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Law Firms

How long does onboarding take if we have several attorneys with separate calendars?

Avi NashVP of Growth

For Law Firms

For a firm with multiple attorneys, each with a separate calendar and possibly different practice areas, forwarding your number still takes under 5 minutes, but the rest of onboarding takes a little longer than for a solo practice. Most of that time goes into connecting each attorney's calendar (Google Calendar and Outlook connect from the dashboard on Premium; Calendly is set up with Voksha support) and defining the qualifying questions and routing logic per practice area, so that a family law call and a personal injury call are triaged differently and land on the right calendar. You will also want to set attorney-specific availability rules, since not every attorney wants Voksha booking consultations into every open calendar slot, some firms prefer Voksha to hold specific blocks (for example, Tuesday and Thursday afternoons) for new client consultations rather than opening the entire calendar. Firms already using Clio, MyCase, or PracticePanther can have Voksha support set up that connection on Premium or Enterprise, so intake summaries and lead records land in the system rather than needing manual data entry into the practice management system afterward. Larger firms or those with multiple office locations sometimes phase the rollout: connect and test with one or two attorneys' calendars first, confirm the qualifying questions are capturing the right information, then add the remaining attorneys once the intake flow is validated. There is no per-attorney setup fee; calendar connections are included with Premium and Enterprise.

For a firm with multiple attorneys, each with a separate calendar and possibly different practice areas, forwarding your number still takes under 5 minutes, but the rest of onboarding takes a little longer than for a solo practice. Most of that time goes into connecting each attorney's calendar (Google Calendar and Outlook connect from the dashboard on Premium; Calendly is set up with Voksha support) and defining the qualifying questions and routing logic per practice area, so that a family law call and a personal injury call are triaged differently and land on the right calendar. You will also want to set attorney-specific availability rules, since not every attorney wants Voksha booking consultations into every open calendar slot, some firms prefer Voksha to hold specific blocks (for example, Tuesday and Thursday afternoons) for new client consultations rather than opening the entire calendar. Firms already using Clio, MyCase, or PracticePanther can have Voksha support set up that connection on Premium or Enterprise, so intake summaries and lead records land in the system rather than needing manual data entry into the practice management system afterward. Larger firms or those with multiple office locations sometimes phase the rollout: connect and test with one or two attorneys' calendars first, confirm the qualifying questions are capturing the right information, then add the remaining attorneys once the intake flow is validated. There is no per-attorney setup fee; calendar connections are included with Premium and Enterprise.

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