How Spar & Bernstein automated legal client scheduling
Every month, Spar & Bernstein fields thousands of immigration enquiries, with AI-scored leads ready to book and pay on the spot. But getting them from "ready" to "booked" still took a phone call, a manual attorney search, and a 20-minute scheduling process, until GoMeddo brought attorney matching, self-service booking, and payments directly into Salesforce.
Who is Spar & Bernstein?
For more than 65 years, Spar & Bernstein has been one of the United States' leading immigration law firms, helping individuals, families, and businesses navigate complex immigration matters. With thousands of new enquiries every month, delivering a fast, seamless client experience is essential to ensuring prospective clients receive the support they need when they need it most.
The challenge
Every month, Spar & Bernstein receives thousands of enquiries from people looking for immigration advice.
Using an AI-powered lead scoring model, every inquiry is automatically scored from 1 to 5 based on how ready the prospective client is to move forward. Around 10–20% of enquiries receive the highest score, indicating they are ready to schedule a consultation and make a payment immediately.
Despite knowing which clients were ready, the firm's sales representatives still needed to:
-> Call each prospect individually
-> Collect payment details
-> Find an available attorney
-> Schedule the consultation manually
Not only did this slow down the booking process, but it also prevented the sales team from focusing on prospective clients who required more guidance. In immigration law, responding quickly helps clients get the legal support they need while reducing the likelihood they'll turn to another firm.
Why GoMeddo?
Spar & Bernstein evaluated several scheduling solutions before selecting GoMeddo.
Being 100% Salesforce-native meant GoMeddo integrated directly into the firm's existing CRM without introducing an additional third-party platform.
Equally important was the ability to build a fully branded booking experience directly into the Spar & Bernstein website. Prospective clients could book consultations without being redirected to an external calendar, creating a seamless experience while keeping all scheduling data inside Salesforce.
The collaboration throughout the implementation also played an important role.
"The GoMeddo product team was responsive, collaborative, and understood both our general needs and the specific challenges of operating a high-volume immigration law firm."
Victoria Minervino - Director of Marketing at S&B
The solution
Together, Spar & Bernstein and GoMeddo built a scheduling solution that supports both internal teams and prospective clients. Internally, attorneys now manage their own calendars, availability, and time off directly within Salesforce. If an attorney suddenly becomes unavailable, for example, after being called into court, they can quickly notify affected clients and simplify the rescheduling process.
For the sales team, GoMeddo automatically matches prospective clients with the most appropriate attorney based on their legal matter and availability. Representatives no longer need to memorise each attorney's specialties or manually coordinate schedules.
Externally, prospective clients benefit from a self-service booking portal where they can:
-> Select the right type of attorney
-> Submit case information before the consultation
-> Schedule appointments whenever it suits them
-> Complete payment as part of the booking journey
Making the experience faster and more convenient for both clients and staff.
The results
The impact was immediate.
Average scheduling calls dropped from around 20 minutes to just 8–12 minutes, saving approximately 8 minutes per booking. That time is now spent engaging with more prospective clients rather than handling administrative scheduling tasks. Additionally, within the first week of go-live 15% of consultations went through the online booking process.
The new process has also significantly improved speed to lead, allowing highly qualified prospects to schedule consultations immediately instead of waiting for a callback.
GoMeddo has also helped recover potential lost business.
If a client begins the booking journey but leaves before completing payment, the system identifies exactly where they stopped, leaving it up to the sales team to follow up at the right moment. Helping S&B recover and convert almost every abandoned booking into a scheduled consultation since implementation.
Looking ahead
Following the success of the first phase, Spar & Bernstein is already planning the next step. The firm intends to integrate GoMeddo directly into its AI-powered chat experience, making it possible for prospective clients to schedule consultations without ever leaving the conversation. By combining AI-driven engagement with Salesforce-native scheduling, Spar & Bernstein continues to remove friction from the client journey while helping more people access legal support faster.
.jpg)
