Help Center

Booking many consultations at once

Create a batch of sponsored bookings for an accepted cohort with one card authorization.

Routing payment to your accountant

Have a different person (an accountant or external billing contact) confirm the card on file.

Case packages

Fixed-envelope billing for a whole matter instead of per-booking — proposed by lawyer, approved by sponsor.

Caseworkers (org-only)

How sponsor-org admins assign a specific staff member to own each beneficiary's case.

Follow-up recommendations

How lawyers propose a follow-up consultation and how sponsors approve, decline, or defer.

Scope changes and beneficiary reconsent

How sponsorship scope is tightened or loosened, and what the beneficiary has to do.

Chat & Messaging

Learn how to message your lawyer or client directly within a booking, send booking proposals, and what happens when the conversation closes.