Case Study: Surrogacy Law Firm
Helping Karen with client intake.
You would be surprised how many people don’t know the difference between a traditional and a gestational surrogate. When a potential client calls in needing a donor agreement, an untrained receptionist would likely be left with a blank stare.
This is why Surrogate Attorney Karen, chose Back Office Betties Virtual Legal Receptionists as her answering service provider.
We’ve answered phones for Karen’s law firm since 2015. Her team of Virtual Legal Receptionists are fully trained on all of the surrogacy law lingo that comes up so that we can confidently assure clients that they have reached a law firm that understands their needs.
How Back Office Betties Supports Karen’s Surrogacy Law Firm:
Karen’s team of Virtual Legal Receptionists screens her calls and weeds out solicitors so that the only people who interrupt her day are those she actually wishes to speak with.
New client intake:
Each and every new client is taken through a custom legal intake process by Karen’s team of Virtual Legal Receptionists.
This means Karen already has a clear understanding of a new client’s needs the first time she speaks with them!
Clio Grow integration:
Karen uses Clio Grow. With direct integration, we make sure that after scheduling a new client, their information is sent right to her Clio Grow inbox so she can instantly create a new lead.
Talk about a painless process!
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