Law Firm Software with AI Virtual Receptionist and 24/7 Online Booking

Manage your law firm from one platform: AI receptionist that answers calls, automatic online booking, CRM with client profiles and Google Calendar sync.

Say goodbye to missed calls and scheduling chaos. CitaFlow is the complete management software that automates your law firm: from AI phone support to 24/7 consultation booking, attorney scheduling and client profiles.

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CitaFlow management software for law firms

Everything your law firm needs in one application

AI Chatbot for WhatsApp and Telegram, attorney and practice area management, automatic CRM with client profiles, online booking, professional website and automatic notifications. All included.

AI Virtual Receptionist 24/7

AI voice assistant that automatically answers phone calls, understands what type of consultation the client needs and schedules appointments in real-time while you keep working on a case.

  • 24/7 phone support with natural voice
  • Automatic consultation booking
  • Real-time availability check
  • Never miss a call or client again

AI Chatbot for WhatsApp and Telegram

An intelligent chatbot that responds to your clients via WhatsApp and Telegram 24/7. It answers questions about practice areas, checks availability and books first consultations automatically.

  • Automatic responses via WhatsApp and Telegram
  • Consultation booking from chat
  • Answers frequently asked questions
  • Never miss a message again

Online Booking with Website

Professional website for your law firm with integrated online booking system. Your clients can book first consultations, follow-ups or video consultations 24/7 without calling.

  • Professional website ready in minutes
  • 24/7 online booking without intervention
  • Calendar widget for your current website
  • Compatible with Instagram and Facebook

Automatic CRM with Client Profiles

Each client has their digital profile automatically created with complete consultation history, type of matter, confidential notes from the attorney and upcoming appointments.

  • Client profile created automatically
  • Complete consultation history
  • Confidential notes per client and matter
  • Instant information search

Automatic WhatsApp & SMS Notifications

Send automatic reminders via WhatsApp, SMS and email before each consultation. Reduce no-shows on first visits by up to 70% without sending messages manually.

  • Automatic WhatsApp reminders 48h and 24h ahead
  • SMS and email confirmations
  • One-click client confirmation
  • Reduce no-shows by up to 70%

Consultation Types & Durations

Configure different consultation types with variable durations: first visit, follow-up, video consultation. The system automatically allocates the correct time slot based on the consultation type.

  • Multiple consultation types
  • Individual duration per service
  • Automatic scheduling by type
  • Avoid overlaps in the calendar

Attorney & Practice Area Management

Manage schedules for multiple attorneys, assign consultations by practice area (civil, corporate, labor, family, criminal) and avoid overlaps. Dashboard with occupancy metrics and team performance.

  • Shift management per attorney
  • Smart consultation assignment
  • Real-time analytics dashboard
  • Occupancy and performance metrics

Online Payments with Deposit or Full Prepaid Booking

Secure every appointment by charging a deposit or the full amount at the moment of booking. Native Stripe Connect integration: the money goes directly to your bank account, it never passes through CitaFlow.

  • Configurable deposit per service (fixed amount or percentage)
  • Optional full prepayment to lock in the booking
  • Stripe Connect: money goes directly to your account, not CitaFlow
  • Helps reduce no-shows with prepaid bookings
  • Secure checkout with all Stripe-supported cards
  • Tracking panel with payment status per appointment

Security and GDPR Compliance

Client data management with the security standards sensitive sectors require: TLS/SSL encryption in transit and at rest, daily automatic backups and constant service monitoring.

  • Full GDPR and LOPDGDD compliance
  • Data encryption at rest and in transit (TLS/SSL)
  • Daily automatic backups
  • 24/7 monitoring of availability and security
  • Block incoming spam numbers
  • Auditable team activity log

Multi-Location and Team Management with Roles

Manage multiple locations from a single account with centralized access. Assign different roles and permissions to each team member so reception, professionals and management see only what belongs to them.

  • Multiple locations managed from a single panel
  • Configurable roles and permissions per team member
  • Centralized view of occupancy and performance per location
  • Available in custom plans based on number of locations
  • Ideal for franchises and chains
  • One calendar with per-location filters

Other included features

  • Employees module with roles, permissions and WhatsApp time-tracking (add-on)
  • Integrated payments · POS by a partner + Stripe Connect (pilot)
  • Multi-branch with per-location roles and permissions
  • Keep your WhatsApp Business app on your phone while connecting to CitaFlow
  • Voicemail with automatic transcription
  • Detailed call analytics and transcripts
  • Customizable dashboard with widgets
  • Two-way Google, Apple and iCal calendar sync
  • External integrations via webhooks (billing, CRM, marketing)
  • Spam number blocking and call filtering
  • Activity log and audit trail

and much more. Try it free for 7 days →

Law firm management software with AI and complete automation

Professional law firm software automates the entire consultation management cycle: from when a client calls or books online until they walk into your office. CitaFlow combines an AI virtual receptionist that answers phone calls 24/7, an online booking system with included website, and an automatic CRM that records each client's complete consultation history.

CitaFlow's legal practice management software lets each attorney have their personalized schedule based on practice areas: civil, corporate, labor, family, criminal law. The system automatically assigns clients based on availability, expertise and consultation type requirements.

The AI virtual receptionist is like having a secretary working 24/7 without breaks or errors. When a client calls, the AI understands what type of consultation they need, checks the online schedule in real-time, proposes available times based on the appropriate attorney, and automatically confirms the appointment. Plus, our AI Chatbot responds to your clients via WhatsApp and Telegram, answering questions about practice areas and booking first consultations automatically.

