How To Transfer Intake To Retainer Template On Mycase

Having the right engineering science is critical to running an efficient and effective law practice today. If you're like most attorneys, you probably observe yourself or your staff spending besides much fourth dimension on administrative tasks or reconciling information from various systems in club to get your work washed. What if you lot could spend more time doing the work you actually enjoy and making your clients happy rather than just juggling your caseload? The reply: use the right practice direction software.

Enter MyCase . MyCase sets a high bar for customer feel, and for that reason they've committed to building their most crucial features in-house, rather than outsourcing mission-critical functions to third-party tools and software. This approach makes for the seamless workflows you need to unify your practise from client intake through collecting concluding payments. Even meliorate, it won't break the banking company – all the natively built features are included in MyCase's low monthly or almanac subscription rate, with no hidden charges for extra features..

An impressive collection of natively built features makes for a sophisticated and intuitive practice management organization that allows attorneys to seamlessly handle cases from end to end, including:

Client Intake & Lead Management
Case Management
Calendaring
Billing and Invoicing
Do Oversight
Client Portal

How it Works

MyCase is a cloud-based practise management system that allows you to better manage your practice from cease to end, taking you from client intake all the way to final payment.

Your MyCase experience starts on your home dashboard, where y'all have all your main features and functionalities laid out at the peak left.

From there, y'all tin click straight into the tools you want to utilise without navigating to other applications or windows.

Among MyCase's roster of natively built solutions are four features that truly make it piece of cake to manage your entire case from start to finish right within MyCase.

Top 4 Loftier-Impact Features of MyCase

Lead Intake

The Atomic number 82 Intake feature in MyCase makes it piece of cake to keep rail of potential clients so no potential case ever slips through the cracks. All yous have to do is enter the client's contact information as a atomic number 82, and MyCase volition create a potential case in the organisation. At that place is even an option to add a Contact U.s. form to your website so that leads are added directly to your MyCase account.

The intake organization is built in-house, which ways the potential instance yous create is integrated direct into the entire MyCase system. If the lead becomes a client, you tin can convert it to a case with simply a few clicks.

The side by side step is to add together the case details – things like the nature of the case, the fee structure, the responsible attorney, and more.

In just a couple minutes, you've converted a potential customer to a full thing in MyCase, where you lot can kickoff accessing all the other features every bit your case develops. The ability to speedily and easily intake new matters is a powerful tool for ramping up caseloads and building your firm. With everything in one identify, y'all no longer lose time chasing down or consolidating information from different systems.

E-Signatures

Electronic signatures are a crucial feature of whatsoever do direction system, and often i that you have to pay extra for, because most systems utilize tertiary-party tools – non and then with MyCase. MyCase has doubled down on its e-signature tool as the pandemic fabricated it clear simply how important this functionality is in modernistic law practice.

MyCase incorporates east-signature templates for standard documents like retainer agreements and NDAs, significant you can set it up one time and and so use it every fourth dimension you need a similar certificate signed.

Inside MyCase, you can designate a specific firm user to be the cosigner on particular types of documents, for example if there's one person who signs all NDAs on behalf of the business firm. Whenever the outside party submits their east-signature, MyCase notifies whatever cosigner has been designated and prompts them to complete the certificate.

With MyCase, you become your agreements signed every bit rapidly as possible and catechumen a new client in seconds. Even if your outside signatures come in at 8pm while you lot're at a baseball game, you'll get the notification and you can add your signature correct from your telephone. And then just confirm the signatures and hit save, and you're done. The certificate and then seamlessly becomes part of your MyCase thing with almost no endeavor on your role.

MyCase's due east-signature functionality is more robust than many others on the marketplace, because they've implemented a number of merge fields directly in MyCase. This means the organisation pulls your specific case information and incorporates information technology automatically into your e-signature documents, speeding up the process fifty-fifty more than.

You lot can also see the signature condition of all your documents in MyCase, so you lot always know what's consummate, what'due south outstanding, and who's holding up the procedure. Completed documents are bachelor for download with signatures so y'all tin can share out or save as needed.

Texting and Communication

MyCase makes communication easy by incorporating two-way text messaging. Directly from your MyCase matter, you lot can admission text messaging and transport texts that are linked to your specific client and case.

Your recipient volition receive the communication as a normal message in iMessage or whichever SMS app they use. For you, the MyCase user, you'll see the texts in MyCase on your computer or in the mobile app if you're using your telephone. Yous go notifications when texts come into MyCase, but they won't exist blowing up your personal text messaging with customer texts.

The text tape is retained with the thing, and so you tin can access or reference it at any time. You tin can also see all the texts that have been exchanged betwixt whatsoever users on that matter, all in one place.

In add-on to texting, MyCase includes other communication tools including internal conversation, event reminders, and invoice payment reminders (more than on payments in a minute). All these communication functionalities are a dandy example of how MyCase integrates every attribute of your matter, from your communications and case documents to your calendars and invoicing.

Built-In Payment System

Finally, MyCase includes automated billing and invoicing functionality for no additional fee. Yous tin can set up payment plans and recurring charges that automatically tell your clients what they owe and make information technology easy for them to pay. Whatsoever your billing arrangement is, y'all can set information technology and forget it, spending less fourth dimension on billing and more than time on your instance piece of work.

Simply add your invoice and MyCase will calculate your ultimate fee for you based on the payment plan you specify and generate installment payments. You can set it upwardly to accept online payments and have them deposited direct into a specified account. Your clients tin add credit card information directly to the organization to streamline payments as well.

Much like with the text messaging, the invoicing and payment history is tied directly to your matter in MyCase. You lot tin can always go in and see what's been billed, what's been paid, and what'south nevertheless owed. You can even send out payment links via MyCase that make information technology piece of cake for your clients to pay.

Affordable, Efficient Practice Management

The icing on the cake is MyCase's price – an annual subscription is $49 a month for their complete practice management software, including eastward-signatures and text messaging functionality. There are no add together-ons, no hidden charges for certain features, and no surprises. You won't find a better bargain on the market for a comprehensive do direction solution.

With solutions built in-business firm that are designed to take your example from initial intake to last payment, MyCase is positioning itself as i of the most constructive and affordable case direction tools on the market now. Given the demands of running a legal exercise today, you tin't afford not to attempt it.