San Francisco (Financial District), CA

100 Pine Street Suite 1250
San Francisco, CA 94111

Success is contagious — get inspired by other professional service providers

Sometimes you need to see solutions working for others before you know they’ll work for you. Here’s how Intelligent Office has supported other businesses in the Professional Services industry.

PROFESSIONAL SERVICES

Company Overview: A local law firm has been in business for 7 years and specializes in estate planning, probate & trust administration, real estate community association law and business planning.
Services Supporting PROFESSIONAL SERVICES :
Serviced Offices
Phone Answering
Meeting Room Rental
Results:

6,000

Calls Answered

Intelligent Office answered over 6,000 calls for the business, notarized and witnessed for several of their transactions, provided the business a professional atmosphere for their clients and a prestigious location and mailing address.The attorney has a wonderful relationship with Intelligent Office. He buys us lunch to show his gratitude, is always involved in our networking meetings, and even brings his newborn twins into the office for us to see.

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TRADE

Company Overview: Home Inspector
Services Supporting TRADE:
Virtual Assistant
Phone Answering
Results:

500+

Appointments Scheduled

With our virtual assistant services the client did not miss any calls which would cause them to lose business. They focus on the inspections and reports while Intelligent Office handled scheduling the inspections, confirmations and made outbound calls to the realtors.

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RETAIL

Company Overview: Online Retailer
Services Supporting RETAIL:
Virtual Assistant
Phone Answering
Results:

10,000+

Orders Placed

10,000+

Calls Answered

Intelligent Office services provide a real live person on the other end of the phone when people have questions about the retailer’s products and shipping process. The caller doesn’t have to leave a voicemail or go through several different prompts just to ask a question or place an order. Average call is 6 minutes.

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MEDICAL

Company Overview: Neurologist, Ophthalmologist and Optometrist
Services Supporting MEDICAL:
Virtual Assistant
Results:

17,000

Calls Answered

2000+

Appointments Scheduled

Intelligent Office is a tremendous help to this medical provider as they have many patients and few technicians to help during their visits. Intelligent Office provides scheduling assistance so they do not miss potential appointments and are able to service all the patients in the office simultaneously. We are HIPAA certified to take patients’ information pertaining to scheduling their appointments. We send notes VIA “Caretracker,” their scheduling portal, to various Doctors and technicians regarding prescription refills and patient questions. Provide directions to callers looking for the office. Answer basic questions pertaining to appointment lengths, types of insurance accepted, and pricing.

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