SchedulingLaw firm
Consultation booked
Documents to bring, a Zoom link and the matter logged. Free to use and change.
The command
“When someone books a consultation on Calendly, create a Zoom meeting, email them the link and the documents to bring from Gmail, and add the matter to my Airtable matters table.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
New client intake
Intake forms go to HubSpot with a conflict-check task and a confirmation.
Court email alert
Court emails logged in the deadline tracker and flagged at once.
Deadline reminders
Everything due in the next week, every weekday morning.Document request follow-up
Polite document requests for clients who owe you paperwork.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.