MyCase has permitted me to consolidate all of my customer documents into a single virtual Room, offering me and my clientele usage of all paperwork at all times. Additionally it is secure and puts my clients at relieve that their sensitive facts will not be being exchanged of electronic mail servers.
Doc Generation & Administration Crank out new customer files. Populate each individual document for the same circumstance at once. Retail store all files in a single area and share with consumers through their portal.
It should really supply you with selections to automate these reviews or to electronic mail them by way of to you on the scheduled date.
E mail: Your lawful case application should really integrate together with your decided on electronic mail provider. This makes it much easier for lawyers to file e-mails to conditions and observe-up on any developments.
Personal Damage Legislation Textual content reminders to the two existing and future clients and lower no-exhibits. Automate task and deadline generation for your team with custom made templates merged with consumer information.
Document management: Can you employ it to prepare and keep documents, and collaborate on them? Will it integrate with GSuite or your Microsoft Place of work package deal? They're issues that have to have answering so you're able to totally integrate your preferred software Option into your workflow.
Billing, Invoicing, and Payments Routinely generate invoices from tracked time with assistance for multiple billing premiums. Easily put into action split billing for various get-togethers, making it possible for you to divide invoices correctly.
Have confidence in & Estate Regulations Deal with prospective have faith in and estates legislation purchasers in a single spot. Assign tasks, established computerized reminders, and build appointments out of your dashboard.
The customer service of MyCase is awesome. Anyone which i speak with on their guidance line is incredibly professional on the software. They are always trying to assistance any way they are able to. I really like how MyCase listens to their prospects and actually implements suggestions that are created.
Doc Creation & Management Crank out new customer paperwork. Populate each and every doc for a similar situation at the same time. Retailer all documents in one spot and share with shoppers via their portal.
“We have been handling 200 instances with three of us for some time. You merely can’t try this devoid of some thing like Clio to maintain almost everything in a single place.”
Clio is the one legal application on the market approved by all 50 state bar associations in The us.
Endeavor management: A chance to build and assign duties to different workers and lawyers. Subtle alternatives like our authorized scenario application can automate elements of this process every time a scenario is created.
Some time maintaining is extremely user friendly, the invoicing and skill for clientele to pay is amazing, the opportunity to execute files remotely is unparalleled and the chance to talk to our clientele from the portal can't be conquer.
Automatically generate situation paperwork and job lists when consumption varieties are submitted. Develop calendar events and court docket regulations when conditions are created. Routine consumer calls ahead of and soon after any significant day or deadline.
MyCase continues to be the technological, and situation administration backbone of supporting our firm's situation administration and making certain timeliness Best SaaS Lawyer within our scenarios.