Case Study:
Surrogacy Law

Helping Karen with client intake.

Two women exchanging a conversation, one of them is pregnant.

You would be surprised how many people don’t know the difference between a traditional and a gestational surrogate. When a potential client calls and says they need a donor agreement, an untrained virtual receptionist would likely not have a clue what that means.

This is where Betties comes in. Our answering services are made for lawyers! We require a basic legal skills test is passed in order to qualify for an interview. Once hired, our virtual receptionists go through Betties Legal Academy where they deepen their legal secretary knowledge before ever taking a call.

We’ve answered phones for Surrogate Attorney, Karen since 2015. When her phones ring, we are fully trained on all of the surrogacy law lingo that will come up so that we can confidently assure clients that they have reached a firm that understands their needs.

Back Office Betties Supports Karen's Firm by:

Screen Solicitors

We screen calls for Karen and weed out solicitors so that the only people interrupting her day are those she actually wishes to speak with.

Client Intake

All new clients are taken through a legal intake process so that the first time Karen speaks with them, she already has a clear understanding of their needs.


Karen uses Clio Grow.  With a direct integration, we make sure that after scheduling a new client, the lead information is sent to her Clio Grow inbox so she can instantly create a new lead. Talk about a painless process!

Ready to get started?

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

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Custom Account Setup

Our dedicated Account Architects have created custom call handling flows for hundreds of small law firms. No two are the same!

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Legal Specialized Receptionists

Rest easy knowing your receptionists are able to confidently and intelligently communicate with your callers regarding sensitive legal issues.

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Leads Captured, Deals Closed

Sales-trained legal receptionists know exactly how to help your law firm land more clients and overcome objections.

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Happy Clients

No more frustrated voicemails – your clients are met with the friendly voice of a de-escalation-trained receptionist every time they call.

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Ongoing Growth Support

As your firm grows, your needs change. Client Services works with you to ensure our services are always benefitting your firm.

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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

Have questions?

We have answers.

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