Kristen Uses Our Intake Forms to Empower Her Clients, and Our TEAS Integration Saves Her Time

Kristen Roberts - trademark docketing customer
Kristen RobertsFounder and Managing AttorneyTrestle Law

Kristen Roberts had barely begun her own practice before she discovered Alt Legal. She had come up with her own intake form for collecting client information, but she was dissatisfied with it.

“Even when I was first starting, I knew that nobody would want to print out and write on a form, so I tried to keep all my communications electronic. I used to send out a Word document to collect client information. It had my logo on it and everything, so it looked professional, but it wasn’t ideal, and I had to copy everything from the document into the relevant forms.”

When she signed up for Alt Legal, though, she immediately switched to our online intake forms. Our intake forms are branded for her firm, and she uses them to collect client information. Kristen loves how technologically sophisticated it makes her practice feel. She appreciates the simplicity of the intake forms, and her clients love that they can even submit intakes on their mobile or tablet devices.

Before signing up for Alt Legal, Kristen was managing a few trademarks. She knew how critical deadline tracking was for IP attorneys, but she didn’t have a good system set up, so she was nervous.

“My docketing before was a mess. I used Excel, and though I was careful to ensure that I always stayed within legal requirements, I was constantly afraid of missing a deadline or otherwise making a mistake.”

Though Kristen was aware that there was software to help her with her deadlines, none of it seemed right for her practice. The options that she saw seemed unnecessarily complicated. Then she found Alt Legal, and our docketing was perfect for her tech-savvy and streamlined practice. Our software automatically detects her filings, calculates her deadlines for her, gathers all her case file documents into a convenient place, and sends her updates so that she knows the status of all her filings.

The automated docketing is amazing. It knows when I’ve filed an application and it automatically updates and calculates the deadlines for me

“I really like the emails about docketing activity because I don’t have to log in to get the information about my portfolio. The automated docketing is amazing. It knows when I’ve filed an application and it automatically updates and calculates the deadlines for me.”

All our tools and services—from the intake form that she uses to collect client data to the logins she uses to collaborate with her colleagues at her firm to the docketing that manages her deadlines—have made Alt Legal critical to Kristen’s firm and integral to the way that she does business.

“My firm is built on client friendliness. I’m big on client empowerment, and I work to make my clients trust me. Alt Legal’s intake form and client login allow me to provide my clients with lots of information without taking much of my time. The software makes things easier for my clients, and it helps my relationships with them.”

Kristen knows Alt Legal is crucial for her practice, and she also loves our personalized customer service. She knows that we’re always a call, email, or chat message away; we complement our fantastic software with excellent service.

“I’ve already recommended that all of my IP attorney friends use Alt Legal, but I would actually also recommend the service to anyone who handles business law since business law and intellectual property law go hand in hand. These guys are the best!”

Making the switch has never been easier