The term “cloud-based legal software” (also known as “cloud-based law practice management software” or “web-based law firm software”) is just a fancy way to indicate that the software is indeed not installed on your computer.
Comparing premise-based software with a cloud-based legal practice management solution reveals the differences. Site-based software is usually on-premises, runs on a local computer or server with a database, and can usually only be accessed from computers inside your legal office. In this article, we will introduce to you the best Cloud-Based Legal Management Solution for Law Firms – MyCase.
Overall About The Cloud-Based Legal Management Solution for Law Firms
The cloud-based Legal Management solution basically has the function of managing the business operations of law firms. In addition to considering technology options (hardware and software), accounting and billing software, tools to communicate with clients, and more, many of the same challenges concern law firms. also affected. to “ordinary businesses”.
You can manage your practice with just one system if you use the Legal Management Solution. There are several possibilities for legitimate cloud-based software, but it’s not always clear what’s actually included and how much it costs. When evaluating a practice management system, it is important to consider whether the actual inclusion of features rather than the optional “integration” could result in more than double the cost of the client’s predictions. you or not.
What Is MyCase – The Cloud-Based Legal Management Solution?
For businesses searching for feature-rich, affordable law practice management software, MyCase is a fantastic fit and a great bargain. It has several hard-to-find built-in features including e-signatures and a full email client. Furthermore, despite being reliable, the system isn’t unduly complicated. Workflows and project management are clear, financial reports are simple to run, and internal communication is uncomplicated. MyCase is definitely worth a look for businesses that wish to run the majority of their legal department through a single app.
Features Of MyCase
Dashboard
MyCase has a dashboard with easy access to the tools you use the most frequently and a list of your top priorities. The Add Item tool provides shortcuts that let you quickly create objects like tasks, events, and documents that are often utilized. The dashboard also has three categories that highlight your current activity as well as forthcoming tasks and events.
Calendar
You can keep track of important events and tasks using the calendar provided by MyCase. The calendar on this Cloud-Based Legal Management Solution works similarly to other calendar programs you may have used. You can create calendar entries and include pertinent details like time, location, notes, and company members. You can quickly modify your schedule by dragging and dropping events.
The company-wide calendar view in MyCase allows employees to coordinate work more efficiently. Company members can send scheduled invitations to each other, and employees with the right credentials can view shared events. Calendar events can be color-coded to represent different employees.
Client Intake
Numerous elements of MyCase simplify the client intake procedure. You may attract new clients and lessen the administrative burden on your staff by using client intake forms and lead management systems.
- Forms for Client Intake: You can electronically gather crucial client information using MyCase’s client intake forms, and the data you collect will be instantly populated into your cases. Intake forms can be modified to meet the requirements of your legal team and practice area. You can email your clients intake forms, or they can be filled out on the MyCase application. MyCase also comes with electronic signature software, allowing you to transmit and receive papers for signing right from the site.
- Lead Control: You can manage your sales pipeline and evaluate your marketing efforts with the help of the tools in MyCase. You may follow leads as they move through the various phases of your sales pipeline with the Lead Status Board. Each lead you receive can have a card created for it, which you can then drag and drop into the appropriate stage to indicate the lead’s state. You can modify their titles and establish new phases that are specific to the pipeline at your legal practice.
Contact Management
You may keep and arrange the contact details of the clients and businesses you deal with using MyCase. In the contact management application from MyCase, you may keep track of the following things:
- Case types: open and closed
- Activity
- Billing
- Contact details
- Notes
- E-mails and text messages
- Balance in the trust account
Case Management
You may gather and keep an eye on important case information using MyCase. You can link the following elements to your cases in MyCase:
- Partnering attorneys
- Calendar
- Case history
- Communications
- Documents
- intake documents
- Notes
- Status reports
- Tasks
Document Management
You may easily maintain your company’s important records using MyCase. The primary database for all of your papers, MyCase, allows you to organize files into unique folders for each case. Additionally, MyCase offers unrestricted data storage.
Your team members can access and update documents that are stored in MyCase. Document commenting, tagging, and MyCase supports version history control.
For any of your company’s documents, MyCase comes with electronic signature software and supports multiple signers and countersigned. Additionally, you may monitor the progress of the signature requests you make to your clients using MyCase.
Task Management
You can create, assign, and track projects on a personal and company-wide level using the features in MyCase. The following things are available for addition when establishing a new task:
- Checklists
- Descriptions
- Due dates
- Priorities
Tasks can be delegated to particular business employees and connected to pertinent cases. Task reminders are a feature of MyCase, and it will automatically send an email or popup notification when a task is about to be due.
Tracking of Time and Expenses
You may track spending and create precise time records with MyCase. MyCase timers may record time entries using three timers at once and can be utilized on mobile and browser-based devices.
For frequently billable activities, MyCase’s Smart Time Finder tool helps prevent missed time entries. Various actions taken in MyCase are passively tracked by Smart Time Finder, including:
- Calls recorded
- Call resolution
- Sent emails
- Sends messages
- Saved new notes
- Tasks and subtasks with a completed status
- Uploaded records
Conclusion
MyCase is a well-known Cloud-Based Legal Management Solution used by thousands of legal professionals. Features in this solution assist law firms in increasing revenue and automating tasks. These functions include scheduling, time tracking, lead generation, lead management, contact management, and record management.
We recommend MyCase if you’re looking for an economical and feature-rich service that offers two-way messaging, lead generation forms, and lead management capabilities. Platforms like Clio Manage offer more integrations than MyCase if you have a complex technology system or prefer to use a third-party CRM system.
