VIDEO: Online Scheduling for Legal & Financial Firms with and ScheduleOnce

ScheduleOnce Business Development Manager Dmitri Khaikin and Head of Growth and Education Maddy Martin (a ScheduleOnce Certified Partner) hosted a webinar on online scheduling best practices for legal and financial firms. If you missed the live session or want to revisit certain topics, here's the recording:

Watch Online Scheduling for Legal and Financial Firms on YouTube

Dmitri and Maddy discuss how online scheduling allows solo and small law firms and financial firms to increase their accessibility to prospective and existing clients requiring their services. Clients can schedule with you directly on your website or from your emails, or you can enlist virtual receptionists to schedule on behalf of clients who call in. You can even accept pre-payment for consultations and gather important information to facilitate new client qualification and intake before an appointment is even scheduled, helping to ensure only those leads who are most qualified get on your calendar.

Ready to up your calendaring game and connect with more qualified leads? 

Get Started with (or Add a Scheduling Integration!) is here to help you capture and qualify leads, intake clients, better serve existing clients, and run a more efficient legal or financial firm.

If you're not yet a customer, the best way to get started is with our 20-call / 14-day free trial. Or, you can chat with us by phone at (650) 727-6484, by email at, or via web chat right on our website. We're available Monday through Friday, 5am – 6pm PT.

If you're already a customer, but wish to make better use of our receptionists by having us take care of online calendaring tasks and more, please email us at We can start scheduling appointments and consultations directly onto your current online calendar.

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Contact our sales team today at (650) 727-6484 or schedule a call.

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