Professional Services · Intake

Consultation Booking with Practice Area Routing

Route prospective clients to the attorney/consultant with the right practice area expertise.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

How it works

  1. Asks about the nature of the legal/professional need and matches it to the firm's practice area structure, queried from the PMS, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  2. Checks and communicates the fee structure applicable to that practice area (flat fee, hourly, contingency) clearly upfront.
  3. Books the consultation with the best-matched professional based on expertise and availability, written directly to the PMS calendar.
  4. Sends pre-consultation materials relevant to that practice area.

Data sources

Practice area/attorney expertise mapping Fee structure by practice area

What it targets

  • Consultations routed to the correct practice area on first contact Target 95%
  • Consultation booking rate from qualified enquiries Target 55%