For law firms and financial advisors
Serious bookings, handled with grace.
Paid consultations, discovery calls, and secure video meetings — with the polish your clients expect.
What you get
- Paid consultations via Stripe
- Secure video links
- Conflict-check questions on intake
- Detailed audit trail
Ways teams use it
Initial consultation
A structured intake before the first meeting.
Client reviews
Quarterly recurring reviews for retained clients.
Advisor calls
Route by expertise, availability, or region.