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Legal

Consultation Reminder Agent

by Katexs

Cuts no-shows on paid consults with confirmation calls.

Want this agent running in your business?

Handles
5 tasks
Channels
Voice · SMS · Email
Connects
4 integrations
Build time
48 hours
Complexity
Standard
KATEXS / LEGALLIVEWORKFLOW / EXECUTION TRACETRIGGERPROCESSCOMPLETE

Overview

Paid consultations that don't show are expensive. This agent confirms every booked consultation 24–48 hours ahead, handles rescheduling on the spot, and sends same-day reminders. It cuts no-show rates by 60%+ and keeps your intake calendar reliable.

What it handles

  • Confirms consultations 48 hours and 24 hours before the meeting
  • Reschedules no-confirms into the next available slot automatically
  • Sends calendar invites and meeting links for virtual consults
  • Collects intake documents ahead of the call
  • Alerts staff when a high-value prospect needs personal follow-up

Channels

VoiceSMSEmail

Integrations

CalendlyClioLawmaticsGoogle Calendar

Workflow

  1. 01

    Booking Confirmed

    Consultation is booked; agent schedules confirmation sequence.

  2. 02

    48-Hour Check

    Agent calls or texts to confirm attendance and answer prep questions.

  3. 03

    Same-Day Reminder

    Final reminder sent with time, location, and what to bring.

  4. 04

    Post-Consult Follow-Up

    If consultation passes with no-show, agent reschedules or flags for staff.

What you'll need

  • Consultation calendar
  • Client contact info
  • Intake form or document list