MyCase has allowed me to consolidate all of my shopper data files into just one virtual Place, providing me and my clientele use of all paperwork at all times. It is additionally safe and places my shoppers at simplicity that their delicate data is not becoming exchanged of e mail servers.
Document Generation & Administration Make new shopper files. Populate each individual doc for a similar situation at the same time. Retailer all files in a single area and share with shoppers through their portal.
Speed up your casework with Clio Duo. From completing every day jobs to transforming details into actionable insights, Clio Duo requires care of it so you can devote extra time on strategic work.
Electronic mail: Your legal scenario software program really should integrate along with your selected email provider. This causes it to be simpler for lawyers to file e-mail to instances and comply with-up on any developments.
Quickly deliver case files and job lists when consumption sorts are submitted. Produce calendar functions and court rules when conditions are created. Program shopper calls right before and right after any significant date or deadline.
View an itemized list of popular billable functions you’ve performed in MyCase for the supplied working day. Right away increase any skipped time entries to client invoices.
Billing, Invoicing, and Payments Quickly make invoices from tracked time with support for several billing charges. Quickly implement break up billing for many events, letting you to divide invoices accurately.
Have confidence in & Estate Guidelines Deal with possible trust and estates law customers in one area. Assign responsibilities, set computerized reminders, and make appointments from a dashboard.
What are the process needs for cloud-dependent legal practice management software? The one technique need for Clio’s cloud-dependent lawful apply administration application is your Web browser (using an internet connection).
Customer portal: For sharing delicate documents and communications, an encrypted customer portal along with your scenario administration program may be the best option for making certain consumer data is saved private.
Integrations: Your observe management program is the central hub for the law agency, nevertheless it requires to connect Along with the applications you now use and instruments it is advisable to use Later on.
Insurance policies Protection Automatically link time entries to situations to seamlessly consolidate billable hrs. Empower LEDES billing and include customizable fields to be certain timely legal invoices.
Bankruptcy Regulation Make use of unlimited storage for all circumstance details and obtain from any place Using the MyCase Application. Automate standardized tactics to deliver duties, deadlines, gatherings, and templates with 1 click on.
Keep track of leads as they go by Each and every phase of your pipeline. Check out signature requests. Assign open up tasks to crew members.
Instantly generate case documents and process lists when intake sorts are submitted. Build calendar situations and courtroom rules when instances are designed. Plan shopper phone calls ahead of and right after any critical day or deadline.
We've got a small agency, but since using MyCase we are more arranged Top SaaS Lawyer and file critiques are a breeze. It is incredibly user friendly. It has assisted us keep an eye on bills, add template documents, which will save money and time. I'd suggest this case administration system to every law Business.