Time & Price Monitoring Observe time and costs throughout situations. Add expenses to invoices. Get prompts to track time when you log a connect with, send out an e-mail, save a Notice, and add a document.
Document Generation & Management Generate new consumer documents. Populate just about every document for a similar situation at once. Shop all paperwork in one place and share with clientele by means of their portal.
It must offer you selections to automate these reviews or to e-mail them by to you with a scheduled day.
The shopper interaction along with the shopper portal are Amongst the best things We've at any time had to help with conversation Together with the clients.
MyCase has become the technological, and scenario management spine of supporting our organization's situation administration and guaranteeing timeliness in our situations.
Now we have a small company, but because employing MyCase we tend to be more organized and file critiques really are a breeze. It is incredibly user welcoming. It has aided us monitor charges, add template files, which saves time and money. I might advise this scenario administration process to every legislation Workplace.
Billing, Invoicing, and Payments Mechanically generate invoices from tracked time with aid for a number of billing prices. Easily put into practice break up billing for numerous get-togethers, allowing for you to definitely divide invoices correctly.
Have faith in & Estate Legislation Handle potential rely on and estates law clients in one area. Assign tasks, set Find The Top SaaS Lawyer automatic reminders, and make appointments from the dashboard.
I have been utilizing MyCase for 6 many years. It truly is an integral part of my follow And that i are unable to think about carrying out it without it. The interface is amazingly simple to navigate, the value is economical, the customer support is impeccable and, They are really regularly innovating and evolving.
Have confidence in accounting: The chance to monitor transactions linked to running accounts and believe in accounts separately. The software package should also let you mail notifications via to trustees when their account has reached the minimum volume and needs topping up.
Integrations: Your follow management software program may be the central hub for your personal legislation organization, however it demands to connect With all the tools you already use and applications you might want to use Later on.
On-line charge card payments: An increasing number of clients choose to fork out their lawyers via credit card or on the net. Your exercise management application need to present the choice to approach payments via charge card, making it a lot more handy on your clients.
Individual bankruptcy Regulation Make use of limitless storage for all situation particulars and accessibility from any place Using the MyCase App. Automate standardized practices to crank out tasks, deadlines, events, and templates with just one click on.
Observe qualified prospects because they transfer through Each individual stage from the pipeline. Watch signature requests. Assign open up duties to team customers.
Consumer/Make contact with management: Scenario management also requires area on a for every-consumer or for each-Make contact with basis, so managing your encounter to conferences and phone calls Together with the customer is very important.
MyCase has become the technological, and circumstance administration backbone of supporting our organization's scenario administration and making sure timeliness within our situations.