Zoom Scheduler Integration for Law Firms
Clients book time with their case team, on your Zoom calendar
Quilia's Zoom Scheduler integration puts your team's Zoom booking pages in front of the right clients. When a client wants to talk to someone at your firm, the Quilia app shows them the booking page of the people on their case, so they pick a time instead of calling the front desk.
Clients book a call with their case team in a few taps
How Does Quilia's Zoom Scheduler Integration Work?
A firm admin opens Zoom Scheduler from Settings in Quilia and signs in with Zoom. Quilia lists your Zoom booking pages and matches each one to the attorney or staff member it belongs to, so setup is a few picks: one page for the firm, and one for each person who takes client calls. Rather not connect Zoom? Paste the booking links instead.
From then on, a client sees the booking page of each person on their case team, and your firm's page for everything else. They pick a time, and the meeting lands on your Zoom calendar with its Zoom link, like any other booking.
Moving from Calendly to Zoom? Quilia works with both at once and offers the Zoom page first, so you can switch your team over one person at a time. Zoom Scheduler works alongside your case management system, like Clio, Filevine or Smokeball.
What Can You Do With the Zoom Scheduler Integration?
The Right Person, Every Time
Each client sees the booking pages of the people on their own case, never the whole firm's staff list.
A Firm Page for Everything Else
Add one firm-wide booking page, like a round robin, for clients whose case team has no page of their own.
Pick From Your Zoom Pages
Sign in with Zoom and choose each person's booking page from a list. Quilia only reads your booking pages, and pasting links still works.
Switch From Calendly at Your Pace
Keep Calendly on while your team moves to Zoom. Clients are offered the Zoom page wherever there is one.
Transform Your Legal Practice with our Integration
- Automate treatment reminders and reduce administrative burdens.
- Schedule appointments and automate reminders to reduce no-shows.
- Facilitate seamless communication between legal teams and clients.
- Securely manage and sign documents online.
- Empower clients with self-service tools to manage their treatment and case progress.
Fewer calls to the front desk. Clients book time with their case team on the Zoom calendar your firm already runs.
Want to see it with your own setup? Request a demo or browse all Quilia integrations.
Zoom Scheduler Integration FAQs
Common questions about using Quilia with Zoom Scheduler
How does the Zoom Scheduler integration work with Quilia?
A firm admin turns on Zoom Scheduler from Settings > Integrations in Quilia and signs in with Zoom. Quilia lists your Zoom booking pages, so you pick one for the firm and one for each team member who takes calls (or paste the links instead). Clients then see those pages in the Quilia app and book a time on your Zoom calendar.
Does Quilia need access to our Zoom account?
Only to read your booking pages. Signing in lets Quilia list your Zoom Scheduler pages and the team members they belong to. It never books, changes or cancels anything, and Zoom only lists pages for accounts that include Zoom Scheduler. If you would rather not connect Zoom, paste your booking links instead.
Which booking page does a client see?
A client sees the booking page of each person on their case team who has one, and your firm’s booking page for everything else. Staff who are not on the case are never shown.
Can we use Zoom Scheduler and Calendly at the same time?
Yes. If a team member has both, clients are offered their Zoom booking page. That lets a firm move from Calendly to Zoom one person at a time, without turning Calendly off first.
Where do the bookings go?
Into Zoom Scheduler, the same as any booking made from your link. The meeting lands on your team member’s Zoom calendar with its Zoom link.