Customer Stories

See why Miller Law Firm says Dialpad is “the perfect tool to complement everything it’s doing in the cloud”

During the COVID-19 pandemic, courts and law offices had to make a quick transition from meeting clients and holding cases in-person to doing everything remotely. The sudden shift took many law firms by surprise, but there were those that managed to adapt.

Steve Miller of Miller Law Firm knew he had to act quickly when going remote. A business landline with just voicemail and no extra features simply wouldn’t cut it anymore.

As an attorney specializing in estate planning and elder law, with offices in Pennsylvania and Massachusetts, he knew he needed something that would allow him, the firm’s associates, and the staffers, to work from anywhere—and provide clear and easy communications with their elderly clients.

What he found provided all that and more.

How to be “the local attorney”—even when you’re not physically there

Dialpad first caught Steve’s eye when he discovered it would integrate with Clio, a law firm management system. While the Clio integration was still in its early adopter stages, Steve decided to get on from the ground floor with the new integration and switched to Dialpad.

Getting set up was a simple process. Dialpad’s user-friendly interface makes it simple to add users and make any adjustments as needed, and it didn’t take long before Steve and the rest of the Miller Law Firm were ready to go.

“If I want to add a new line or conference number, or set up calls to be forwarded to my assistant, I can do that easily in Dialpad.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

All Steve has to do is log into his account and add call forwarding numbers in the Settings page:

Now, the firm can make calls from any of its office numbers regardless of where the staff is physically—at home, in-office, or even on the go. 

“I can pick and choose the numbers I’m calling a client from. For example, if I’m calling from the office in Massachusetts, I can just change the number in Dialpad and call the client from anywhere. It always gives the feeling that I’m the local attorney, even if I’m not there physically at that moment.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

Plus, Steve and his staff can access Dialpad across different devices. If Steve is at his computer, he can connect a headset and make calls directly over the internet. He can even text his clients when they need faster answers. Basically, it puts every communication tool the Miller Law Firm needs in one place that can be accessed from anywhere, on any device with an internet connection.

“Dialpad can do voicemails, it can do faxes, it can do so many different things. I use Dialpad for pretty much all of my communications. The fact that if somebody calls and it’ll pop up on my cell phone even if I’m not in front of my computer has been a huge help.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

Clio integration comes in clutch

When Steve signed up for Dialpad, he made sure to join in the early access testing for the Clio integration. Clio is a cloud-based legal practice management software that’s designed to help organize cases and collaborate with clients, and it’s the software of choice for the Miller Law Firm.

With the Dialpad + Clio integration, the Miller Law Firm could automatically sync client information and notes from calls, without needing to copy and paste information back and forth. When a call is finished, it’s logged automatically to Clio (including information like the client’s profile, timestamp, duration, and matters related to the contact):

Plus, with Dialpad Everywhere, Steve can instantly call a client right from Clio by clicking on their number. 

“Any communications I have with clients I can easily pop in there and categorize. It saves me a lot of time, but also in general, being able to put earbuds in and just click the mouse to call, rather than having to pick up a phone and dial everything in, makes everything so much easier.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm
“With Dialpad, every call with a client gets filed into a communications log. From there, if I’m ever curious if someone called, I can always go into the communications log and see who talked to whom. My staff will go in and connect it to its particular matter, and we’re able to see that the phones are ringing, the tasks are getting done.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

Instant transcriptions, no stenographer required

In the legal world, good note taking is a must. When an attorney at the Miller Law Firm gets off a call with a client, they need to have proper notes and transcriptions from the conversation so they can be fully equipped and prepared for the task at hand.

Law firms often do this by recording the call, then handing the recording over to an assistant to manually transcribe. Pretty time-consuming, right?

Steve’s team doesn’t have to do that. Why? Because Dialpad does it for them! Its AI-powered Voice Intelligence technology can transcribe calls—in real time!

“If I know I’m going into a long conversation with a client, I can focus on the conversation because Dialpad will send me a transcript with highlights after the call. It saves me time, because typically with every client call, I’ll go in and start dictating notes. Now I’ve already got the whole conversation available in text.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

The call recording and transcriptions have been a boon for productivity and efficiency. Administrative tasks that would normally take up a frustrating amount of time are now automated, and with the Clio integration, the notes are automatically synced with the client’s profile.

“Dialpad really has taken away my dependence on desk phones—it’s much easier to be able to talk to a client on the computer. If they ask me something related to their case, I’m able to just go into Clio and pull up their file without having to hold the phone in one hand while I do it. It’s really streamlined a lot of the things I used to get annoyed with.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

Between the ease of use, cloud-based accessibility from anywhere, automatic transcriptions, and Clio integration, Dialpad gave the Miller Law Firm everything they needed to work from anywhere. After using Dialpad and seeing how it helps the Miller Law Firm work beautifully, Steve has—well—no objections at all.

“It’s the perfect tool for law firms in the cloud. It’s so easy to use, to be able to hit ‘call’ from a web browser and make a call from right there. It just makes sense.”
Miller HI RES modified
Steve Miller
|
Owner/Attorney, Miller Law Firm

How can your law firm benefit from Dialpad’s ease of use, cloud-based telephony, and law-friendly integrations? Find out for yourself by trying our 14-day free trial