Reminders and calendars

Reminders

Appointment types and deadline countdowns carry reminder steps. When a step is due, LegalBook fires the reminder and the notifications system delivers it on the right channel. Reminders are skipped for cancelled appointments, people who opted out and suspended firms, and failed reminders are retried.

You can see and cancel reminders on the appointment or deadline, and send one again.

Client-update cadences

A client-update cadence sets how often a client should hear from the firm on a matter. If no outbound contact happens within the window, LegalBook raises a client update due so someone reaches out. Cadences can be paused and resumed.

Calendar views

Calendar shows the firm's calendars: attorney, firm, consultation, hearings, deadlines, office, team and personal. Attorneys see their own calendar from the Attorney workspace; the firm calendar is in the Firm workspace; supervisors have their own view.

Google and Microsoft calendar sync

Not available yet. LegalBook can connect an attorney's Google or Microsoft calendar from My availability, but the connection is in early access until the providers are configured and certified.

How it is built to work:

• LegalBook reads busy times from the connected calendar so slots avoid them.
• LegalBook mirrors its appointments into the connected calendar.
• An outside calendar never changes a LegalBook appointment or deadline. If someone moves a mirrored event in the outside calendar, the move is recorded and LegalBook puts its own time back on the next sync. If someone deletes it, LegalBook reports it, and deadline events are re-created.
• If busy information is out of date, slot search says so instead of guessing.

Related

• Appointments and availability
• Notifications and alerts
• Phone, email, payment and calendar providers