Time & Cost Tracking Monitor time and expenditures throughout conditions. Increase charges to invoices. Get prompts to track time when you log a contact, mail an e-mail, preserve a Notice, and upload a document.

This portal also needs to enable you to agenda consumer appointments and cellular phone phone calls so that you could ensure that They are really perfectly seemed soon after, hence, contributing to building up a strong small business partnership with all your customers.

The customer interaction and also the consumer portal are among the best items Now we have ever needed to assist with communication Using the purchasers.

Circumstance administration answers support lawyers commit additional time concentrating on practicing legislation and serving clientele, and fewer time doing administrative and non-billable duties.

You'll be able to e mail the website operator to let them know you had been blocked. Remember to involve That which you ended up accomplishing when this page came up and the Cloudflare Ray ID located at the bottom of the web site.

Perspective an itemized list of common billable routines you’ve performed in MyCase to get a given working day. Promptly increase any skipped time entries to customer invoices.

Billing, Invoicing, and Payments Automatically create invoices from tracked time with assistance for many billing rates. Easily employ break up billing for a number of parties, making it possible for you to definitely divide invoices properly.

Have confidence in & Estate Laws Deal with future have faith in and estates law customers in a single position. Assign jobs, set computerized reminders, and produce appointments from your dashboard.

It is possible to email the site operator to let them know you had been blocked. Be sure to consist of what you ended up undertaking when this site came up and also the Cloudflare Ray ID located at The underside of the page.

MyCase has authorized me to consolidate all of my shopper documents into an individual Digital Place, supplying me and my Best SaaS Lawyer clients usage of all documents continually. It is usually secure and puts my consumers at simplicity that their sensitive facts just isn't being exchanged of e mail servers.

Can I established permissions and prohibit entry to certain paperwork? Of course, You may use Clio’s consumer permissions to limit usage of particular customers with the Issue level. Only anyone who has permission into a Make any difference will be able to access the paperwork within just that Issue.

CRM Track all shopper and make contact with information in a single area. Add pre-crafted types to your website to capture new leads and routinely observe up.

Normally know what exactly to prioritize. Clio Duo’s smart suggestions enable concentrate your time and effort on cases that want your awareness.

Keep track of potential customers because they transfer as a result of Every single phase of the pipeline. Check out signature requests. Assign open duties to staff users.

How do I transfer my present instances into my new software package? Our data migration workforce can assist in bringing more than info from A further authorized case management Resolution to our software package so that you don’t have to make it happen manually.

We've a little business, but considering the fact that working with MyCase we tend to be more organized and file reviews certainly are a breeze. It is incredibly person welcoming. It's got assisted us keep an eye on costs, add template paperwork, which will save time and expense. I'd personally advise this situation administration procedure to each law Workplace.