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LexReception Crafts the Perfect Phone Script

When clients call your law firm, having the right script in place can set the right tone for your clients’ experience. A great script means a great client experience, and with LexReception, they’ll help you create a script that’s perfect for your firm, no matter why clients call.

Details

LexReception is a virtual receptionist firm that does so much more than answer your phone calls. They schedule appointments and act as your friendly receptionists, giving your clients the personalized experience they deserve.

As part of your onboarding process with LexReception, they’ll get to know your firm so they’ll better be able to help you and your clients. They take the time to understand your practice and build scripts custom to your needs. You’ll go through a 45-minute call where your client account manager uses a screen share tool to walk you through LexReception, its Client Web Access Portal, and what you can do there, including how to edit your scripts.

Once your scripts have been written, you’ll be able to review and edit them whenever you want. You can edit scripts based on decision tree logic, so clients calling about personal injury won’t be subject to the same script as those calling about estate planning.

LexReception Edit Script Screenshot

You’ll also be able to edit your script to prompt your receptionist to either take messages and send them to you via email or text immediately after a call, schedule appointments or consultations or have your receptionist patch calls through to certain people in your firm.

LexReception Call Patching Script Screenshot

You’ll even be able to listen to recordings of calls using your script to see if it plays out the way you want, with the ability to make changes to your script in real-time through your client portal. Simply log into your account, and with just a few clicks, you’ll be able to update your script as you please.

How To Get It

LexReception provides a warm, friendly, and professional service to make sure your clients are treated well and never sent to voicemail. With its dedication, services, and integrations with popular third-party software, LexReception is designed to help you grow and can scale with your practice. To learn more about LexReception and how to craft a perfect phone script, visit LexReception.com.

Litify is a Law Practice Management Platform for Modern Firms

Lifity Practice Management Image

Law firms looking for a modern, one-stop solution for their matter and document management, marketing, and CRM needs will find what they’re looking for and more in Litify.

Details

Litify offers an all-in-one law practice management platform that automates marketing, client management, intake, matters, documents, referrals, reporting, finance, and more all from a single, easy to use interface. Having all your systems integrated within a single platform provides greater business insight with more comprehensive reporting. With its best-in-class reporting system, Litify provides greater transparency into your case load, marketing campaigns, referrals, or anything else you want to see to help you make a proper decision for your firm.

When you first log in, you’ll be greeted by a comprehensive dashboard that can be customized to what’s important to you. View your calendar, daily tasks, upcoming deadlines, or case status at a glance.

Litify Dashboard Screenshot

Within Litify, you’ll be able to create and manage documents within its cloud storage system, customize client intake through Litify’s built-in unique questionnaires, and assign tasks within its matter plan.

Litify Matter Plan Screenshot

You’ll also be able to see relationships between who is involved in any matter or litigation for greater clarity as you review files.

Litify People Relationship Screenshot

Litify is also built on top of Salesforce.com, which means it’s secure, fast, and scalable to your business needs. It also means that if you need additional applications or features to be added to Litify, you’ll be able to choose from thousands of partner applications from Salesforce’s AppExchange, offering even more personalization within the platform.

What really differentiates Litify is its user interface and experience. It’s clean, intuitive, efficient, quick, easy to use and easy to navigate. Litify provides training for new users, offers chat support, and has a full online knowledge base available for everything Litify does. Litify is a powerful and customizable platform to help you run your law firm like a modern business.

How to Get It

Litify lets you automate your entire firm starting at $200/user/month, with custom plans available. To learn more about Litify to see if it’s a right fit for your practice, reach out for a discovery call and a free, custom demo based on your law firm’s needs.

Work Confidently and Securely with Abacus Private Cloud

AbacusNext recently received a Service Organization Control (SOC) 2 Type 2 audit certification of its private cloud, Abacus Private Cloud (APC). This means that APC’s security practices, policies, and procedures meet the stringent SOC 2 trust principles criteria for security, availability, and confidentiality across its 8 data centers.

Details

Companies that achieve SOC 2 Type 2 certification have gone through the rigorous third party auditing process that reviews the operational effectiveness of their systems within the context of the five trust service principles set by the AIPCA: data security, availability, processing integrity, confidentiality, and privacy of data. Companies that have passed the high standard of the SOC 2 Type 2 audit, like Abacus Private Cloud, are those you can trust with your data.

When you use Abacus Private Cloud, your data is encrypted in transit and at rest, ensuring that only those with permissions are allowed access to your documents. Your data is also physically protected in US-based data centers that are physically and electronically monitored 24/7. In addition to being SOC 2 Type 2 certified, Abacus Private Cloud is also PCI DSS, HIPPA, GLBA, FITARA, and GDPR compliant, among other certifications, so you can be confident your data is safe.

