Calendly Integration for Law Firms
Clients book time with their case team, on your Calendly calendar
Quilia's Calendly integration puts a Book a Meeting button in the Quilia app that opens the right Calendly calendar. Clients book a call with the people on their case in one tap, instead of hunting for a link or calling the front desk.
Clients book a call with their case team in one tap
How Does Quilia's Calendly Integration Work?
A firm admin connects Calendly once, from Settings in Quilia, by signing in to your firm's Calendly account. Quilia lists your Calendly event types, and you pick one for the firm and one for each team member who takes client calls. Quilia matches your team to Calendly by email and suggests each person's calendar for you.
Clients then see a Book a Meeting button on the profile of each person on their case who has a calendar, and on your firm's page in the app. Available times follow the rules you already set in Calendly, and bookings land on your Calendly calendar and any Outlook or Google Calendar connected to it.
Book with Zoom instead? See the Zoom Scheduler integration. Calendly works alongside your case management system, like Clio, Filevine or Smokeball.
What Can You Do With the Calendly Integration?
The Right Person, Every Time
The Book a Meeting button shows only for people on the client's own case, never the whole firm's staff list.
A Firm Calendar for Everyone
Pick one firm-wide calendar, like a round robin, so every client can book the firm, not just their own case team.
Matched by Email
Quilia finds each team member's Calendly by email and suggests their calendar. You confirm with one Save.
Your Rules, Your Calendar
Availability, buffers and reminders stay in Calendly. Quilia only reads your calendars; it never changes them.
Transform Your Legal Practice with our Integration
- Automate treatment reminders and reduce administrative burdens.
- Schedule appointments and automate reminders to reduce no-shows.
- Facilitate seamless communication between legal teams and clients.
- Securely manage and sign documents online.
- Empower clients with self-service tools to manage their treatment and case progress.
Fewer calls to the front desk. Clients book time with their case team on the Calendly calendar your firm already runs.
Setting it up? Read the setup guide, or request a demo.
Calendly Integration FAQs
Common questions about using Quilia with Calendly
How does the Calendly integration work with Quilia?
A firm admin connects Calendly from Settings > Integrations in Quilia by signing in to your firm’s Calendly account, then picks a calendar for the firm and one for each team member. Clients see a Book a Meeting button in the Quilia app that opens the right calendar.
Which calendar does a client book on?
On a team member’s profile in the app, that person’s calendar, shown only for people on the client’s own case. On your firm’s page in the app, the firm calendar. A round robin event works well as the firm calendar.
Can Quilia change our Calendly calendars?
No. Quilia only reads your team members and event types so you can pick calendars. Availability and booking rules stay in Calendly.
Where do Calendly bookings show up?
On your Calendly calendar, and on any Outlook or Google Calendar connected to that Calendly account, as soon as the client books.