Time & Price Tracking Track time and expenditures throughout scenarios. Add expenses to invoices. Get prompts to track time after you log a phone, send an e-mail, conserve a Be aware, and add a doc.

Observe potential customers as they move via Each individual stage of your pipeline. Look at signature requests. Assign open up jobs to group members.

It ought to provide you with solutions to automate these studies or to email them as a result of to you on a scheduled date.

 You may need to make sure it connects in your e-mail customer, your accounting application, and any other resources you require. Integrating all People resources will permit for a smoother workflow and enhanced productivity.

Own Damage Regulation Text reminders to both existing and potential clientele and reduce no-reveals. Automate activity and deadline development for the group with personalized templates merged with client information and facts.

We have a small organization, but given that working with MyCase we tend to be more arranged and file evaluations can be a breeze. It is extremely person friendly. It's got aided us monitor bills, upload template paperwork, which will save time and expense. I would suggest this case management program to every legislation office.

Billing, Invoicing, and Payments Immediately create invoices from tracked time with guidance for several billing premiums. Very easily employ split billing for multiple parties, allowing you to definitely divide invoices accurately.

Workflow Automations Create automatic workflows that trigger any time a new circumstance is made, job is completed, plus much more.

The customer Best SaaS Lawyer service of MyCase is amazing. Every person that I speak with on their aid line is incredibly knowledgeable from the application. They may be always endeavoring to assistance any way they are able to. I really like how MyCase listens to their consumers and really implements solutions that are made.

Have confidence in accounting: The chance to monitor transactions connected with running accounts and trust accounts individually. The software program should also help you mail notifications by means of to trustees when their account has reached the minimal amount of money and desires topping up.

Our software package suite even permits you to automate the billing course of action in order to lower any potential money flow difficulties you would possibly face.

Household Regulation Automatically e-book consultations from intake kinds and sync info to scenario information. Observe deadlines and court docket dates, and textual content customers reminders to lessen no-exhibits.

Generally know just what exactly to prioritize. Clio Duo’s clever recommendations assistance target your time on conditions that need to have your notice.

Which kind of buyer aid is provided? The best guidance. We provide limitless assist 24 hours daily, five days a week, so we will reply any thoughts You could have with no impairing your Performing day.

Customer/Get hold of management: Case management also normally takes place with a for every-client or per-Get in touch with basis, so handling your face to meetings and phone calls with the customer is very important.

MyCase is the technological, and scenario management backbone of supporting our firm's circumstance management and making certain timeliness within our situations.