New Client Setup Form with Terms & Conditions

New Client Account Setup Form
What makes a great receptionist and intake specialist?

Is it friendliness, knowledge, or the ability to listen and respond appropriately? These are all nice to have, but the real secret to any high-performing team member is the process.

We are going to embark on a journey to create the process for your perfect call flow blueprint that will set your firm up for success. Let's get started!
How did you hear about us?*
Who referred you to us?*
What did you search for?*
Which podcast?*
Was this an article, podcast, etc.?*
Was this through a group, ad, article, etc.?*
Was this through an ad, article, posting, etc.?
Please specify how you heard about us:*
Our Account Architects can have your account ready to go within 48 business hours. What date would you like your services to begin?*

MonthDayYear
Desired start date must be at least 48 business hours from now
My firm's mission is:
What does success with Back Office Betties look like to you?
Do you have a Promo Code?
Success! 25% off your first month of service applied.

Primary Contact Information

Please complete the fields below for the person who will be the primary contact between your firm and Back Office Betties Client Services.
Primary Contact Name:*

First NameLast Name
Primary Contact Phone Number:*
Please enter a valid phone number.
Primary Contact Email:*
example@example.com
Preferred Contact Method:*

All About Your Law Firm

Please fill out the information below for your law firm.
Law Firm Name:*
Law Firm Main Phone Number:*
Please enter a valid phone number.
Who do you utilize as your office's phone carrier?*
Law Firm Fax Number:
Please enter a valid fax number.
Law Firm Main Email Address:*
Please enter an email address we can provide to callers if they ask.
Law Firm Website:*
Law Firm Main Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have additional locations?*
Please list additional locations:
Can we share your address(es) with callers?*
Please provide directions and/or landmarks that we can provide to callers:
Law Firm Regular Business Hours:*
What time zone do you work in?*
Please provide a list of case types your firm handles:*

Call Handling

Please complete the information below for your general call handling.
What greeting should we use to create a warm reception for your callers?*
What custom greeting would you like us to use?*

0/110
Please review our hold music options and select which audio you would like your callers to hear while they are on hold.
- Option #1 - Happy Memories
- Option #2 - Some Sweet Day
- Option #3 - Journey's End
- Option #4 - Greensleeves
- Option #5 - Generic
Which hold music option would you like to select?
Can clients stop by your office to drop off documents or payments?*
How should we handle a caller wanting to make a payment?*
Please enter your direct payment link(s):*
LawPay, Clio Payments, etc.
Who should we attempt to transfer payment calls to?*
Who should we send payment messages to?*
How should we handle solicitation calls?*
Who should we attempt to transfer solicitation calls to?*
Who should we send solicitation messages to?*
In order to provide your caller with an exceptional experience, may we use our best judgment to reach out to you?*
When callers inquire about a consultation, what should we tell them in regard to fee, location, and duration?*
We strive to build the value of you and your consultations while we speak with your potential clients. It is always beneficial and helpful if we know your offerings. What do you offer your potential clients during the consultation?
Betties offer bilingual services. If a Spanish-speaking caller calls, how should we handle the call?*
Do you use Acuity/Squarespace, Calendly, or Setmore?*
If a caller needs to cancel or reschedule an appointment, would you like us to login to your calendar and modify their appointment?*
Please provide a username and password your receptionists can use to log into your calendar:*
How would you like us to handle anyone needing to cancel or reschedule an appointment?*
Who should we attempt to transfer appointment cancellation/rescheduling calls to?*
Who should we send appointment cancellations/rescheduling messages to?*
How should we respond when callers ask how long the firm/attorney has been in office?
If a caller asks for ballpark pricing, how should we respond?*
What email(s) would you like us to send voicemails to?*

Clio Grow Integration

Back Office Betties integrates with Clio Grow to send your qualified leads right to your Clio Grow inbox!
Would you like to integrate with your Clio Grow account?
Please provide your Clio Grow Inbox Token:*
Need help finding your Clio Token?

Potential New Clients

Please fill out the information below for potential new client routing.
How should we handle (PNC) potential new client calls?*
Who should we attempt to transfer PNC calls to?*
If there is no answer, we should:*
Who should we send PNC messages to?*
Please provide direct scheduling links for each appointment type:*
We will collect Name, Email, Phone Number, Case Notes, and Referral Source. Are there any additional intake questions you would like us to ask?*
What additional intake questions would you like us to ask?*
How would you like us to handle callers with a case type that is outside of your practice area(s)?*
Who should we send messages for PNCs with cases outside of your practice area to?*
Anything else you would like us to know about how we should handle potential new clients?

Team Member Routing

Please fill out the information below regarding team member call routing.
When a caller asks for a team member by name, we should:*
If there is no answer, we should:*
Any specific instructions for team member routing?
How many people are working in your law firm?*

Team Member Contact Information

Please fill out the information for each team member at your law firm.
Primary Contact:
Primary Contact Name:*

First NameLast Name
How is that pronounced?
Job Title*
Do you speak any languages other than English?
Please list languages
What phone number can we transfer calls to?
This should be different from the phone number you will be forwarding to us.
How would you like your messages to be delivered?*
What email address should we send messages to?*
example@example.com
What phone number should we send text messages to?*
Please enter a valid phone number.
Are there any specific call handling instructions for this team member?

Second Team Member:
Name:*

First NameLast Name
How is that pronounced?
Job Title*
Do they speak any languages other than English?
Please list languages
What phone number can we transfer calls to?
This should be different from the phone number you will be forwarding to us.
How would they like their messages to be delivered?*
What email address should we send messages to?*
example@example.com
What phone number should we send text messages to?*
Please enter a valid phone number.
Are there any specific call handling instructions for this team member?

Third Team Member:
Name:*

First NameLast Name
How is that pronounced?
Job Title*
Do they speak any languages other than English?
Please list languages
What phone number can we transfer calls to?
This should be different from the phone number you will be forwarding to us.
How would they like their messages to be delivered?*
What email address should we send messages to?*
example@example.com
What phone number should we send text messages to?*
Please enter a valid phone number.
Are there any specific call handling instructions for this team member?

Fourth Team Member:
Name:*

First NameLast Name
How is that pronounced?
Job Title*
Do they speak any languages other than English?
Please list languages
What phone number can we transfer calls to?
This should be different from the phone number you will be forwarding to us.
How would they like their messages to be delivered?*
What email address should we send messages to?*
example@example.com
What phone number should we send text messages to?*
Please enter a valid phone number.
Are there any specific call handling instructions for this team member?

Additional Team Members:

Please submit a document with the following information for each additional team member.
Full Name:

Job Title:

Any languages spoken other than English:

Phone number to transfer calls to (if applicable):

Message delivery preference (Email, SMS Text, Both):

Email address for messages (if applicable):

Phone number for text messages (if applicable):

Authorized to make changes to the account and call handling?:

Any specific call handling instructions:
File Upload*

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New Client Account Setup Form

Primary Contact Information

All About Your Law Firm

Call Handling

Clio Grow Integration

Potential New Clients

Team Member Routing

Team Member Contact Information

Primary Contact:

Second Team Member:

Third Team Member:

Fourth Team Member:

Additional Team Members:

Ready to submit your form?