MyCase has permitted me to consolidate all of my consumer data files into only one virtual Area, offering me and my clients entry to all documents continually. Additionally it is protected and puts my consumers at relieve that their delicate information just isn't being exchanged of email servers.
Keep track of sales opportunities because they shift by Just about every phase of your pipeline. View signature requests. Assign open up duties to staff members.
Accelerate your casework with Clio Duo. From completing daily tasks to reworking details into actionable insights, Clio Duo can take care of it so that you can expend a lot more time on strategic work.
The customer conversation and the customer portal are Among the many best items We now have ever needed to assist with interaction While using the purchasers.
Individual Personal injury Law Textual content reminders to equally present-day and future shoppers and decrease no-exhibits. Automate endeavor and deadline development for your workforce with personalized templates merged with shopper info.
Document management: Can you utilize it to prepare and store documents, and collaborate on them? Does it integrate with GSuite or your Microsoft Business office deal? These are queries that have to have answering so you can completely combine your decided on software package solution into your workflow.
“I could not think about functioning this firm with no Clio. I will be shelling out 50 % of my day on administrative duties. It Find The Best SaaS Lawyer wouldn't be successful. Should you’re contemplating adopting Clio, it’s simple. Do it. Get it done yesterday.”
The best issue about this program program is always that we only have to have this 1 application for all of our desires.
I have been utilizing MyCase for 6 many years. It is an integral Portion of my observe and I simply cannot imagine doing it without having it. The interface is amazingly very easy to navigate, the value is cost-effective, the customer service is impeccable and, They're regularly innovating and evolving.
Document Generation & Management Generate new shopper paperwork. Populate each and every doc for the same case without delay. Retail store all paperwork in one place and share with consumers by means of their portal.
“We have been managing 200 conditions with three of us for some time. You just can’t do this with no anything like Clio to help keep anything in one position.”
Clio is the sole legal program out there accepted by all fifty point out bar associations in the United States.
The best thing relating to this computer software method is that we only require this just one system for all of our wants.
Immigration Law Immediately personalize consumer ingestion kinds in a number of languages and sync responses to their case file. Docketwise integration for automated immigration form preparation.
CRM. Access all of your customer contacts in one attorney program. Send on the net consumption sorts. Generate and deal with client documents
We've a small organization, but given that applying MyCase we tend to be more arranged and file opinions certainly are a breeze. It is amazingly user helpful. It's aided us monitor expenditures, upload template documents, which will save money and time. I might advise this case management system to every regulation Office environment.