Callsmart: ‘game changer’ for growing law firm
preparing for biggest wealth transfer in history

BENEFITS OF CALLSMART AND CLOUDPBX

• Instant creation of meticulous File Notes used for evidence, matter management, continuity, and reference .
• Greatly reduces paper-based processes saving time, space and money while integrating with other cloud-based systems.
• Flexibility to make calls from the office, mobile or any web browser supporting all work models — in-house, remote, and hybrid.

A recent study by the Productivity Commission found that Baby Boomers are expected to transfer a record $3.5 trillion to younger generations in Australia over the next two decades. Legacy Wills and Estates are at the forefront of addressing this challenge. They are entrusted with ensuring that wealth transitions smoothly and in accordance with clients’ wishes and legal frameworks. They have embraced legal technology to minimise administrative tasks, so they can focus on client relationships during this unprecedented era.

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.

BOAB IT INCREDIBLY HELPFUL AND COLLABORATVIE

“As soon as we saw the CallSmart demonstration and how it integrated with LEAP we were convinced it was the best solution. We could also see how enthusiastic the BOAB IT team were about CallSmart. They were helpful, responsive, and worked closely with us to understand and resolve our biggest challenges.”

“CloudPBX was much more advanced than other call systems we researched. Its CallSmart integration to LEAP made comparisons like chalk and cheese. BOAB IT’s enthusiasm to help and work collaboratively also convinced us CloudPBX was the right solution,” Squires says.

CALLSMART EMERGES AS ‘GAME-CHANGER

With a new CloudPBX phone platform, Legacy Wills and Estates now manages incoming calls with ease. The team has the flexibility to make calls from office phones, mobiles or any web browser which makes remote work easy.

Thanks to CallSmart, digital File Notes are now standardised across the firm with a click of a button, in real-time. No more trying to remember what was discussed, by whom and when. File Notes are also effortlessly saved to client matters in LEAP providing accurate records that are easy for everyone to access and understand.

Squires said, “CallSmart was a game-changer for the Firm. It created the muscle memory that allowed everyone to capture calls, File Notes, and income in half the time. “

THE RIGHT SYSTEM IS EASY AND MAKES PERFECT SENSE

With a modern integrated phone system in place, Legacy Wills and Estates now has more time to help clients prepare for Australia’s largest intergenerational wealth transfer ever.

They recommend BOAB IT to any law firm looking for legal technology. Squires says, “Sometimes tech is like speaking another language. Just do your research, ask lots of questions and hang in there because the right system is easy and makes perfect sense.”