Consultation Booking → Prep Sequence
After booking, automated sequence sends intake forms, document checklists, and prep instructions to maximize first meeti
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
After booking, automated sequence sends intake forms, document checklists, and prep instructions to maximize first meeting value.
How It Works
1
Booked
Calendar event created
2
Tags
"consultation-booked", "intake-pending", practice area
3
Pipeline
"Consultation Scheduled" stage
4
SMS: Confirm
"Confirmed with {{attorney}} on {{date}}. We'll send a quick intake form."
5
Email: Intake Packet
Subject: "Prepare for Your Consultation" — Intake form, document checklist, directions
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
Consent-based messaging with opt-out compliance.