhatsApp. Send stakeholder-specific messages to clients, counterparties, advisors and internal teams at each stage.

03
Connect your stack
Sync calendars, video, CRM and document systems. Use webhooks and the API to push data to case management, DMS and billing while keeping sensitive data under your control.

Benefits for corporate and commercial law practices
Benefits for corporate and commercial law practices
Deliver faster client experiences while reducing risk and admin workload
Deliver faster client experiences while reducing risk and admin workload

01
Accelerate client intake and triage
Standardize how new matters enter your firm. Route requests by practice area, assign the right attorney, collect needed details and schedule the next step without email back-and-forth. Clients move from inquiry to booked consult in minutes. Your team gains a clear, auditable path for every matter.
02
Raise utilization without sacrificing compliance
Automated reminders reduce no shows, while buffer times, time zone handling and scheduling rules preserve quality. Cal.com supports self-hosting and data residency to align with confidentiality obligations, engagement letters and client IT policies.


03
Bring clarity to complex negotiations
Commercial contract review, general counsel services and corporate transactions involve many stakeholders. Workflows target messages by role and stage, so clients, counterparties and advisors receive the right update at the right time. Capture notes and outcomes to keep negotiations moving.
04
Operationalize risk controls
Embed checks into scheduling. Require pre-screen questions, add approval steps for sensitive sessions, log communications and route exceptions to a supervising attorney. Integrations and webhooks let you mirror internal policies and maintain a defensible record for audits.

Features built for legal-grade scheduling
Features built for legal-grade scheduling
Flexible, secure workflows for matters, deals and board calendars
Flexible, secure workflows for matters, deals and board calendars
Role-based messages and templates
Send tailored communications to clients, executives, counterparties and internal teams. Maintain branded templates for each service line.
Advanced routing and round robin
Distribute meetings by practice group, availability, seniority or workload. Perfect for intake desks and GC service pods.
Policy-aware availability rules
Set buffers, lead time, office hours, blackout dates and multi-party constraints to protect attorney time and quality.
Multi-channel notifications
Confirmations, reminders and follow-ups over email, SMS and WhatsApp. Reduce no shows across board meetings and diligence calls.
Open-source and self-hosting options
Run Cal.com on your infrastructure to meet data residency and client security requirements. Review the codebase and configure to fit.
API, webhooks and integrations
Connect calendars, video, Slack, CRM and DMS. Use the API to sync matter IDs, trigger e-sign steps and log activities to your systems.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

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.
Can Cal.com support confidentiality needs for corporate transactions?
Yes. You can self-host, restrict data capture, control retention and limit fields in booking forms. Cal.com also supports audit-friendly logging and SSO.
How do we handle conflict checks before scheduling?
Use booking questions to capture entities and counterparties, then trigger a webhook to your conflict system. Approvals can gate scheduling until checks are cleared.
Can we adapt workflows for different practice areas?
Yes. Create separate event types and workflows for business formation legal, commercial contract review, general counsel services and M&A legal due diligence.
Will Cal.com integrate with our calendars and video tools?
Cal.com integrates with Google and Microsoft calendars, plus Zoom and Teams. Links are generated automatically and shared with all participants.
How do we handle multi-party meetings like diligence calls?
Use multi-attendee booking, pooled availability and round robin routing. Configure buffers, prep windows and reminders for internal and external attendees.
Can we trigger tasks in our CRM or matter system?
Yes. Use webhooks and the API to push meeting data, map matter IDs and trigger tasks in your CRM, DMS or billing tools.
Do reminders support branded, role-specific messages?
Yes. Create templates per role or event. Send different messages to clients, counterparties and internal counsel via email, SMS or WhatsApp.
Can Cal.com support confidentiality needs for corporate transactions?
Yes. You can self-host, restrict data capture, control retention and limit fields in booking forms. Cal.com also supports audit-friendly logging and SSO.
How do we handle conflict checks before scheduling?
Use booking questions to capture entities and counterparties, then trigger a webhook to your conflict system. Approvals can gate scheduling until checks are cleared.
Can we adapt workflows for different practice areas?
Yes. Create separate event types and workflows for business formation legal, commercial contract review, general counsel services and M&A legal due diligence.
Will Cal.com integrate with our calendars and video tools?
Cal.com integrates with Google and Microsoft calendars, plus Zoom and Teams. Links are generated automatically and shared with all participants.
How do we handle multi-party meetings like diligence calls?
Use multi-attendee booking, pooled availability and round robin routing. Configure buffers, prep windows and reminders for internal and external attendees.
Can we trigger tasks in our CRM or matter system?
Yes. Use webhooks and the API to push meeting data, map matter IDs and trigger tasks in your CRM, DMS or billing tools.
Do reminders support branded, role-specific messages?
Yes. Create templates per role or event. Send different messages to clients, counterparties and internal counsel via email, SMS or WhatsApp.
Can Cal.com support confidentiality needs for corporate transactions?
Yes. You can self-host, restrict data capture, control retention and limit fields in booking forms. Cal.com also supports audit-friendly logging and SSO.
How do we handle conflict checks before scheduling?
Use booking questions to capture entities and counterparties, then trigger a webhook to your conflict system. Approvals can gate scheduling until checks are cleared.
Can we adapt workflows for different practice areas?
Yes. Create separate event types and workflows for business formation legal, commercial contract review, general counsel services and M&A legal due diligence.
Will Cal.com integrate with our calendars and video tools?
Cal.com integrates with Google and Microsoft calendars, plus Zoom and Teams. Links are generated automatically and shared with all participants.
How do we handle multi-party meetings like diligence calls?
Use multi-attendee booking, pooled availability and round robin routing. Configure buffers, prep windows and reminders for internal and external attendees.
Can we trigger tasks in our CRM or matter system?
Yes. Use webhooks and the API to push meeting data, map matter IDs and trigger tasks in your CRM, DMS or billing tools.
Do reminders support branded, role-specific messages?
Yes. Create templates per role or event. Send different messages to clients, counterparties and internal counsel via email, SMS or WhatsApp.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Get started with secure legal workflows
Streamline intake, negotiations and board scheduling. Start with hosted or self-hosted Cal.com, or book a demo to see legal-grade workflows for your firm.

Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources