Time & Expenditure Tracking Monitor time and expenditures across situations. Increase fees to invoices. Get prompts to track time when you log a connect with, send an e-mail, save a Be aware, and upload a document.

Doc Generation & Management Create new shopper documents. Populate every doc for the same circumstance at the same time. Retail store all paperwork in one position and share with clients via their portal.

The consumer conversation and also the consumer portal are Among the many best things We have now ever had to assist with communication Together with the customers.

 You may need to make sure it connects to the e mail consumer, your accounting program, and almost every other applications you need. Integrating all These instruments enables for a smoother workflow and increased efficiency.

Particular Injuries Regulation Text reminders to each latest and prospective consumers and lower no-exhibits. Automate task and deadline development in your group with personalized templates merged with customer information.

Now we have a little business, but since making use of MyCase we tend to be more organized and file critiques can be a breeze. It is extremely user friendly. It's got helped us keep track of charges, upload template documents, which saves time and expense. I'd personally advise this case management technique to each legislation Business office.

Often know exactly what to prioritize. Clio Duo’s sensible tips aid emphasis your time on situations that require your interest.

The best matter about this software program program is we only have to have this a person method for all of our needs.

Workflow Automations Produce automatic workflows that bring about whenever a new case is made, endeavor is concluded, and more.

Doc Creation & Management Generate new client files. Populate each and every doc for a similar situation simultaneously. Shop all documents in one spot and share with consumers via their portal.

Am i able to established permissions and restrict use of distinct files? Indeed, You can utilize Clio’s consumer permissions to limit usage of unique consumers on the Make any difference level. Only all those who have permission into a Make a difference can access the files inside that Make a difference.

It's also possible to make use of the software program to setup Bill reminders and automate the collections system. Consequently, this lessens enough time you spend chasing up invoices, asking lawyers to Top SaaS Lawyer send out out invoices or getting invoices validated.

The best factor relating to this software package software is the fact we only have to have this just one application for all of our needs.

What kind of purchaser assist is bundled? The best assist. We provide limitless assistance 24 hrs per day, five days each week, so we can easily respond to any issues You could have without having impairing your working working day.

I take advantage of MyCase on every single case that I have. As I became extra accustomed to the software package, I use An increasing number of capabilities. My customers find it irresistible and Even though I'm a sole practitioner, I really feel incredibly professionally competitive due to software package.

MyCase has long been the technological, and circumstance management backbone of supporting our agency's case administration and making certain timeliness within our situations.