For probate lawyers

Appointment Scheduling Software for Probate Lawyers

Let clients book consultations online without the back-and-forth, while Bookafy collects matter details up front, syncs your calendar, and sends reminders — so your firm captures more leads and protects billable hours.

Intake at booking Calendar sync Text + email reminders
Appointment Scheduling Software for Probate Lawyers
24/7
Clients book consults
Intake
Matter details up front
Paid consults
Optional
Reminders
Cut no-shows
For probate lawyers

Sensitive matters deserve an easy first step

Probate clients are often dealing with loss; a simple, respectful way to book a consultation matters.

Online scheduling lets clients book a consultation when they’re ready, share the matter up front, and get reminders — so the first meeting is productive and billable time is protected.

Key takeaways

  • Clients book consultations online 24/7.
  • Intake at booking captures the matter and preps the attorney.
  • Optional paid consults commit serious prospects.
  • Reminders reduce no-show consultations.
Across the business

How the firm uses it

Initial consultations

Clients self-book and share the matter.

Intake at booking

Capture probate details up front.

Multiple attorneys

Each keeps their own availability.

Paid consults

Charge a fee for committed prospects.

In practice

How the firm runs Bookafy

Here is the whole intake loop on autopilot:

  • 1Booking on their website. Clients book a consultation 24/7, no callback wait.
  • 2Intake at booking. A short form captures the probate matter.
  • 3Synced to each attorney’s calendar. Court dates and meetings block availability.
  • 4Synced to the CRM. Each consult creates a lead record.
  • 5Optional consult fee. Commit serious prospects with a paid consult.
  • 6Reminders protect the slot. Text and email reminders before each consult.
FAQ

Scheduling: common questions

Can clients book consultations online?

Yes. Clients book a consultation 24/7 and share the matter at booking.

Can I collect matter details at booking?

Yes. Intake forms capture the details you need before the call.

Can we charge for a consultation?

Yes. Collect a consultation fee at booking.

Will it sync with our calendars?

Yes. Bookafy syncs two-way with Google, Outlook, iCloud, and Exchange.

How does it reduce no-shows?

Automatic reminders and an optional fee commit the prospect.

Capture more consultations

Let clients book and prep themselves, routed to the right attorney. Start free — no credit card required.

Start your free trial

Bookafy


"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder

Bookafy



"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder