Case Study:
Estate Planning
Case Study:
Estate Planning
Helping Irene schedule clients.
We love providing virtual receptionist services to estate planning attorneys!
We’ve received training from New Law Business Model Founder and Coach, Alexis Katz on how to perfect the client intake process. We now have it down to a science and help Irene seamlessly run her estate planning firm.
Irene is a fan favorite here at Betties and we can see why her clients adore sending referrals to her for estate planning needs. She has a truly genuine love for the work that she does and needs a team behind her to add that extra customer service touch to her firm.
Back Office Betties Supports Irene's Firm by:
Scheduling and Intake
We helped Irene set up her Acuity Calendar with custom intake forms for each appointment type that she offers.
When a new client calls, our receptionists conduct a thorough legal intake. We focus on taking the time and care to build rapport to create a great experience. After the initial intake, we schedule a consultation for Irene.
Your time is too valuable to spend on the phone! You practice the law, we’ll handle your calls.
Get started with a free trial today.
Virtual Receptionist Services Made for Law Firms
Custom Account Setup
Our dedicated Account Architects have created custom call handling flows for hundreds of small law firms. No two are the same!
Legal Specialized Receptionists
Rest easy knowing your receptionists are able to confidently and intelligently communicate with your callers regarding sensitive legal issues.
Leads Captured, Deals Closed
Sales-trained legal receptionists know exactly how to help your law firm land more clients and overcome objections.
Happy Clients
No more frustrated voicemails – your clients are met with the friendly voice of a de-escalation-trained receptionist every time they call.
Ongoing Growth Support
As your firm grows, your needs change. Client Services works with you to ensure our services are always benefitting your firm.
Quality Guaranteed
Quality assurance testing is performed continuously to ensure custom call handling instructions are followed and callers are WOW-ed.
Our Clients Say It Best
The Betties are fantastic! We are a very small law firm, and their services have been invaluable. They are always professional and courteous, and our clients tell us that they have no idea the person is not in office until they come to the office for the first time. I cannot recommend them enough!
We have used Back Office Betties for several years now. Their service is outstanding! They take the important information we need to respond back to people who have called our law firm when we are unavailable. Their staff is extremely friendly and always a pleasure to speak to.
I've really enjoyed working with Back Office Betties. They've done wonders in helping my small law firm, and I regularly receive compliments from my clients on their customer service.
I LOVE Back Office Betties! As a solo-practitioner, my time is so so valuable. I love that I never worry about whether my phone is answered. I also felt it was important that all of my clients speak to a live person when they call, which happens with Betties. The receptionists are exceptionally friendly, thorough, and professional. I also really love how innovative and client-focused the company is. I have used quite a few other answering services, and this is my favorite.
