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⚖️ Create Legal Consultation Booking with AI

Schedule legal consultations with practice-area filtering, intake questionnaires, and conflict-check workflows.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
STATUS · LIVE
v1

01 / Foundation - roots anchor data

Legal Consultation Booking

Schedule legal consultations with practice-area filtering, intake questionnaires, and conflict-check workflows.

// roots anchor data · the workspace remembers · reflexes emerge

A legal consultation booking system for law firms, solo practitioners, and legal aid clinics. Clients select a practice area, complete an intake form, and book a consultation.

What's Included

  • Practice Areas: Family, corporate, immigration, real estate, and criminal law
  • Attorney Profiles: Specialties, bar admissions, and consultation availability
  • Intake Form: Case summary, documents upload, preferred date, and contact details
  • AI Agent: Routes inquiries to the right practice area and answers general questions
  • Automations: Booking confirmation, pre-consultation document checklist, follow-up

How To Use

  1. Clone and configure your practice areas and attorney profiles
  2. Set consultation hours in Calendar view
  3. Share the booking link on your firm website
  4. Review intake submissions in Table view
  5. Send preparation checklists via email automations

See the community-built Consultancy Booking Form. Browse more legal tools in the Community Gallery.

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