Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FamilyCase.AI serves as a cloud-driven management platform tailored for solo practitioners and small family law firms. It integrates matter records, evidence, deadlines, client communications, intake processes, billing, and trust accounting into a unified workspace accessible to both attorneys and clients. The platform features AI assistants that enhance matter preparation and firm management by aiding in follow-ups for intake and signaling for billing or trust matters; it provides source-referenced information and retains AI-generated outputs for attorneys to evaluate, ensuring that legal decisions and automatic filings remain in the hands of the professionals. Attorneys can efficiently oversee client questionnaires, document reviews and approvals, evidence sharing, case updates, time tracking, billing processes, trust account management, and overall matter status. Additionally, the service includes onboarding assistance and the ability to migrate data from other legal practice management platforms, ensuring a smooth transition. To maintain compliance, California Family Code review guardrails are incorporated, necessitating attorney verification throughout the process. Furthermore, FamilyCase.AI's user-friendly interface simplifies navigation, making it an ideal solution for small firms looking to streamline their operations.
Description
The MyPrivate Family Office Software offers comprehensive coverage across all essential areas for families. It is installed locally, ensuring that no data is kept in the cloud, which greatly enhances data privacy and protection against fraud. The system features highly automated payment processing, accommodating various methods including the Swiss QR bill and online banking for Switzerland and the EU, along with real-time access to stock quotes and forex rates. The integrated EDM system allows seamless access to original documents such as invoices, certificates, and protocols across all modules. Designed to be a global solution, MyPrivate caters to every aspect of personal and family life, regardless of how intricate or large it may be. This makes it an invaluable tool for families seeking to maintain control and oversight over their financial affairs.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft 365
No
Microsoft Outlook
No
Windows 11
No
Pricing Details
$1,999/lawyer/month
FamilyCase Professional is $1,999 per lawyer per month. Annual prepay is $20,629.68 per lawyer, billed once. A 14-day free trial requires a card. The first monthly Professional charge is refundable on request within 30 days; this refund does not apply to FamilyCase Messages.
Free Trial
Yes
Free Version
No
Pricing Details
$384 per license
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FamilyCase.AI
Country
United States
Website
familycase.ai
Vendor Details
Company Name
MyPrivate
Founded
2013
Country
Switzerland
Website
myprivate.ch/en/