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From consultation request to calendar event — with conflict checking, retainer collection, and document sharing built in.
When a potential client reaches out to a law firm, they are usually in a stressful situation. They need to feel that they are in competent hands from the very first interaction. A phone tag and email-based intake process communicates the opposite — it signals disorganization, lack of responsiveness, and a firm that is too busy to care. Dayla transforms the intake experience into a professional, confidence-building touchpoint. A prospect lands on your branded booking page, selects the type of consultation they need, answers intake questions that help you prepare, and walks away with a confirmed appointment and a clear sense of what happens next. This is the digital equivalent of a well-run reception desk — and it works around the clock.
Conflict of interest is one of the most serious risks in legal intake. Running a conflict check after a consultation has already been scheduled wastes everyones time and can create awkward situations. Dayla integrates conflict checking directly into the booking flow. When a prospect enters the names of parties involved in their matter, the system can check against your firm matter database in real time. If a potential conflict is detected, the booking is paused and the prospect is politely informed that your firm cannot take the case — before anyone invests time in a consultation. This protects your firm ethically and professionally, while keeping the prospect experience respectful and transparent.
Collecting retainers is one of the most common bottlenecks in law firm operations. A client agrees to hire you, but the retainer payment does not arrive for days, and the matter cannot officially open until it does. Dayla solves this by collecting retainer payments at booking time for consultations that require them, or immediately after a consultation when the client decides to move forward. The system integrates with LawPay and other legal payment processors, sends automatic receipts, and creates the financial record in your practice management system. The result is faster matter opens, cleaner financial records, and clients who experience a seamless transition from prospect to represented party.
A productive consultation requires preparation. If a client arrives without the documents you need to evaluate their case, the meeting is wasted. Dayla enables secure document upload as part of the booking flow. Clients can upload contracts, correspondence, court filings, or other relevant materials when they schedule the consultation. These documents are stored securely, shared only with the attorneys handling the matter, and available for review before the meeting. This means that when you sit down with a client for the first time, you have already reviewed their documents, formed preliminary impressions, and can use the consultation time to provide real value rather than collecting paperwork.
Enter your firm details, practice areas, attorney availability, and consultation types. Dayla generates a professional booking page branded for your firm.
Define conflict checking rules against your matter database. Create custom intake forms for each practice area with the questions you need answered before the consultation.
Integrate LawPay for retainer collection. Enable secure document upload so clients can share relevant materials when they book.
Share your booking page on your website and directories. Watch consultations get scheduled, conflicts get checked, and retainers get collected — automatically.
When a prospect enters the names of parties involved in their matter, Dayla checks against your firm matter database in real time. If a potential conflict is detected, the booking is paused and you are notified to review manually.
Dayla integrates with Clio, MyCase, PracticePanther, Smokeball, and Filevine. Booking data, client records, and matter information sync automatically between platforms.
Yes. Dayla integrates with LawPay and other legal payment processors. You can collect consultation fees or retainers at booking time, with automatic receipts and financial record creation in your practice management system.
Yes. All document uploads are encrypted in transit and at rest. Access is restricted to authorized firm personnel. Documents are never shared with third parties and are handled according to attorney-client privilege standards.
Absolutely. You can create unlimited consultation types — personal injury intake, family law consultation, corporate advisory call — each with its own intake questions, pricing, and assigned attorneys.
Dayla supports team-based scheduling with attorney-specific availability, practice area routing, and round-robin assignment for intake calls. The system prevents double-booking and respects each attorneys calendar.
Yes. Dayla includes a client portal where clients can view appointment history, case status updates, and shared documents. This reduces status inquiry calls and keeps clients informed throughout their matter.
Join professionals who use Dayla to manage their time as a product.