MyCase is a cloud-based legal practice management software that offers a variety of workflows to help you manage your cases efficiently and effectively. Workflows are pre-built templates that help you automate repetitive tasks, reduce errors, and ensure consistency across your practice. Here are some of the workflows available in MyCase:
1. Intake: The intake helps you manage new clients and matters. You can set up custom intake forms to gather all the necessary information from clients, including contact details, case details, and any relevant documents. The workflow then automates the process of creating a new matter and assigning tasks to team members.
2. Case Management: You can set up custom workflows for each type of case, including tasks, deadlines, and document templates. The workflow automates the process of creating tasks and reminders, assigning them to team members, and tracking their progress.
3. Billing: You can set up custom billing rates for different clients and matters, create invoices, and track payments. The workflow automates the process of generating invoices and sending payment reminders.
4. Document You can set up custom document templates, automate the process of creating and editing documents, and store them securely in the cloud. The workflow also automates the process of sharing documents with clients and other stakeholders.
5. Communication: You can set up custom email templates, automate the process of sending and receiving messages, and track all communication within the software. The workflow also includes a client portal that allows clients to view their case details and communicate with you securely.
6. Time Tracking: You can set up custom billing rates for different types of work, track your time automatically, and generate invoices based on your time entries.
In conclusion, MyCase workflows offer a variety of pre-built templates to help you manage your cases more efficiently and effectively. Whether you’re managing new clients and matters, tracking your time and expenses, or managing your billing and invoicing process, MyCase workflows can help you automate repetitive tasks, reduce errors, and ensure consistency across your practice.