my attorney home and business software reviews

Although you can integrate with DropBox, M圜ase will also allow you to store your client documents within the system. Additionally, M圜ase is also smart enough to remember those associations, so the same contacts will automatically be associated with the relevant matter without further review. However, you can also use the built-in M圜ase email client and associate your emails with matters.

It syncs up with just about any email provider, so you can continue to use Gmail, Office 365, etc. It may not be the easiest thing to get your Clients to use (which is the case for most Client Portals), but it offers much of the ease of texting without the additional security risks.Įmail. The M圜ase Client Portal allows for cloud-based, secure communication between your firm and your clients through email, instant messaging, and commentary on uploaded files. Additionally, you can set up your website to let clients schedule consultations and other appointments without the need to call your office.Ĭlient Portal.

They can then embed them directly on your website and allow potential clients to enter their contact information directly into your system for you. Attorneys, or their staff, can build intake forms from within the system. Which means you don’t have to spend any time setting up the integration or choosing a system that works-and-plays-well with your other software. Although it may not be as robust as some stand-alone products, M圜ase ships with a client relationship management (CRM) system already built into the application.

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Law Firm Data & Key Performance Indicators (KPIs).

Virtual Legal Assistant-Delegating to Freelancers.

My attorney home and business software reviews