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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Outlook No 
Windows 11 No 

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Windows 11 Yes 

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/

Product Features

Product Features

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5.0 out of 5 stars