Legal · Vonza Scheduling template

Initial Legal Consultation Booking Page Template

A first conversation with a prospective client as a finished booking page: 30 minutes by phone, Monday to Friday, with two questions, the area of law and a brief description of the situation, so the lawyer can check for conflicts and prepare.

See what it sets up

Part of the new Vonza Scheduling. Included in every Vonza plan, 14-day free trial.

What an initial legal consultation is and who books it

An initial legal consultation is the first, usually short, conversation in which a prospective client explains their situation and a lawyer says whether and how they can help. Firms run them by phone to keep them quick, and the booking page has to do three things: collect enough to route the matter to the right person, keep the time short, and look as serious as the firm.

This template is a 30-minute phone call where the firm calls the client, so the page asks for a phone number as a fixed field. Its two questions, “Area of law” and “Briefly describe your situation?”, are set as a short answer and a paragraph. Hours are a working week, and the template’s slate colour suits a firm; swap in your own brand colour in Design.

Who books it

Solicitors, attorneys and small firms taking first enquiries by phone.
Immigration, family and employment practices that triage by area of law.
Legal consultants and mediators who sell a paid first hour.
Firms with several partners who want enquiries routed round robin.

What the template sets up

Exactly what the catalogue creates when you pick this template, as the app sets it. Every item stays editable.

Meeting type: One-on-one. One person books a time with one host.
Lengths: 30 minutes. Each length can carry its own price, and a meeting can offer up to 12 lengths from 5 minutes to 24 hours.
Where: Phone call: you call the booker, so the page asks for their phone number as a fixed field. Add up to 11 places and let bookers choose.
Hours: Monday to Friday, 9:00 to 17:00, in your platform's time zone. Bookers see the times in their own zone unless you lock the page to yours, which suits in-person meetings.
Questions: name, email, phone number as fixed fields, then 2 optional questions: “Area of law” (short answer), “Briefly describe your situation?” (short answer). Add up to 30 questions of 13 types, make any required, or let Vonza AI suggest some.
Rules: 4 hours' minimum notice, no buffers before or after, no daily cap, and bookers may cancel or reschedule from their email. Change any of them in the Rules panel.
Look: The template’s own accent colour and cover photo, with your logo once you add one. Pick one of 16 colour pairs or your brand colour in Design.
Description: The page opens with “Explain your situation and hear your options.” Rewrite it in your own words.

What to change first

A template is a starting point. These are the four settings most sellers change before they publish this page.

Charge for the consultation, or approve it
Set a One-time price on the 30-minute length if the firm charges for a first consultation; a paid time is confirmed by its payment and skips approval. For an unpriced consultation, turn on “Approve each booking” so the time is held until a partner approves or declines it, with a “Decide within” window of 1 to 168 hours.
Phone, video or the office
Keep the phone call, or add Vonza Stream, Microsoft Teams or In person with the office address as second options so the client chooses. “Additional information” on a location can carry what to bring.
Reminders and the policy note
Keep the default confirmation and reminder, and use the “Cancellation policy note” in the confirmation for your terms. Set the From name and Reply-to to the firm’s inbox so replies reach the right person.
Notice and the booking window
Raise the 4-hour minimum notice to a day so a conflict check can run first, and set a booking window of the next 14 days. Add questions, such as a File upload for a document, up to 30 in total.

How to publish and share it

From the template to a live booking page people can open, in four steps.

STEP 01
Pick the template
Templates are part of the new Vonza Scheduling: open it from the Scheduling row marked New in your Vonza admin, start a new meeting and choose Template, then “Initial legal consultation”. The meeting opens in the editor with everything above in place, and nothing is public until you publish it.
STEP 02
Preview, fix, publish
Preview the page as Desktop or Phone, work through the “Fix these first” checklist, then Publish. The page lives at /book/consultation on your Vonza site; the link ending is yours to change, with a warning that old links break.
STEP 03
Share the page
The Share dialog gives you the booking link and a QR code, Embed as an Inline frame, a Popup widget or Popup text on any website, One-time links that book once and then stop working, and a button for your Link in bio page. Mark the meeting Featured to show it first on your /book directory, or Secret to keep it off the directory.
STEP 04
Turn on New booking pages
Bookers see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General. Until then a /book link to an existing meeting opens the classic booking page. Switching on later keeps every booking and manage link.

See Vonza appointment scheduling for the whole product, and all booking page templates for the rest of the catalogue. Related: team scheduling and round robin and paid appointments.

Automations that fit this page

Scheduling › Automations runs steps when something happens to a booking: 16 triggers, steps such as emails, texts, tags, lists, webhooks and course enrolment, up to 20 steps each. These three fit this meeting.

Run the conflict check
Trigger “New booking”, then “Email the host” with the area of law and the description, “Tag the contact” with enquiry and “Send a webhook” to your matter system.
Confirm the engagement
Trigger “Marked as completed”, then “Email the invitee” with next steps and the engagement letter link, and “Add to a list” for your client newsletter.
Declined requests
With approval on, declines carry an optional reason; trigger “Host cancels” to “Email the invitee” with alternatives you can offer.

More booking page templates

All booking page templates

Discovery Call Booking Page Template
A short first call to see if we are a good fit and what you want to change.
Group Coaching Circle Booking Page Template
A small group session to learn together and share progress.
Strategy Session Booking Page Template
Work through a business decision with an experienced consultant.

Frequently asked questions

About the initial legal consultation booking page template

Yes. Turn on “Approve each booking”: bookings arrive as requests, the time is held until you approve or decline within a window you set (1 to 168 hours, default 24), and requests nobody decides on are declined. Paid times skip approval.

Yes. Add a File upload question: images, PDF, Word or text files up to 10 MB, stored privately with the booking. A Signature question takes a PNG signature up to 1 MB.

The template is set to “you call them”: the page asks for the client’s phone number as a fixed field, and the host calls at the booked time. The number is on the booking and the confirmation.

Yes. Create a Round robin meeting from this template’s settings so each booking goes to the next available partner, Evenly or to the one with the lightest day, or use the Collective “Case review with the team” template when the client should meet several partners at once.

Answers and uploads are stored privately with the booking, and only staff with Scheduling access see them. Uploads are never public. Bookers manage their booking from links in their email, not through an account.

Templates belong to the new Vonza Scheduling. Clients see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General.