How can we help?

Choose Get started from the top of any page. Clients begin with an intake; firms register from Register a firm. You'll confirm your email and set a password. If you were invited by a firm, use the link in your invitation email.

Clients use Aequivio to find legal help, book consultations, sign documents and track their matters. Firms get a full practice-management workspace — matters, documents, billing, trust accounting, scheduling and the lead marketplace.

On the sign-in page choose Forgot password, enter your email, and follow the single-use link we send you. Reset links expire and can only be used once. Resetting your password signs out other sessions.

Go to Calendar → Online Booking & Sync → Booking types and select New booking type. Set the name, duration, location (video, phone or in person), your weekly availability and any questions to ask. Each booking type gets its own shareable link and a public page clients use to pick a time.

Share your booking link (for example /book?t=consultation). Clients pick an available day and time in their own time zone, enter their details and confirm. You and the client both get a confirmation, and — for video meetings — a join link is created automatically.

Yes. On the Calendar sync tab, connect Google or Outlook for two-way sync, or generate a private subscribe link that works in Apple Calendar, Google or Outlook. Connected calendars are checked for conflicts so clients can only book free times.

A routing form asks one question up front and sends each answer to the right booking page — so clients reach the correct lawyer or practice area without back-and-forth. Create them under Routing forms and share the routing link instead of a single booking link.

From Documents, use Requests & E-Sign to ask a client (or anyone by email) to upload a file. They receive a secure link, upload a PDF, and you're notified when it arrives.

Upload a document, place signature and text fields with the prep tools, and send it to one or more signers — you can sign too. Aequivio freezes the document at send time and verifies it hasn't changed at signing, so the signed record is tamper-evident with a full audit trail.

Files are stored in a durable, access-controlled store and are only visible to your firm and the people a matter is shared with. Every access is logged.

Firms create invoices from time entries and expenses on a matter. Clients see their invoices in the portal and can pay online. Aequivio never processes your legal fees itself — firms use their own payment processor; Aequivio keeps the records.

Aequivio provides trust ledgers, three-way reconciliation and period locks to help firms meet law-society trust rules. It is a record-keeping system — it does not move client money.

Yes. On a booking type, set a deposit amount. The client is charged on your own connected payment account before the booking confirms; if payment isn't completed, the held time is released.

Start from Find a lawyer or begin an intake describing your matter. Aequivio matches you with firms that handle your issue. You stay in control — a firm only sees your details after you express interest and consent.

Firms receive matched client enquiries as leads. You review a redacted brief first; the client's identity is shared only once both sides consent. Conflicts are screened automatically before a lead reaches you.

In your profile's Security section you can add a passkey or authenticator app (TOTP), and turn on emailed sign-in codes with trusted-browser options. Two-factor is enforced fail-closed once enabled.

Aequivio enforces single-session sign-in and lets you sign out other devices by changing your password. You can request access to or deletion of your personal data from the trust centre.

Google Calendar / Meet, Microsoft Outlook / Teams, Zoom for meetings, QuickBooks for accounting, and calendar subscribe feeds for Apple/Google/Outlook. Connect them from Integrations and the Calendar sync tab.

On the Integrations page, choose Connect QuickBooks and authorize your company. Once connected, you can import and reconcile from your Aequivio accounting workspace.