Time & Price Tracking Track time and bills throughout scenarios. Increase charges to invoices. Get prompts to track time any time you log a simply call, send an email, help save a Be aware, and add a doc.

Yet another e mail characteristic you may perhaps have an interest in is whether your picked software can make a databases of e mail addresses for every situation the lawyers at your apply are currently focusing on.

The consumer interaction plus the customer portal are among the best matters We've at any time had to assist with conversation With all the customers.

My knowledge with MyCase has generally been constructive. I am able to Make contact with Associates and supply feedback Every time I must and counsel things that will enhance my expertise.

MyCase has become the technological, and situation management spine of supporting our firm's scenario administration and ensuring timeliness inside our circumstances.

Immediately delegate assignments to Clio Duo, no matter where you’re Functioning in Clio Control. Check with Duo to make a endeavor or calendar event, freeing you nearly target your present priorities.

Billing, Invoicing, and Payments Immediately generate invoices from tracked time with help for various billing prices. Conveniently put into action split billing for multiple events, allowing you to definitely divide invoices properly.

Trust & Estate Guidelines Handle possible believe in and estates law customers in a single area. Assign responsibilities, established computerized reminders, and make appointments from the dashboard.

I have been using MyCase for six years. It's an integral Component of my follow and I can not visualize undertaking it with out it. The interface is extremely straightforward to navigate, the worth is inexpensive, the customer support is impeccable and, they are continually innovating and evolving.

Swiftly delegate assignments to Clio Duo, no matter in which you’re Functioning in Clio Handle. Request Duo to create a task or calendar event, liberating you up to deal with your recent priorities.

“We had been handling 200 scenarios with 3 of us for some time. You only can’t do that without the need of something like Clio to maintain all the things in one location.”

Insurance coverage Defense Quickly link time entries to scenarios to seamlessly consolidate billable several hours. Help LEDES billing and insert customizable fields to make sure well timed legal invoices.

Job management: The opportunity to produce and assign tasks to distinctive team and lawyers. Refined answers like our authorized scenario computer software can automate aspects of this method every time a case is designed.

Track prospects as they go as a result of Each individual phase of the pipeline. Perspective signature requests. Assign open responsibilities to team members.

Quickly make case paperwork and activity lists when consumption varieties are submitted. Build calendar occasions and courtroom policies when instances are produced. Program consumer calls before and just after any essential day or deadline.

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