What comes about when a possible client really results in being a client? We provide an close-to-stop Alternative to taking care of and expanding your business. The moment a shopper is secured, you are able to seamlessly transition their situation facts into our legal scenario administration software package.
Doc Generation & Management Create new client files. Populate each individual document for a similar situation without delay. Retailer all files in a single place and share with consumers by way of their portal.
Personal bankruptcy Law Make the most of unlimited storage for all circumstance particulars and access from anyplace With all the MyCase App. Automate standardized tactics to crank out duties, deadlines, events, and templates with 1 click.
My knowledge with MyCase has usually been favourable. I am able to contact Reps and provide feedback Each time I need to and recommend things which will greatly enhance my encounter.
Own Personal injury Legislation Textual content reminders to the two existing and prospective clientele and lessen no-reveals. Automate activity and deadline creation on your group with custom templates merged with customer info.
CRM. Entry all your customer contacts in a single lawyer application. Mail on the net consumption types. Create and deal with customer files
Billing, Invoicing, and Payments Routinely produce invoices from tracked time with assistance for numerous billing fees. Simply implement break up billing for a number of parties, making it possible for you to divide invoices correctly.
Rely on & Estate Rules Handle prospective have faith in and estates regulation clientele in one area. Assign tasks, established automatic reminders, and create appointments from a dashboard.
Workflow Automations Build automatic workflows that result in whenever a new circumstance is designed, task is concluded, plus much more.
MyCase has allowed me to consolidate all of my customer documents into only one Digital Room, giving me and my shoppers usage of all documents constantly. It is also protected Top SaaS Lawyer and puts my consumers at relieve that their delicate data just isn't becoming exchanged of e mail servers.
Can I set permissions and prohibit usage of particular paperwork? Yes, You may use Clio’s consumer permissions to limit usage of specific consumers for the Make a difference amount. Only those who have authorization to some Subject should be able to access the files inside that Make a difference.
Insurance policies Protection Routinely join time entries to situations to seamlessly consolidate billable hours. Permit LEDES billing and insert customizable fields to ensure well timed lawful invoices.
Stories: How is your agency performing fiscally? How will you be tracking towards your objectives? Your apply administration program need to be in a position to provide you with important business insights to reply these questions.
We understand migrating facts from one particular procedure to a different might be too much to handle. That’s why our dedicated onboarding staff is able to help your business’s transition to Clio.
Immigration Regulation Immediately personalize shopper ingestion varieties in a number of languages and sync responses for their circumstance file. Docketwise integration for automated immigration type preparing.
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