Legal Scheduling Software For Financial Services

Hassle-free scheduling for legal professionals

SUMO's booking software helps legal and financial firms streamline appointments and stay connected with clients across channels—building lasting relationships.

Capture high-value leads online with custom booking links.
Route clients to best-fit specialists by time and location.
Win legal time back minimizing no-shows.
Focus on clients, not appointment management burden.
Stay productive keeping your calendar conflict-free.

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SUMO Scheduler for Banking and Financial Services

Intelligent scheduling for great teams

See why top revenue companies use SUMO Scheduler to accelerate pipeline velocity

Real world results that are helping SUMO’s partners to fulfill their missions

+35%

Client & employee satisfaction

+25%

Employee productivity

+70%

Appointment bookings

-35%

Appointment cancellations

Go-to solution for everyday legal scheduling

Achieve more with appointment setting software designed for banks, law firms, lawyers, and financial advisors.

Bank Scheduling

Bank Service Appointments: Allow clients to schedule time for account openings, credit card inquiries, or general banking support.

Loans & Mortgage: Book appointments with loan officers to consult on home loans, refinancing, or applications.

Investment Banking: Coordinate portfolio reviews, investment strategy, and wealth planning meetings with clients.

Loan Processing: Schedule appointments for loan applications, document gathering, and loan closing.

Branch Coordination: Route customers to the right location or specialist, even if it’s outside their local branch.

Scheduling and booking meetings for Commercial Banking

Lawyers & Law Firms

Client Appointments: Easily schedule initial or ongoing meetings with clients—online or in person.

Documents & Notarization: Streamline appointments for reviewing and signing legal documents.

Court Date Management: Keep track of hearings, filing deadlines, and legal milestones with automated calendar syncing.

Case Collaboration: Coordinate meetings between attorneys, paralegals, and staff to keep casework moving.

Follow-Ups & Check-Ins: Automate recurring appointments with ongoing clients or team—especially on long-term cases.

Scheduling and booking meetings for Lawyers & Law Firms

Financial Advisors

Client Consultations: Offer a convenient and user-friendly way for clients to schedule appointments, enhancing their experience.

Portfolio Review: Automatically schedule regular check-ins to discuss investment performance, retirement planning, or financial goals.

Taxes: Optimize appointment meetings during hot tax seasons.

Financial Coaching: Set up appointments for clients who need budgeting help, debt planning, or wealth-building strategies.

Scheduling and booking meetings for financial advisors

One tool. Endless scheduling capabilities.

SUMO Scheduler empowers FinServ companies and law firms with simple, intuitive scheduling software. Your team can spend less time coordinating appointments and more time meeting clients.

Personalized Customer Experience

Easy online scheduling for commercial banking, financial planning sessions, personal banking, loan processing & more. Book from a website, email or social media.

Tailored Scheduling Experience

Engage customers & clients at their key point of interest via custom scheduling flows. Powerful resource pool technology ensures that they connect with the right person, with the right skill set, at the right time & place.

Automated Data Capture

Reduce admin workload & capture client information. No connectors needed!

Complete Scheduling Platform

Expand customer outreach by offering one-on-one meetings & group experiential events.

Client Privacy & Security

Ensure client privacy & data security with military-grade security. SUMO never stores your data.

Right Sized Your Solutions

SUMO’s flexible product packages & pricing are right-sized for your business's needs.

Scheduling solution for financial services

Happy Clients

See what our customers and fans around the world are saying about us

The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules.

Ashley Jones Associate Director - Salesforce Neighborhood Trust Financial Partners

SUMO's appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert Salesforce Consulting Director Huron Consulting

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students.

Taylor Neece Dean of Admissions California Baptist University

The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment.

Rebeca Lamadrid VP, Operational Effectiveness The Washington Center

We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!