Accounting: Your lawful case application might not Have got a total accounting solution, but you have to be capable of reconcile accounts and think about balances and transactions.
This portal also needs to enable you to routine shopper appointments and cell phone phone calls so that you could make sure They are really well looked just after, for that reason, contributing to increase a stable company relationship with all your shoppers.
Accelerate your casework with Clio Duo. From finishing each day responsibilities to reworking information into actionable insights, Clio Duo usually takes treatment of it so you're able to invest more time on strategic function.
My encounter with MyCase has always been optimistic. I am able to Call representatives and provide opinions whenever I must and advise things which will boost my experience.
Private Injuries Regulation Textual content reminders to each present-day and potential shoppers and reduce no-exhibits. Automate process and deadline development on your team with customized templates merged with shopper facts.
Private Harm Law Text reminders to each current and prospective purchasers and minimize no-demonstrates. Automate job and deadline generation for your crew with custom templates merged with consumer information.
CRM Monitor all client and contact facts in one place. Insert pre-developed sorts to your website to seize new leads and instantly comply with up.
Have confidence in & Estate Regulations Handle prospective have faith in and estates legislation consumers in a single spot. Assign duties, established automated reminders, and create appointments from a dashboard.
The customer service of MyCase is remarkable. All people that I speak with on their own assist line is quite knowledgeable of your computer software. These are often looking to help any way they can. Top SaaS Lawyer I actually like how MyCase listens to their buyers and actually implements tips that are made.
Client portal: For sharing delicate data files and communications, an encrypted shopper portal with the scenario administration software program is the best option for making certain customer information is held confidential.
“We ended up handling two hundred circumstances with 3 of us for quite a while. You simply can’t do this with no something like Clio to maintain almost everything in a single put.”
Insurance policy Defense Routinely hook up time entries to conditions to seamlessly consolidate billable several hours. Empower LEDES billing and insert customizable fields to be sure well timed lawful invoices.
Stories: How is your company performing monetarily? How are you tracking from your ambitions? Your observe management application needs to be able to give you important company insights to answer these concerns.
We understand migrating data from one particular process to a different may be overwhelming. That’s why our committed onboarding workforce is ready to guide your organization’s transition to Clio.
How do I transfer my existing conditions into my new software package? Our data migration team can support in bringing in excess of data from Yet another legal situation administration solution to our software package so that you don’t have to do it manually.
Invoicing and billing: Your observe management software package really should assist you seamlessly generate expenses and deliver them to shoppers. This will save you considerable time and cash and letting you to definitely concentrate on the greater vital duties like answering shopper inquiries and reassuring customers.