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Description
Equip your team with top-notch case management software that encompasses a variety of features such as contact management, comprehensive reporting, document handling, customer relationship management, client onboarding, billing, and trust accounting. Lawcus streamlines your workflow by simplifying case management alongside robust billing and trust account functionalities. Enhance your client conversion rates with our user-friendly intake forms, e-signatures, text messaging capabilities, and automated document processing. Eliminate the chaos of daily tasks by utilizing our automated workflows for consistent and repeatable operations. With Lawcus, you can easily visualize all your matters through a kanban-style interface, allowing you to quickly identify what requires your immediate focus. Foster teamwork through matter-specific discussions and keep all communications with your clients and team centralized. Efficiently organize and assign tasks, set deadlines, create sub-tasks, monitor ongoing work, and accelerate your productivity to achieve faster results, ensuring that nothing falls through the cracks. This comprehensive solution not only enhances efficiency but also promotes collaboration and accountability within your team.
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
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
Chat Agents
Clerx
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Integrations
Microsoft 365
Microsoft Outlook
Chat Agents
Clerx
Confido Legal
Contractbook
Gmail
Google Calendar
Google Contacts
Hona
Pricing Details
$34 per user per month
Free Trial
Free Version
Pricing Details
$384 per license
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Lawcus
Founded
2014
Country
United States
Website
lawcus.com
Vendor Details
Company Name
MyPrivate
Founded
2013
Country
Switzerland
Website
myprivate.ch/en/
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
