What transpires when a potential client in fact gets to be a customer? We offer an stop-to-stop Resolution to controlling and escalating your firm. As soon as a consumer is secured, you'll be able to seamlessly transition their situation information and facts into our lawful situation administration application.
Monitor qualified prospects since they shift via Each individual stage from the pipeline. Watch signature requests. Assign open tasks to staff users.
It really should present you with options to automate these reports or to e-mail them by for you on a scheduled day.
You will need to make certain it connects to your e-mail shopper, your accounting software, and every other applications you would like. Integrating all These resources enables for just a smoother workflow and greater efficiency.
Scenario administration: The opportunity to regulate clients and scenarios and retain all situation info organized. This lets you immediately consult with notes with regards to the case and prepare for courtroom in by far the most effective way achievable.
Check out an itemized list of widespread billable things to do you’ve executed in MyCase for a supplied working day. Promptly add any missed time entries to customer invoices.
Billing, Invoicing, and Payments Instantly build invoices from tracked time with help for numerous billing charges. Simply put into action split billing for several parties, enabling you to definitely divide invoices correctly.
Timekeeping: A chance to enter time as you work or following the point. Scenario administration software program with timers allows you capture additional billable time Whilst you get the job done. This implies you should be able to streamline your billing procedure and continue to keep on top of each of the situations your practice handles.
I have been using MyCase for six a long time. It is actually an integral Element of my exercise and I can not consider performing it with no it. The interface is extremely easy to navigate, the value is reasonably priced, the customer care is impeccable and, They can be frequently innovating and evolving.
Speedily delegate assignments to Clio Duo, despite where you’re working in Clio Control. Question Duo to produce a job or calendar celebration, liberating you around give attention to your latest Find The Top SaaS Lawyer priorities.
Our software program suite even lets you automate the billing procedure so you're able to lower any potential income movement issues you might come across.
On the internet bank card payments: Increasingly more customers want to pay out their lawyers by means of charge card or on the web. Your exercise management software program really should supply the option to system payments through charge card, rendering it additional easy on your clientele.
Reviews: How is your company doing monetarily? How are you tracking against your targets? Your exercise management software really should be capable to provide you with essential business insights to reply these inquiries.
We understand migrating information from 1 program to a different might be overwhelming. That’s why our committed onboarding group is able to guide your organization’s transition to Clio.
CRM. Obtain all your customer contacts in a single attorney software package. Ship on-line ingestion kinds. Generate and handle shopper paperwork
We have now a small organization, but considering the fact that working with MyCase we are more structured and file critiques certainly are a breeze. It is amazingly consumer welcoming. It's served us keep track of expenditures, add template files, which will save money and time. I'd personally advise this scenario management technique to each regulation Office environment.