Assign firm booking requests
Distinguish a request, its professional and the resulting appointment.
- 1 min read
- Who this is for: Clients, Law firms
- Last reviewed
Before you start
- Before you start
- A booking request and a member authorized to assign it.
- Who can do this
- Only active, verified professionals eligible for the service are offered.
Steps
- As a client, open Book with the firm on its profile. Choose a service and a specific lawyer or firm selection, complete time, mode and contact details, and submit.
- Check the outcome: an appointment may be created or the request may await assignment. Follow status in My appointments.
- As an authorized member, open Requests in the firm workspace. Review service, time and intake details before choosing Assign.
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