Boutique Law Group APLC: Using the Client Portal to Retain More Clients

Number of Attorneys

1

Year Established

2016

Clients Paying Online

55%


Firm

Boutique Law Group APLC
Woodland Hills, California

Practice Area

General Practice

Power Features

Online Payments, Websites, Client Portal, Document Management, Billing

A Bit of Backstory

Boutique Law Group is a firm on a mission to give their clients the best experience possible. How? By always keeping them up to date on their case.

We interviewed Cameron Hagen, Office Administrator at the Boutique Law Group. She shared ways the firm uses MyCase to carry out their client-focused mission while growing their business in the process.

Switching to MyCase

Tell me about the Boutique Law Group.

Our firm started in February of 2016. We focus on probate, trust litigation, civil litigation, and estate planning as well. Since our founding, we've grown a little more than anticipated. We get a lot of clients through our videos on our website. If they see the videos, they get acquainted with our firm, our values, and how MyCase fits into our practice before they retain us.

When the firm was founded, why did you choose to use MyCase?

We were already familiar with MyCase and all of our clients loved the access of it, so we didn't think about trying other softwares when we started the firm. It was the best software that the attorney, Neil, had ever used!

We're on MyCase every day, doing billing, tracking our clients, and sharing documents with them. We make sure all of our clients get connected on MyCase because we never want anyone to feel like we're keeping important updates away from them. They know they have access to their case information 24/7 and they are as connected as possible. Even if it's an older couple doing an estate plan, we try and make sure that one of their children gets connected through the client portal. That way, the child can easily provide estate plan drafts to their parents.

So, how do you get a client started with the Client Portal?

As soon as we sign a retainer agreement, we set up a Client Portal immediately. Every document that a client provides to us gets scanned and uploaded to MyCase. That way, our clients know we have everything they need and they can access their documents through MyCase as well. A lot of our clients learn how to use it right away and pick it up quickly. Overall, it's a really good reaction when they open it. They don't expect a Client Portal, but they really appreciate that it's there.

quote

We never want clients to feel like we're blocking them from their caseā€¦ they have access 24/7 and they are as connected as possible.

Cameron Hagen
Office Administrator and Legal Assistant at Boutique Law Group APLC

How does MyCase help set you apart?

The MyCase Client Portal allows us to answer questions on the weekends and on the go. We all have MyCase on our phones, so our clients never hear, "Oh, I have to get to the office because I don't have that in front of me." It's easy for us to answer their questions anytime and they don't feel like they have to call us first.

Can you give some examples of times you were able to serve your clients better because of MyCase?

MyCase makes it easy to serve clients and quickly answer questions because it's all cloud-based. I was in Boston last week and I was able to check on cases while traveling. My colleague, Mike, went on vacation to Mexico recently and he was able to answer our client's questions if he chose to do so. Those questions would have gone unanswered for a couple of days if we didn't use MyCase.

quote

MyCase tracks our clients and all their payments — it's automatic. We don't have to make sure things get entered or reconcile payments into Quickbooks. It makes our lives a lot easier.

Cameron Hagen
Office Administrator and Legal Assistant at Boutique Law Group APLC

Tell me about the benefits of providing online payments to your clients.

Our clients really appreciate online payments because they get a little nervous sending us checks in the mail. Also, they like having the electronic record of everything. The payment shows up right away; they're not waiting to make sure that we get the check, waiting for us to enter it, and then having to confirm that we received it. It all happens instantly.

We really like it too because MyCase tracks our clients and all their payments — it's automatic. We don't have to make sure things get entered or reconcile payments into Quickbooks. It makes our lives a lot easier.

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