Professional Services · Intake

Prospective Client No-Show Rescue

Recover prospective clients who no-show their initial consultation.

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
SMS Gateway Fallback text messages for reminders and links. Connect during setup

How it works

  1. Detects a no-show on a scheduled consultation via the PMS appointment status and reaches out the same day, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk) or SMS.
  2. Offers rescheduling immediately, addressing common reasons gently.
  3. Reconfirms the fee structure clearly if cost hesitation seems to be a factor.
  4. Books the rescheduled consultation directly, written to the PMS calendar.

Data sources

Practice management appointment status

What it targets

  • No-shows contacted same-day Target 95%
  • No-show recovery-to-rescheduled rate Target 40%