Accounting: Your lawful scenario program may not have a entire accounting Answer, but you have to be capable of reconcile accounts and consider balances and transactions.
Keep track of qualified prospects as they go by way of Every phase in the pipeline. Check out signature requests. Assign open responsibilities to staff users.
Speed up your casework with Clio Duo. From completing every day responsibilities to transforming information and facts into actionable insights, Clio Duo can take treatment of it in order to expend much more time on strategic do the job.
My working experience with MyCase has normally been positive. I'm able to Get hold of representatives and provide feed-back When I must and counsel things which will greatly enhance my expertise.
Case management: The opportunity to regulate clientele and cases and retain all situation information arranged. This lets you rapidly confer with notes regarding the case and prepare for courtroom in one of the most productive way achievable.
Promptly delegate assignments to Clio Duo, irrespective of in which you’re Operating in Clio Take care of. Question Duo to make a job or calendar party, releasing you around concentrate on your present-day priorities.
Billing, Invoicing, and Payments Quickly develop invoices from tracked time with assist for various billing costs. Simply put into action split billing for many get-togethers, allowing for you to divide invoices precisely.
Rely on & Estate Legislation Deal with prospective belief and estates regulation purchasers in one position. Assign jobs, established automatic reminders, and produce appointments from the dashboard.
Workflow Automations Make automated workflows that induce each time a new case is created, job is done, and more.
Quickly delegate assignments to Clio Duo, despite where you’re working in Clio Control. Check with Duo to produce a endeavor or calendar event, freeing you as many as focus on your present-day Best SaaS Lawyer priorities.
Can I established permissions and restrict use of precise documents? Certainly, You can utilize Clio’s consumer permissions to limit use of distinct buyers on the Matter level. Only those who have authorization to a Make a difference can accessibility the files within that Make any difference.
Insurance policy Protection Quickly link time entries to cases to seamlessly consolidate billable hours. Allow LEDES billing and insert customizable fields to ensure well timed lawful invoices.
Undertaking administration: The opportunity to create and assign tasks to distinct staff and lawyers. Innovative solutions like our authorized case application can automate elements of this method when a scenario is designed.
Which kind of shopper guidance is integrated? The best help. We provide unlimited aid 24 hours on a daily basis, 5 times a week, so we will respond to any queries You may have devoid of impairing your Functioning day.
CRM. Obtain all your customer contacts in one legal professional computer software. Deliver on the net intake varieties. Crank out and deal with shopper paperwork
MyCase has actually been the technological, and situation administration spine of supporting our agency's case management and guaranteeing timeliness inside our circumstances.