Consultations without the email thread
Professional firms often arrange the first meeting by email or phone, which takes several messages and ties up reception time. With a booking page, the client sees open times and confirms in a minute. The partner receives an invitation with the client details and the topic. Receptionists no longer need to hold slots by hand.
You can offer different consultation types, such as an initial assessment, a follow up session or a tax planning meeting, each with its own length and questions. Clients see clear names, so they pick the right session on their own.
Match the client to the right partner
A firm has many specialisms. A routing form asks the client what they need, for example a business matter, a personal matter or a filing deadline, and shows the calendar of the matching partner or practice group.
- Practice area decides which team is shown
- Urgency can route to the partner with the earliest opening
- Existing clients go to their usual contact
- Unmatched answers reach a general intake owner
Information collected before the meeting
Custom questions let the client describe the matter before the call, so the partner can come prepared. Answers appear in the invitation. On Business and Enterprise, the AI meeting prep brief adds context from the public website of a client company, which helps when the client is a business.
Do not request sensitive details on the booking page. Keep questions to what is needed to route and prepare, and discuss the rest in the consultation.
Control, roles and pricing
Managing partners need to see who may edit pages and who only hosts. Roles are available from Team, and Business adds SSO and an audit log. Reminders reduce missed appointments, and reschedule links let clients move a session without calling the office.
Starter costs $49 per month for up to 5 members, Team costs $149 per month for up to 20, and Business costs $499 per month for up to 75. Yearly billing is 50 percent lower. The price covers the whole firm, not each seat.