Abacus Private Cloud provides a comprehensive, efficient, and secure cloud environment well suited for solo and small firm attorneys that want access to a private virtual workspace. It offers best-in-class support that can help with anything from data export to device configuration. It has 99.999% uptime, is accessible from any device with an internet connection; and if you need more storage, you pay-as-you-grow, ensuring your data will always be accessible and secure.

How to Get it

To learn more Abacus Private Cloud and how other offerings from AbacusNext can help your firm, or to sign up for a free demo, visit AbacusNext.

MyCase Workflows Help You Maximize Your Output

MyCase automated workflows are a quick and easy way to streamline your standardized practices, saving you time and improving your productivity.

Details

When you open a new case or prepare for trial, you’ll often have the same tasks, events, and even templates that need to be completed for each case. Writing out those same tasks, deadlines, and appointments for every new matter you start is time consuming and mind numbing. With MyCase’s workflows, you’ll be able to automate your firm’s standardized practices, or create custom workflows, to instantly generate tasks, deadlines, events, and templates with just a click.

Creating a workflow is easy. From the settings page, click the “Set Up Workflows” button in MyCase. Once you click that button, a popup appears where you can name your workflow and list the trigger dates to generate your workflow. Trigger dates are where you will name the dates and timelines you’ll be using in your workflow. You can have up to four trigger dates on one workflow.

MyCase Screenshot 02 New Workflow

After you’ve added all your trigger dates, simply click “Add Workflow” to be taken to a new page where you can add individual tasks, events, and templates to your new workflow to truly customize it to your needs. Once you’ve completed adding the specifics, you’ll be able to apply the workflow with all its associated tasks and events you’ve created to cases from the case details page.

Creating workflows that instantly generate tasks, deadlines, and templates helps improve your productivity and output, saves you time, and makes sure you never miss an important court deadline or task, all with a single click.

How to Get it

To learn more about MyCase and its automated workflows, visit MyCase for a free demo today.

Tresorit Securely Stores your Documents on the Cloud

Tresorit is a secure, easy-to-use cloud storage service with powerful features and zero-knowledge encryption, so you, and only you, decide who views your files.

Details

Many cloud storage offerings are convenient and easy to use, but most aren’t secure. When you upload your files and documents to the cloud, your documents are visible to you and your cloud service provider, meaning that Dropbox, Box, iCloud, or Google could view the contents of your documents. Even worse, in the event of a hack, any person who gains access to those cloud servers can also view your documents. Not the case with Tresorit.

End-to-end encryption. Tresorit encrypts your documents before they’re stored on the cloud and practices zero-knowledge encryption. Zero-knowledge encryption means that service providers know nothing about the data you store on their servers. Only you have the encryption key to view your document, everyone else, including hackers, will just see a jumble of numbers and letters. This makes Tresorit an attractive cloud storage option to securely store and share your digitized documents with clients and colleagues.

Securely scan documents. Tresorit makes it even easier to store digitized documents with its document scanning feature. Available for iOS and Android, you’ll be able to use Tresorit to take photos of documents you want to save to the cloud, whether they’re single or multi-page. You’ll also be able to edit and crop your documents before you upload them to the cloud. What’s more, Tresorit doesn’t save local copies on your device. The scans are encrypted and uploaded to the cloud right away.

Tresorit Crop

Selective sync. If you want to work on documents on your hard drive, you’ll be able to selectively sync documents. Simply click a button to save a document to your hard drive. Any edits you make, online or offline, will automatically sync with your Tresorit account, so there’s no need to re-upload the latest version.

How to Get it

To learn more about Tresorit, or to sign-up for a 14-day free trial, visit tresorit.com.

Lawyaw Drafts Legal Documents in Just a Few Clicks

Lawyaw is a cloud-based platform that turns Microsoft Word-based legal documents into easy-to-populate online templates using AI, cutting the amount of time you spend on document assembly in half.

Details

While most attorneys have a library of Microsoft Word-based document templates in a folder on their computer, the manual process of generating new documents from those templates can be time-consuming, to say the least.

This process has attorneys digging deep into folders to find a document that best matches the matter at hand, then painstakingly hunting and pecking through that document to make sure every piece of information has been updated.

This old way of working with templates wastes a lot of time and is prone to errors. Meet Lawyaw. By using Lawyaw, you can turn your frequently used Microsoft Word documents into templates that you can fill accurately, twice as fast.

