Challenge
Feldman Law Group ran on a firm management system that was expensive and cumbersome, making it hard to keep pace with growing client demands and operations.
Feldman Law Group grows its caseload 150% with 8am
Based in Walnut Creek, California, Feldman Law Group serves the East Bay with a focus on estate planning, including special needs planning. Managing Attorney Aaron Feldman built the firm around a personal mission: helping vulnerable people navigate systems that too often work against them. Company: Feldman Law Group
Key takeaways
Grew caseload more than 150% and doubled firm revenue
Cut client intake to minutes with automated fee agreements and digital forms
Improved client communication by keeping every email, text, and notification in one place
A firm built with intention
Aaron Feldman, Managing Attorney at Feldman Law Group, built his practice around people who are particularly vulnerable, a mission that started with his own family.
"An uncle of mine with disabilities was part of the early independent living movement in California, so I had involvement with him fighting bureaucratic battles," he says. "When I started this firm, I knew that that was the direction I wanted to go."
Before MyCase, Feldman Law Group ran on a management system that was expensive and cumbersome. After attending a conference where a speaker warned that firms without cloud-based software were falling behind, Aaron knew he needed a new software solution and eventually decided on MyCase.
"The features and competitive pricing are what hooked me initially," he says. "The remarkable customer support and product development are what keep me."
A client-centered experience
Aaron credits MyCase with helping Feldman Law Group stand apart from other estate planning firms, particularly in how it communicates with clients. Every email, text, and notification lives in one place.
That same efficiency carries over to client intake. With MyCase, Aaron builds a fee agreement from a template, turns it into a PDF, and sends it out for electronic signature in minutes.
“The digital intake forms customized for our practice areas go out automatically and are easy for clients to complete,” he says. “And better still, the initial fee requests which new clients can deposit electronically, are seamless.”
Busy and in control
Handling more clients without added stress shows up directly in Feldman Law Group's growth.
“The ability to do things efficiently has increased the volume of cases that we are able to handle, and that has just fueled the profitability of the firm,” says Aaron.
That growth is visible in the day-to-day, too. Aaron recently found himself comparing notes with his team after a particularly busy stretch.
"A couple of years ago, four signings would have been a good month," Aaron says. "Now we're able to have 10 to 15 estate plan signings over the course of a month and yet we don't feel overwhelmed at all by the volume that we're handling."
For Aaron, that's the real payoff.
Grow your caseload with confidence
With MyCase, Feldman Law Group brought communication, intake, and payments into one place, and grew without losing control of the day-to-day. If you're looking to do the same for your practice, schedule a demo today.
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