Firm Types
MYCASE365
Solo practitioner
Modernize your legal practice with a cloud-based management software. As solo practitioner, you need the best resources to run the day-to-day workload efficiently. You need a software with a comprehensive suite of features designed to help reduce the time spent on administrative tasks—You want to focus on building a lucrative practice.
Acquiring and onboarding new clients—Simplify the client intake process with automated workflow that handles appointments, communications, emailing, document management, e- signatures.
Expand your tech skills and knowledge—You will find familiarity with the expertise you have accumulated to easily combine with a tool that interfaces with the existing industry standards software: Google Calendar, OneDrive, Zoom, etc.
Don’t miss a payment because you or your client can’t meet in person—Incorporate multiple payment streams—It’s important for you to quickly get pay with various payment methods.
Small Firm
Organize your workload and put the right people at the right place—Clear and defined roles presented in different portal view: Administrative portal, Lawyer portal, and customer portal.
As you’re already familiar with different tools for your templating, accounting, emailing, e-signature—thankfully mycase365 has integrated all these for your administrative personnel to perform their duties with all their stakeholders.
Take advantage of multiple payment mode and an easy approach to capture expense and bill time spent on every cases.
Know your firm financial heath with accurate reporting and dashboard—reduce the workload with your accountants: QuickBooks, Xero, etc.
MYCASE365
Mid and Large Firms
Data insights and custom reporting—You’ll be constantly informed with the firm financial health, therefore can put the energy on the practice that bring you and enlighten your efficiency.
Don’t reinvent the wheel—automate your tasks, legal document processing, eliminate human mistakes, make the processes repeatable as you keep growing your Practice management journey.
Bring all together—From your website, your favorite tools into mycase365 community and stay informed about new technologies, your practice and industry standards.
Let your customers know that you care about their important decisions of their lives—Integrate a CRM approach, customer engagement driven solutions—Recognize when, and how to transform a lead to a long-term customer that feel engaged and trusted.
