Real firms. Real results.
See how Certified Legal Advocates have transformed intake operations and driven measurable growth for law firms across practice areas.
Heritage Estate Planning Group
Southeast Regional
The Challenge
Attorneys were spending 15+ hours weekly managing intake calls, and 30% of leads went unresponded to within 24 hours.
The Solution
SimPro deployed two certified CLAs integrated with the firm's CRM, managing all inbound calls, lead qualification, and follow-up sequences.
"Our attorneys finally practice law again. SimPro's CLAs handle every lead with professionalism we could never achieve with temp staff."
— Managing Partner, Heritage Estate Planning Group
Carter & Reed Probate Services
Multi-state
The Challenge
High intake staff turnover meant families contacting the firm during difficult times received inconsistent, sometimes unprofessional service.
The Solution
CLAs trained specifically in probate intake provided empathetic, consistent coverage — eliminating turnover-driven service disruptions.
"Families going through probate need compassion and consistency. Our CLAs deliver both, every single time."
— Operations Director, Carter & Reed Probate Services
Summit Real Estate Law
Metropolitan Market
The Challenge
Time-sensitive transactional leads were lost to competitors who responded faster. Marketing spend was generating leads but not conversions.
The Solution
CLAs provided rapid-response intake with practice-specific qualification, routing hot leads to attorneys within minutes.
"In real estate law, speed wins. SimPro's CLAs respond in minutes, not hours — and it shows in our revenue."
— Founding Attorney, Summit Real Estate Law
Your firm could be the next success story
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