MyCase has allowed me to consolidate all of my customer files into an individual virtual Area, giving me and my clientele usage of all files all the time. It is usually safe and puts my customers at ease that their delicate details is not being exchanged of email servers.
Observe sales opportunities since they shift by means of Each individual stage from the pipeline. See signature requests. Assign open jobs to group associates.
Bankruptcy Regulation Employ unlimited storage for all case specifics and accessibility from wherever with the MyCase App. Automate standardized methods to generate jobs, deadlines, gatherings, and templates with a person simply click.
Situation management methods assistance lawyers expend far more time focusing on practicing regulation and serving clientele, and less time doing administrative and non-billable responsibilities.
Circumstance management: The ability to take care of clientele and situations and hold all situation information structured. This allows you to immediately make reference to notes with regards to the case and prepare for court docket in essentially the most effective way attainable.
CRM. Accessibility your client contacts in one lawyer program. Send out on the internet ingestion types. Generate and deal with shopper files
Always know precisely what to prioritize. Clio Duo’s clever recommendations assist target your time on scenarios that will need your focus.
The best factor about this software system is the fact we only want this one method for all of our desires.
I have already been applying MyCase for six several years. It is an integral Component of my follow and I can't consider executing it with out it. The interface is extremely very easy to navigate, the worth is economical, the customer service is impeccable and, They are really constantly innovating and evolving.
Belief accounting: The ability to track transactions connected with working accounts and belief accounts independently. The program should also permit you to deliver notifications as a result of to trustees when their account has arrived at the minimal total and needs topping up.
Can I set permissions and restrict use of distinct paperwork? Sure, you can use Clio’s user permissions to restrict use of unique consumers on the Issue degree. Only whoever has permission to your Make a difference can entry the files inside that Issue.
Loved ones Regulation Mechanically guide Find The Top SaaS Lawyer consultations from intake sorts and sync information to case documents. Keep track of deadlines and court docket dates, and text clients reminders to lessen no-demonstrates.
Why should my law firm use case administration software package? From automation to doc development, lawful circumstance administration software program keeps you structured on issues and conditions, so you're able to manage far more purchasers in considerably less time and streamline your company at every move.
We realize migrating knowledge from 1 method to a different might be too much to handle. That’s why our devoted onboarding crew is ready to aid your company’s transition to Clio.
Mechanically deliver scenario documents and process lists when intake forms are submitted. Make calendar activities and court docket regulations when instances are produced. Agenda customer phone calls right before and immediately after any critical day or deadline.
Invoicing and billing: Your follow administration software program need to allow you to seamlessly make costs and send them to clients. This saves you appreciable time and cash and allowing for you to deal with the more crucial responsibilities like answering consumer inquiries and reassuring shoppers.