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RetainerBooked

Made-up example firms

How intake changes at a firm your size

RetainerBooked is new, so every firm here is a made-up example. Each card shows how calls, consultations and retainers change at a firm like yours.

  • Two intake specialists on the phones at the front desk on a busy Monday.Example
    A RetainerBooked notice: a Saturday night call answered by the AI receptionist and a Monday consultation booked.

    Four lawyers, Fort WaynePersonal injury and family law

    Not a real firm

    Four-lawyer firm

    Hartsell Ferrante Law, Fort Wayne

    Night calls went to voicemail

    A four-lawyer personal injury and family law firm we made up. Night calls reach the AI receptionist, retainers go out filled in from the intake answers, and the report shows where each signed case started.

    Night calls
    General voicemailAnswered
    Retainers
    ChasedE-signed
    Case source
    Nobody could sayTraced
    Read the example
  • Family law attorney and her receptionist going over tomorrow's consultations at the front desk.Example

    North and south officesa calendar for each attorney

    Family law

    Two-office family firm

    Consultations landed at the wrong office

    Booking
    By phone tagOnline
    Office and attorney
    Whoever answeredCaller's pick
    Reminders before consultations
    None sent outText and email
  • Solo criminal defense attorney reading the weekend's booked consultations on his phone over Saturday-morning coffee.Example

    Saturday, 9:40 a.m.an arrest call, put through live

    Criminal defense

    Solo defense firm

    Weekend arrest calls reached a full mailbox

    Weekend calls
    A full mailboxAnswered
    Urgent callers
    Left a messagePut straight through
    Screening
    Waited for MondayDone on the call
  • Two estate planning attorneys setting out chairs in their conference room for Thursday's evening seminar.Example

    Thursday's 6:30 seminar, 14 seats lefta reminder text Wednesday

    Estate planning

    Estate planning firm

    Seminar sign-ups lived on a paper list

    Seminar seats
    Reserved online
    Seminar reminders
    HandwrittenBy text
    Signing meetings
    Booked by phoneOwn calendar
  • Solo immigration attorney going over a client's papers with her across his desk.Example

    Se habla españolthe AI receptionist switches languages mid-call

    Immigration

    Solo immigration firm

    Spanish callers waited for the bilingual attorney

    Spanish calls
    Called backBooked in Spanish
    Document requests
    By emailPhone uploads
    Missing documents
    Chased weeklyReminder texts
  • Two employment lawyers unpacking boxes in their brand-new office the week it opens.Example

    Opened in two weekswebsite, phone lines and intake questions

    Employment law

    New employment firm

    A new firm with no site, no reviews

    Firm website
    A placeholder pageLive
    Google reviews
    Never requestedAsked at closing
    Launch
    Day 14
  • Paralegal checking a client's uploaded pay stubs and bank statements on her laptop.Example

    Checklist sentuploads from a phone

    Bankruptcy

    Consumer bankruptcy firm

    Pay stubs and bank statements came in piecemeal

    Documents
    Mailed or emailedUploaded
    Fees
    Paper checksMonthly plan
    Missing paperwork
    A weekly callText reminders
  • Your firm, set up like this

    In a demo, we walk through your practice areas, your phone lines and how intake runs today.

    • No setup fee
    • Live in 14 days
    • Nothing priced per signed case
    Request a demo

    Every firm on this page is made up, as an example.

Bring your intake questions

Bring the questions your intake specialist asks on every call. We show how they'd run over the phone, on a web form and through the AI receptionist, and what the monthly report would count. Month to month, no setup fee, live in 14 days.

Managing partner leafing through last month's agency report at her desk, ready to set it beside ours.
A RetainerBooked notice saying the firm's nine intake questions are asked the same way by phone, on the web form and by the AI receptionist.

Mondays, caught up

  • Wesley T., managing partner of a personal injury firm in Tulsa.
    Wesley T.Managing partner, PI firm, Tulsa
    EveningsLSA calls answered

    Our LSA calls used to ring an empty desk after six. Now each one gets booked or put through.

  • Beatrice V., founding attorney of a family law firm in Sacramento.
    Beatrice V.Founding attorney, Sacramento
    Same dayretainers signed

    Retainers used to sit in my inbox for a week. Clients sign on their phones now, often before dinner.

  • Rashad W., a criminal defense attorney in Atlanta.
    Rashad W.Criminal defense attorney, Atlanta
    0weekend calls to my cell

    Saturday arrest calls came to my own cell before. These days the AI receptionist gets the charges and court date, and only urgent callers reach me.

  • Harriet B., office manager at an estate planning firm in Grand Rapids.
    Harriet B.Office manager, Grand Rapids
    Zeropaper packets

    I stopped printing intake packets. Clients get the questionnaire in a text, and their answers land on the card.

  • Esteban R., a solo immigration attorney in El Paso.
    Esteban R.Immigration attorney, El Paso
    Spanishcalls, no extra cost

    Many callers start in Spanish. The AI receptionist switches with them mid-call, and I wake up to booked consultations.

  • Lorena F., intake manager at a personal injury firm in Phoenix.
    Lorena F.Intake manager, PI firm, Phoenix
    100%cases with a source

    Each signed case on our report carries the ad or referral source behind it. Our partners trust the numbers now.

About examples

Questions about these examples

Straight answers on why these firms are made up. Search for a word such as example, price or demo.

5 questions

Are these real firms?

No. RetainerBooked is new, so we invented each firm shown here. The names, people and figures illustrate a typical setup; none are results from a firm we serve.

When will real case studies appear?

Once firms have run on RetainerBooked long enough to show a full picture, and only with their written okay. Until then, the example shows how a typical setup works.

What goes into a law firm case study?

The calls that came in, how fast each got an answer, the consultations booked, the retainers signed, and which ad, listing, web page or referral sent each signed case.

What would a firm of five people pay?

All of it is on every plan, and the price depends on how many of your people sign in, with the first tier at $97 a month. Firms with two to five people pay $197, and six to ten pay $297, as a flat fee: never per call, per inquiry or per signed case.

What happens in the demo?

We look at how calls, forms and referrals reach your firm today, then walk through the same week in RetainerBooked: the AI receptionist, the follow-up texts, the retainer and the monthly report.

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Write to Quinn

Email Quinn at sales@retainerbooked.com and ask anything about these examples or your own firm.

Quinn HadleyAccount manager

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