Legal Compliance
Conflict-of-Interest Screening
Mandatory intake fields capture opposing parties and corporate entities before calendar reservation.
- Opposing party disclosure
- Paralegal review hold status
- Automatic rejection routing on conflict
Secure Legal Consultation Scheduling
Client Intake, Retainer Payments & Confidential Consultations.
Eliminate client intake bottlenecks. Automate conflict-of-interest checks, collect initial retainer consultation fees via Stripe, and conduct confidential encrypted HD video consultations.
- Confidential & Conflict Check Ready
Retainer Fee Collection
100%
Sterling & Vance LLP
0 hrs Intake Admin Waste
100%
Retainer Fee Collection
Paid upfront prior to legal advice
0 hrs
Intake Admin Waste
Automated encrypted intake questionnaires
256-bit
TLS & AES Encryption
Bank-grade security and privilege protection
4.9 ★
Client Trust Rating
High-touch professional client portal
Challenges we solve
The scheduling problems Legal Services teams face, and how MyCaly fixes them
01
Challenge
Prospective clients booking free consultation calls to extract legal advice without signing retainers.
How MyCaly fixes it
Gate initial case evaluations behind a verified consultation deposit or retainer payment.
Impact
Filters for serious corporate and individual clients with active legal budgets.
02
Challenge
Attorneys having to manually conduct conflict-of-interest checks before initial client calls.
How MyCaly fixes it
Require opposing party names and company entity details during the intake booking step.
Impact
Allows paralegals to clear conflicts before the attorney enters the meeting.
03
Challenge
Chasing clients for signed engagement letters and case documentation after calls.
How MyCaly fixes it
Embed mandatory PDF agreements and file attachment uploads directly into the booking flow.
Impact
Walk into every consultation with signed consent and case files in hand.
Key capabilities
Everything your Legal Services team needs
Attorneys, Law Firms & Legal Advisors
Billing & Payments
Retainer & Case Evaluation Billing
Collect $250–$750 initial consultation fees upfront via Stripe with automated IOLTA/trust compliant receipts.
- Credit card, Apple Pay & ACH
- Trust account compliant invoice generation
- Custom cancellation & refund policies
Confidentiality
Encrypted HD Video & Privilege Room
Host consultations inside end-to-end encrypted WebRTC rooms with private attorney notes.
- No downloads or third-party tracking
- Private in-call timestamped notes
- Secure client waiting lobby
Integrations
Practice Management CRM Sync
Seamless integration with Clio, MyCase, and PracticePanther to create new matters automatically.
- Clio matter sync
- Document attachment archiving
- Time entry auto-logging
Workflow
How the Legal Services workflow runs on MyCaly
From first click to completed session, zero friction at every touchpoint.
-
01
Client Opens Firm Portal
Selects practice area (Corporate, Litigation, IP, Estate Planning).
-
02
Completes Conflict Intake
Enters personal info, opposing parties, and case description.
-
03
Pays Consultation Retainer
Payment processed securely via Stripe; appointment confirmed.
-
04
Privileged Legal Consultation
Attorney joins 1080p encrypted video meeting with full case background.
Interactive preview
See what your clients see
A live preview of a MyCaly booking page configured for Legal Services.
Sterling & Vance LLP – Attorneys at Law
Schedule confidential legal consultations and case intake assessments with our senior partners
A
Arthur Sterling, Esq. & PartnersSenior Managing Partner • Corporate Law & Litigation
Select a service
Customer story
“MyCaly completely streamlined our client intake. We stopped wasting partner hours on unpaid inquiries, and our initial consultation retainer collection is 100% automated.”
100%
Retainer Fee Collection
0 hrs
Intake Admin Waste
256-bit
TLS & AES Encryption
FAQ
Frequently Asked Questions
Common questions about deploying MyCaly for Legal Services.
How are conflict-of-interest checks handled?
Clients must disclose opposing parties and related entities in mandatory intake fields before booking confirmation, allowing your team to screen matters instantly.
Is video communication encrypted?
Yes. MyCaly uses WebRTC peer-to-peer 256-bit encryption for confidential video calls with no recordings unless explicitly authorized.
Does MyCaly integrate with Clio or MyCase?
Yes! MyCaly syncs with legal practice management software to log new matters, client contact cards, and scheduled consultations automatically.
Last updated: 3 November 2026
Your Schedule Shouldn't Slow You Down.
Start scheduling smarter with MyCaly. Connect your calendars, set your pricing rules, and start accepting client bookings today.
- Smart Scheduling
- Direct Payments
- HD Video Meetings