Law Firm Makes a Case for vCita LiveSite

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Law Firm Makes a Case for vCita LiveSite

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vCita Web Engagement Platform Helps Breglio Law Streamline Operations and Deliver Amazing Service

Breglio Law Office Delivers Amazing Service with vCita LiveSite
• All client appointments are scheduled through vCita LiveSiteTM, eliminating double booking and no shows
• Appointments automatically sync with any calendar—even mobile
• vCita Client Management streamlines follow-up and ensures accurate invoicing

Based in Salt Lake City, Breglio Law Office is a corporate, real estate, finance and entertainment legal, education and consulting firm focusing on small businesses.  Most small business owners haven’t the revenues to support a general counsel or board chair to help navigate their company’s growth and development. Breglio fills this gap by providing both legal and consulting services in a cost effective manner to deliver that same legal and professional guidance to even the smallest entrepreneurs.

Legal Eagle Searches the Cloud
Breglio Law Office offers cost-effective legal and business consulting services to small businesses. In order to remain competitive in a tight market, managing partner, Jeff Breglio began researching online scheduling software to automate processes and increase efficiencies. He wanted a cloud-based service for his clients and staff, available anytime from anywhere. He wanted to provide his clients greater accessibility while keeping everyone in sync, moving forward.

The Case for vCita LiveSite
The vCita LiveSite Web Engagement Platform seamlessly integrates with any website. As the Breglio Law website was built in WordPress, it took minutes to add vCita to the site. The once static Breglio website was transformed into a LiveSite, creating a dynamic self-service portal. vCita LiveSite was installed on the homepage, complete with branded colors and logo. Now the site encourages visitors to conveniently schedule a free consultation, send a message or call. If a consultation is selected, LiveSite offers visitors a choice of times and dates based Breglio’s team availability.  Getting visitors to book an appointment helps Breglio secure more clients. 

And the Verdict is In....Guilty of Streamlining Processes 
Ken Melrose, legal clerk at Breglio Law Office, reports that all appointments are booked through his vCita LiveSite with an average of 3 to 4 appointments each day. vCita has streamlined the scheduling process and eliminated double booking, conflicts or other scheduling mishaps. The scheduling process is intuitive, easy to use.  Clients choose the service desired, select a time convenient for them and provide contact information. That’s it.  

“vCita is the only scheduler we use,” says Ken Melrose, legal clerk. “Even when a client calls the office to make an appointment, our administrative assistants schedule the appointment using vCita and the entire process is automated from that point forward. They love it.”

vCita seamlessly syncs with Apple iCal, providing notifications of new appointments via text and/or email, and automatically sends clients and staff meeting reminders — eliminating no-shows and ensuring staff are well prepared. Appointment scheduling is transparent with Breglio attorneys providing anytime access to a current calendar—even when on the go, using any mobile device. 

A record of every client meeting is available for review in vCita Client Management (a client and contact management system), facilitating better communication with attorneys, staff and clients. All appointments can be tracked and invoiced appropriately. Current contact information is available at their fingertips. Plus vCita offers easy document sharing. 

“Our first priority is to serve our clients and with vCita we deliver on that promise,” says Jeff Breglio of Breglio Law Office. “We provide every client with 24 hour access to our legal and consulting services through our LiveSite, and with vCita the experience is personalized, and helps us convert more visitors into clients."

For more information, visit vCita at www.vcita.com, email sales@vcita.com or call 855-824-8244. For a print friendly version, click here.



Breglio Law Managing Partner, Jeff Breglio

Jeff Breglio is managing partner of Breglio Law Office, a legal, consulting and asset protection firm based in Salt Lake City, Utah. Breglio has been an attorney since 1995 practicing in the areas of small business corporate, real estate, entertainment and intellectual property. He is a graduate of Brigham Young University Law School and holds a bachelor’s degree in Economics. Jeff Breglio has been a small business owner and entrepreneur in various industries, a real estate investor, teacher, educator and author.

Contact Jeff Breglio at 801.560.2180 or visit www.bregliolawoffice.com.



Case Study: Law firm, legal, attorney

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