Consultation Requests for Law Firms
Capture requested consultation times and essential matter details for the firm.
Choose the matter fields and firm contact, then test one real call before sending callers here.
- Appointment requests
- Requested times
- Team confirmation
Example call notes
Ready for the team
- Intent
- Consultation scheduling
- Priority
- Standard
- Next step
- Record requested time
What this call should accomplish
Back to top ↑Collect the matter, jurisdiction, and requested consultation time for firm follow-up.
Records a requested consultation time without promising availability.
A connected Calendar workflow can create an event from the requested time.
Separates new matters, current-client calls, and stated deadlines.
Records contact details, matter type, jurisdiction, and dates as stated.
Questions worth asking
Back to top ↑Record the caller’s words and stated dates. Leave advice and decisions to the firm.
- 1
What name and number should the firm use for follow-up?
- 2
What type of matter and jurisdiction are involved?
- 3
Is there a court, filing, custody, or agency date the firm should know about?
- 4
What day or time would you like the firm to consider for the consultation?
- 5
What should the firm know before returning the call?
After the caller hangs up
Back to top ↑The requested time travels with the caller’s details.
Call notes keep the contact, matter, jurisdiction, and stated dates together.
A connected Calendar workflow can create an event from the requested time. It does not check availability or confirm the appointment.
The firm owns conflicts, qualification, deadlines, engagement, and representation.
Where the useful details can go
Back to top ↑Put the requested time on Google Calendar or send the call notes to another team tool. Set up and test the connection before relying on it.
Slack
Send the appointment request and captured notes to one channel.
See Slack details →
Google Calendar
Create an event from the requested time for the team to check.
See Google Calendar details →
HubSpot
Send the available caller details to a HubSpot contact.
See HubSpot details →
Zapier / Make
Start a Zap or Make scenario with the appointment-request details.
See Zapier / Make details →
Webhooks
Send the appointment-request event to your public HTTPS endpoint.
See Webhooks details →
Want examples? Explore integrations →
Where people stay in control
Back to top ↑What stays with your team
- AnswerCheap does not give legal advice or decide whether a caller or matter qualifies.
- The firm owns conflict checks, deadlines, engagement, and representation decisions.
- Record dates as the caller states them. The firm decides what they mean.
Questions owners ask
Back to top ↑Does a requested time mean the appointment is booked?+
No. A connected Google Calendar workflow can create an event, but it does not check availability, confirm the appointment, or reschedule events.
Does it give legal advice or clear conflicts?+
No. The firm owns advice, conflicts, qualification, deadlines, engagement, and representation.
Does completing intake create an attorney-client relationship?+
No. The firm decides whether to consult, engage, or represent the caller.
Related pages
Back to top ↑Compare other legal call situations before choosing a script.
- Legal overview
- After-hours answering
- Personal injury
- Family law
- Immigration
- Criminal defense
- Estate planning
- Intake and lead qualification
Put this playbook to work
Choose the intake questions, requested-time fields, and follow-up owner.
Want the numbers? See pricing →