Scheduling
Clients choose their consult time right in the questionnaire.
No account and no password. The time goes on the attorney's calendar, and the client can change it from the link in their confirmation.
01
Booking inside the questionnaire
Clients choose their consultation time in the questionnaire, at the start or when they finish. Choosing a time never holds up the questions.
Times show as large buttons, with the time zone written out, and your firm's phone number is on every booking screen.
02
Works with your calendar
Works with Google Calendar and Microsoft 365 business accounts. The attorney connects a calendar once, and clients see only the times the attorney is free.
By default, no client names on your calendar, and never in the video link.
03
Staff can book for a caller
Staff can book a time for a caller during the call. The booking links to that client's questionnaire, so the client sees it there too.
04
A confirmation, and reminders a day and two hours before
The client gets a confirmation email with a link to their appointment, where they can change the time or cancel.
Email reminders go out a day before and two hours before, to clients who agree to get them.
Questions
Questions firms ask.
Which calendars does it work with?
Google Calendar and Microsoft 365 business accounts.
Do clients need an account?
No. They book from the questionnaire link your firm sends, or from the link in their confirmation email.
Can a client change the time?
Yes, from the link in their confirmation or reminder email, up to the notice your firm sets. After that, the screen shows your firm's phone number instead.
Does the client's name go on our calendar?
Not by default. A firm setting can add it to the attorney's own private calendar event. It never goes in the video link.
Is scheduling turned on for every firm?
Each feature is turned on per firm. For scheduling, the attorney also connects a calendar.
Join the waitlist
Be one of the first firms on Intara.
Priced per firm, not per seat. Unlimited staff. E-signature and payment requests included.
The payments processor charges its own card, bank and account fees.