Case Study: Criminal Law Firm

Helping Chad with new client intake, calendar management, and peace of mind.

Chad is a former DA who opened a criminal law practice in 2010. He represents people facing criminal law charges, ranging from misdemeanors to felonies. Chad spends a lot of time in court and visiting with his clients. He needs more than an old-school answering service. He needs a Virtual Legal Receptionist who can offer world-class customer service.

Chad’s clients are under enormous stress while facing some of the most challenging times of their lives. His team of Virtual Legal Receptionists must have the perfect blend of friendly tone and tactful communication.

How Back Office Betties Supports Chad’s Criminal Law Firm:

New client intake:

When Chad is unable to communicate with a potential new client, his virtual legal reception team completes a custom intake and sends the new client’s information directly to his Clio Grow inbox.

From there, a new matter is created and the new client is scheduled for an initial consultation.

Calendar management:

Chad’s schedule changes daily—so his existing clients must have a scheduled time to speak with him.

This ensures that Chad’s clients feel secure and know their attorney has dedicated time to discuss their case. Using a flexible calendar (like Acuity Scheduling) makes it easy for Back Office Betties to manage Chad’s calendar.

Peace of mind:

Chad’s criminal law firm frequently has him out of the office while he’s fighting to protect the rights of his clients.

We feel good knowing he doesn’t have to worry about missing any calls—or potential new clients!

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