Time & Cost Tracking Track time and expenditures across conditions. Insert expenses to invoices. Get prompts to trace time if you log a simply call, ship an email, save a Take note, and upload a doc.
Keep track of sales opportunities as they transfer through Every single stage of your pipeline. See signature requests. Assign open responsibilities to staff associates.
I are already using MyCase for 6 decades. It's an integral Portion of my apply And that i are unable to picture undertaking it with no it. The interface is incredibly very easy to navigate, the worth is affordable, the customer support is impeccable and, they are regularly innovating and evolving.
Email: Your legal scenario software need to integrate along with your picked email company. This makes it less difficult for lawyers to file emails to conditions and stick to-up on any developments.
Immediately deliver situation files and process lists when ingestion sorts are submitted. Make calendar situations and courtroom principles when scenarios are established. Timetable shopper phone calls right before and following any crucial day or deadline.
We have a small organization, but because making use of MyCase we tend to be more organized and file critiques can be a breeze. It is incredibly consumer pleasant. It's got served us keep an eye on bills, add template documents, which will save time and expense. I would recommend this scenario administration technique to every regulation office.
“I could not think about managing this organization without Clio. I would be shelling out fifty percent of my working day on administrative responsibilities. It would not be successful. In the event you’re taking into consideration adopting Clio, it’s uncomplicated. Do it. Get it done yesterday.”
Perspective an itemized listing of widespread billable pursuits you’ve executed in MyCase for the supplied day. Instantaneously incorporate any skipped time entries to client invoices.
It is possible to e mail the location proprietor to let them know you had been blocked. Make sure you Find The Best SaaS Lawyer incorporate Whatever you were being executing when this web page came up as well as the Cloudflare Ray ID discovered at The underside of the page.
Promptly delegate assignments to Clio Duo, regardless of where you’re Performing in Clio Control. Inquire Duo to make a task or calendar occasion, liberating you approximately focus on your current priorities.
“We were being taking care of 200 scenarios with 3 of us for a while. You only can’t try this devoid of anything like Clio to keep every thing in a single position.”
You can also make use of the application to put in place Bill reminders and automate the collections method. Consequently, this lowers some time you expend chasing up invoices, asking lawyers to send out out invoices or receiving invoices validated.
Process administration: A chance to develop and assign tasks to unique personnel and lawyers. Innovative solutions like our authorized case software can automate parts of this method any time a situation is produced.
We realize migrating information from one particular technique to another is often overwhelming. That’s why our committed onboarding team is able to assist your organization’s changeover to Clio.
Automatically produce circumstance documents and job lists when consumption forms are submitted. Build calendar occasions and court guidelines when conditions are developed. Plan client calls just before and after any essential date or deadline.
MyCase has become the technological, and scenario administration spine of supporting our organization's situation administration and ensuring timeliness in our conditions.