CitaFlow is the most complete law firm software for automating consultation management: includes AI virtual receptionist, AI Chatbot for WhatsApp and Telegram, website with online booking, automatic CRM with client profiles, consultation type and duration management, automatic WhatsApp/SMS notifications, and Google Calendar sync. Billing and document management can be resolved by connecting CitaFlow with your practice management or document tools through webhooks. All with GDPR compliance, data encryption and automatic backups.

How CitaFlow transforms your business appointment management

CitaFlow adapts to your law firm as it grows. Start with the Starter plan to manage online consultation bookings and essential features, and add AI modules for WhatsApp, Telegram and phone calls when you need them. Everything runs on a single calendar and control panel, so all your bookings are always centralized and easy to manage.

STARTER PLAN

Starter Plan: online booking only

Ideal for law firms that want to digitize their schedule with 24/7 online consultation booking

With the Starter Plan you get a professional website for your law firm with integrated booking system, booking widget to add to your website or social media, and shift management per attorney with practice areas.

Also includes automatic email reminders before each consultation, client profile with complete consultation history, and sync with Google Calendar.

Starter Plan for law firms with online scheduling
AI CHATBOT

AI Chatbot: manage your clients via WhatsApp and Telegram

Add an intelligent chatbot that responds automatically and books consultations 24/7

The AI Chatbot includes everything from the Starter Plan plus an intelligent chatbot that responds to your clients via WhatsApp and Telegram 24/7.

The chatbot answers questions, checks real-time availability and books consultations automatically. Also adds automatic WhatsApp and SMS reminder messages.

AI Chatbot Plan for law firms with WhatsApp and Telegram
AI PHONE

AI Phone: call management with advanced artificial intelligence

Complete management software with AI receptionist that answers phone calls

The AI Phone is complete management software for professional law firms. Includes everything from AI Chatbot plus an AI virtual receptionist that answers phone calls with natural voice 24/7.

The AI receptionist understands what type of consultation the client needs, checks real-time availability and books the appointment automatically. Perfect for firms that want full automation on all channels.

AI Phone Plan for law firms with advanced management

Start simple and grow at your own pace. Begin with the Starter plan to accept online bookings and manage your schedule effortlessly. When you're ready to automate more, add AI modules like the Chatbot or AI Phone to handle messages and calls for you, 24/7. Everything runs on the same calendar and control panel, so scaling up is immediate and frictionless.

Free trial

Start free with the Starter plan and activate the AI Chatbot or AI Phone when you want to scale

Frequently asked questions about law firm software

How does the AI virtual receptionist work for law firms?

CitaFlow's AI virtual receptionist answers phone calls 24/7 with a natural, professional voice. It understands what type of consultation the client needs, checks availability in real-time, proposes available times and automatically confirms the appointment, assigning the right attorney.

How does the AI Chatbot for WhatsApp and Telegram work?

CitaFlow's AI Chatbot responds automatically to your clients' messages on WhatsApp and Telegram. It answers frequently asked questions about practice areas, checks real-time availability and books consultations without your intervention, 24/7.

Can I manage multiple attorneys and different practice areas?

Yes. CitaFlow includes attorney and practice area management. The system automatically assigns the right attorney based on the consultation type and practice area, preventing double bookings and scheduling conflicts.

What client information is saved in the CRM?

The client profile includes: contact details, type of matter as a note (civil, corporate, labor, family, criminal), complete consultation history, confidential attorney notes, communication channel used (WhatsApp, Telegram, phone, web), and upcoming appointments.

Do clients receive automatic reminders?

Yes. CitaFlow sends automatic reminders via WhatsApp, SMS and email 48h and 24h before each consultation. This reduces no-shows on first visits by up to 70%.

Does it sync with Google Calendar?

Yes, CitaFlow syncs in real-time with Google Calendar. All consultations appear automatically on each attorney's calendar, and you can configure it to block personal times or court hearings.

Can I set different durations for different consultation types?

Yes. You can configure individual service durations: a first visit might take 45 minutes, a video consultation 30 minutes, and a follow-up 20 minutes. The system automatically allocates the correct time slot.

How does online booking work for clients?

CitaFlow includes a professional website for your law firm where clients can see available times and book consultations 24/7. You can also add a booking widget to your current website or social media.

Can clients book via WhatsApp or Telegram?

Yes, with the AI Chatbot your clients can book consultations directly from WhatsApp or Telegram. The chatbot shows available times and confirms the appointment instantly.

How does CitaFlow integrate with my billing and document management software?

CitaFlow connects to other applications through webhooks, for example with your billing software, document manager (Drive, Dropbox) or external CRM. This way your law firm software and the rest of your tool ecosystem work aligned without duplicating data.

Is there a free trial?

Yes, CitaFlow offers a 7-day free trial with full access to all features. No credit card required to start.

What's the difference between AI Chatbot and AI Phone?

The AI Chatbot responds to messages via WhatsApp and Telegram automatically. AI Phone includes everything from AI Chatbot plus an AI voice assistant that answers phone calls. Choose based on how your clients prefer to communicate.

Can I have multiple attorneys with different schedules?

Yes. CitaFlow allows you to configure individual schedules for each attorney, assign specialties (civil, corporate, labor, family) and manage individual vacations and absences.

Is my client data secure?

Yes. CitaFlow complies with GDPR, encrypts data, performs automatic backups and monitors security 24/7. Much more secure than keeping sensitive client information in paper files, emails or unsecured systems.

What technical support is included?

All plans include technical support via email and chat. Voice plans also include priority phone support and personalized setup assistance.

Transform your law firm into a practice that runs itself

Try CitaFlow free for 7 days and see how your schedule fills up effortlessly.

Free trial

7 days free · No card required · Cancel anytime