MyCase has permitted me to consolidate all of my customer documents into only one virtual Place, giving me and my shoppers entry to all documents at all times. It is also secure and puts my purchasers at relieve that their delicate information and facts is not currently being exchanged of email servers.

Keep track of sales opportunities because they shift by Every single phase on the pipeline. Look at signature requests. Assign open duties to team users.

The consumer interaction plus the client portal are among the best items We now have ever had to help with interaction Along with the clients.

Calendar: Your case management tool demands a complete calendar with capabilities to control your fast paced timetable, in addition to sharing your calendar with colleagues. That way you are able to prevent possible dreaded Assembly area clashes.

Doc automation: Several situation administration softwares allow you to use templates to quickly develop new files, conserving lawyers valuable time.

Own Injuries Legislation Text reminders to both equally latest and future purchasers and lessen no-shows. Automate undertaking and deadline generation for the workforce with custom made templates merged with shopper information.

The customer support of MyCase is awesome. Everybody that I talk with on their assistance line is quite well-informed in the program. These are constantly wanting to assistance any way they're able to. I actually like how MyCase listens for their clients and actually implements recommendations that are created.

Have confidence in & Estate Rules Regulate potential have faith in and estates legislation clientele in a single area. Assign jobs, established computerized reminders, and develop appointments from the dashboard.

The customer support of MyCase is amazing. Anyone that I speak with on their assistance line is incredibly proficient from the computer software. They may be often seeking to aid any way they are able to. I actually like how MyCase listens to their buyers and really implements recommendations that are made.

Immediately delegate assignments to Clio Duo, it doesn't matter in which you’re Functioning in Clio Take care of. Inquire Duo to make a process or calendar function, liberating you as many as deal with your existing priorities.

Integrations: Your exercise administration software package may be the central hub for the law organization, nonetheless it requires to connect Along with the resources you by now use and applications you might want to use Sooner or later.

Relatives Legislation Automatically reserve consultations from consumption sorts and sync information to situation files. Observe deadlines and courtroom dates, and text shoppers reminders to decrease no-exhibits.

Activity administration: A chance to create and assign responsibilities to unique workers and lawyers. Sophisticated answers like our lawful situation application can automate parts of this process every time a scenario is designed.

Time retaining is exceptionally convenient to use, the invoicing and ability for clientele to pay is astounding, the ability to execute documents remotely is unparalleled and the possibility to communicate with our clientele with the portal cannot be beat.

Immigration Legislation Top SaaS Lawyer Mechanically personalize customer ingestion varieties in multiple languages and sync responses for their case file. Docketwise integration for automated immigration type preparation.

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