Time & Cost Tracking Keep track of time and fees throughout scenarios. Increase charges to invoices. Get prompts to trace time whenever you log a contact, send an email, save a Take note, and upload a doc.

I exploit MyCase on each scenario that I've. As I have become extra familiar with the software package, I exploit Progressively more features. My customers adore it and Even though I am a sole practitioner, I really feel very skillfully competitive due to the program.

The consumer conversation and the consumer portal are Among the many best factors We've at any time had to assist with conversation Along with the customers.

The customer conversation along with the shopper portal are among the best issues We now have at any time had to help with interaction While using the shoppers.

Personal Harm Regulation Text reminders to the two recent and potential purchasers and lessen no-shows. Automate endeavor and deadline creation in your crew with custom templates merged with customer details.

Quickly delegate assignments to Clio Duo, despite in which you’re Operating in Clio Handle. Ask Duo to make a activity or calendar occasion, freeing you as much as give attention to your present priorities.

“I couldn't envision jogging this firm without Clio. I might be paying out 50 percent of my day on administrative tasks. It wouldn't be effective. Should you’re taking into consideration adopting Clio, it’s easy. Get it done. Do it yesterday.”

Belief & Estate Regulations Control future trust and estates legislation purchasers in a single position. Assign tasks, established automatic reminders, and build Top SaaS Lawyer appointments out of your dashboard.

I are already making use of MyCase for 6 a long time. It really is an integral A part of my practice and I are not able to visualize doing it devoid of it. The interface is incredibly straightforward to navigate, the cost is affordable, the customer service is impeccable and, They may be frequently innovating and evolving.

Belief accounting: The ability to observe transactions linked to running accounts and have confidence in accounts separately. The software package also needs to let you send out notifications via to trustees when their account has reached the minimum amount amount and wishes topping up.

With in excess of 250 applications obtainable within the Clio Application Listing, the tools your organization loves and wishes are merely a click on away.

CRM Observe all client and get in touch with facts in a single position. Include pre-developed varieties to your website to seize new prospects and mechanically adhere to up.

Task administration: The ability to generate and assign duties to different personnel and lawyers. Advanced methods like our lawful scenario software package can automate aspects of this process any time a case is created.

Insurance plan Defense Quickly hook up time entries to cases to seamlessly consolidate billable several hours. Empower LEDES billing and incorporate customizable fields to make certain well timed lawful invoices.

Client/Speak to administration: Case management also usually takes area over a for each-client or for every-Call basis, so managing your experience to conferences and calls With all the shopper is very important.

MyCase continues to be the technological, and scenario administration spine of supporting our firm's scenario administration and ensuring timeliness in our circumstances.