Here’s how Lawyaw helps streamline your document drafting in three easy steps:

Upload your Word documents. First, you’ll upload any Word-based legal documents to your Lawyaw account. Lawyaw turns your documents into fillable templates you’ll be able to use for any client within 24-hours. Lawyaw shows you which part of the document is fillable, and even mentions how many times each piece of information will be used in the document.

Once you’ve uploaded your documents, you’ll be able to see a list of your templates within your account. You can even edit existing or create new templates within the platform.

Generate your documents twice as fast. When you’re ready to generate a document from one of your templates, Lawyaw makes it easy for you. By showing you just the parts of the document that need to be updated, then automatically populating that information into the right place, you’ll get your finished document twice as fast.

Lawyaw screenshot

If you’ve filled out information for a client previously, Lawyaw remembers and can auto-populate information into your next document, reducing data entry and saving you even more time.

Make your final edits in Word. Finally, once you’ve generated your document, you’ll be able to download a fully formatted Microsoft Word version of your document so you can put on the finishing touches. Take that, sensitive Word formatting!

Unlike that document template folder on your computer, Lawyaw’s online platform allows everyone in your firm to access your templates. Centralized templates mean your team can work together to generate documents more quickly, and maintain brand consistency to help you drive the value of your firm.

Bonus for California attorneys: Lawyaw has over 5,000 California Judicial Council and local court forms in its platform so you can streamline your court form drafting and free up more time to spend with your clients and grow your business. What’s more, Lawyaw is a publisher of the California Judicial Council and instantly updates forms when they’re available, which means you’ll always have access to the most recent court forms.

How to Get it

Lawyaw pricing starts at $99/user/month. It’s an affordable, easy, and powerful tool for document automation.

To learn more about Lawyaw, or to signup for a free trial or free demo, visit lawyaw.com.

Clio Grow Creates Better Client Experiences

Clio Grow is a new product from Clio that helps you manage new business and create better client experiences.

Details

Managing the client experience from intake to matter management is no easy task. Clients who don’t get timely communications lack clarity on their case, leaving them feeling neglected by their attorney. And clients who feel neglected often take their business elsewhere the next time they need legal help.

Having a proper system for client service creates better experiences for clients while also helping you avoid errors and inefficiencies. Clio Grow lets you automate recurring tasks while giving you insight into what strategies will help you achieve your law firm’s goals.

Clio Grow offers attorneys a new way to manage clients from intake to closing letter to provide a more personalized and efficient client experience all from a single platform. You’ll be able to automate the intake process using custom intake forms, e-signatures, and document automation for a frictionless experience for you and your clients.

With Clio Grow’s matter pipeline management, you’ll also be able to automate day-to-day tasks like email follow-up, data entry, and appointment scheduling so you have more time to focus on what matters to you.

With its intuitive contact organization features, you’ll be able to search, tag, and filter your contact lists for better visibility into your network.

Clio Grow Contacts

Clio Grow also offers advanced reporting to identify your firm’s most valuable sources for new and repeat business.

For even more features and solutions in managing client experiences, Clio Grow also works with Clio Manage to provide more streamlined workflows and deeper business insights.

How to Get it

Clio Grow is available as a standalone product or as part of a bundle with Clio Manage to create the Clio Suite. To learn more or to request a free demo, please visit clio.com.

Free eBook: How to Grow Your Practice

In the age of smartphones, the business call is back. Learn how to turn more callers into clients and how to make a good first impression with Ruby Receptionists’ new free ebook.

Details

Ruby Receptionists offers professional, friendly, and fun virtual receptionist and online chat services to help you build and maintain client relationships. With their charm and enthusiasm, Ruby has successfully helped attorneys grow their practices for the past 15 years, and are sharing some of those insights in their new ebook.

Ruby’s free ebook covers business calls, how calls can hurt or help you, and how hiring a virtual receptionists can help bring you more clients while keeping the ones you have happy.

How To Get It

To download your copy or to learn more about Ruby Receptionists, visit callruby.com/lawyerist-guide.

LexReception’s Client Access Simplifies Account Management

LexReception’s Client Web Access portal is a sleek and user-friendly dashboard that lets you view and manage your account and virtual receptionists at your convenience.

Details

LexReception is a virtual receptionist service for solo attorneys and small law firms that offers all you need from a virtual receptionist service. It offers intake services and appointment scheduling, among other offerings, and they’re available 24/7/365, so your clients will never get sent to voicemail. It’s a highly rated service with thousands of happy customers. And with the ease of managing your account through LexReception’s comprehensive and easy to use Client Web Access portal, it’s easy to see why.

