Time & Expenditure Tracking Keep track of time and expenses throughout instances. Insert costs to invoices. Get prompts to track time when you log a call, mail an electronic mail, help save a Observe, and add a document.
I exploit MyCase on each circumstance that I've. As I have grown to be a lot more accustomed to the software, I exploit Increasingly more options. My purchasers adore it and although I am a sole practitioner, I truly feel extremely professionally competitive because of the software program.
The client interaction and the customer portal are Among the many best things We now have ever needed to help with conversation with the shoppers.
Circumstance management remedies assist lawyers spend a lot more time specializing in working towards law and serving customers, and less time executing administrative and non-billable duties.
Case administration: A chance to regulate customers and instances and keep all case information and facts arranged. This allows you to immediately confer with notes concerning the scenario and prepare for court docket in probably the most successful way probable.
CRM. Entry all of your client contacts in a single lawyer program. Send out online intake varieties. Deliver and handle customer documents
Billing, Invoicing, and Payments Mechanically create invoices from tracked time with assistance for many billing rates. Effortlessly put into action split billing for many events, permitting you to definitely divide invoices correctly.
Workflow Automations Produce automated workflows that result in each time a new situation is established, task is finished, and more.
“Use Clio and you'll have anything in a single area – from clients and issues to payments. It’s by far the most consumer-friendly, intuitive application in existence.”
Rely on accounting: The opportunity to monitor transactions relevant to operating accounts and believe in accounts separately. The program must also let you mail notifications through to trustees when their account has attained the minimum amount amount and wishes topping up.
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CRM Track all consumer and get in touch with info in a single location. Add pre-crafted forms to your site to capture new sales opportunities and immediately observe up.
Personal bankruptcy Regulation Make the most of endless storage for all case aspects and obtain from everywhere with the MyCase Application. Automate standardized procedures to deliver duties, deadlines, activities, and templates with 1 click on.
Time preserving is very simple to operate, the invoicing and talent for consumers to pay is astounding, the ability to execute paperwork remotely is unparalleled and the possibility to communicate with our clients throughout the portal can not be defeat.
Immigration Regulation Mechanically customise shopper ingestion kinds in numerous languages and sync responses for their situation file. Docketwise integration for automatic immigration kind preparation.
We have now a little organization, but considering the fact that utilizing MyCase we are more structured and file testimonials certainly are a breeze. It is amazingly person pleasant. It has helped us monitor charges, add template paperwork, which saves time and expense. I might Find The Top SaaS Lawyer propose this situation management procedure to every law Workplace.