Schatz Steinberg & Klayman Scales from Startup to 80+ Lawyers with Zero Missed Opportunities
How a Personal Injury and Criminal Defense Firm Built Communications Infrastructure That Grows With Them
The Client
Schatz Steinberg & Klayman began with a vision: three solo practitioners decided to combine their expertise and form a partnership focused on personal injury and criminal defense. What started as a small collaborative practice has grown into a thriving multi-location law firm with over 80 attorneys serving clients across Philadelphia and South Jersey.
For a personal injury and criminal defense practice, every incoming call represents a potential client in need—and potential revenue for the firm. Unlike many businesses where a missed call might mean a delayed conversation, in the legal services industry, a missed call often means a lost client who has already moved on to the next firm on their list.
The Challenge
As three independent practitioners transitioning into a unified firm, the founding partners faced critical infrastructure decisions. The communications system needed to support immediate operations while scaling seamlessly as the practice grew.
High-Stakes Inbound Environment
Personal injury clients don’t wait. When someone needs legal representation after an accident or injury, they’re actively shopping—calling multiple firms and making quick decisions about representation. If a call goes to voicemail or isn’t answered promptly, that potential client is already dialing the next number. Every unanswered call represents lost revenue and a missed opportunity to help someone in need.
The firm required:
- Seamless inter-office communication between Philadelphia and South Jersey locations
- Secure, compliant cloud fax for sensitive medical records and legal documents
- Infrastructure that could scale from 3 attorneys to 80+ without painful transitions
- Rock-solid reliability—system downtime means lost cases to competitors
- Intelligent call routing ensuring every call reaches a live person
The Solution
Phaze 2 Technologies partnered with the firm from its earliest days, building a communications foundation designed for both immediate needs and long-term growth:
Enterprise-Grade Call Routing
Enhanced routing protocols specifically designed for heavy inbound call environments. Calls are intelligently routed to available attorneys and staff across both locations, with overflow and failover options ensuring every call reaches a live person.
Unified Multi-Location Platform
Cloud-based UCaaS solution functioning as a single platform across Philadelphia and South Jersey. Attorneys and staff transfer calls seamlessly between locations, share extension dialing, and collaborate as if they’re in the same building.
Secure, Compliant Cloud Fax
Secure cloud fax capabilities meeting strict security and compliance requirements for transmitting case files, medical records, and confidential legal documents.
Scalable Infrastructure
As the firm grew from 3 to over 80 attorneys, the system scaled effortlessly—adding users, adjusting routing, and expanding capacity without system replacements or migrations.
The Results
- From Startup to Major Practice: Three solo practitioners grew to 80+ attorneys across two locations, supported by infrastructure that scaled seamlessly throughout their journey
- Zero Missed Opportunities: Reliable call routing consistently connects potential clients to live people, maximizing case intake in an industry where missed calls mean lost cases
- Long-Term Partnership: The relationship with founding partner Phil Steinberg evolved into an ongoing partnership where the firm calls and receives the support they need
- Seamless Multi-Location Operations: Staff and attorneys work as a unified team across locations, with technology that eliminates geographic barriers
- Security and Compliance Peace of Mind: Secure fax and communications systems meet the strict standards legal practices require