Case Study: Estate Planning Law Firm
Helping Irene schedule clients.
We love providing Virtual Legal Receptionist services to estate planning attorneys!
We’ve received training from New Law Business Model Founder & Coach, Alexis Katz, on how to perfect the new client intake process. We have it down to a science that helps estate planning attorneys like Irene run their law firms seamlessly.
Irene is a fan favorite here at Back Office Betties and we can see why her clients adore sending referrals to her for estate planning needs. She has a genuine love for the work that she does and needs a team behind her to add that extra customer service touch to her law firm.
How Back Office Betties Supports Irene’s Estate Planning Law Firm:
Scheduling and new client intakes:
We helped Irene set up her Acuity calendar with custom intake forms for each appointment type she offers.
When a potential new client calls, Irene’s team of Virtual Legal Receptionists conducts a thorough legal intake. We focus on taking the time and care to build rapport that creates a great experience. After completing the initial intake, a consultation is scheduled on Irene’s calendar.
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