AI AUTOMATED APPOINTMENT SCHEDULING
Let your AI agent schedule appointments and book consultations while you focus on helping clients and winning cases. When potential clients call your firm, every second counts. LegalNavigator's Automated Appointment Scheduling feature ensures that no qualified lead or important client meeting slips through the cracks. Our voice AI agent doesn't just answer calls - it schedules and books appointments on your calendar in real time, eliminating back-and-forth, voicemail tag, and unnecessary delays.
Here's how it works:
LegalNavigator’s AI intake agent seamlessly integrates with your current calendar system (Google, Outlook) and handles real-time scheduling with callers directly over the phone. Whether it's an initial consultation, follow-up meeting, or intake interview, the AI:
✅ Confirms appointment availability based on your real-time calendar
✅ Offers callers available time slots
✅ Books appointments instantly and sends confirmations via text and/or email
✅ Updates your CRM or case management system automatically
✅ Prevents double bookings and supports buffer times between appointments
All of this happens without human intervention—making your intake process faster, more efficient, and client-friendly.
Benefits for Law Firms
✅ 24/7 Booking: Schedule consultations day or night - even after hours or on weekends.
✅ No Missed Leads: Capture every opportunity by converting live calls into booked appointments automatically.
✅ Reduce Staff Workload: Free up your team from managing calendars, call backs, and scheduling logistics.
✅ Improve Client Experience: Deliver a modern, seamless experience where potential clients can speak to someone and lock in a time - all in one call.
✅ Custom Availability & Rules: Define your schedule, minimum notice time, appointment lengths, and buffer windows - your AI agent follows your rules.
✅ Integrated Follow-Up: Automatically trigger appointment reminders and follow-up sequences via text, email, or voice.
Built for Legal Professionals
This feature is ideal for law firms who want to:
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Eliminate bottlenecks in their intake process
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Improve lead-to-client conversion rates
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Offer a professional and responsive experience
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Keep their calendar full with qualified client consultations
LegalNavigator’s appointment scheduling system works seamlessly whether you're a solo practitioner or a multi-office firm. You remain in full control, while your AI handles the busywork.
HOW TO GET STARTED
1
EXISTING CLIENTS
If you’re already a LegalNavigator.ai user, simply add the Automated Document Signing option to your current subscription. Please click on the button below to email your request to Shane Criss...
2
NEW CLIENTS
If you’re new to LegalNavigator.ai, CLICK HERE to sign up now and select the Automated Document Signing option at checkout or click on the link below to sign up now.
3
SETUP
During onboarding, we’ll help you update and automate your existing retainer document and configure exactly when you want the automated texting and signing process to trigger after a client is qualified.