Accounting: Your legal circumstance software package might not Have a very entire accounting Remedy, but you ought to be capable to reconcile accounts and view balances and transactions.
I take advantage of MyCase on each and every circumstance that I have. As I became extra familiar with the computer software, I use more and more characteristics. My consumers like it and While I am a sole practitioner, I truly feel extremely professionally aggressive due to software package.
Accelerate your casework with Clio Duo. From completing day to day duties to transforming information and facts into actionable insights, Clio Duo takes treatment of it to help you invest much more time on strategic operate.
E mail: Your authorized case computer software should really integrate along with your selected e mail provider. This causes it to be easier for lawyers to file emails to scenarios and observe-up on any developments.
Personalized Harm Regulation Text reminders to equally existing and prospective clientele and lower no-shows. Automate undertaking and deadline development in your crew with customized templates merged with consumer details.
We have a small agency, but considering that utilizing MyCase we tend to be more structured and file assessments are a breeze. It is extremely user helpful. It has assisted us monitor charges, add template paperwork, which saves time and cash. I might suggest this scenario management system to each legislation Office environment.
Billing, Invoicing, and Payments Routinely create invoices from tracked time with aid for various billing prices. Easily implement break up billing for several events, making it possible for you to definitely divide invoices properly.
Trust & Estate Laws Take care of prospective belief and estates law consumers in one location. Assign tasks, established automated reminders, and produce appointments from your dashboard.
Workflow Automations Generate automated workflows that set off each time a new situation is designed, undertaking is completed, and even more.
MyCase has authorized me to consolidate all of my customer documents into just one Digital Area, supplying me and my clients entry to all documents always. It is usually protected and puts my consumers at simplicity that their delicate details just isn't currently being exchanged of email servers.
Can I established permissions and prohibit use of certain files? Yes, You should utilize Clio’s person permissions to limit access to distinct customers at the Issue degree. Only anyone who has authorization to your Matter can access the paperwork inside that Make any difference.
Insurance policy Protection Automatically join time entries to conditions to seamlessly consolidate billable hours. Empower LEDES billing and add customizable fields to make sure timely authorized invoices.
The best matter relating to this program program is we only require this 1 method for all of our requires.
Coverage Defense Instantly connect time entries to cases to seamlessly consolidate billable hrs. Enable LEDES billing and insert customizable fields to ensure timely lawful invoices.
How can I transfer my present-day instances into my new program? Our information migration team can assist in bringing in excess of details from A further authorized circumstance management Resolution to our software package so that you don’t have to do it manually.
We've got a little company, but since working with MyCase we Top SaaS Lawyer tend to be more structured and file reviews are a breeze. It is extremely consumer helpful. It has helped us keep an eye on expenditures, upload template paperwork, which will save money and time. I would recommend this case administration method to each law Business.