Managing your minutes, your script, and your payment with virtual receptionists shouldn’t be difficult, and shouldn’t require a phone call. With the LexReception Client Web Access portal, simply login and you’ll be taken to the dashboard where you’ll be able to make the changes you want to make.

The LexReception Client Web Access portal (CWA) is something customers get access to for free when sign up for LexReception. It’s an intuitive and user-friendly interface that helps you better manage your virtual receptionist services.

Within the CWA, with just a few clicks, you’ll be able to manage and verify contracts, check minute usage:

LexReception Client Web Access Usage

Check messages, run reports, set up CRM integrations, see and edit scripts:

LexReception Client Web Access Scripts

adjust minute plans, and make payments:

LexReception Client Web Access Payments

Simply log into your LexReception account online and you’ll automatically be taken to the dashboard.

The dashboard itself is intuitive and easy to use, though if you ever have any questions, LexReception’s friendly team is ready to help with any issues that may arise.

How to Get it

To learn more about LexReception or to schedule a free consultation, visit lexreception.com.

Improve Your Efficiency and Productivity with SimpleLaw

Created by attorneys for attorneys and their clients, SimpleLaw provides a single platform and network to help attorneys maximize their efficiency and help clients with a transparent legal experience.

Details

SimpleLaw isn’t your typical law practice management software. It’s a platform built with both attorneys and clients in mind, addressing common pain points and providing an efficient solution so you can spend more time focusing on the law.

Clients can join SimpleLaw for free. Once they have an account created, they’re able to submit a legal question for attorneys to answer through a secure, private client portal. From there, they can engage an attorney for their matter, easily upload documents, pay their fees, and even check their case status all from a single interface.

SimpleLaw Product Image

Attorneys can join for free too, and only pay a nominal monthly fee if they have an active matter on SimpleLaw. Attorneys can view and answer client questions, request payments, manage matters, network with other attorneys on the platform, refer cases, find co-counsel, and even find on-demand vetted paralegal support all through SimpleLaw. What’s more, attorneys have full control of all their documents on SimpleLaw through its integration with Dropbox. SimpleLaw never stores your documents on the platform. So, attorneys can move their documents anytime they like.

Once you connect with a client through SimpleLaw, there’s no need to duplicate information. You and any co-counsel will be able to view the client file with just a click. If the case is referred to another attorney, all of that information is also visible to new counsel.

Since clients have access to view their file and upload documents, attorneys save on average more than 25% of their time they would otherwise be spending on updating clients. One law firm was able to triple their caseload with the same staff because of the efficiency SimpleLaw provides.

How To Get It

To learn more about SimpleLaw or to sign up for a free account, visit SimpleLaw.com.

Case Status Gives Clients Personalized Updates

Case Status is a cloud-based client relationship and marketing tool exclusively for attorneys, paralegals, and their clients. You’ll be able to send messages to clients through either its web or mobile app. While Case Status is an excellent client portal, it offers so many more features to help you manage your clients and make them feel heard.

Details

The most common complaint clients have against their attorneys is lack of communication. Even though this is a well-known complaint, when attorneys leave their clients in the dark, it leaves them feeling neglected and confused about the status of their case. But there are only so many hours in a day, and there is only so much time attorneys can spend returning calls, emails, and text messages to clients, making it that much harder to create a good experience for all clients.

Case Status is designed to cut down or eliminate unnecessary client communication. Unlike what is available in basic client portals, high volume firms and busy attorneys can use Case Status to automate communication and increase daily availability for more important tasks. For example, Case Status recognizes if nothing new has happened in the case and sends automated messages directly to the client’s Case Status IOS or Android app. There is also an optional text messaging feature for clients who prefer not to download the app or who do not have a smartphone. 

Confused, unhappy, or distracted clients slow down cases and increase unnecessary communication. Case Status collects client feedback throughout the case, giving each attorney and paralegal the opportunity to respond before the case ends, removing the worry for negative client reviews or complaints.

How To Get It

Whether you are interested in increasing your firm revenue, increasing your clients happiness, or increasing your family time, Case Status is a robust client engagement portal you need for your firm. If you’re interested in learning more or signing up a free demo or a free trial, visit casestatus.com.

 

CosmoLex’s Dedicated Team Makes Data Migration Easy

In addition to its automated tools, CosmoLex has set up a turn-key data migration service backed by a full-time team of engineers to help you easily and seamlessly migrate all your data into CosmoLex.

Details

Moving your data from different programs to another shouldn’t be difficult, but for whatever reason, it is. Moving anything from client contact information, matter information, workflow, and financial data can be a cumbersome process that takes up time you could be spent actually practicing the law.

