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Lead Notifi · Legal Services & Law Firms
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Legal Consultation Booking Bot for Law Firms on WhatsApp

A client who already knows their practice area messages "book consultation" — the bot lets them pick the area, collects date, time and contact details, locks a calendar slot, and reminds them before the appointment.

Option 1

Build it as a Manual Bot

A straight, no-branch chain: practice-area selection, date and time collection with validation, client details, a calendar hold, tagging, attorney routing, a confirmation template, and a timed reminder before the consultation.

1.LogicTrigger
2.CommunicationList
3.InputDate InputPreferred date? (DD/MM)
4.InputTime InputPreferred time slot? (e.g. 2 PM)
5.InputText InputFull name?
6.InputPhone InputContact number for confirmation?
7.IntegrationGoogle Calendar{{practice_area}} Consultation — {{client_name}}
8.LogicSet Tagconsultation-scheduled
9.LogicTeam AssignmentAttorney
10.CommunicationQuick Reply
11.LogicWait1 day before the consultation
12.CommunicationTemplateconsultation_reminder

START

Trigger

Keywords (Required)

book consultation

legal appointment

meet a lawyer

schedule lawyer

4 keywords

List

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Which practice area would you like to discuss?

46/1024

List Items (Max 10)

Family Law

10/20

Property Law

12/20

Corporate Law

13/20

Employment Law

14/20

Date Input

Prompt (Required)

Preferred date? (DD/MM)

23/1024

Invalid Message (Required)

That doesn't look like a valid date. Please try DD/MM.

54/200

Time Input

Prompt (Required)

Preferred time slot? (e.g. 2 PM)

32/1024

Text Input

Prompt (Required)

Full name?

10/1024

Variable Name (Required)

client_name

11/60

Phone Input

Prompt (Required)

Contact number for confirmation?

32/1024

Google Calendar

Event Title (Required)

{{practice_area}} Consultation — {{client_name}}

48/100

Calendar (Required)

Connected: Google Calendar

26/100

Set Tag

Tag (Required)

consultation-scheduled

22/60

Team Assignment

Assign To (Required)

Attorney

8/100

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

You're confirmed! We'll also send a reminder the day before your consultation.

78/1024

Wait

Wait Until (Required)

1 day before the consultation

29/100

Template

Template Name (Required)

consultation_reminder

21/100

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles document-prep and process questions in one continuous conversation, then still confirms a real calendar slot.

L

Legal Services & Law Firms

Online
want to book a consultation for corporate law10:01 AM
Sure! What day works for you?10:01 AM
this monday10:01 AM
Monday 2 PM or 4 PM — either work?10:01 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: fast, predictable consultation booking — practice area, date, time, done — with automatic calendar hold and reminder.
AI agent: clarifies the specific legal need and requests relevant documents in advance, so the attorney arrives prepared — closer to how a real client intake actually works.
Best fit here: manual bot for straightforward, already-decided consultations; AI agent when clients have specific documents or questions that would help the attorney prepare.

Frequently asked questions

Does the bot send a reminder before the consultation automatically?+
Yes — a Wait node holds until 1 day before the consultation, then a Template node sends the reminder automatically.
Can the bot request documents in advance?+
The manual flow just books the named practice area; the AI agent version can identify relevant documents to bring and request them in advance, as shown above.
What happens if the requested slot is already taken?+
The Google Calendar integration checks for conflicts before confirming and re-prompts for an alternate time.
Is this available on Instagram and Messenger too?+
Yes, the same List → Date → Time → Calendar flow runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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