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Increasing Profits Through Online Scheduling

Case Scenario:
An independent attorney from the Bay area approached Sky Soft Consulting for website redevelopment. He wanted a website that provides a professional and a better profile interface.

At the same time, he wished to improve its manual business processes such as clients’ scheduling, credit card payments and paper works entries into electronic based system. All the manual businesses processes have been a barrier for his growth.

This is because the processes occupied too much of the lawyer’s productive and valuable time that could be invested in other meaningful practices such as; clients’ counseling time and the expansion of the businesses.

Problems:

• The Lawyer’s website does not have a professional image and the profiles are unattractive
• Complicated scheduling appointment business processes:
  
  • Typed in customers’ particulars manually
  • Checked vacant schedules
  • Call the client back
  • Send meeting confirmation
  • Charged the card payments for the 50% deposits manually
• Filed in the retainer forms document manually
• Decrease in valuable time for consultations
• High risk of human mistakes (e.g.) entered credit card numbers; customers’ particulars and others wrongly
• Phone bill is very high

Our Solutions:

• We revamped his website and brand image
• We designed an online scheduling system that is integrated to his website.
  From this system, he could:
  
  • Update his calendar for availability remotely
  • Have more control over his availability
  
  From this system, his clients could:
  
  • Check the attorney’s availability time from this system online and made appointments
  • Fill their particulars
  • Pay the deposit (50%) online. After the clients filled the above information and paid the 50% deposit, the system would send a confirmation and receipt to the customers through email. The system would also send the appointment notice and save the date automatically to the lawyer’s Microsoft Outlook
• We created an online payment ability in his website, so that clients could pay the 50% deposit online
• We also created a system that could automatically print out the appointments dates and the clients’ particulars

Benefits:

• An increase of attorney valuable time (at least a 30 minutes a day) that can be invested more into his clients’ consultation time
• An extra 30 minutes a day is an extra 120 hours a year. This worth at least $12,000 annually
• An improved professional image from the website’s and brand’s revamping
• An increase in numbers of clients due to the exceptional service that are given because more time is spent for them
• An increase in customer’s satisfactory due to the easiness in making appointments online
• An increase in profits due to the increase in numbers of clients coming for consultations
• More time to play golf with clients in bay area
• More time to write his books and articles
• More opportunity time in increasing his networks
• Expansion of the business is possible due to the efficiency of the systems
• Family quality time is increased