Client product guide

Marketplace cases, proposals, appointments, messages, hire requests, and contracts — step by step.

3 min read

Appointments

Book time with an attorney directly or request an appointment when their calendar is not connected.

How it works

1. From a proposal, choose Schedule meeting to pick an available slot.
2. If the attorney uses a connected calendar, confirm the booking in a few clicks.
3. If no calendar is connected, submit an appointment request with your preferred date and details.
4. View upcoming appointments from Appointments on your client dashboard.