Lucere Legal

Lucere Legal is a virtual law firm focused on helping small business owners and their families with all their legal needs. They handle everything from legal business issues to estate planning, probate, and litigation.

Kimberly Hanlon and Sommer Spector Angstman are the cofounders and partners behind the firm. When they started Lucere Legal, Kimberly and Sommer knew they wanted to do things differently—by building an internal culture that prioritized the client experience just as much as the legal results.

That approach saw their practice take off with small business owners and their families, who valued the flexibility and collaborative approach they took. It’s also a big part of what led them to Delegated.

As Sommer told us, “I wanted to make sure that when our clients call, they get a friendly voice that’s going to listen to them and bring them into the firm. Our brand is the personal touch that other law firms don't give.”

“Red Butler jumped in, took the ball, and ran with it.”

Kimberly and Sommer have been working with Delegated and their receptionist for about a year now, and they’ve been incredibly happy with the ease and professionalism they’ve experienced. They have a dedicated receptionist who handles calls into their firm Monday through Friday from 9 to 5.

In the beginning, they had a ramp up period of 30-45 days when Kimberly and Sommer got their new receptionist up to speed on their processes, their brand, and the firm as a whole. As Sommer explained, they “created a bunch of Dropbox folders with all that our receptionist would need in order to respond to emails, calls, and referrals—plus how to send it out to each attorney.”

From there, “Red Butler jumped in, took the ball, and ran with it,” according to Kimberly. 

Both women noted that their stress level has been drastically reduced since then. “Every person that we've worked with have just been lovely people,” Kimberly said. “They've done a very good job of finding good people to work with us.”

“I've been very happy with Red Butler,” Sommer added. “I've even recommended them to 4 or 5 other people that have small businesses, including one of my clients.”

Q: Who do you recommend VAs to and why?

I have recommended them to my clients who don't need a full time receptionist and who are tired of training after receptionists leave. And I’ve also recommended them to other law firms.

Q: In your mind, what’s the most valuable part of working with Delegated?

The fact that they are training every new administrative assistant, that there's consistency in the way our phones are answered and consistency in the way that our prospects are doled out to our attorneys. As well as the friendly, kind, and patient demeanor that we have dealt with, with every single administrative assistant.

It's really great that when somebody decides to move on or whatever, Red Butler has somebody else, so we're not having to take our time to find that person and bring them up to speed. Because otherwise, we would be spending all of our time onboarding instead of actually working our business.

Q: What challenges did you face in getting set up with Delegated VAs?

We really had to convince our own people how well Red Butler would work... We not only had to get red Butler trained on our processes, our branding, and our structure, but we also had to get our people on board as well. And so part of that meant Red Butler wasn't going to get a lot of forgiveness by at least one or two of our attorneys in the beginning, but [our VA] did a phenomenal job and that attorney who was particularly stubborn about it quickly came onboard.

Q: Are there any keys or magic tidbits you can share about how to be successful working with VAs?

We had a lot of our processes documented already and together in a format that they were ready to be handed over. And so that made it pretty seamless for somebody to be able to pick up the ball and run with it... I would say the more you have that really outline in detail your processes and the information that people need to know, the better.