Accounting: Your authorized scenario software package may not Possess a complete accounting solution, but you should be in a position to reconcile accounts and consider balances and transactions.
Observe sales opportunities since they move by way of Each and every stage in the pipeline. Perspective signature requests. Assign open up tasks to team associates.
Accelerate your casework with Clio Duo. From finishing every day responsibilities to transforming facts into actionable insights, Clio Duo usually takes treatment of it so you're able to commit a lot more time on strategic do the job.
You would like to make certain it connects to the e mail consumer, your accounting computer software, and any other resources you will need. Integrating all Those people applications allows for just a smoother workflow and increased productivity.
Situation management: A chance to deal with clients and circumstances and continue to keep all scenario information and facts arranged. This lets you swiftly consult with notes about the circumstance and put together for court docket in the most economical way probable.
We have a small company, but considering the fact that using MyCase we tend to be more arranged and file testimonials certainly are a breeze. It is incredibly consumer friendly. It has helped us keep an eye on fees, upload template paperwork, which saves time and money. I would propose this case management program to each legislation office.
The customer care of MyCase is awesome. Everybody which i speak with on their own assist line is quite proficient of the program. They are really always endeavoring to assistance any way Top SaaS Lawyer they will. I actually like how MyCase listens for their customers and really implements solutions that are created.
Workflow Automations Make automated workflows that trigger when a new situation is developed, activity is finished, and much more.
Workflow Automations Generate automated workflows that set off when a new scenario is designed, task is done, plus more.
Client portal: For sharing sensitive documents and communications, an encrypted shopper portal together with your scenario administration program is the best choice for making sure consumer information is stored confidential.
“We were handling two hundred scenarios with 3 of us for a while. You merely can’t do that with out a thing like Clio to maintain every thing in one location.”
Clio is the one lawful program on the market permitted by all 50 state bar associations in The us.
Bankruptcy Regulation Employ unlimited storage for all situation information and accessibility from everywhere Using the MyCase App. Automate standardized practices to generate tasks, deadlines, events, and templates with one particular click on.
Time trying to keep is unbelievably user friendly, the invoicing and talent for shoppers to pay is astounding, the opportunity to execute files remotely is unparalleled and the chance to communicate with our shoppers with the portal can't be conquer.
CRM. Access your consumer contacts in a single attorney software. Deliver on line consumption kinds. Make and deal with client documents
The time keeping is amazingly simple to operate, the invoicing and ability for customers to pay is fantastic, the opportunity to execute paperwork remotely is unparalleled and the possibility to talk to our purchasers throughout the portal can't be defeat.