Time & Cost Tracking Keep track of time and costs across instances. Add costs to invoices. Get prompts to trace time after you log a simply call, mail an e-mail, help you save a note, and add a document.
Monitor prospects as they go by way of Each and every phase on the pipeline. See signature requests. Assign open jobs to crew associates.
I happen to be applying MyCase for six many years. It truly is an integral Component of my apply And that i cannot envision performing it without the need of it. The interface is extremely easy to navigate, the value is very affordable, the customer support is impeccable and, They're constantly innovating and evolving.
Calendar: Your circumstance management Software demands a full calendar with abilities to handle your occupied agenda, together with sharing your calendar with colleagues. This way you'll be able to keep away from probable dreaded meeting room clashes.
MyCase has become the technological, and scenario administration backbone of supporting our business's scenario administration and ensuring timeliness inside our circumstances.
Doc administration: Can you utilize it to arrange and store documents, and collaborate on them? Will it combine with GSuite or your Microsoft Workplace package? These are typically queries that require Find The Best SaaS Lawyer answering so you can fully combine your selected software program Resolution into your workflow.
CRM Keep track of all customer and call details in one area. Add pre-crafted kinds to your website to seize new qualified prospects and immediately follow up.
The best point about this application method is usually that we only will need this one system for all of our requirements.
“Use Clio and you'll have every thing in one position – from consumers and matters to payments. It’s probably the most consumer-pleasant, intuitive computer software in existence.”
Family members Regulation Immediately ebook consultations from intake sorts and sync data to circumstance data files. Monitor deadlines and courtroom dates, and text customers reminders to decrease no-demonstrates.
“We have been running two hundred scenarios with three of us for a while. You simply can’t try this with no a little something like Clio to maintain all the things in one put.”
Family members Regulation Automatically book consultations from consumption types and sync info to case information. Observe deadlines and courtroom dates, and text clients reminders to lower no-shows.
Individual bankruptcy Regulation Make the most of unlimited storage for all scenario facts and access from any place Together with the MyCase App. Automate standardized procedures to make jobs, deadlines, situations, and templates with 1 simply click.
Which kind of customer aid is included? The best assist. We provide unrestricted aid 24 hrs every day, five days per week, so we are able to respond to any concerns You could have without having impairing your Doing the job working day.
CRM. Accessibility all of your consumer contacts in a single legal professional application. Send out online consumption forms. Crank out and handle customer paperwork
MyCase has been the technological, and circumstance management spine of supporting our agency's scenario management and making sure timeliness in our scenarios.