Review a follow-up recommendation

What this walkthrough covers

1. 1

   Read the lawyer's reason

   The lawyer explained why a follow-up is needed. Read it before deciding — it's the professional context for your call.

2. 2

   Check price and duration

   The proposed price (in euros) and session length. The price will be deducted from the sponsorship budget if you approve.

3. 3

   Approve path

   Approving opens a slot picker. You pick a date and time, and the booking is created on the beneficiary's behalf.

4. 4

   Slot picker

   Pick the date and start/end time. The slot picker doesn't check availability automatically — the lawyer can still decline if you pick a busy moment.

5. 5

   Decline path

   Declining opens a confirmation dialog. You can attach a short note explaining the decline — the lawyer will see it.

6. 6

   Defer path

   Defer punts the decision to the beneficiary. They see the same approval screen on their dashboard and pick a slot themselves.

Related help articles

• Follow-up recommendations

  How lawyers propose a follow-up consultation and how sponsors approve, decline, or defer.

• Sponsored bookings — for individual sponsors

  Invite someone, book on their behalf, and choose how much you want to see about the case.

• Case packages

  Fixed-envelope billing for a whole matter instead of per-booking — proposed by lawyer, approved by sponsor.