CosmoLex feels this pain, that’s why it’s developed a set of capabilities to make data migration easy. CosmoLex offers a tool that can automatically convert data from other applications, like PCLAW, TimeSlips, Clio, and PracticePanther, into CosmoLex. This means you can focus on your practice while CosmoLex focuses on data migration, so you can keep working while CosmoLex takes care of the rest.

While you’ll be able to migrate your data yourself, with CosmoLex providing free assistance and all the template, instructions, and import functions you’ll need to successfully migrate your data, the real draw is its dedicated data migration team. For a nominal fee, you’ll be able to work its CosmoLex’s data migration team to help you clean up and move your data into CosmoLex. Simply provide the data you want migrated and answer a few questions. Easy!

As you transition into CosmoLex, the data migration time can take up to 4 weeks, though on average it about one to two weeks to migrate your data, which includes lead time and actual migration time once its team is deployed. You’ll be able to work with a dedicated account manager to help you figure out where all your data is, what software you use, then begin the data migration process. There are two phases to the data migration process. First, you’ll migrate all your non-financial data, that is, your client, matter, contacts, notes, calendar, and tasks, then you’ll migrate your financial data. Because of the migration time, it’s important that you time and plan things accordingly, based on when you want to start using CosmoLex. Once the team has completely migrated all your data, you’ll be able to jump right in and use CosmoLex to the max.

How To Get It

To learn more about CosmoLex and its data migration services and team or to schedule a free consultation, visit cosmolex.com.

Up Your Client Service With Podium

Podium is a cloud-based interaction platform that enables attorneys to conveniently connect with clients at critical touchpoints, such as online practice reviews and intake features, to help them strengthen their practice. Headquartered in Lehi Utah, Podium is backed by Google, IVP, Accel, and other influential investors.

Details

Online reviews are important to businesses, especially for attorneys. A poor review or even too few reviews can be a make or break decision for potential clients. Podium helps you boost your reviews, and your SEO ranking as a result, by giving you a means to get review from current clients.

Podium provides a link you can text to clients so they can easily submit reviews after you’ve completed matters for them, whether the review is on Google, Yelp, YellowPages, or other review site.

Podium also helps you create a better client intake experience. Rather than having clients fill out a contact form and waiting for a response, Podium offers a live chat that can automatically alert you to new and interested clients so you’ll be able to text them right away. It also provides a means for clients to text or message you directly from your Google listing or Facebook page either through their browser or a mobile app.

Your Podium dashboard enables you to view conversations, reroute conversations to different members of your staff, keep a log of who has communicated with who and when, track reviews of competitors, and even create templates to send to clients.

Man looking at phone while using Podium

If you want to incorporate these conversations into your law practice management software, no problem! Podium offers integrations with over 40 different software, including Clio and Needles. It also has an open API, which means you’ll be able to integrate whatever software you want with Podium.

How To Get It

Podium offers three different packages that can be customized depending on your needs. Every package comes with a dedicated account manager to train and coach you on how to get the most out of Podium.

To learn more, schedule a demo, or schedule a free consultation, visit podium.com/lawyerist.

Ruby Receptionists Adds Online Chats To Its Services

You’re always working to provide the best for your clients, and Ruby does the same. That’s why they’ll soon be offering online chat to its services so they can help you better help your clients.

Details

Ruby Receptionists has offered friendly, professional, and personal receptionist services for its customers over the past 15 years. They see every call as an opportunity to make someone’s day, and their enthusiasm is infectious. They’ve helped avoid missed calls for attorneys and help build and maintain client relationships over the phone. But what about online chats?

Online chat is an increasingly popular way for customer to engage with businesses, and law firms are no exception. Clients increasingly want the option to engage with a real person in real time online as an alternative to phone calls. In fact, recent statistics show that over 42% of customers prefer live chat, and live chat is expected to grow as much as 87% in the next year. Plus, having live chat on your website means a 100% response rate for visitors who have questions while browsing your site.

Not having live chat is ignoring an easy way to engage with your clients, which is something Ruby wants to help you avoid. With its recent acquisition of ProfessionalChats, Ruby will help you easily and seamlessly add live online chat to your website, Facebook, or Google listing. Your online chat will be professionally implemented and managed by Ruby’s team of charming online chat specialists who are knowledgeable about the legal industry.

Clients who visit your website will be able to engage in a friendly and polished live chat and can even connect directly with your law firm with live call connect. Live call connect is where a chat specialist provides a live warm phone transfer to your law firm, which adds a high-touch value to the visitor’s experience and helps you turn a page viewer into a potential client.

