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Stop using a generic calendar tool for legal intake. Dayla handles conflict checks, collects retainers, and qualifies prospects — all before the consultation.
Calendly is a fine tool for scheduling a lunch meeting. It is a dangerous tool for scheduling legal consultations. Law firms have ethical obligations that generic scheduling tools simply ignore. Conflict of interest checking, retainer collection, secure document handling, and confidentiality are not optional features — they are professional responsibilities. When a prospect books a consultation through Calendly, none of these safeguards are in place. The meeting lands on your calendar, and you discover the conflict when the client is already sitting in your office. Dayla was built from the ground up for legal intake. Conflict checking happens before the booking is confirmed. Retainers are collected at the point of scheduling. Documents are uploaded securely and stored with attorney-client privilege protections. Every step of the booking flow is designed to protect your firm and serve your clients professionally.
A missed conflict of interest can cost your firm a client, a case, and your professional reputation. Yet most law firms still run conflict checks manually, after a consultation has already been scheduled. This means you might spend thirty minutes preparing for a meeting only to discover you cannot take the case. Dayla integrates conflict checking directly into the booking flow. When a prospect enters the parties involved in their matter, the system checks against your firm matter database in real time. If a potential conflict is detected, the booking is paused and you are notified immediately. The prospect receives a polite, professional message explaining that your firm cannot accept the matter — no awkward conversation required. This protects your firm ethically and saves everyones time.
When a client decides to hire your firm, momentum is critical. If the retainer collection process takes three days of back-and-forth, the client may reconsider, consult another firm, or lose the urgency that drove them to seek legal help. Dayla collects retainers at the moment of commitment. When a client books a consultation that requires a fee, or when they agree to move forward after a consultation, the payment is processed immediately through LawPay or your preferred legal payment processor. The system sends an automatic receipt, creates the financial record in your practice management tool, and officially opens the matter. What used to take days now takes seconds — and your client feels the professionalism of a firm that handles everything seamlessly.
Legal needs do not arise on a schedule. A person facing eviction gets their notice on a Friday evening. A small business owner discovers a contract dispute on a Sunday. If your firm cannot capture that intake until Monday morning, you may lose the client to a competitor who was available. Dayla AI concierge acts as a 24/7 intake coordinator. It greets prospects on your booking page, answers common questions about your practice areas, guides them to the right consultation type, and collects the information you need to evaluate their case — all without human intervention. The concierge does not give legal advice, but it ensures that every prospect who reaches out to your firm receives an immediate, professional response and a clear path to becoming a client.
Sign up and enter your firm details, practice areas, attorney roster, and consultation types. Dayla generates a professional, branded booking page.
Connect your matter database for real-time conflict checks. Create custom intake forms for each practice area with the questions you need answered.
Integrate LawPay for retainer collection. Connect Clio, MyCase, or PracticePanther for automatic client and matter record creation.
Share your booking page on your website and legal directories. The AI concierge handles intake 24/7, checks conflicts, collects retainers, and fills your calendar.
Calendly is a generic scheduling tool. Dayla is built specifically for legal intake — with conflict checking, retainer collection via LawPay, secure document upload, and integration with Clio, MyCase, and PracticePanther. Every feature is designed around how law firms actually work.
Yes. When a prospect enters party names during booking, Dayla checks against your matter database in real time. If a potential conflict is detected, the booking is paused and your firm is notified for manual review.
Yes. Dayla integrates with LawPay and other legal payment processors. Retainers and consultation fees are collected at booking time, with automatic receipts and financial record creation in your practice management system.
No. The concierge is trained to answer scheduling and intake questions — practice areas, consultation types, pricing, and what to expect. It does not provide legal advice and always directs substantive legal questions to your attorneys.
Absolutely. You can create separate intake forms for each practice area — family law, personal injury, corporate, immigration — with the specific questions you need answered before the consultation.
Clients can upload documents during the booking flow. All files are encrypted in transit and at rest, with access restricted to authorized firm personnel. Documents are handled according to attorney-client privilege standards.
Yes. Dayla supports team scheduling with attorney-specific availability and practice area routing. Intake calls can be distributed round-robin or routed to the attorney whose expertise matches the prospect matter.
Clients can reschedule through the booking page within your defined rules. Dayla updates your calendar, notifies all parties, and syncs the change to your practice management system automatically.
Join professionals who use Dayla to manage their time as a product.