Case Study: Lifeguarding Legacies achieves zero missed inbound leads with Smith.ai

Lifeguarding Legacies - Customer Case Study

Lifeguarding Legacies is a Phoenix-based estate planning law firm led by attorney Heidi Thompson. The firm was missing inbound calls from potential clients while focusing on existing work, risking lost revenue and missed opportunities. To solve this, the firm turned to Smith.ai’s virtual receptionist service for help with call answering and lead screening.

Smith.ai implemented 24/7 phone answering, instant call summaries, appointment booking, spam blocking, and a customized intake script so calls could be handled professionally at any time. The result was that Lifeguarding Legacies no longer worried about missing high-value calls, while Heidi Thompson was able to stay focused on “power hours” and client work without interruption. The firm also reported better client impressions, improved efficiency and productivity, and fewer missed opportunities.

Lifeguarding Legacies

Heidi Thompson

Lifeguarding Legacies