# Online booking for law & tax firms Source: https://terminio.ai/en/branchen/law-and-tax-firms Online booking, WhatsApp reminders and a phone assistant that answers while the secretary is buried in deadlines. For tax advisers and law firms. Book, get paid, remind, answer. While you're in a client meeting. In the browser, apps coming soon. ## For you. And for your clients. - Your page. Open around the clock. Clients book in the evening, on Sundays, from the office: pick a consultation or a meeting, pick an adviser, pick a time, done. No account, no explaining the matter over the phone. In your design, with your logo. - Paid up front. If customers want to. If a service has a price, customers can pay it right at booking, by card, Apple Pay or Google Pay. Anyone who would rather pay on site books without payment. Secure through Stripe. - No call gets lost any more. The AI assistant answers while the deadlines are piling up at the front desk: around the clock, in German. It names free slots, books, takes callback requests as a message and summarises every call in the app. It gives no legal or tax advice, and it does not discuss the matter. - Reminds before anyone forgets. Confirmation on every booking, a reminder the day before, from your number, in your words. With a note to bring receipts, assessments or the contract, so the meeting doesn't fall through for want of paperwork. Whoever cancels frees the hour before it goes to waste. - One calendar for the whole firm. Several advisers, their own hours, services: terminio works the free slots out from them. Clients book their own tax adviser, not just anyone. Contacts, statistics and reports included. - At the front desk, in the browser. Apps coming soon. Web app at the front desk. Coming soon: apps for iPhone and Android and the smartwatch for the next client without glancing at your phone mid-meeting. One account, the same picture everywhere. Database in the EU (Frankfurt). ## Common questions **What about confidentiality and data protection?** terminio.ai stores name, mobile number, appointment and the message a caller leaves. No files, no pleadings, no tax data. Appointment data sits on servers in the EU (Frankfurt); for the phone assistant, ElevenLabs (USA) processes the calls under standard contractual clauses. Data processing agreement included. Whoever logs in at the firm sees only what you share with them. **Does the phone assistant advise clients over the phone?** No. It books appointments and takes messages, nothing more. If someone asks about a deadline, a claim or a tax matter, it says the adviser will clear that up at the meeting and notes the callback request. It never gives legal or tax advice. **Can clients book a particular adviser?** Yes. Every adviser in the firm has their own calendar and their own hours. Clients choose who they want when they book, and the phone assistant remembers the request too. **Can I remind clients to bring documents?** Yes. For each service you set what should be brought along, say receipts, assessments or the contract, and the WhatsApp reminder repeats it the day before. So the meeting doesn't open with the news that the paperwork is at home. **Can I take the fee for the initial consultation up front?** You can offer online payment; you cannot make it mandatory at the moment. If the initial consultation has a fixed fee, the client can pay it when booking, by card, Apple Pay or Google Pay, secure through Stripe; anyone who would rather pay by invoice books without payment. Partial payment is not available at the moment. Invoicing and bookkeeping stay with you. **Does terminio.ai replace my practice software or DATEV?** No. Matters, deadlines, bookkeeping and billing stay in DATEV or your practice software. terminio.ai handles appointments, reminders and the phone, and runs alongside it, like a second screen at the front desk. **Does every WhatsApp reminder cost extra?** No. The Free plan includes five reminders a month, from Pro they are unlimited. There is no cost per message. --- terminio.ai is online appointment booking for small businesses with WhatsApp reminders and an AI phone assistant, from €0 a month. Database in the EU (Frankfurt); some service providers, for example for telephony and voice AI, also in the USA under standard contractual clauses. Provider: terminio.ai UG (haftungsbeschränkt), Richard-Goldberg-Str. 15B, 02779 Großschönau, Germany, commercial register Amtsgericht Dresden HRB 48484, represented by Antonia Müller. Contact: legal@terminio.ai. [Legal notice](https://terminio.ai/legal/imprint) · [Privacy](https://terminio.ai/legal/privacy)