GOODBYE MISSED CALLS AND HAND WRITTEN FILE NOTES
Legacy Wills and Estates started as a two-person team using LEAP practice management software and operating with a single phone line. They relied on lawyers’ memory and handwritten File Notes to record client calls. The level of detail, legibility of handwriting, and time to complete varied with every File Note. As the firm grew, they turned to legal technology to make their client experience more efficient and streamlined.
Practice Manager, Rebecca Squires, spent a couple of months researching phone systems and seeing what other law firms were using. She came across Boab IT and CallSmart though their LEAP partnership and was immediately impressed.