Missed-call recovery
Busy desks and after-hours calls still get a next step.
Law firms
Put consult booking on every estate account.
Wills, trusts, and probate inquiries. Processors include intake, follow-up, and the calendar — at no cost.
Intake
Consults
Follow-up
Built for the merchants on your book.
Same software. The tools that vertical actually runs — included on the account.
What you put on the account
Missed-call recovery
After-hours and busy-desk calls still get a next step.
Legal intake
Collect the details that matter early so staff can prioritize stronger matters.
Consultations
The consult lands on the calendar with the intake record attached.
Capture and context
Every call, form, and chat lands in one place.
How staff work the file
Follow-up
Inquiries do not sit. Reminders keep moving until the consult is booked.
Calendar
Staff see the day. Consults do not double-book.
Reporting
See intake, consults, and what still needs attention.
Reviews
Ask for the review after the matter — while it is still easy.
From the inquiry to a booked planning consult.
Your estate firms capture what staff need. Follow-up keeps the consult from going cold.
The software stays on the estate account.
Intake, consults, and follow-up — visible without a separate stack.
Legal intake
Collect the details that matter early so staff can prioritize stronger matters.
Consultations
The consult lands on the calendar with the intake record attached.
Capture and context
Every call, form, and chat lands in one place.
Follow-up
Inquiries keep moving until the consult is booked.
Calendar
Staff see the day. Consults do not overlap.
Reporting
See intake, consults, and what still needs attention.
Reviews
Ask for the review after the matter.
Bring Vero Soft to your merchant portfolio.
Put this software on every merchant account — included, white-labeled under your program.