Client Portal Guide
Clients of our firm will have a personalized client portal set up for them. It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and communicate with you, our clients. Instead of relying on scattered channels of communication (email, phone, text message, snail mail), the client portal becomes our one-and-only platform for communication.
Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience associated with your case.
Client Portal Features
Few of us ever give much thought to our golden years beyond retirement. While many of us have a retirement plan in place, what we most often lack is a plan to deal with a health crisis, personal care and care of our finances as we age. However, a fall, an illness or simply old age may prevent us from making or communicating our wishes to our loved ones. In addition, the financial burden of our care could fall to family members if we have not taken the time to put a plan in place. Some of the services we offer clients in Greenfield, Fortville, New Palestine, McCordsville, Hancock County, Indianapolis, Shelbyville, Morristown, Knightstown, Anderson, Pendleton, New Castle, Connersville, Rushville, Fishers, Geist, Carmel, Shelby County, Henry County, Hamilton County, Madison County, Marion County and central Indiana include:
- Long Term Care Planning – we’ll help you develop a plan for paying for nursing home expenses, in-home care expenses and other expenses involved in your care as you age. We can help with Medicaid Planning, reviewing your current insurance policies and working out tax strategies for managing your finances.
- Advance Directives – most people give very little thought to the fact that we make our own decisions about our health every time we visit the doctor. Advanced directives help ensure you continue making your own health care decisions, even if you are unable to effectively communicate your wishes to your doctor or your family. We’ll help you prepare directives to appoint a person to be your health care representative, ensure your wishes about organ and tissue donation are known, help with powers of attorney for both health care and finances and help with living wills and other directives that provide direction to your medical care team and your family regarding your wishes.
- Special Needs Planning – when a cherished family member has special needs it is stressful to consider what might happen after your death. A special needs trust can be established for their care after your passing including planning for their finances, living arrangements, and their care.
Estate planning is important at all stages of life and regardless of the size of your estate. At Dickmann Reason Bogigian & White we can assist you with all of your estate planning needs. Contact us today to schedule a consultation.
Accessible by both you and your attorney, the integrated calendar lists all upcoming events relevant to your case. Important dates such as court hearings can be scheduled, along with any other details including a map to the courthouse.
All important documents associated with your case are stored in one secure area and accessible online from anywhere. Avoid faxing, emailing and snail mail by simply uploading your case documents into the client portal, where you and connected staff members will be able to view and access them.
Invoicing & Payments
The client portal allows you to view or download any invoices associated with your case, and also make secure online payments via credit card or eCheck.
Sensitive and privileged information no longer needs to be sent to an unsecure email address. You can easily send secure messages to your attorney or their staff from within the client portal and all messages will be organized and filed for you.