CosmoLex + NextPhone: consultations booked on the calendar CosmoLex already syncs
NextPhone answers your firm's phone, runs your intake, and books the consultation on the Google or Outlook calendar your CosmoLex already syncs with — so the appointment appears in CosmoLex without anyone typing it in.
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NextPhone integration with CosmoLex
Overview
CosmoLex runs the practice and the books in one place — matters, time, trust accounting and billing without a separate accounting package. Its calendar syncs both ways with Google Calendar and Microsoft 365, and that is the cleanest path in. NextPhone answers your firm's phone, checks that calendar for genuine availability, runs your intake, and books the consultation there — which puts it in CosmoLex through the sync your firm already relies on. The full intake, transcript and recording come to you separately, so nothing about the first conversation is lost.
How it works
A caller reaches your firm at 8pm about a bankruptcy question. NextPhone answers, handles what it can from your firm information, and runs your intake. When a consultation makes sense it checks your calendar, offers two or three genuinely open times, and books the one they pick. Because CosmoLex syncs that calendar both ways, the appointment shows up in CosmoLex too. The intake answers, summary and recording land in your inbox at the same time.
Capabilities
- Books on the calendar CosmoLex syncs - CosmoLex syncs bidirectionally with Google Calendar and Microsoft 365, so an appointment booked there appears in CosmoLex without a separate step
- Reads genuine availability first - the AI checks the real calendar before offering times, so the slots a caller hears are ones you can actually do
- Runs your intake questions - matter type, urgency, opposing parties, conflict-check details — whatever your firm needs on a first call
- Sends you the complete intake - every answer, the call summary, the transcript and the recording arrive by email and in your NextPhone inbox the moment the call ends
- Screens out what is not new business - solicitors, wrong numbers and routine client questions handled without booking anything
- Answers every hour of the year - the consultations that get booked at 9pm are the ones your competitors are sending to voicemail
Booking through the calendar sync, and why that is the right path
CosmoLex's calendar syncs bidirectionally with Google and Microsoft 365 — that is a documented, supported part of the product, not a workaround.
Booking through it means the appointment obeys everything already true of your calendar: your working hours, existing commitments, and whatever else is on it. It also means the lawyer sees the appointment wherever they actually look, which for most firms is Outlook or Google rather than a case management screen.
The intake does not depend on the calendar
Every call produces a complete record regardless of whether an appointment was booked — the questions and answers, a summary, the transcript and the recording, delivered by email and available in your NextPhone inbox.
So the calls that do not turn into consultations still leave you something to work from, which is most of what a voicemail fails to do.
Frequently asked questions
How does the appointment get into CosmoLex?
Through the calendar sync. CosmoLex syncs bidirectionally with Google Calendar and Microsoft 365, so a consultation booked on that calendar appears in CosmoLex.
Does the AI check our real availability?
Yes — it reads the calendar before offering times, so callers are only offered slots that are genuinely free.
Where do the intake answers go?
To your email and your NextPhone inbox, with the call summary, transcript and recording attached.
What if we do not sync a calendar with CosmoLex?
Then set that sync up first — it is a standard CosmoLex feature. Without it the AI can still run intake and send you everything, but it cannot place the appointment.
