Legal Services

Small Legal Team, Big Impact — Crescent Law Group Scales Operations with VoxScale

Immigration and family law firm transformation with automated client onboarding, centralized case management, and streamlined legal operations

Client: Crescent Law Group
Industry: Legal Services
Location: Virginia
Timeline: 8 weeks total (4 weeks design & implementation, 1 week training, 1 week launch, 2 months ROI analysis)

The Challenge

Manual operations, fragmented tools, and no centralized system for client onboarding or internal workflow.

Before VoxScale:

  • No intake system for consultations
  • Manual scheduling with calendar invites
  • Scattered case tracking in Google Sheets
  • No client portal for document access
  • Time-consuming manual reporting
  • No automation or dashboard visibility

The Solution

Comprehensive legal workflow automation system including mobile-first website, automated booking, secure client portal, and centralized case management.

After VoxScale:

  • Automated consultation booking system
  • Integrated scheduling with automated reminders
  • Centralized case management and tracking
  • Secure client portal for document uploads
  • Automated weekly reports and dashboards
  • Complete operational visibility and control

Key Implementations

1

Rebuilt website using Framer with mobile-first design and clear CTAs

2

Integrated Calendly for automated booking synced with Outlook & Teams

3

Developed secure client portal using Firebase

4

Automated notifications across Teams, calendar, and email

5

Created weekly PDF report generator for appointments, leads, and case status

6

Delivered branded SOP manual for onboarding and system usage

System Overview

Before: Manual Operations

Manual operations dashboard showing scattered tools and processes

Scattered tools, manual scheduling, missed appointments, and payment delays

After: Automated System

Automated dashboard showing streamlined operations and real-time data

Centralized dashboard, automated workflows, real-time tracking, and instant payments

System Interface

Client portal - booking and updates

Client Portal

Easy booking and real-time updates

Staff dashboard - tracking and tasks

Staff Dashboard

Tracking and daily task management

Automation - updates and notifications

Automation

Automated updates and notifications

The Results

admin Time

6-8 hrs/week → < 1 hour

missed Appointments

3/month → 0

weekly Reports

None → Auto-generated

lead Response Time

24 hrs+ → Under 2 hours

booking Conversion

19% → 46%

Key Achievements:

  • Booking conversion rate increased from 19% to 46%
  • 85%+ reduction in admin time
  • Zero missed appointments with automated scheduling
  • Faster lead response time (under 2 hours)
  • Automated weekly reports with full visibility
  • Improved client satisfaction and trust
  • Streamlined case management and collaboration
  • Scalable operations without additional hiring
"

Now I run my firm like a real business. For the first time, I'm not chasing emails or scrambling through spreadsheets. I know exactly where every case stands—and my clients feel it too. This system makes me look like a 10-person team.

SO
Sarah Osman
Founder & Attorney, Crescent Law Group

Services Offered

Immigration Law
Family Law
Client Consultations
Case Management
Document Management

Tech Stack

Framer (Website)
Calendly (Scheduling)
Outlook (Calendar Sync)
Microsoft Teams (Communication)
Firebase (Client Portal)
Email (Automated Notifications)
PDF Generator (Reports)
Notion (Documentation)

Key Features

  • Clean, mobile-first website with clear CTAs
  • Automated booking system with Outlook sync
  • Secure client portal for document uploads and case tracking
  • Automated notifications across Teams, calendar, and email
  • Weekly PDF report generator for appointments and case status

Ready to Transform Your Business?

Let's build a system that works while you sleep