Services · Ecommerce development · Legal services booking portals
We provide legal consultation booking website development New York operators can defend in front of an ethics committee. Codeeo builds the web marketplace where a client in the Bronx, Queens or Lower Manhattan finds a New York attorney, pays for a consultation and books a slot, and the admin where attorneys manage profiles, availability and payouts. New York has written more directly than most states about online legal marketplaces, and we build to what those opinions say.
This is a web platform, reachable from any phone or laptop browser, rather than a native app. It handles the commercial side of a first consultation: discovery, payment, scheduling, confirmations and follow up, with ethics controls in the code. Attorneys use the same web admin from an office near Foley Square or from home.
200+ companies across the US and the UAEFrom a first store to a listed developer
Platform features
In 2017 the New York State Bar Association's ethics committee issued two opinions that still guide anyone building a paid legal marketplace here. Opinion 1132 concluded that lawyers could not pay one platform's per service marketing fee, because the platform appeared to recommend lawyers. Opinion 1131, issued the same day, allowed paying for leads where lawyers are matched by transparent, mechanical methods. The difference between those outcomes is largely a product design question.
So the features below are not decoration. Ranking logic, review display, fee collection and profile wording all decide whether attorneys can lawfully take part. We build them with your counsel's sign off, then add what New York City clients expect: many languages, fast booking from a phone on the subway, and clear terms before anyone pays. Every feature is configurable from the admin, so changes to fees or disclosures after a new opinion do not require a rebuild.
When a client describes a matter, the portal lists attorneys by criteria you publish, such as practice area, borough, language and next available slot. It does not call anyone the best, rank by fees paid, or imply a recommendation. The matching rules appear on an explanation page clients can read.
Matching that fits the reasoning of Opinion 1131.
Applicants give their New York registration number, which staff confirm against the Unified Court System's attorney search before approval. The portal stores each check, schedules reverification around the biennial registration cycle, and removes profiles whose status changes. Out of state attorneys can be shown for federal immigration matters, with that limit stated plainly.
Clients only book attorneys admitted and registered in New York.
Attorney profiles are advertising under Rule 7.1, so the portal adds the "Attorney Advertising" label where needed and the prior results disclaimer wherever a profile mentions past outcomes. Every published version of a profile is archived with a date, which helps attorneys meet the retention rules for their advertising.
Profiles that attorneys can publish without rewriting by hand.
New York City clients search in Spanish, Chinese, Russian, Bengali, Haitian Creole and Korean, among others. The portal supports multiple interface languages and lets attorneys list the languages they consult in, so a tenant in Washington Heights or a small business owner in Flushing can book without a translator.
More clients reach a lawyer who speaks their language.
Consultation price, length, format and cancellation terms are shown before payment by card, Apple Pay or Google Pay. Payment fields are hosted by the processor, which keeps card data off your servers and narrows PCI DSS scope. Receipts name the attorney providing the service and your company as the platform.
Payment pages clients understand at a glance.
New York matters often involve landlords, management companies or employers that several attorneys on a panel have dealt with before. The client enters the opposing names at the start, each attorney's system or staff clears them, and the booking only confirms once the attorney accepts. Rejected requests move to the next match by the same published rules.
Conflicts surface before the client explains anything confidential.
After a consultation, attorneys who take on the matter can send their engagement letter for electronic signature from the portal. New York's Part 1215 rules require a written letter of engagement in many matters, and the portal stores the signed copy against the booking.
The step from consultation to client is recorded in one place.
Consultation fees settle to the attorney's verified payout account. Advance fees and retainers go to the attorney's IOLA or attorney trust account, never through the platform. Your fee to attorneys is billed separately as a flat charge, and New York's sales tax on prewritten software can apply to it, so invoices keep it apart.
Clean separation between client money, attorney revenue and platform revenue.
The SHIELD Act requires reasonable administrative, technical and physical safeguards for New York residents' private information. We build role based access, encryption, access logs, vendor reviews and a written breach response, and keep intake forms from collecting identifiers the attorney does not need before the first meeting.
Security measures you can document if a regulator asks.
Missed meetings and refund requests go to a dispute queue with the booking, messages and payment trail. Where a client disputes legal fees after engagement, the portal reminds the attorney of the Part 137 fee dispute resolution program, keeping platform complaints and fee disputes separate.
The right process for each type of complaint.
Who this is for
Legal demand in New York is spread across five boroughs, Long Island and Westchester, and across very different practices: tenants facing housing court, families dealing with immigration, founders signing their first lease in Midtown. A booking portal helps when the operator has more attorneys than a phone line can route. The groups below are the ones we design for, and each needs a different answer on fees, matching and disclosure.
Referral services in the city already screen callers and assign panel attorneys for a modest consultation fee. A portal lets clients complete intake online, choose a time and pay, while staff keep control of panel assignment. Reports show demand by borough, language and practice area, which helps when recruiting attorneys for areas that are under served.
Your referral rules stay in charge; the software applies them.
Groups of independent attorneys in these fields often share intake to handle volume. The portal gives each member a profile and calendar, applies mechanical matching by language and borough, and collects flat fees for the platform from members. Clients see what each consultation costs before they commit. Hearing dates at housing court or immigration court can be noted at booking so attorneys prioritize clients with urgent deadlines.
Employers, unions and membership groups that give people access to attorneys can run eligibility, included consultations and paid extras through one portal. If members pay a recurring fee, New York's automatic renewal law applies, so the portal shows renewal terms clearly and allows online cancellation for plans bought online.
A firm with offices in Manhattan, Brooklyn and Long Island can sell first consultations online and route each one by location and practice group. Because every attorney is in the same firm, the referral questions do not arise, and attention moves to conflict checks, engagement letters and retainers. Commuters from New Jersey and Connecticut can choose video meetings, while local clients pick the office nearest their subway line.
Retainers stay in the firm's own IOLA account.
How we work
Codeeo has delivered 200+ projects across the UAE and the US, with a team of 80+ across Dubai, Riyadh and Karachi, and we are rated 4.7 from 23 Google reviews. We work with New York clients remotely, by video call. Each workshop and review ends with written decisions, and you follow progress on a staging portal from the first sprint. Legal consultation booking website design New York partners approve goes through your counsel's review before release, so ethics questions are settled in staging, not after launch. After launch we can stay on for support and planned releases, and you keep full control of the code either way.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
Legal services booking platform development New York projects typically use Next.js or Laravel, a processor with connected accounts and US cloud hosting. We document the stack and hand over credentials so your team or another developer can maintain it. Client records are encrypted at rest and every staff view of an intake file is logged.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
Yes, mainly because New York ethics guidance speaks directly to online marketplaces.
The State Bar's 2017 opinions drew a line between platforms that appear to recommend lawyers and platforms that match them mechanically. New York's advertising rules also require labels and disclaimers on attorney content, and Part 1215 governs engagement letters. The SHIELD Act sets security duties for residents' data. None of this is unusual to build, but it has to be designed in, which is why we start with your counsel's review. For an operator, the practical effect is a longer discovery phase and fewer surprises after launch, when changing a fee model is far more expensive than changing a document.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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