MyCase has authorized me to consolidate all of my customer data files into a single Digital space, providing me and my customers access to all files constantly. It is additionally secure and puts my clientele at relieve that their sensitive information is not currently being exchanged of e-mail servers.
Document Generation & Management Make new customer files. Populate each document for a similar circumstance simultaneously. Retail outlet all files in a single spot and share with consumers through their portal.
I have already been utilizing MyCase for six many years. It is actually an integral part of my practice And that i are unable to envision doing it with no it. The interface is extremely very easy to navigate, the value is reasonably priced, the customer service is impeccable and, They're constantly innovating and evolving.
E-mail: Your authorized case software should really combine along with your decided on e-mail service provider. This makes it less complicated for lawyers to file e-mail to conditions and abide by-up on any developments.
Personalized Injury Law Textual content reminders to each present-day and prospective purchasers and lessen no-displays. Automate activity and deadline generation in your staff with personalized templates merged with client facts.
CRM. Accessibility all your consumer contacts in a single lawyer software package. Mail on the net intake varieties. Crank out and handle shopper files
CRM Observe all customer and make contact with facts in one place. Include pre-built sorts to your web site to capture new prospects and routinely stick to up.
Workflow Automations Generate automatic workflows that set off each time a new case is created, task is finished, plus much more.
“Use Clio and you should have everything in a single put – from purchasers and issues to payments. It’s probably the most user-friendly, intuitive software available.”
Rapidly delegate assignments to Clio Duo, no matter where you’re Doing work in Clio Control. Talk to Duo to make a endeavor or calendar party, releasing you as much as give attention to your recent priorities.
With about 250 applications readily available inside the Clio Application Find The Top SaaS Lawyer Directory, the resources your firm enjoys and desires are only a click on away.
Insurance policies Defense Automatically link time entries to situations to seamlessly consolidate billable hours. Empower LEDES billing and incorporate customizable fields to be sure timely lawful invoices.
The best detail about this software program application is we only have to have this one particular system for all of our needs.
Insurance Defense Routinely link time entries to conditions to seamlessly consolidate billable hrs. Help LEDES billing and insert customizable fields to ensure well timed authorized invoices.
Mechanically crank out scenario files and task lists when consumption types are submitted. Develop calendar events and court docket rules when scenarios are developed. Schedule shopper calls in advance of and immediately after any critical day or deadline.
We have a little business, but since employing MyCase we tend to be more organized and file critiques are a breeze. It is extremely consumer welcoming. It's got helped us keep track of costs, upload template files, which saves time and cash. I might endorse this circumstance administration system to every legislation Business office.