At Virtually Brooks, we find immense value in all our client relationships, but one stands out as a true example of what we hope to achieve with every assistant-client partnership. Alisa Hoggatt, of The Hoggatt Law Firm, has been with us since December 2020, and her story showcases the transformative power of virtual assistant support.
About Alisa Hoggatt with Hoggatt Law Firm
When our CEO, Lizzy Brooks, and one of our Executive Assistants first sat down with Alisa for a Kick-Off Zoom call, we were optimistic about making a difference in her practice. However, nearly two years later, the impact has surpassed what we initially imagined. Alisa, an Estate Planning, Probate, and Business Planning attorney based in Houston, TX, had spent over a decade working for other firms before deciding in June 2019 to launch her own firm. With this bold move came the need for reliable support to streamline, create, and manage processes within her business. That’s where our team came in—her trusted right-hand women, helping her handle everything from automating workflows in her CRM Clio to scheduling meetings and tackling the tasks she simply didn’t have the time for.
Letting go of control
The relationship between Alisa and our assistants took off immediately. Despite Alisa’s self-admitted “control freak” tendencies, letting go of day-to-day tasks became easier as she realized how capable our team was. With their help, Alisa could focus more on her clients and less on the administrative burdens of running a law firm. Our team built out Clio to include tailored email and document templates, appointment and matter types, and more, helping her run her firm efficiently while maintaining a personal touch—critical when dealing with sensitive matters like estates and wills.
As Alisa’s confidence in delegating grew, so did her practice. With more time to focus on client needs, she was able to take on more work, which led to a dramatic increase in her firm’s capacity. Her team expanded from our assistants and a Probate paralegal to include an Estate Planning paralegal and a contract attorney. The firm’s growth was reflected in its financial success, too. From January 2021 to January 2022, her revenue increased by an impressive 105%, and by mid-2022, she was already set to meet her entire year’s financial goal.
Alisa’s story is a shining example of how impactful virtual assistants can be for small business owners. It’s a daily reminder of the time and freedom we give back to our clients, allowing them to focus on what truly matters—growing their businesses and serving their clients.
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