How To Get It

To learn more about adding live chat to your Ruby Receptionists repertoire right now, you can reach out to sales@ProfessionalChats.com. To learn more about its live receptionist and other services, visit callruby.com.

MyCase Online Payments Help You Get Paid Faster

You can make it easy for clients to pay online with MyCase’s Online Payment Capabilities, helping reduce the time it takes for you to get paid.

Details

Efficient legal billing is critical for the health and success of any law firm. But a good invoicing system is pointless without a means to collect payments. Enter MyCase. MyCase’s Online Payment Capabilities helps you manage and collect payments with its client-centric payment options, making it easier on you and your clients.

Invoice Payment Page image showing how to add an invoice payment link

With MyCase, after creating a client contact and file, you can generate an invoice to either print out or email to your clients. If you decide to email your clients, MyCase generates a unique payment link for clients to pay online via credit card or eCheck (ACH). Clients paying with a credit card don’t even need a special login or client portal access, making online payments a painless process. You’ll receive real-time notifications when clients have made payments. Plus, since each payment link is associated with a client file, MyCase will automatically reconcile and update client files when payments are made, so you don’t have to.

If you need to issue refunds for credit card payments, you can quickly and easily do so from the MyCase interface. Your clients will receive their refunds within three business days. If you need to issue ACH refunds, you can do that too! Just call MyCase and someone from their support team will help facilitate that refund.

Image of MyCase invoice screen

MyCase is also trust account compliant. When collecting payment, you can designate whether the payment goes into the operating or trust account. MyCase only charges a single 3% transaction fee for credit card payments, which are approved at the time of payments so you don’t have to worry about monthly fees or insufficient funds for online payments. The transaction fee is always deducted from your operating account to ensure trust account balances remain consistent and accurate throughout the duration of a case. If you need to double check trust account balances, or run reports on any of your finances, eCheck and credit card payment details are available as Payments Reports, easily accessible through your dashboard.

How To Get It

To learn more about MyCase and its Online Payment Capabilities, visit MyCase for a free demo today.

Life isn’t what you do. It’s why you do it. (Sponsored)

Doug Koenig, then a recent graduate of law school, had just finished helping a 94-year old client sort out some family legal issues. As they were winding down with a polite chat, his client began to describe the first time she had ridden a horse with her dad at the age of eight. With perfect clarity, she recalled the heady rush of the wind in her hair and the thrill of that first ride more than eighty-five years ago. “I heard that story and thought: I’m done,” says Doug. “I’m done with everything else I’m doing. I want to be an Elder Law attorney and hear more of these stories.”

What’s your why?

What’s your cause? Why do you get out of bed in the morning? These are the questions Simon Sinek asks in his iconic TED Talk, How Great Leaders Inspire Action. “The inspired leaders and the inspired organizations—regardless of their size, regardless of their industry—all think, act and communicate from the inside out.” In other words, what’s your Why?

Doug’s affinity for the elderly and love of a good story were two small factors in his decision to become an Elder Law attorney. He discovered just how crucial Elder Law attorneys are in a time when the Baby Boomer generation are entering their twilight years with few resources available to them. His Why was to help the huge percentage of the population facing life-altering decisions such as power of attorney, long-term care, and financial assistance.

“I sit with them. When they’re done, they understand what’s happening and what their options are. When they walk out and say, ‘Thank you, I feel better.’ That’s fulfilling.”

You didn’t become a lawyer to file paperwork. You didn’t become a lawyer to juggle meetings in your appointment book. You became a lawyer to make a difference. To have a hand in creating a just world or to simply help people during their most challenging times.

Be their voice. We’ll be yours.

At LexReception, our Why is to provide your legal practice with the highest caliber personnel so you can keep fighting the good fight. With our “work anywhere” model, we’re able to find the best people based on talent, not proximity. And our virtual receptionists spend less time commuting, less time contributing to the alarming levels of tailpipe carbon dioxide emissions, and more time on their reasons for getting out of bed each day. You end up being represented by not only the most talented receptionists, but the happiest.

The best part? You can work Anywhere. We’ll take on the phone calls, the appointment-booking, the CRM updates. You can attend your client meetings, argue in court, and make those calls knowing we have you covered. Represent people and be their voice. We’ll be yours.

The Power of the Phone Call (Sponsored)

The Power of the Phone Call

There is no denying we’ve plunged into a high-touch, digital age. But amidst the emails, text messages, and chat boxes, one medium of communication reigns supreme: the phone call.

65% of people prefer to contact a business by phone.

The power of interpersonal communication is alive and well in our high-tech world. Nearly twice as many people opt for the telephone over an online form. In choosing to dial your number, a potential client has made the decision to see how you can help them.

