Case Study: JDKatz reduces missed appointments and strengthens client trust with Apptoto

JDKatz - Customer Case Study

JDKatz, P.C., an award‑winning Bethesda law firm advising clients on tax, estate planning, real estate and litigation, struggled to demonstrate consistent care and avoid late or missed appointments—clients often missed reminder calls or feared being billed for them. Founder Jeffrey Katz evaluated scheduling integrations and chose Apptoto’s automated appointment messaging service to work with ScheduleOnce, Outlook and Google calendars to reliably communicate with clients from the first touch.

Apptoto was set up in about 15 minutes and sends customizable voice, SMS and email reminders (important for the firm’s 15–20% elderly clients), with the final text sent 30 minutes before appointments including a parking directions link; it also schedules reminders across multiple staff calendars. The result, according to Jeffrey Katz, was virtually no more missed appointments, clearer communication of the firm’s care and consistency, reduced staff time chasing clients, and a cost‑effective solution JDKatz says it “can’t afford not to have” thanks to Apptoto.

JDKatz

Jeffrey Katz

Managing Partner