Time & Expenditure Monitoring Observe time and costs throughout conditions. Incorporate expenses to invoices. Get prompts to trace time after you log a contact, send out an email, help you save a Take note, and upload a document.
Keep track of leads as they shift by means of Every stage of the pipeline. Check out signature requests. Assign open up jobs to group customers.
Accelerate your casework with Clio Duo. From finishing each day duties to reworking facts into actionable insights, Clio Duo will take treatment of it so that you can shell out a lot more time on strategic perform.
My encounter with MyCase has always been good. I'm able to Get in touch with Associates and supply comments whenever I ought to and propose things which will increase my experience.
MyCase has been the technological, and circumstance administration backbone of supporting our business's situation management and guaranteeing timeliness in our instances.
Perspective an itemized list of frequent billable things to do you’ve done in MyCase to get a specified working day. Immediately insert any missed time entries to customer invoices.
Often know just what to prioritize. Clio Duo’s smart suggestions aid emphasis your time and effort on conditions that need your notice.
Rely on & Estate Rules Handle prospective trust and estates legislation customers in one spot. Assign jobs, set computerized reminders, and produce appointments out of your dashboard.
The customer support of MyCase is awesome. Absolutely everyone which i talk to on their assist line is very proficient of your program. They can be often endeavoring to aid any Find The Top SaaS Lawyer way they're able to. I actually like how MyCase listens to their shoppers and actually implements suggestions that are made.
Shopper portal: For sharing sensitive documents and communications, an encrypted customer portal along with your situation administration application could be the best option for making sure customer info is stored confidential.
“We have been handling 200 situations with 3 of us for some time. You only can’t do that with no some thing like Clio to help keep every thing in a single position.”
CRM Monitor all client and contact data in one area. Insert pre-designed forms to your website to capture new sales opportunities and quickly stick to up.
Undertaking management: The opportunity to produce and assign jobs to various staff and lawyers. Advanced alternatives like our lawful scenario software package can automate portions of this method when a case is developed.
We have an understanding of migrating knowledge from one system to a different may be overwhelming. That’s why our dedicated onboarding team is ready to guide your agency’s transition to Clio.
Immigration Regulation Immediately personalize consumer intake varieties in multiple languages and sync responses to their case file. Docketwise integration for automated immigration type preparing.
MyCase has long been the technological, and scenario administration backbone of supporting our organization's case management and guaranteeing timeliness inside our circumstances.