Law firms & fiduciaries

Client intake scheduling—with confidentiality first

Let prospects and clients book initial consultations in their language. Data stays in the EU; invoices make sense in CHF.

Swiss reality

What operations leads require

Law firms and fiduciaries face procurement reviews, multilingual clients, and strict expectations around who sees appointment data.

Client names on shared calendars
A partner's Outlook shows 'Meeting with Müller AG' to the whole floor. You need booking flows that respect confidentiality without reverting to phone-tag scheduling.
Clients across all four language regions
A Zurich fiduciary serves German-speaking trustees while Geneva clients book in French. The scheduling layer must speak every national language natively.
EU hosting and CHF pricing for reviews
Procurement asks where data lives and how billing works. US-hosted tools with USD plans fail the checklist before anyone tests the product.
Multiple partners, one reception desk
Assistants coordinate five partners' calendars manually. Double bookings and wrong-room assignments happen when availability isn't synced in real time.

How Zitli helps

EU hosting, four national languages, and managed booking types for consistent intake across partners.

EU hosting and Swiss privacy alignment
Appointment data hosted in the EU with encryption in transit and at rest—aligned with GDPR and Swiss nFADP expectations from day one.
German, French, Italian, and English
Clients book and receive confirmations in their language. Your team works in theirs—no manual translation of scheduling emails.
Managed event types for partners
Office administrators define standard intake durations and fields. Partners use consistent booking types without each configuring their own pages.
Outlook and Google Calendar sync
Two-way sync keeps partner availability accurate. Court dates and internal meetings block slots automatically.

Typical workflow

Define managed event types for initial consultations, follow-ups, and signing meetings—with standard durations and intake fields.
Publish a firm booking page or partner-specific links on your website and email footers.
Prospects select a slot; Zitli checks partner calendars and sends bilingual confirmations.
Reception sees the booking in the shared calendar without re-entering details. Reminders reduce missed appointments.
For procurement: point reviewers to CHF pricing, EU hosting, and your security page—no sales call required.

Start on Free for one partner link. Move to Team when multiple partners share intake scheduling.

Create your booking page in minutes. No credit card required.