74% of callers are likely to choose another business after a poor phone experience.

Missed calls are missed opportunities. If you don’t answer when clients come to call, odds are, they’ll hang up without leaving a message. How many potential clients have you lost to voicemail? Offer a warm, professional voice to your callers and leave a lasting first impression.

30% of those said they’re likely to leave a bad review.

Word of mouth referrals prove to be the most effective form of advertisement and come without cost. By creating an exceptional client experience from the first touch, you’re laying the groundwork for a trusting, loyal relationship. Give your clients a reason to recommend your practice from the moment you say “hello.”

80% of callers say a good phone experience makes them a repeat customer.

You want to be there for your clients—but between court dates, client meetings, paperwork, and travel, how can you find the time to answer every call that comes in?

Ruby® Receptionists answers 100% of your calls live!

Ruby® Receptionists answers 100% of your calls live! We ensure every one of your callers receives an excellent experience—helping you win clients and delight those you already have. During business hours, evenings, and weekends, Ruby’s virtual receptionists answer and transfer calls to you live, take messages, delight callers in English or Spanish, collect intake, make outbound calls on your behalf, and more!

Coupled with our legendary service is our proprietary technology. Our software integrates with Clio, Rocketmatter, and Lexicata to streamline your workflow while the Ruby mobile app syncs with your contacts and calendar to keep you connected and prepared.

Our app empowers you to work wherever, whenever and adjust your call handling preferences on the fly. With the power of a receptionist team in the palm of your hand, all you need to run your practice is Ruby and a cell phone.

Curious? Give us a call at 866-611-7829 (RUBY) and experience our receptionists for yourself! You can also visit callruby.com/lawyerist to discover how Ruby can help you grow your practice.

Source: Invoca, State of the Mobile Experience, 2016

In People v Bots, Stand for People (Sponsored)

While some of Silicon Valley is busy building robots and algorithms to deceptively sound like people, we offer a time-proven solution to win your legal clients and cases with a smile :).

Technology to Empower, Not to Impersonate.

Technology is a tool that can be used for good or for evil. It is indeed a very dystopian future if the receptionists, the lawyers, the people are all automated and replaced. Simply, Press 1 if you disagree and the machine will round file your objection.

Recently, LawGeex pitted their artificial intelligence engine against twenty lawyers to see who could do a better job evaluating business contracts. The AI won with a higher accuracy level and significantly quicker processing time. These results may explain why a significant amount of lawyers’ and law clerks’ jobs are transitioning to AI and automated processes.

“If I was the parent of a law student, I would be concerned a bit,” says Todd Solomon, a partner at the Chicago-based law firm McDermott Will & Emery, in an MIT article titled Lawyer-Bots Are Shaking Up Jobs. “There are fewer opportunities for young lawyers to get trained, and that’s the case outside of AI already. But if you add AI onto that, there are ways that is advancement, and there are ways it is hurting us as well.”

Even more sinister, however, are programs such as Google Duplex, a service enabling BOTs to call businesses and perform mundane tasks, such as scheduling an appointment. The BOT pretends to be human, going so far as to interject “umms” and “ahs” into the conversation.

While new laws requiring bots to disclose themselves are currently going into effect in California, AI and customer interaction is still a largely unregulated frontier.

Great Service Comes From Great People.

We rest our case.

We use tech as a means to build more meaningful human connections, not replace them. Those connections can come in the form of a real receptionist in the middle of the night, when a potential client calls your office with a legal emergency. Or they can be the ease with which your callers’ info integrates with Lexicata, Clio, or your Outlook Calendar.

A lawyer’s job is to represent people. In the field of law, more than anywhere, empathy and human connection are vital. With LexReception, your callers can trust they’ll be heard by a professional, empathetic person, no matter the time of day, and receive the courteous empathy impossible to replace by voicemail, automated systems, or even the most sophisticated of BOTs.

LexReceptionists work anywhere. Without the restrictions of an office, you have access to a pool of receptionists based on talent, not proximity. People like other great people. With tech used right, you can connect the best people talent to your customers, who are also people, we hope :).

Ruby Receptionist Texting and Voicemail Transcription

When we asked our customers what new features they would most like to see from Ruby® Receptionists, there were two very clear frontrunners: the ability to text from their business number and read their voice messages. We heard that together, these features would streamline the flow of communication and save time for our busy customers, helping them focus on growing and running their businesses. And now, we couldn’t be more excited to announce their release!

With the Ruby mobile app you can use the cell phone you already have to send and receive SMS messages from your business number, giving you one more method to engage your existing clients and win new ones. The best part? You’ll never have to share your direct cell number with the outside world unless you want to, so you can keep your personal number private while you run your practice.

