MyCase has permitted me to consolidate all of my consumer documents into one virtual Area, providing me and my purchasers entry to all files all the time. It is additionally safe and places my consumers at relieve that their delicate information is not really remaining exchanged of electronic mail servers.

Doc Creation & Management Crank out new client paperwork. Populate each individual document for the same situation directly. Retailer all documents in one location and share with customers through their portal.

The consumer interaction plus the client portal are One of the best items We've got at any time needed to help with interaction While using the customers.

 You will need to ensure it connects in your e mail customer, your accounting computer software, and every other resources you would like. Integrating all those equipment will permit for any smoother workflow and greater productivity.

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We have now a little organization, but considering the fact that employing MyCase we are more organized and file critiques certainly are a breeze. It is incredibly user pleasant. It has assisted us keep track of fees, upload template paperwork, which will save money and time. I would advise Find The Top SaaS Lawyer this scenario management technique to each legislation Workplace.

Usually know just what exactly to prioritize. Clio Duo’s smart recommendations assist target your time on conditions that have to have your attention.

Have confidence in & Estate Rules Control future belief and estates law shoppers in one position. Assign responsibilities, set automatic reminders, and build appointments from a dashboard.

I are working with MyCase for six years. It really is an integral part of my exercise and I simply cannot imagine performing it with out it. The interface is extremely easy to navigate, the cost is reasonably priced, the customer service is impeccable and, They are really constantly innovating and evolving.

Trust accounting: The chance to track transactions connected with operating accounts and rely on accounts individually. The software should also let you send out notifications via to trustees when their account has arrived at the minimum sum and needs topping up.

Am i able to set permissions and restrict usage of specific paperwork? Of course, you can use Clio’s consumer permissions to limit access to certain consumers for the Make a difference level. Only individuals who have authorization to the Matter should be able to access the files within just that Issue.

CRM Track all shopper and speak to info in a single position. Increase pre-constructed kinds to your site to seize new prospects and mechanically adhere to up.

Personal bankruptcy Legislation Employ unlimited storage for all case details and obtain from any place with the MyCase App. Automate standardized methods to produce tasks, deadlines, functions, and templates with a single click.

We comprehend migrating facts from one program to a different is usually overpowering. That’s why our committed onboarding workforce is able to support your company’s changeover to Clio.

CRM. Access all your consumer contacts in one legal professional software program. Deliver on line ingestion sorts. Produce and control consumer files

MyCase has actually been the technological, and situation management spine of supporting our organization's circumstance administration and making sure timeliness inside our circumstances.