Legal Services appointment setting
Initial consultations booked for your law firm.
We respond to legal enquiries promptly, gather the intake details your attorneys need and book initial consultations, so potential clients do not go elsewhere.
Appointments we book
- Initial case consultations
- Intake calls
- Estate planning meetings
- Follow-up consultations
Who we support in legal services.
Who it's for
- Personal injury firms
- Family and estate law practices
- Immigration firms
- Business and commercial lawyers
Challenges we solve
- Potential clients who call the next firm when nobody answers
- Attorneys' time spent on unqualified enquiries
- Intake details collected inconsistently
How our appointment setting works.
Seven steps from first contact to a confirmed appointment on your calendar.
- 1
Prospect identification
Respond to web forms, missed calls and referral enquiries.
- 2
Lead qualification
Collect intake details using your criteria, without legal advice.
- 3
Outreach
Prompt, empathetic contact using approved scripts.
- 4
Follow-up
Follow-up for enquiries that do not book on first contact.
- 5
Appointment scheduling
Book initial consultations with the right attorney.
- 6
Calendar coordination
Calendar invites and intake notes for each consultation.
- 7
Appointment reporting
Reports on enquiries, consultations booked and sources.
Compliant, professional outreach
We follow your firm's intake rules and professional conduct requirements, never give legal advice and keep enquiry details confidential.
Appointment setting packages.
Start with the scope that matches your team. Every package is tailored to your industry and leads.
Starter
Custom quote
Appointment setting for one agent or a small team.
Deliverables
- Prospect profile and script
- Outreach to your leads
- Calendar booking
- Weekly summary
Features
- One calendar
- Reminder messages
- Email reporting
Professional
PopularCustom quote
A dedicated appointment-setting workflow for a growing team.
Deliverables
- Lead qualification
- Multi-step follow-up
- Booking across several calendars
- CRM updates
Features
- Several agents or reps
- No-show follow-up
- Weekly reporting
- Strategy calls
Enterprise
Custom quote
Outbound prospecting and appointment setting at scale.
Deliverables
- Prospect list building
- Outbound and inbound coverage
- Multi-office scheduling
- Custom reporting
Features
- Dedicated team lead
- Compliance review of scripts
- Live dashboard
- Quarterly planning
Included in every package
Final pricing depends on scope and is confirmed in a written proposal before any work starts.
- Onboarding call and written plan
- Accounts and data kept in your name
- Clear reporting on activity and results
- A named point of contact
- No promised rankings, leads or meeting counts
Frequently asked questions.
Does your team give legal advice?
No. We collect intake information and book consultations. Only your attorneys advise clients.
Can you screen for conflicts?
We can collect the information your conflict check requires; your firm performs the check itself.
Start the conversation
Ready for more legal services appointments?
Book a free consultation. We will review your leads and process and recommend a practical starting point.