My knowledge with MyCase has constantly been positive. I am able to contact representatives and provide responses When I really need to and counsel things which will enrich my experience.
I use MyCase on each and every circumstance that I have. As I are becoming more acquainted with the software package, I take advantage of A growing number of features. My shoppers like it and Even though I'm a sole practitioner, I feel incredibly skillfully competitive due to the computer software.
It must present you with selections to automate these stories or to e-mail them as a result of for you on a scheduled day.
The client interaction and the customer portal are among the best items Now we have ever had to assist with conversation Along with the purchasers.
Situation administration: The opportunity to control shoppers and circumstances and retain all scenario information arranged. This lets you speedily seek advice from notes in regards to the scenario and prepare for court in the most successful way feasible.
Swiftly delegate assignments to Clio Duo, regardless of where you’re Performing in Clio Regulate. Talk to Duo to produce a process or calendar occasion, liberating you nearly focus on your present priorities.
Billing, Invoicing, and Payments Instantly produce invoices from tracked time with aid for many billing prices. Easily apply split billing for many get-togethers, letting you to definitely divide invoices precisely.
Believe in & Estate Legal guidelines Take care of potential trust and estates law shoppers in a single place. Assign tasks, established automatic reminders, and develop appointments out of your dashboard.
I happen to be employing MyCase for six years. It's an integral Portion of my follow And that i cannot picture carrying out it without the need of it. The interface is extremely straightforward to navigate, the price is cost-effective, the customer service is impeccable and, They are really regularly innovating and evolving.
Doc Development & Management Deliver new consumer paperwork. Populate each and every document for the same circumstance without delay. Shop all files in one place and share with clientele by means of their portal.
Am i able to set permissions and prohibit entry to precise files? Of course, You should use Clio’s person permissions to restrict entry to unique customers for the Make a difference amount. Only those who have permission to some Issue will be able to obtain the paperwork in that Matter.
Insurance policy Defense Immediately link time entries to scenarios to seamlessly consolidate billable hrs. Allow LEDES billing and include customizable fields to make certain timely legal invoices.
Undertaking administration: The ability to generate and assign jobs to different team and lawyers. Innovative methods like our lawful case software can automate aspects of this method every time a situation is created.
Immigration Law Mechanically customise consumer consumption sorts in numerous languages and sync responses to their circumstance file. Docketwise integration for automatic immigration form preparing.
Instantly deliver situation paperwork and job lists when consumption forms are submitted. Make calendar situations and court docket policies when scenarios are made. Plan consumer phone calls in advance of and immediately after any crucial day or deadline.
MyCase has actually been the technological, and case management backbone of supporting our agency's situation administration and guaranteeing timeliness in our Top SaaS Lawyer conditions.