Keep your answering service, or switch to an AI intake line?

How do I connect my calendar so the agent books or requests consultations?

From "Connect your calendar" in your setup — paste in a Cal.com API key, then pick which event type consultations should book into (a brand-new Cal.com account has none yet, so you may need to create one there first; the setup step tells you if that's the case).

Once both are set, a caller who's ready to book hears your real open times and is booked before they hang up. If the event type is set in Cal.com to need your confirmation, a consultation booked this way can arrive as a request instead: the caller is told the time is requested and the office still needs to confirm it, and it waits in Cal.com until you accept it there.

One thing worth knowing: the categories we deliberately never qualify or book automatically — medical malpractice, any injury at work unless the firm has switched workers' compensation on, a government body involved, wrongful death, and an injured child, or an adult who can't speak for themselves — are always routed to a callback or live transfer instead, never straight onto your calendar, regardless of whether a calendar is connected. A call that is clearly time-barred from what the caller says is also never booked automatically; it closes with a callback promise instead.

This answer on the help page

When will I be charged? Is there a trial?

Yes — a new firm gets its first month free: a 30-day free trial with a card on file and no call cap; fair use applies, as our Terms of Service set out: fair use is a guide of up to 100 answered calls a month for one firm’s own line, not a cap. Nothing is charged before day 31, and cancelling before then means no charge at all. One trial per firm and per payment card.

Before you add a card, you can hear your agent: once your number is switched on, call it from a phone on your list of your own numbers (your agent's rules page). Your line answers those phones for up to 15 minutes of test calls in all, one call at a time, and no one else until a card is on file. Your dashboard shows what is left.

After the trial, you're billed the plan's flat monthly price shown on our pricing page — no per-call charges, no metering. Your Billing page always shows your current status and, once you're on the plan, the date of your next charge — or, once you've cancelled, the date your subscription ends.

A firm that has already had its free trial and comes back is charged from the day it starts again; the Billing step says so before you enter a card.

This answer on the help page

How do I cancel, and what happens after?

Cancel any time from Billing → "Manage billing" — that opens Stripe's own billing page, and cancelling is one of the things you can do there yourself; nothing needs to come to us.

Your agent keeps answering calls through the end of the period you've already paid for — or, if you cancel during your free trial, until the trial ends, with nothing charged — then stops. Until then, Billing shows the date your subscription ends; afterwards, your dashboard says it has ended and links to start a new one.

One thing to do on your end afterward: your office line will still be forwarding to us, and once we stop answering, calls to it will just go quiet until you turn that forwarding off at your carrier — we'll also email you a reminder to do that.

Anything already in your own Clio or calendar stays there; cancelling here doesn't touch it.

Forgot to cancel your trial, and your line has barely been used? Billing shows "Refund my first charge" while you qualify — section 2 of the Cancellation + Refund Policy says when. It refunds that first charge in full and ends your subscription at once, rather than at the end of the period.

This answer on the help page