Integration · Email and Calendar

Veari + Outlook.
Microsoft-native intake and scheduling.

Connect Outlook 365 to send intake confirmations from your firm inbox and book consults directly on the partner's Outlook calendar — with availability respected automatically.

Connect Outlook →All integrations

Authentication

Microsoft OAuth 2.0 (Sign in with Microsoft).

What syncs

Data that moves between
Veari and Outlook.

Send intake email

Confirmation, referral, and follow-up email flows the same as Gmail — from your Outlook address.

Read free/busy

Veari respects the attorney's calendar busy blocks before offering consult times to a caller.

Create calendar event

When the caller picks a slot, Veari creates the Outlook event with the caller, attorney, and intake summary in the body.

Teams meeting link

If the firm uses Teams, Veari auto-generates the Teams meeting link on the calendar event.

Setup

Connect in
under five minutes.

Click Connect Outlook

Select sending address

Choose the from-address (primary or shared mailbox) for outbound intake email.

Choose target calendars

Pick which attorney calendars Veari can book onto. Only selected calendars are touched.

Configure consult duration + buffer

Set default consult length, working hours, and buffer minutes between events.

Scopes requested: Mail.Send, Calendars.ReadWrite, OnlineMeetings.ReadWrite (Teams optional).
Works with both Microsoft 365 Business and Enterprise tenants.

FAQ

Outlook questions

Do we need Microsoft 365 or can we use Outlook.com?

Microsoft 365 (Business or Enterprise) is recommended. Outlook.com personal accounts work for email but not for shared mailbox sending or Teams links.

What if our IT requires admin consent?

On first connect, the OAuth flow will route a tenant admin through a one-time consent screen. After that, individual attorneys can connect without admin involvement.

Can we route different practice areas to different attorneys?

Yes. Calendar routing rules let you send Auto leads to one attorney and Wrongful Death to another, with overflow rules for after-hours.

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