Client Services

For clients of Plan Smart Law Group

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Contact Us
Secure Portal
Shared Folders

Contact Us

The best way to contact us is through the secure portal (see below). Email is second best.

Also, all of our attorneys set aside Office Hours just for clients each week, when you can schedule a quick phone or zoom call to talk to them directly and you know they'll be available. Click the button to view your attorney's upcoming Office Hours and to schedule a call.

To schedule an appointment (phone call, zoom, or in-person meeting) outside of Office Hours, please send an email.

John Anderson, Esquire

Email: [email protected]

Phone: 425-502-6234 ext. 101

View Office Hours | Schedule Appointment

Leti Ferreira, Client Services

Email: [email protected]

Phone: 425-502-6234 ext. 102

Katherine Middleton, Law Student Intern

Email: [email protected]

Candace Dungan, Law Student Intern/Office Support Staff

Email: [email protected]

Address: 14205 SE 36th St Ste 100, Bellevue, WA 98006

If you need to mail us documents or anything else, or to visit.

Client Tools

Your Secure Portal via PracticePanther

When you initially retain the firm, you will receive an email granting you access to a secure portal through PracticePanther. You can see your account, view invoices, send secure messages, access shared files, etc. via the portal.

Login to the Secure Portal

Please note: We recently migrated our client folders from Box.com to Dropbox.

If you have files on Box.com, those will be maintained until further notice and you will be able to access them directly through Box.com, but you will not be able to access them through the secure portal. Only Dropbox folders are accessible through the secure portal.

If you have not yet received a link to your shared Dropbox folder, please email us and let us know, and we'll send you a link.

Your Shared Folders via Dropbox

In most cases, you will receive an email inviting you to a shared folder through Dropbox.com. This allows you to upload documents (i.e., financial statements and other information) securely. We also keep digital copies of your planning documents in your Dropbox folder.

When you get the email inviting you to the shared folder, you will need to set up a new (free) account with Dropbox.com if you don't already have one.

You can access your shared Dropbox folder either directly through Dropbox.com or through the secure portal.

Login to Dropbox.com

Your Shared Folders via Box

We have historically kept digital copies of your planning documents in a shared Box folder.

You can access your shared Box folder directly through Box.com.

Your documents have also been migrated/moved to a shared Dropbox folder. Over the next few months, we will be sending links to the new shared Dropbox folder. If you need access to the shared Dropbox folder before you receive the link in the ordinary course of our migration to the new system, please send us an email and we'll send it over to you right away.

In the meantime, all of your documents will remain accessible through Box.com.

Login to Box.com