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About JDKatz Attorneys at Law
Award-winning law firm, JDKatz, P.C., is based in Bethesda, Maryland, and grosses over $1M in annual revenue. With a team of attorneys, CPAs, JD/LLMs, and support staff, JDKatz advises clients on estate planning, real estate, corporate law, tax matters, and litigation. Their clients span from C-level executives to retirees. The firm seeks to communicate its values of trustworthiness, fidelity, client care, and consistent performance in every interaction.
Overview
JDKatz knew that demonstrating trustworthiness in every client interaction was a key tenet of their business from the start. While many law firms aim to make clients feel valued, they often lack the infrastructure to convey care and concern consistently.
The first opportunity to build client trust came through appointment reminders. Unfortunately, for JDKatz, manually reminding clients about their upcoming appointments was fraught with unanticipated challenges. Clients often missed reminder calls. When they did connect with the firm, clients often feared they would be billed for the personal reminder (they weren’t). These miscommunications often resulted in clients arriving late or not at all. In turn, the office had to spend more time contacting clients to reschedule or share important information about upcoming visits.
Founder Jeffrey Katz knew there had to be a better way. Jeffrey needed reasonably priced software that would automate appointment reminders and integrate with ScheduleOnce, Outlook, and Google Calendar.
He chose Apptoto.
Requirements
Flexible Enough to Serve all Clients
Apptoto sends reminders by voice, SMS text, or email. 15-20% of JDKatz’s clients are elderly clients who do not have email. Many do have cell phones and appreciate a text or voice reminder.
Easy to Use
Apptoto is easy to use, and the system is intuitive. JDKatz integrated Apptoto with Google Calendar in less than 15 minutes.
Customizable Reminder Scheduling
For JDKatz, text messaging has been most effective in reducing late and no-show appointments. The team has multiple reminders scheduled. The last reminder is sent 30 minutes before the appointment and contains parking directions and a link to their website.
Seamless Integration
Apptoto schedules reminders for multiple calendars to serve multiple staff members and all clients.
“Originally, we didn’t think we could afford a reminder service, but our overall Apptoto experience has shown us that we can’t afford not to have it.”
Jeffrey Katz, Managing Partner at JDKatz, P.C.
Results
Jeffrey Katz summarized the value Apptoto has in amplifying how their law firm demonstrates client service, saying, “The solution hit it out of the park – our clients perceive our firm as accessible, committed, showing genuine concern for their well-being, and respect for their time.”
“Reminders serve as a concrete way to demonstrate these values. Clients know the staff is concerned about them, but that the automated call or text isn’t being billed to them, so they appreciate it more. We message that we are on top of their file. And it happens every time, so it communicates another JDKatz value—consistency. It sends the message: We care.”
Ensure Clients Show Up On Time, Every Time
Eliminate no-shows and ensure clients arrive at appointments well-prepared. Streamline client communications with intuitive online booking and automated appointment reminders for your law firm.
