See how Chancery Legal Services Ltd captures leads, schedules consultations, and manages bookings — step by step.
A complete walkthrough of the Chancery Legal Services Ltd booking system — from lead capture to consultation scheduling.
Visitors land on the homepage and discover estate planning services
A multi-step funnel form captures their situation and contact details
Upon submission, they're taken straight to the booking page
They choose a date and time, confirm their details, and receive a confirmation with the consultant's info
Every lead is stored with full details: marital status, will type, estate value, and more
Leads can be filtered by status, searched, and sorted — each expandable for full details
Bookings are linked to leads and displayed inline — date, time slot, and status
A master calendar shows all appointments across the practice at a glance