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Booking and Intake Website for Business Law Firms
A booking and intake website for business law firms lets a founder or operator book a contract, formation or lease consultation at the hour they are free and answer a few intake questions before the call. SIZ Group builds that flow on WordPress, Webflow or a custom stack, linked to the calendars your attorneys already keep.
01
How business owners search, compare and decide
Business owners rarely search for a lawyer in office hours. A founder reviewing a term sheet at nine at night, or an operator who has just received a lease with a personal guarantee, will look for business attorney appointment booking and expect to pick a time without a back-and-forth email. They are used to booking other professional services online, and they notice quickly when a firm makes them wait.
They compare firms on three things: how fast the first conversation can happen, whether the attorney explains the fee before the call, and whether the process feels organized enough to trust with a deal. A booking flow that offers a fixed-length contract review slot, names the price and confirms the time in the same screen covers all three.
02
Fitting in with the software the firm already runs
Most business practices use a system such as Clio, MyCase or PracticePanther for matters and time entries, with Microsoft Outlook or Google Calendar for the attorneys' diaries. Online legal consultation scheduling should write into those calendars so an online appointment blocks the same time as a phone call. When the firm wants the intake answers in its practice system, the form can hand them off as a new lead.
Video consultations often run on Zoom or Microsoft Teams, and the confirmation should include the right link for each attorney. Where a consultation fee applies, LawPay can take the payment before the call. DocuSign handles the engagement letter after the call, so the booking page does not need to carry signature steps at all.
03
Rules that apply to a booking page
Advertising and solicitation rules apply to every page that invites a booking. In Texas, the Texas Disciplinary Rules of Professional Conduct govern how services are described, and the page should not imply a guaranteed result or a specific outcome for a deal. Statements about fees should be complete enough that a reader is not misled by what is left out.
ABA Model Rule 1.18 covers duties owed to people who consult a firm about a possible engagement, so the intake answers must be handled with confidentiality even when no matter opens. The Texas Data Privacy and Security Act may apply to personal data collected from Texas residents. The booking form should also meet WCAG 2.1 AA, and text reminders need consent language that fits the Telephone Consumer Protection Act.
What you get
Key features
Intake that asks the right first questions
A contract review intake form captures the document type, signing deadline and counterparty name, which lets the attorney check for conflicts before the call.
Calendar sync and reminders
Bookings write into Outlook or Google Calendar, and reminders carry the video link or office address for that attorney.
Self-service rescheduling
Owners can move or cancel a call from the confirmation email, which frees the slot for someone else on the waiting list.
04
Busy periods and how the booking page should respond
Business legal work moves with the calendar. Entity formations and annual reports cluster in the first weeks of the year, and Texas franchise tax reports are due on May 15, which brings a wave of questions in the spring. Lease renewals and deal closings tend to bunch around quarter ends, and many owners book in the week before a signing deadline.
The booking page should show extra capacity during those windows rather than close the calendar. Shorter slots for quick reviews can open during spikes, and the confirmation can set a clear expectation about how the firm will reply to documents sent ahead of the call.
- Consultation slots of 20, 30 and 60 minutes, each matched to a task
- Intake fields for document type, signing deadline and the other party's name
- Reschedule and cancel links in every confirmation and reminder
- Attorney calendars with court days and travel blocked out
05
Mistakes we would steer business law firms away from
A common mistake is to treat every consultation the same. A thirty-minute review of a lease should not sit in the same slot as a formation strategy call, and when the firm uses one length for everything, the calendar fills with the wrong work and the attorney runs late for the next client.
The second mistake is a form that asks for the whole deal history. Owners often paste financial figures into an open web form, which is not the right place for them. The form should ask for the document, the deadline and the counterparty, and the attorney can request anything else after the first conversation.
- One consultation length for every type of matter
- No buffer between calls, so the attorney starts each one rushed
- Financial details collected on the public form
- No reminder, which leaves no-shows to surprise the team
06
How to measure whether the booking page is working
Track the measures the office already uses or could easily start using. The most useful are the time from request to booked call, the no-show rate, the share of bookings made outside office hours and the number of consultations that become signed engagements.
Set the baseline from the firm's own booking records before launch, rather than an average from elsewhere. Then review the numbers each month by consultation type, so a short contract triage and a longer formation call can be judged on their own terms.
How much does a booking and intake website for business law firms cost?+
A firm with one booking calendar and a short intake form will pay toward the lower end of the range, which runs from $300 to $2,200. Calendar sync for several attorneys, a paid consultation step and a custom intake flow move the price up. The firm gets the figure in writing after the free scoping call.
Can clients book a call outside office hours?+
Yes. The calendar shows only the slots the attorneys have opened, so a founder can book at night for a morning call. Staff see the request as soon as it arrives and can confirm or offer another time.
Does the intake form collect a full summary of the deal?+
It should not. A small business legal intake asks for the document, the deadline and the other party so conflicts can be checked, and the attorney asks for anything else on the call. Sensitive financial material is requested only after the firm agrees to act.
Can we run video calls as well as office visits?+
You can. Each consultation type can be set to in person, video or either, and the confirmation sends the correct link or address. Staff can change the setting for one attorney without affecting the others.
Who handles changes after the site goes live?+
SIZ Group provides post-launch support, so the firm can add a consultation type, change a length or update an intake question without rebuilding anything, which matters because generic law office scheduling software rarely matches a firm's own intake questions. Changes are logged and confirmed with the office manager before they go live.
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Share the matter types you book most often and the calendars involved, and we will set out scope and price in writing before we build.