Time & Price Tracking Observe time and charges throughout conditions. Insert costs to invoices. Get prompts to trace time when you log a call, ship an e-mail, conserve a Take note, and add a document.
MyCase is valuable to our business suitable off the bat. The more we learn how to use it, the greater it is beneficial. It keeps every little thing all collectively in one spot.
Individual bankruptcy Law Utilize endless storage for all scenario specifics and accessibility from anywhere While using the MyCase App. Automate standardized procedures to deliver jobs, deadlines, situations, and templates with one simply click.
My practical experience with MyCase has generally been positive. I am able to Get in touch with representatives and provide comments When I really need to and counsel things which will enhance my knowledge.
Scenario administration: A chance to take care of customers and situations and continue to keep all scenario info arranged. This allows you to immediately make reference to notes with regard to the scenario and get ready for courtroom in quite possibly the most effective way probable.
CRM. Obtain all of your shopper contacts in one lawyer program. Send on the internet consumption types. Produce and manage client documents
CRM Keep track of all client and phone information in one spot. Increase pre-constructed types to your site to seize new leads and immediately adhere to up.
Timekeeping: The chance to enter time as you work or following the truth. Situation management software with timers aids you capture more billable time Whilst you get the job done. This implies you can streamline your billing procedure and keep on top of the many circumstances your exercise handles.
Workflow Automations Generate automatic workflows that result in whenever a new situation is created, process is concluded, plus more.
Client portal: For sharing delicate files and communications, an encrypted shopper portal with the circumstance administration computer software may be the best choice for ensuring shopper details is kept private.
“We were being controlling two hundred scenarios with 3 of us for a while. You only can’t do this without having some thing like Clio to maintain anything in a single area.”
Insurance policy Protection Immediately connect time entries to cases to seamlessly consolidate billable hours. Allow LEDES billing and include customizable fields to make sure well timed authorized invoices.
Bankruptcy Regulation Employ endless storage for all scenario information and access from everywhere While using the MyCase App. Automate standardized methods to produce jobs, deadlines, events, and templates with 1 simply click.
Monitor potential customers since they go by Every single phase with the pipeline. Perspective signature requests. Assign open up tasks to staff members.
How do I transfer my existing scenarios into my new program? Our knowledge migration team can aid in bringing over information and facts from A different authorized circumstance administration Answer to our computer software so that you don’t have to make it happen manually.
We've a small organization, but since working with MyCase we are more organized and file testimonials really are a breeze. It is amazingly user helpful. It's got helped us keep an eye on expenditures, upload template documents, which will save time and money. I would propose this Best SaaS Lawyer scenario management process to each legislation Business office.