When you’re running a busy law practice, every moment counts. A few seconds here, a minute there. They add up! With Ruby’s Voicemail Transcription feature, you’ll be able to read your voicemails and see which ones are important before you spend time listening to them, helping you focus on the things that matter most.

Texting and Voicemail Transcription are just the latest addition to Ruby’s 100% live answering and comprehensive suite of features. We ensure every one of your callers receives an excellent experience—helping you win clients and delight those you already have. During business hours, evenings, and weekends, Ruby’s virtual receptionists answer calls live with your custom greeting, transfer calls to you live, take messages, delight callers in English or Spanish, collect intake, make outbound calls on your behalf, and more!

Coupled with our legendary service is our proprietary technology. Our software integrates with Clio, Rocketmatter, and Lexicata to streamline your workflow while the Ruby mobile app syncs with your contacts and calendar to keep you connected and prepared.

Our app empowers you to work wherever, whenever and adjust your call handling preferences on the fly. With the power of a receptionist team in the palm of your hand, all you need to run your practice is Ruby and a cell phone.

Curious? Give us a call at 866-611-7829 (RUBY) and experience our receptionists for yourself! You can also visit callruby.com/lawyerist to discover how Ruby can help you grow your practice.

LawPay Integrates with QuickBooks Online

We take your feedback very seriously. From day one, we’ve designed LawPay specifically for lawyers, with your needs and unique business requirements in mind. So, when you told us you wanted an integration with QuickBooks Online, we listened.

What does this mean for you? You can now reconcile LawPay payments in QuickBooks Online, making it even easier for you to manage your firm’s cash flow.

Check out our quick checklist for steps you’ll need to take to import your transactions into your QuickBooks Online account.

LexReception’s Flexibility Works For You in Four Ways

A good answering service can be a lawyer’s secret weapon, but only if it brings things to the table an in-house, 9-to-5 receptionist can’t. Thanks to our cloud-based tools, LexReception’s virtual receptionists can work anywhere, giving them flexibility and 24/7 availability. Unlike office-based answering services limited to business hours only, LexReception offers game-changing perks, such as:

Stellar Customer Service, Anytime, Anywhere

Give your callers the luxury of reaching a live person any time, day or night. While a no-brainer for DUI and criminal attorneys, other legal fields gain surprising benefits from 24/7 availability too.

Peggy Hammerschmidt of bankruptcy firm Hammerschmidt, Stickradt, and Associates was skeptical when first approaching LexReception. There are no real, middle-of-the-night emergencies in the bankruptcy law and debt management industry. “There’s nothing that happens overnight or on the weekends,” says Peggy. “And I can’t fix it if it does, because we’re not open. So we’ve never thought we needed a virtual receptionist.”

Her tune changed when her virtual receptionists scheduled appointments for two callers who went on to become clients, earning Hammerschmidt, Stickradt, and Associates approximately $4,000 to $5,000 dollars within their first weekend of partnering with LexReception.

Coast-to-Coast Talent Pool

If you want to give your clients truly exceptional customer service, you need the best people manning your phones. LexReception draws from a talent pool the size of the United States. With so many candidates at our fingertips, we’re able to choose only the highest caliber workers as your virtual receptionists.

Not that we have to look very far. LexReceptionists work from their home offices. This, combined with paid learning time, a focus on work/life balance, and frequent promotion opportunities, attract the best and brightest. We get happier workers, your callers get excellent service. In fact, a recent article by Inc.com shows that remote workers outperform their office-bound counterpart.

Weather Any Disaster

Natural disaster strikes? Server goes down? No problem. Your service will always be reliable thanks to a distributed workforce that easily adapts to unexpected hiccups. A storm hits the East Coast, and our West Coast receptionists take up the slack. A city-wide power outage in Houston, Texas means nothing to our team in Portland, Oregon. Rest easy knowing nothing will stop your callers from getting through.

The Best Coverage for Lower Cost

How much extra is 24/7/365 after-hours and holiday availability? $0.00. No massive office building means no massive office lease, and we pass those savings onto you. You get talented, professional virtual receptionists around the clock without the extra cost.

The savings don’t stop there. Each LexReception plan comes with a suite of freebies including: cloud-based appointment scheduling software, chat support, CRM integration, and access to your recorded calls guaranteeing exceptional quality control.

You’re looking for an answering service because you need a better solution for your incoming calls. Our remote workforce can handle your calls anytime, anywhere at a fraction of the cost of an in-house receptionist. Check out our plans or give us a call at 1-800-245-8589 to get started!