Pacific Northwest's Premiere Estate Planning Law Firm | Free Strategy Session - 206.659.1512
CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers
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General Guidelines

1. The preference is to have Clients/Potential Clients book a phone call.

2. They don't want to? email or voicemail.

3. Consultations are via phone only.

4. Please do not quote fees - they'll get a quote on the call.

5. Please do not call staff directly - send to voicemail.

6. Team:

  • Christopher Small – Attorney
  • Suzanne Lieberman – Attorney
  • Olivia Kome – Attorney
  • Sandra Berzina – Paralegal
  • Anne-Marie Droege – Paralegal
  • Maria Fernanda – Paralegal

1. There are three different meeting types you will be scheduling:

  • Current Clients
  • Potential Client – Estate Planning
  • Potential Client – Probate

2. We are only doing phone meetings for now (coronavirus)

3. NEED DIRECTIONS? Forward call to Sandra - 206.383.5560.

QUICK SCRIPT

1. Thank you for calling CMS Law Firm how may I help you?

2. Are you a current client or new client?

  • If they are calling because they are supposed to have an appointment RIGHT NOW do this:
    • Assure them that the person they are waiting on will call them – that most likely the previous meeting is running long.
    • Take their name and phone number and send an email to maria@cmslawfirm.com who will make sure the message gets to the right person ASAP.

3. Click the button to go to the calendar you need and follow the steps!

Estate Planning Potential Client
Probate Potential Client
Current Client

4. If not a current client or potential client or they don't want to book a time to talk...

  • I’d be happy to connect you to the firm’s voicemail where you can leave a message for anyone on the team and it will be routed to them. Please leave your name, telephone number, and email address to ensure a prompt reply.
  • VM dial: 3992.

5. Cancellations/Reschedules

  • The easiest thing for me to do is let the team know you can’t make your time and book you a new one right now.
  • Did you need help with estate planning or probate?.
    • Click the corresponding button.
  • WHEN DONE rescheduling or if just want to cancel please email maria@cmslawfirm.com the person’s name and that appointment scheduled for _____ has been cancelled.

Estate Planning Consult - PHONE

  • 1. Okay, which location is more convenient for you, Kirkland or Renton?
  • 2. Choose the calendar with the location they choose.
  • 3. Make sure PACIFIC TIME is ALWAYS chosen.
  • 4. Offer the next two days available (NOT the same day).
  • 5. Within the day chosen, offer morning and afternoon time (if available).
  • 6. Click on the time chosen and select "continue."
  • 7. Complete all the information requested.
  • 8. NOTE: do not place notes for the business in the booking notes - clients CAN see them.

Probate Consult - PHONE

  • 1. Okay, which location is more convenient for you, Kirkland or Renton?
  • 2. Choose the calendar with the location they choose.
  • 3. Make sure PACIFIC TIME is ALWAYS chosen.
  • 4. Offer the next two days available (NOT the same day).
  • 5. Within the day chosen, offer morning and afternoon time (if available).
  • 6. Click on the time chosen and select "continue."
  • 7. Complete all the information requested.
  • 8. NOTE: do not place notes for the business in the booking notes - clients CAN see them.

Current Client - PHONE

  • 1. Okay, do you need to talk with Suzanne, Olivia, or Chris?
  • 2. Choose the calendar with the name they choose.
  • 3. Make sure PACIFIC TIME is ALWAYS chosen.
  • 4. Offer the next two days available (NOT the same day).
  • 5. Within the day chosen, offer morning and afternoon time (if available).
  • 6. Click on the time chosen and select "continue."
  • 7. Complete all the information requested.
  • 8. NOTE: do not place notes for the business in the booking notes - clients CAN see them.

Need Help?

I need help with probate
I need help with estate planning
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Kirkland Office
811 Kirkland Ave. Suite 201
Kirkland WA | 98033
206.659.1512
Renton Office
15 S. Grady Way, Suite 524
Renton WA | 98057
425.517.0191
  • Our Work
  • About Us
  • Blog
  • Contact Us