If you are an attorney then you will require effective software to do all your work. Then there is MyCase management software designed for law firms. So instead of the caseload, you can give more time to make your clients happy. Therefore know about this client management software and the benefits it will offer your law firm. The MyCase has set the bar high for case management. It has built-in features that will enable you to perform all your work properly. The subscription rate of this software is also reasonable and will not disturb your company finances in any way. Continue reading to know more.
How does the MyCase software work?
MyCase is cloud-based practice management. This will permit you to manage your attorney practice to the final payment of the client. Then the workflow will be seamless. The experience begins in the home dashboard where you will get all the features. From there you will be able to click and use the tools you need. There is no requirement to go to other applications. There are four features in the MyCase that are beneficial to manage all the cases.
4 High-impact features of the Case Management Software
1. Lead intake
The Lead intake feature of the MyCase will help you to keep track of the clients and there is no chance for any slips. You can enter the client’s contact information in the software and it will create a system out of it. Also, there is an option in the software to make a Contact Us form. Therefore the leads can be directly added to the account of MyCase.
The intake system in the software is in-built so the case you make gets integrated into the entire case management system. But if the lead transforms into a client then you will be able to easily change them to the case.
Further, the next step is to add the details of the case such as the fee structure, nature of the case, attorneys, and more. So after inputting these details, the potential client becomes a full case. This process will only take you a few minutes. So you can keep everything in one place that will help you to build your law firm.
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2. E-signatures
Electronic signatures are important in the case management system. This is the one aspect that may cost you extra. Most of the systems may use third-party tools for the E-signatures. But that is not the case in MyCase. The software uses E-signature templates for essential documents like retainer agreements and NDAs. You have to set it up and can use it every time you sign similar documents.
Further, you can allot a specific firm user to serve as the cosigner on some documents. For instance, you have to assign one person to sign all the NDAs on behalf of the firm. Therefore with the E-signature feature in MyCase, you can easily get all the important documents signed. This will be especially useful during this Covid 19 pandemic.
There is also a feature where you can get a message on your phone and can sign the agreement through the phone. Then just confirm the sign and press save. Also, this feature in the software is stronger than any other software in the market. There is a way to see the status of the signatures in the software so you will know what documents are outstanding, what are complete, and more.
3. Texting and communication
The MyCase will help you to perform all your communications easily. It has a two-way text messaging feature. In the software matter you can use text messaging services. Then send texts that are linked to the client and case. Next, the receiver will get the notification as a normal text message. Also, you can see your texts in the software and the phone you use.
The texts are saved as records so you can refer to them if you prefer. Everything will be in one place. There are other communication tools in the MyCase as well such as event reminders, internal chat, invoice payment reminders, and more.
4. Built-in Payment System
There are automated billing and invoicing features in the case management software. You will be able to set up the payment plans and also the recurring charges. This will automatically notify the clients of what they have to pay. So you only need to spend less time on the billing and more time on the case.
You just have to add the invoice in the MyCase and it will do all the calculations for the fees. It will also generate the install payments. Further, you can use the software to accept online payments and make the payment get deposited in a particular account. You can see what you have to pay, what has been paid, and what was billed in it.
5. Affordable case management software
With everything available for organized case management, Myspace costs $49 a month for an annual subscription. There are no add-on fees. So you may not find a better deal on the market for case management. It contains all the features you need for your law firm. Therefore avail of this opportunity. You will be able to work effectively and efficiently with this software.
Conclusion
MyCase software is the best case management software for attorneys. You can lessen your workload through this software. Then you can focus on the matters that will build up your law firm.
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