Scheduling
Bring together automated client appointment booking, centralized master calendars, and compliance-driven deadline tracking into a single, intuitive workspace. Built specifically for modern legal practices, it eliminates back-and-forth scheduling with different software and team members while safeguarding your time and keeping every case on schedule.
Feature | Description | 
| 
| 
| 
| 
| 
|
Shareable, Secure, & Unique Booking Links | Generate unique client booking links with configurable scheduling windows, date ranges, and durations. | 
| 
| 
|
|
|
|
Matter Calendars | Dedicated matter calendars displaying associated events, contextual details, and booking links. |
|
|
|
|
|
|
Firm-Wide Calendars | A master calendar with filters for practice areas, matter types, and individual matters. |
|
|
|
|
|
|
Default Staff Attendees | Automatically assigns staff to meetings generated for specific matter types or practice areas. |
|
|
|
|
|
|
Business Hours | Set specific business hours for the firm and customize working hours for individual staff members. |
|
|
|
|
|
|
Smart Booking Availability | Automatically calculates available booking times based on business hours and staff availability. |
|
|
|
|
|
|
Important Dates | Automatically generates critical deadlines from intake documents and allows for custom important dates. |
|
|
|
|
|
|
Tickler Dates | Set automated reminder dates and notifications to follow up on critical matter events. |
|
|
|
|
|
|
Gmail Integration | Syncs calendar events with your Google Calendar. |
|
|
|
|
|
|
Outlook Integration | Syncs calendar events with your Outlook Calendar. |
|
|
|
|
|
|