Lead and Client Intake Automation
According to the MyCase Industry Report, 50% of legal practitioner respondents find lead intake challenging. Leveraging technology for lead management allows prospective clients to fill out their information on your site and request information with little to no work on your part.
What are the benefits of client intake automation tools?
Utilizing electronic signatures, or eSignatures, gives you and your clients a quick and convenient way to digitally collect legally binding signatures. This can greatly speed up the client intake process, onboarding, and other case paperwork.
Prospects can simply contact you by filling out their information on embedded intake forms located on your site. You can then automate response messages to ensure prompt response times.
What legal professionals say:
With MyCase eSignature, we cut client intake time in half—maybe more. We can do a lot more in an hour now than we could ever do before MyCase.
Kim Leval, Sorenson Law Office
Document Management
Easily create, share, and store documents in a single, secure location. Legal document management software can help you ensure that your whole team is on the same page and has access to the most recently updated version of each document. This also enables remote work.
What are the benefits of document management software?
With case management software, all documents can be stored in a single source of truth. Share, tag, and comment on documents in real time to easily collaborate with coworkers and clients. Also, you can determine who has access to view, edit, and share each document.
Create custom templates for documents and allow events (such as someone filling out a client intake form) to trigger an auto-population. This can save hours of time in data entry and reduce potential errors in documentation.
What legal professionals say:
Having [all document versions] stored in one place chronologically infinitely helps. That’s probably the top thing that helps us collaborate. If someone is working from home or even if we’re all in-office, being able to see everybody’s versions is the best thing for our team.
Chelsea Wansley, Easterling Family Law
Time Tracking
If you’ve found that accurately capturing your billable time can be a challenge, you’re not alone. The MyCase Industry Report determined that 61% of respondents struggle to capture billable time. Time-tracking software provides several ways to make this process simpler, freeing up your time and ensuring that you get paid for every billable minute.
What are the benefits of time-tracking software?
With time-tracking software, you can auto-populate invoices using time entries. Also, this feature automatically sends invoices and reminders on unpaid invoices.
Rely on timers and automated reminders to log time, ensuring that every minute of potential revenue is recorded. MyCase allows you to switch between up to three timers simultaneously to record hours spent on billable tasks. If you forget to set a timer, you can rely on the MyCase Smart Time Finder feature for a list of completed tasks, such as a client phone call—jogging your memory of what you worked on.
What legal professionals say:
MyCase has enabled us to keep better track of the time that we’re using. We can learn whether we’re using that time efficiently, and we can access our data in a much more useful way.
Nicole DeBorde, Hochglaube and DeBorde P.C.
Client Portal and Text Messaging
Leveraging client communication tools such as an all-in-one client portal or text messaging makes it simple and easy to streamline communication and keep clients up to date—bettering the client experience and freeing up your time to focus on billable tasks.
What are the benefits of a client portal?
MyCase provides a Client Portal and other specialized features that make client communication a breeze. You can communicate with clients in their preferred way, whether that be by text, email, or through the portal.
Easily share invoices and files, accept payments, and message clients in a secure, private location.
What legal professionals say:
[Clients] don’t need to dig through email. And when we’re referencing multiple things, it’s easy for the client to go on that conversation journey with us [...] Having everything we reference in one place is a helpful thing for them. For the client, it feels more professional to have everything at their fingertips, specifically [around] billing.
Chelsea Wansley, Easterling Family Law
Every Minute Maximized
MyCase practice management software boosts your firm efficiency, giving you the flexibility to refocus an extra 3+ billable hours daily on the things that matter most to you. Automate legal document management, create invoices quickly, and easily manage cases. Ready to maximize your hours and minimize your cost? Learn more to see how your firm can achieve bigger greatness for you and your clients.