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.

JOIN HUNDREDS OF ATTORNEYS

Get back to your case work—we’ll handle the rest.

We take the burden off your shoulders by managing the entire hiring process to get you the legal-specialized help you need now.

Case Study: Estate Planning Law Firm

How Back Office Betties Supports Irene’s Estate Planning Law Firm:

Scheduling and new client intakes:

JOIN HUNDREDS OF ATTORNEYS

Get back to your case work—we’ll handle the rest.

Balancing law and life?