How This Law Firm Turned 1,500+ Client Bookings into Trust and Efficiency

"I think the biggest feature that has been useful for us is the automated reminders and follow-ups... We feel comfortable knowing that we're doing our part to make sure that clients are staying engaged with us."
- Scott Learned and Stephanie Young-Learned

In Boise, Idaho, Scott Learned and Stephanie Young-Learned have built more than just a successful Probate and Trust Administration law firm—they’ve built a reputation for helping families through some of life’s most difficult transitions with compassion and clarity. At Learned Lawyer, Scott brings decades of legal expertise, while Stephanie manages operations with equal parts strategy and heart. Together, they’ve created a practice rooted in trust, education, and genuine care for their community.

As demand for their services grew, scheduling became their biggest obstacle. Endless phone calls, voicemails, and back-and-forth emails were stealing precious time and creating unnecessary admin. 

That’s when they uncovered the secret to simplifying it all: YouCanBookMe, the law firm booking tool that transformed their scheduling process and made 1,500+ appointments truly hassle-free.

Why YouCanBookMe: Scott and Stephanie's story

The challenge

For Scott and Stephanie, probate and estate planning isn’t just paperwork — it’s guiding people through deeply personal and often emotional decisions. Every conversation requires empathy, patience, and expertise. But as their practice grew, the demands of scheduling began to pull focus away from what mattered most: caring for their clients.

With Scott often in back-to-back meetings and only a part-time employee answering phones, new clients were left navigating voicemail or playing endless rounds of phone tag just to book a consultation. The risk? People who needed help might give up before they ever walked through the door.

To complicate things further, each client engagement typically spans a three-meeting process spread out over several months. Coordinating those touchpoints manually was becoming unmanageable.

“It just became clear that I needed some kind of quick tool that was user-friendly for me, that was user-friendly for clients, where they didn’t need to call us, they didn’t need to play phone tag with us.” 

Scott and Stephanie needed a solution that could handle multiple bookings per client, send timely reminders, and ensure no one slipped through the cracks—all while preserving the personal, community-first service that defined their practice.

The solution

The answer came in the form of YouCanBookMe—a simple, intuitive scheduling tool that gave clients control and lifted the pressure off the firm’s small team.

“We have a booking page, and we have the three different types of meetings laid out, and we’ve got those broken up into new clients… And then existing clients… It’s all on the same booking page.”

With just a few clicks, clients can book the right type of appointment—no phone calls, no voicemails, no waiting for office hours. This flexibility has been especially important for those already hesitant about tackling estate planning.

YouCanBookMe’s automated reminders have also been a breakthrough. With client engagements often spread weeks apart, reminders ensure clients stay on track and show up prepared.

“If I’m in meetings all day long and I have a part-time assistant, when they call us, they’re going to get voicemail. And that can be fatal to the relationship. And so making sure that we could say on our website, on our voicemail everywhere, hey, you could just go to our website and you can book an appointment directly with Scott and it’s free… It’s all part of making it easy for clients to engage with us.”

By embedding YouCanBookMe into their process, Scott and Stephanie turned scheduling into a seamless, client-friendly experience. Clients can now book directly with Scott at a time that suits them, while the firm can rely on notifications to keep everything moving smoothly.

A smarter way for lawyers to book clients

From first consultations to follow-up meetings, YCBM helps law firms manage appointments with ease, reduce no-shows, and give every client a smooth experience.

The outcome

Since bringing YouCanBookMe into their practice, Scott and Stephanie have turned scheduling from a daily frustration into a quiet strength of their business. More than 1,500 bookings have been handled effortlessly, cutting down on administrative back-and-forth and giving the couple more time to focus on the heart of their work.

The impact has been felt by their clients, too. Booking an appointment no longer requires a string of voicemails or waiting for office hours—it takes minutes. That ease has lowered barriers for those who might otherwise put off estate planning.

“To say, you know what, you can have an appointment book with me in about three minutes, at a time you get to choose, you don’t have to talk to anybody about it—that was really huge.”

Consistency has also improved. With automated reminders keeping clients engaged across their three-meeting process, fewer people miss appointments and more arrive prepared. That means smoother conversations, faster progress, and a better overall experience.

“We know that we’re doing our part to make sure that they’re staying engaged with us. It’s been really helpful for us from that standpoint. And I think it’s all part of making it easy for clients to engage with us.”

Beyond efficiency, YCBM has reinforced what Scott and Stephanie value most: trust. When people see that the process is clear, simple, and reliable, it builds confidence not just in the logistics—but in the people guiding them through life’s toughest planning decisions.

Deep dive into Scott and Stephanie's booking page

View their booking page

Branded experience

Scott and Stephanie’s booking page feels like a seamless extension of their firm. Their logo, brand colors, and a clear title instantly set the tone, while a short description prepares clients for what to expect. By keeping everything consistent with their website and brand identity, the page builds trust and reassures clients that they’re in the right place.

Organized appointment groups

The booking page is divided into intuitive sections, making it easy for clients to find the right type of appointment. New clients are guided to their first consultation, existing clients can quickly book follow-up sessions, and there are dedicated options for students and collaborators. This thoughtful structure helps avoid confusion and ensures every client—whether brand-new or returning—knows exactly where to start.

✨ Bonus ✨ Learn from the pros—Scott’s top business advice

Scott’s biggest lesson? Be personable, be humble, and focus on genuine relationships.

“I tend to think it’s not me, I tend to think it’s the process and the attitude and the time spent… We’re not buttoned up, we’re not on the top floor of a fancy downtown building… It’s that kind of attitude, and I’ve always tried to take the approach of, ‘I'm just a local guy who happens to know a lot about this particular thing.’”

For Scott, success has come not from polished appearances, but from being relatable and approachable. His advice for other business owners: prioritize authenticity over image.

By showing humility, taking time to listen, and meeting people where they are, businesses can build lasting trust. It’s this down-to-earth approach that keeps clients coming back—and referring others—because they know they’ll be treated with respect, empathy, and care.

From scheduling stress to client success

Scott and Stephanie’s law firm was thriving, but their old scheduling process risked slowing them down. By turning to YouCanBookMe, they found a way to simplify bookings, cut down on no-shows, and make every client interaction smoother.

With more than 1,500 appointments booked through YCBM, they’ve reclaimed valuable time and given clients a stress-free way to engage with their services. The result? Less admin, stronger client relationships, and more space to focus on what truly matters—guiding their community through life’s most important planning decisions.

If your business is facing similar scheduling challenges, Scott and Stephanie’s story proves there’s a better way. Start your free YouCanBookMe account today and see how easy it is to simplify scheduling, build trust, and create a better experience for your clients.