Time & Expense Tracking Track time and costs across scenarios. Add bills to invoices. Get prompts to trace time any time you log a phone, ship an e mail, save a Be aware, and add a doc.
Document Development & Administration Deliver new client documents. Populate each document for a similar circumstance simultaneously. Shop all files in one spot and share with customers by way of their portal.
The client conversation along with the customer portal are Amongst the best factors We now have at any time had to help with communication with the customers.
My expertise with MyCase has constantly been beneficial. I'm able to Make contact with Reps and provide comments Each time I must and counsel things that will greatly enhance my experience.
Immediately make circumstance paperwork and job lists when consumption sorts are submitted. Develop calendar occasions and court docket principles when circumstances are established. Plan consumer phone calls right before and immediately after any crucial day or deadline.
Swiftly delegate assignments to Clio Duo, it doesn't matter in which you’re Doing the job in Clio Take care of. Inquire Duo to create a activity or calendar celebration, releasing you nearly deal with your current priorities.
CRM Keep track of all customer and contact data in a single position. Increase pre-built varieties to your website to seize new qualified prospects and automatically stick to up.
Belief & Estate Guidelines Take care of future belief and estates law customers Find The Top SaaS Lawyer in one area. Assign jobs, set automated reminders, and produce appointments from your dashboard.
The customer support of MyCase is amazing. All people which i talk to on their aid line is extremely knowledgeable of your program. They are generally attempting to assistance any way they are able to. I really like how MyCase listens for their shoppers and really implements recommendations that are created.
Household Regulation Instantly reserve consultations from ingestion varieties and sync info to situation files. Observe deadlines and court docket dates, and text shoppers reminders to lower no-exhibits.
Our application suite even enables you to automate the billing process in order to decrease any potential dollars move troubles you might experience.
Clio is the only lawful program in the marketplace permitted by all fifty point out bar associations in The usa.
Individual bankruptcy Regulation Make use of unlimited storage for all circumstance details and obtain from anyplace with the MyCase App. Automate standardized procedures to make duties, deadlines, events, and templates with 1 click on.
Monitor qualified prospects because they move by Every single stage from the pipeline. Look at signature requests. Assign open tasks to group users.
CRM. Accessibility your client contacts in one attorney software package. Send out on-line consumption varieties. Generate and control client documents
MyCase has been the technological, and situation management backbone of supporting our organization's scenario administration and guaranteeing timeliness within our cases.