Time & Cost Monitoring Track time and expenses throughout conditions. Add fees to invoices. Get prompts to trace time once you log a get in touch with, ship an e mail, help you save a Take note, and upload a doc.

MyCase has been beneficial to our firm suitable from the bat. The more we learn to utilize it, the more it is helpful. It keeps every little thing all together in one position.

Accelerate your casework with Clio Duo. From completing everyday jobs to transforming details into actionable insights, Clio Duo usually takes care of it so you're able to expend extra time on strategic do the job.

My encounter with MyCase has usually been optimistic. I am able to Call Associates and supply feed-back whenever I have to and suggest things that will greatly enhance my knowledge.

Routinely generate case documents and job lists when intake forms are submitted. Make calendar occasions and court docket principles when scenarios are produced. Schedule shopper calls right before and immediately after any vital day or deadline.

We have now a little company, but considering that using MyCase we tend to be more arranged and file opinions are a breeze. It is incredibly person friendly. It has assisted us monitor expenditures, upload template paperwork, which saves time and money. I'd advocate this situation administration program to every regulation office.

CRM Track all client and make contact with information in one area. Insert pre-constructed types to your site to capture new potential customers and instantly follow up.

Have confidence in & Estate Legislation Handle future have faith in and estates law clientele in a single put. Assign responsibilities, set automated reminders, and generate appointments from the dashboard.

I are already making use of MyCase for 6 years. It is an integral Component of my follow And that i are not able to think about undertaking it with no it. The interface is amazingly easy to navigate, the price is economical, the customer service is impeccable and, They are really constantly innovating and evolving.

Promptly delegate assignments to Clio Duo, irrespective of where you’re Doing the job in Clio Deal with. Ask Duo to produce a endeavor or calendar party, freeing you approximately target your current priorities.

Integrations: Your follow management software package is the central hub to your legislation business, however it wants to connect Using the equipment you already use and instruments you might like Top SaaS Lawyer to use Later on.

CRM Keep track of all consumer and contact information in one place. Increase pre-constructed types to your site to capture new sales opportunities and instantly stick to up.

Studies: How is your firm performing economically? How are you tracking against your targets? Your apply management software must be ready to provide you with essential organization insights to answer these queries.

Insurance plan Defense Immediately link time entries to instances to seamlessly consolidate billable hours. Enable LEDES billing and add customizable fields to be sure well timed authorized invoices.

How can I transfer my existing cases into my new software? Our facts migration workforce can guide in bringing more than data from A further legal case administration solution to our application so that you don’t have to do it manually.

Enough time retaining is amazingly convenient to use, the invoicing and ability for purchasers to pay is astounding, the ability to execute paperwork remotely is unparalleled and the prospect to talk to our shoppers through the portal cannot be beat.