Appointment Software for Law Firms
PLAN 7/24 manages client consultations and case-based notes in one place for law firms. Consultation requests come through your online booking link, and past meeting notes stay on the client card.
The problem this usually causes
When consultation requests scatter across phone calls and emails, it’s unclear which client and case you’re meeting about.
Why businesses in this space use PLAN 7/24
- Define case management, contract drafting and legal advice as separate consultation types
- Keep pre- and post-meeting notes on the client card
- Organize consultation traffic in the office by working appointment-based
How it works
- 1Define first consultations, file reviews and hearing preparation with durations.
- 2Clients choose a time on your link and leave a short note.
- 3Keep meeting summaries on the client card and track consultation income.
Example reminder message
Dear client, a reminder of our meeting tomorrow at 2:00 PM. Please bring documents related to your file.
A sample template. You can edit the wording to suit your business.
Also included
Which plan do I need?
- Free: 50 appointments per month, basic appointment and customer management.
- Standard: online booking link, SMS & push notifications and income/expense tracking (100 appointments per month).
- Professional: adds staff management and detailed analytics (300 appointments per month).
- Corporate: unlimited appointments and multi-branch management.
All plans include a 14-day free trial. See current pricing on the home page.
Frequently Asked Questions
Can I separate different consultation types (initial vs. follow-up)?
Yes, each consultation type can be created as its own service with its own duration.
Is client information kept confidential?
Yes, all data is stored encrypted on Firebase infrastructure; access stays under your and your authorized staff’s control.
Is client information kept confidential?
Data is stored encrypted on Firebase and access stays under your control. Your professional confidentiality duties remain yours.
Can I hold online meetings?
Yes, you can attach an online meeting (Meet) link to appointments.
Can a shared office use it?
With staff management on Professional and above, you can manage each lawyer’s calendar separately.