Time & Price Monitoring Observe time and expenses across instances. Add charges to invoices. Get prompts to trace time once you log a connect with, mail an e mail, help save a Observe, and add a doc.
MyCase has become useful to our agency ideal off the bat. The greater we learn how to use it, the more it is helpful. It keeps every thing all alongside one another in one area.
Accelerate your casework with Clio Duo. From finishing daily tasks to transforming information and facts into actionable insights, Clio Duo requires care of it so you're able to shell out more time on strategic operate.
The shopper conversation along with the client portal are Amongst the best matters We've at any time had to help with interaction Together with the consumers.
MyCase is the technological, and situation management spine of supporting our company's case administration and making sure timeliness within our situations.
CRM. Access your shopper contacts in a single lawyer computer software. Ship on the web ingestion kinds. Generate and regulate shopper files
The customer care of MyCase is amazing. Absolutely everyone which i talk to on their aid line may be very well-informed of the program. They're usually trying to enable any way they might. I really like how MyCase listens for their consumers and actually implements solutions that are made.
Rely on & Estate Legal guidelines Control prospective have confidence in and estates legislation consumers in one location. Assign duties, set automatic reminders, SaaS Startup Lawyer and generate appointments from the dashboard.
Workflow Automations Develop automatic workflows that result in every time a new situation is designed, process is concluded, and much more.
Document Generation & Management Produce new shopper documents. Populate each individual document for the same circumstance simultaneously. Store all documents in a single position and share with customers by way of their portal.
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On line charge card payments: More and more customers wish to pay out their lawyers by way of bank card or on the internet. Your exercise management software program really should supply the option to method payments by way of bank card, rendering it far more practical on your clients.
Personal bankruptcy Legislation Make use of limitless storage for all scenario particulars and access from wherever Using the MyCase Application. Automate standardized methods to make tasks, deadlines, gatherings, and templates with a single click.
Observe sales opportunities as they transfer as a result of Each and every phase with the pipeline. Perspective signature requests. Assign open tasks to crew customers.
I take advantage of MyCase on each and every case that I have. As I have become a lot more accustomed to the program, I exploit A growing number of options. My customers like it and Despite the fact that I am a sole practitioner, I sense really skillfully aggressive due to the software program.
MyCase is the technological, and scenario management backbone of supporting our company's situation management and making certain timeliness in our situations.