Are you looking to reduce the amount of time you and your employees spend on administrative tasks in 2018? Streamlining your law firm’s processes can save your firm time and money. One of the easiest ways to accomplish this is to automate redundant tasks in your law practice.
The good news for MyCase customers is that automating your law firm’s day-to-day processes is easier than you think. That’s because MyCase has several built-in features that will help you finish important projects quickly, or simply scale the way you work. Here are some surprisingly simple MyCase features you may not be using that can save lots of time for you and your employees.
If your firm handles several cases at a time, Workflows can help automate your day.
A workflow allows you to easily lay a set of tasks over a case. For example, if you follow the same client intake procedure for every case, you can create a workflow of the tasks you usually complete to onboard a client. You can also create templates for important dates that relate to specific types of cases or trials. By customizing tasks and deadlines at the start of each matter, you ensure that you never lose track of tasks and important deadlines. So on your next case, just apply that workflow and watch MyCase generate all your tasks for you!
See how workflows will help you juggle your busy week. Learn more here.
For attorneys who dread the end of the month, Batch Billing will be a lifesaver.
Batch Billing allows you to bundle all your time entries into invoices– in one click. If you have several open balances, Batch Billing will help you to quickly understand all the payments that are still hanging in the balance. No more working through them one by one.
Plus, we’ve recently made improvements to batch billing, allowing you to roll over open balances. Learn more here.
Do some of your cases have the same document folder structure?
If you find yourself creating similar document folders over and over again, try setting up a default folder structure in your next case. It will help you generate several document folders with ease.
Want to set up default folders? Learn more here.
When you’re ready to add a colleague, make sure you take a moment to review their user permissions. User permissions allow you to change the access and abilities of staff and other attorneys.
Time to explore user permissions? Learn more here.
No matter how you plan to scale your firm in 2018, these tips will streamline your law practice – so you can spend the time you’ve saved doing whatever it is that matters most to you.