Accelerator Pro: New User with Appointments or Calendar Availabilty Update
  • Accelerator Pro: New User with Appointments or Calendar Availability Update

  • This form will need to be filled out for each member of your firm who needs appointments.

    If a single team member is filling this for out on behalf of others, then please complete it as if you are that other person. ie. "Your Name", "Your Email" etc. fields get filled out with their information.

    If you have any questions, please reach out to accelerator@newlawbusinessmodel.com. We look forward to helping you.

     

  • Meeting Locations

    If you have multiple office locations you may want to write a quick note about which location is #1, #2, #3 as those will be referred to in later questions.
  • User's Meeting Details

  • 15-Minute Discovery Call

  • Planning Session

  • Estate Plan Design Meeting (EPDM)

  • CIMI Review

  • Client Document Review

  • Signing Ceremony

  • Binder Delivery Meeting

  • Legacy Interview

  • Legal Appointments

  • Next Periodic Estate Plan Review

  • Date Specific Availability

    (Optional)
  • Please submit your Date Specific Availability below.  This is mainly for very rare circumstances where you want to be available for meetings outside of your current availability.  

    For instance, for a vacation, you don't need to have Date Specific Availability.  You should simply block off your calendar in order to remove the option for contacts to schedule with you.

    The following would be an example of needing Date Specific Availabilty.

    Example: You normally have availability for the 15 minute Discovery Call from 8am-5pm on weekdays.  However, on Monday March 2nd, you want to be available from 5pm-7pm due to a doctor's appointment.  (This is outside your normal availability for that day).

  • Hidden Field to set Asana Task

  • Should be Empty: