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

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