Confido Legal

Why Add-to-Calendar Works with Confido Legal

Reduce appointment no-shows and streamline payment workflows with clear, actionable calendar links.

• Universal Add-to-Calendar links for Google, Outlook, and more.
• Brandable calendar invites to match your firm's identity.
• Click and attendance analytics for better insights.
• Time-zone safe scheduling to accommodate all clients.

Using Calendar Links in Confido Legal Workflows

1. Create a CalendarLink for New or Updated Contacts

Automatically generate a calendar link whenever a new contact is added or existing contact details are updated.

2. Send Data to CalendarLink

Map essential details like client names, appointment dates, and descriptions into your Add-to-Calendar invite, optionally capturing an RSVP.

3. Publish the Personalized Invite

Receive your tailored calendar link back to share with clients, reducing no-shows and enhancing engagement.

Fire Confido Legal Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Trigger workflows in Confido Legal when new events or RSVPs are recorded.

2. Map Add-to-Calendar Data

Flow event titles, dates, and attendee information directly into your Confido Legal system.

3. Update Client Info by ID

Update records or log engagement using actions like 'Update Payment Link' or 'Create Disbursement'.

Pro Tips for Confido Legal and Add-to-Calendar

• Consistently use branded invites for professionalism.
• Leverage attendance analytics to refine your scheduling.
• Use smart reminders to gently nudge clients towards action.
• Embed calendar links on mobile and web for easy access.