Workflows built for legal aid scheduling and client outreach

Workflows built for legal aid scheduling and client outreach

Automate intake, reminders, and follow ups so staff can serve more clients with less effort.

Automate intake, reminders, and follow ups so staff can serve more clients with less effort.

Workflow builder showing a 24 hour reminder for a legal aid appointment with confirmation request

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

Set up intake and outreach automation in minutes, no heavy lift required.

Set up intake and outreach automation in minutes, no heavy lift required.

01

Connect your calendars and intake

Sync staff calendars, define service hours, and import your intake form so clients can request time without phone tags.

02

Build workflows for key moments

Trigger confirmations, reminders, document collection, and follow ups based on bookings, reschedules, or eligibility screening outcomes.

03

Route to the right advocate

Use routing rules to assign clients to staff, pro bono lawyers, or clinics by issue, language, location, and priority.

Benefits for legal aid teams and the communities they serve

Benefits for legal aid teams and the communities they serve

Cut admin busywork, reduce no shows, and deliver a predictable experience for clients seeking time sensitive legal help.

Cut admin busywork, reduce no shows, and deliver a predictable experience for clients seeking time sensitive legal help.

Mobile reminder notification for a legal aid clinic appointment with attendee status

01

Serve more clients without hiring

Staff time is precious. Cal.com automates confirmations, reminders, and follow ups so advocates spend time on counsel, not coordination. Set thresholds to auto book eligible clients, queue others, and notify when slots open. Centralized intake reduces back and forth while giving supervisors insight into volume, wait times, and outcomes. With fewer manual tasks, your organization can expand clinic hours, reach rural communities, and respond faster to urgent matters like eviction defense and protection orders.

02

Improve access for people seeking free legal help

Many clients search for free legal help or legal aid near me on mobile devices. Offer a self serve booking page with plain language options, interpreter prompts, and SMS reminders. Clients can choose phone, video, or in person. Automated waitlist invites and reminder nudges reduce missed appointments and help clients arrive prepared with documents. Simple rescheduling keeps your calendar full while respecting client constraints.

Bookings dashboard showing legal aid clinics and pro bono consultations by day

03

Match clients to the right expertise

Cal.com routing rules steer tenant legal aid inquiries to housing advocates, family law cases to the domestic team, and intake overflow to vetted pro bono lawyers. Route by county, zip code, language, income bracket, and legal aid eligibility responses. This ensures the first conversation is with the best suited advocate, improving resolution rates and client satisfaction.

04

Strengthen compliance and trust

Protect sensitive client data with role based access, granular permissions, and audit trails. Self hosting and an API first architecture enable you to meet jurisdictional data residency requirements. Use consent prompts in workflows, auto purge data per retention policy, and capture an immutable log of messages. Reliability and transparency build trust with funders, partners, and the communities you serve.

Branded email template asking clients to confirm a legal aid appointment

Features built for legal aid operations

Features built for legal aid operations

Flexible, open source scheduling that adapts to clinics, hotlines, and pro bono programs, with enterprise grade controls.

Flexible, open source scheduling that adapts to clinics, hotlines, and pro bono programs, with enterprise grade controls.

Eligibility aware intake

Add screening questions to determine legal aid eligibility and route clients accordingly, including income, location, and conflict checks.

Document collection prompts

Automate pre appointment reminders that request uploads or confirmations, so staff start sessions with the right paperwork.

Multi channel notifications

Send confirmations and reminders by email, SMS, or WhatsApp. Offer bilingual templates and time zone friendly timing.

Smart routing and load balancing

Distribute bookings across staff and volunteers. Set rules for issue type, location, language, and maximum daily appointments.

Self hosting and privacy controls

Deploy on your infrastructure to meet regulatory needs. Use roles, scopes, and audit logs to limit and track access.

Developer ready API and integrations

Connect case management, phone systems, and data warehouses. Use webhooks to update matter records and volunteer rosters.

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.

How do workflows help clients seeking free legal help?

They reduce friction. Clients can self schedule, receive plain language reminders, and upload documents, which shortens time to advice and lowers no show rates.

Can we screen for legal aid eligibility during booking?

Yes. Add eligibility questions, then route or waitlist based on responses such as income, residence, conflict, or matter type.

How do we manage tenant legal aid clinics with rotating volunteers?

Use round robin routing and availability pools. Cal.com balances bookings, respects shifts, and notifies pro bono lawyers of new slots.

What languages and channels are supported for reminders?

Email, SMS, and WhatsApp are supported. Create bilingual or multilingual templates and set per event language preferences.

Can we self host to meet data residency requirements?

Yes. Cal.com supports self hosting with full workflow functionality, role based access, and audit logging for compliance.

How does Cal.com integrate with our case management system?

Use our API and webhooks to create or update matters, attach booking IDs, and sync notes after appointments. No vendor lock in.

How do we handle walk ins and hotline callbacks?

Create event types for same day holds and callback windows. Staff book on behalf of clients, triggering the same reminders and notes.

How do workflows help clients seeking free legal help?

They reduce friction. Clients can self schedule, receive plain language reminders, and upload documents, which shortens time to advice and lowers no show rates.

Can we screen for legal aid eligibility during booking?

Yes. Add eligibility questions, then route or waitlist based on responses such as income, residence, conflict, or matter type.

How do we manage tenant legal aid clinics with rotating volunteers?

Use round robin routing and availability pools. Cal.com balances bookings, respects shifts, and notifies pro bono lawyers of new slots.

What languages and channels are supported for reminders?

Email, SMS, and WhatsApp are supported. Create bilingual or multilingual templates and set per event language preferences.

Can we self host to meet data residency requirements?

Yes. Cal.com supports self hosting with full workflow functionality, role based access, and audit logging for compliance.

How does Cal.com integrate with our case management system?

Use our API and webhooks to create or update matters, attach booking IDs, and sync notes after appointments. No vendor lock in.

How do we handle walk ins and hotline callbacks?

Create event types for same day holds and callback windows. Staff book on behalf of clients, triggering the same reminders and notes.

How do workflows help clients seeking free legal help?

They reduce friction. Clients can self schedule, receive plain language reminders, and upload documents, which shortens time to advice and lowers no show rates.

Can we screen for legal aid eligibility during booking?

Yes. Add eligibility questions, then route or waitlist based on responses such as income, residence, conflict, or matter type.

How do we manage tenant legal aid clinics with rotating volunteers?

Use round robin routing and availability pools. Cal.com balances bookings, respects shifts, and notifies pro bono lawyers of new slots.

What languages and channels are supported for reminders?

Email, SMS, and WhatsApp are supported. Create bilingual or multilingual templates and set per event language preferences.

Can we self host to meet data residency requirements?

Yes. Cal.com supports self hosting with full workflow functionality, role based access, and audit logging for compliance.

How does Cal.com integrate with our case management system?

Use our API and webhooks to create or update matters, attach booking IDs, and sync notes after appointments. No vendor lock in.

How do we handle walk ins and hotline callbacks?

Create event types for same day holds and callback windows. Staff book on behalf of clients, triggering the same reminders and notes.

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

Get started with legal aid workflows

Set up intake, routing, and reminders in minutes. Start free, explore the API, or book a quick demo with our team to tailor Cal.com to your clinics and pro bono programs. Empower staff to focus on outcomes while clients get timely, reliable access to help.