Appointments are scheduled.
Few are ready.
The documents may not have arrived. The engagement letter may not be signed. The ID may be missing.
As your appointment preparation agent, Treffa chases deadlines and documents with clients — so hour one is the conversation, not the scramble.
The problem
Clients arrive without signed engagement letters or required identity documents
Paralegals manually follow up on missing documents before consultations
The first hour becomes salvage work—not the consultation itself
Some rough numbers
Incomplete files, chasing clients for scans or ID, and rework when paperwork lands late. You feel it throughout the week whether or not it shows up cleanly in realization.
The lost time is still real for the firm.
What might that add up to for you?
Weekly, from those sliders
3 under-prepared starts per week × 10 min each → ~0.5 hrs/week
Roughly, from what you entered above:
€433 per month
0.5 hours per week
156 appointments per year that start without the documents
Qualifying practice areas
How Treffa solves this
Treffa reminds clients about deadlines. Your team decides what happens — while there's still time.
Define requirements per appointment type
Engagement letters, identity documents, prior correspondence, intake forms — made explicit and enforced automatically.
Automated client reminders
SMS, email, and WhatsApp reminders with upload links. No client portal login required.
Staff escalation before the appointment
Incomplete preparation is flagged 48h before the slot. Paralegals decide — override, reschedule, or dismiss.
Example
An immigration firm requires identity documents, completed intake forms, and prior correspondence for every initial consultation. Treffa sends the client a preparation link and chases automatically. 48 hours before the appointment, the intake form is still incomplete — Treffa escalates to the paralegal team. It's resolved before the day. Before the consultation, the attorney receives a briefing: document summary, case background, open questions flagged for the appointment. The first hour is the case, not the intake.