Time & Cost Monitoring Keep track of time and costs across instances. Add expenses to invoices. Get prompts to trace time whenever you log a get in touch with, deliver an electronic mail, preserve a Notice, and add a doc.
A different email feature you might have an interest in is whether or not your chosen software can produce a database of e-mail addresses for each scenario the lawyers at your observe are at present engaged on.
Accelerate your casework with Clio Duo. From finishing each day responsibilities to reworking info into actionable insights, Clio Duo takes treatment of it so you're able to commit additional time on strategic do the job.
Calendar: Your situation administration tool needs a complete calendar with capabilities to control your busy agenda, and sharing your calendar with colleagues. This way you could steer clear of feasible dreaded Conference place clashes.
MyCase has been the technological, and case management backbone of supporting our business's case management and making sure timeliness in our situations.
Swiftly delegate assignments to Clio Duo, irrespective of in which you’re Operating in Clio Handle. Request Duo to make a undertaking or calendar party, liberating you as many as focus on your existing priorities.
Normally know what exactly to prioritize. Clio Duo’s wise tips assistance target your time on cases that have to have your focus.
Workflow Automations Produce automated workflows that cause whenever a new case is established, process is finished, plus much more.
Exactly what are the process requirements for cloud-based mostly lawful apply management program? The only real method need for Clio’s cloud-centered authorized apply management application is your Online browser (using an Connection to the Top SaaS Lawyer internet).
Rely on accounting: The chance to monitor transactions connected with working accounts and rely on accounts separately. The program must also assist you to deliver notifications via to trustees when their account has reached the least amount and needs topping up.
Integrations: Your practice administration software package would be the central hub for your personal law business, but it really desires to connect Along with the tools you currently use and resources you might like to use Later on.
CRM Monitor all customer and get in touch with facts in one position. Include pre-developed forms to your internet site to capture new prospects and instantly adhere to up.
Process administration: The opportunity to generate and assign responsibilities to various team and lawyers. Subtle answers like our legal case application can automate portions of this method whenever a scenario is designed.
We understand migrating facts from 1 process to another may be mind-boggling. That’s why our dedicated onboarding group is ready to aid your firm’s transition to Clio.
I take advantage of MyCase on every single circumstance that I have. As I have become a lot more knowledgeable about the software package, I use An increasing number of features. My purchasers adore it and Even though I am a sole practitioner, I sense really professionally aggressive due to computer software.
We've got a little organization, but considering that utilizing MyCase we tend to be more arranged and file assessments certainly are a breeze. It is amazingly person welcoming. It's got helped us monitor fees, add template paperwork, which will save time and money. I'd personally suggest this scenario administration process to every regulation Business.