Peak Booking / For law firms
Someone needs advice.The first step should stay confidential.
People looking for a law firm are often in a stressful situation. With Peak Booking you ask only for practice area and urgency beforehand, not the whole story. If the concern doesn't match your areas, the person gets a helpful pointer instead of a rejection. The advice itself happens in the conversation.
Put the goal into words. Add perspectives and timing right below.
Two typical first contacts. One data-minimal path.
One law firm / two typical first contacts
From the concern to a meeting request.
- Beforehand
- Practice area and urgency
- Not in the form
- Case details and documents
- Afterwards
- Initial consultation in the conversation
Your first contact
How would you take it in?
Create a local note with neutral sample details. Please don't enter real client matter data; nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A confidential first contact.
Draft · not yet put together
- The practice areas
- Still open
- The questions beforehand
- Still open
- The other place
- Still open
Two first contacts at the firm
Who is getting in touch?
Choose the first contact. Questions, path and sample note follow the situation.
Employment law
A person has received a dismissal and is looking for an initial consultation soon.
- The action
- Practice area “employment law” and urgency “this week”. The “fits” rule shows the next open times.
- The intent
- A meeting without details sitting in a form.
The first contact note
- Practice area
- Employment law
- Urgency
- This week
- Preparation
- Bring documents to the meeting
The example makes the flow clear. The product proof shows where it starts in Peak Booking.
To the product proofDoes this fit you?
A clear job. Clear limits.
A confidential
start.
This is where Peak Booking helps.
- You want initial consultations booked without collecting details in a form.
- You want to redirect requests outside your areas in a friendly way.
- You want to see urgency before the meeting.
No legal advice
What Peak Booking doesn't do.
- Peak Booking gives no legal advice and doesn't check conflicts of interest.
- Paid initial consultations with payment at booking are planned, not available.
- Peak Booking doesn't accept documents or files.
The next proof is the product
Set up the initial consultation as a test.
Create a page with two questions and an “other place” rule and book yourself in test mode. That way you see both paths.
Start Peak BookingPeak Booking / Your next step
Trust starts with the first contact.
Pick the first contact you see most often. The right flow follows from it.
See the law firm example
For a confidential start.
Initial consultation in the conversation
Frequently asked questions
Does Peak give legal assessments?
No. Peak schedules meetings and sorts answers by your rules. The legal assessment stays with the firm.
Can I redirect requests outside our practice area?
Yes, with the “other place” rule. The guest sees where to turn instead.
Can the client pay for the first meeting?
No, payments at booking are planned.
Which calendars can I connect?
Today only Google Calendar. Peak reads free and busy there and creates, moves or cancels the event. Outlook and Microsoft 365 are not available yet.