MyCase has allowed me to consolidate all of my client files into an individual virtual Place, giving me and my shoppers entry to all files always. It is additionally protected and places my clientele at simplicity that their delicate information and facts isn't getting exchanged of e-mail servers.
Doc Generation & Administration Crank out new consumer files. Populate each individual doc for the same circumstance without delay. Store all documents in a single position and share with consumers by means of their portal.
It should give you options to automate these stories or to e mail them by means of to you on the scheduled date.
The consumer conversation as well as the consumer portal are Among the many best things We now have at any time needed to assist with communication Using the customers.
Own Harm Regulation Text reminders to both present-day and future customers and lower no-demonstrates. Automate undertaking and deadline development on your group with custom made templates merged with client info.
View an itemized listing of common billable pursuits you’ve done in MyCase for just a specified day. Quickly insert any skipped time entries to client invoices.
CRM Keep track of all client and speak to data in one location. Incorporate pre-crafted sorts to your internet site to capture new qualified prospects and mechanically observe up.
Have faith in & Estate Regulations Deal with possible believe in and estates regulation consumers in a single spot. Assign tasks, set automated reminders, and develop appointments from your dashboard.
“Use Clio and Find The Top SaaS Lawyer you'll have all the things in a single place – from purchasers and matters to payments. It’s essentially the most person-pleasant, intuitive application available.”
Family Regulation Quickly guide consultations from ingestion kinds and sync knowledge to situation data files. Track deadlines and court dates, and textual content clientele reminders to lessen no-shows.
Integrations: Your observe administration program would be the central hub for your legislation agency, but it really requires to attach While using the equipment you already use and equipment you may want to use Sooner or later.
Household Legislation Routinely reserve consultations from consumption forms and sync knowledge to scenario documents. Track deadlines and court dates, and textual content consumers reminders to reduce no-demonstrates.
The best thing concerning this computer software software is we only need to have this just one method for all of our desires.
We realize migrating info from one system to another can be frustrating. That’s why our committed onboarding team is able to guide your agency’s transition to Clio.
CRM. Access all of your consumer contacts in a single lawyer software package. Send out online intake kinds. Produce and handle client documents
The time holding is unbelievably user friendly, the invoicing and skill for clients to pay is fantastic, a chance to execute files remotely is unparalleled and the possibility to communicate with our purchasers through the portal can not be defeat.