Firm OS & Practice Operations
Firm Consultations & Advisory Intake Management
Preliminary client consultation scheduling, virtual / chamber meeting calendar, intake questionnaire review, and advance retainer fee receipt generation.
8 min read•Firm OS Enterprise•Updated October 2026
1.Manage Scheduled Consultations
Open 'Consultations' under CLIENTS & GROWTH in the sidebar.
Controls:+ Schedule ConsultationMeeting Link Generator
- Why it is there: To streamline client intake meetings, collect preliminary facts, and collect consultation fees.
- How it helps: Automates appointment booking, verifies adverse parties before discussions, and logs meeting notes.
- Shows: Date & Time, Prospective Client Name, Assigned Partner, Meeting Mode (Chamber / Video Call), Fee Status.
Chamber Authentication Required
Step 1 is shown above as a preview. All remaining procedural steps, litigation blueprints, and interactive controls require an active chamber or firm login.
Frequently Asked Questions
- Who in the firm can perform actions in Firm Consultations & Advisory Intake Management?
- Managing Partners, Equity Partners, and authorized administrators have full write permissions according to the firm's RBAC matrix.
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