Job completed for Multi-office VoIP System for an Estate Planning Firm with locations in Canoga Park and Encino, CA

Completion date: September 9, 2025

Location: Canoga Park, CA

Why did the customer contact us?

An estate planning firm in Canoga Park, CA, with two locations and a total of 18 employees. The firm's communication was fragmented between its offices located in Canoga Park, and  Encino, CA, leading to inefficient call transfers and a lack of unified client management. They needed a single, integrated VoIP system that could connect both locations, offer advanced call routing, and support remote access for their team.

Solutions provided:

Easier Communications - Canoga Park, installed a unified, cloud-based VoIP system, connecting the Canoga Park and Encino offices seamlessly:

• Inter-office dialing: Allowed for simple, extension-to-extension dialing between the two locations, improving internal communication and collaboration.
  
• Centralized auto-attendant: A professional auto-attendant was configured to serve both offices, directing client calls to the correct advisor or department.
  
• Secure voicemails: Voicemail-to-email transcription was implemented for all extensions, providing a secure and efficient way to manage client messages.
  
• Mobile apps for advisors: Financial advisors were equipped with mobile softphone clients, enabling them to make and receive client calls from their business lines while traveling between offices or meeting clients off-site.
  

The estate planning firm, with offices in Canoga Park and Encino, consolidated its communications onto a single, efficient platform installed by Easier Communications - Canoga Park, enhancing professionalism and client experience. The integrated system streamlined call handling, while mobile flexibility boosted advisor productivity and client responsiveness.

Team members on this project:

Omar Abdelfattah, Maria Izanhour