Other reports previously available in M圜ase are aging invoices, accounts receivable, user time and expenses, firm time and expenses, case time and expenses, trust account summary, trust account activity, non-trust retainer and credit account summary, non-trust retainer and credit account activity, case list, statute of limitations, electronic payments, and credit card fees.
The report can be further customized by moving columns and deselecting default case fields. In addition, the case list report has been updated with the ability to add any custom field for a case as a column. The two latest to be added are case revenue reports, to show the financial performance of a single case, and fee allocation reports, to see how the individuals who have billed for a matter contributed to the overall revenue collected for the case.
M圜ase continues to add to the selection of reports a firm can create, with 15 now available.
#DROPVOX BILLING FULL#
Now they can see the full staff calendar. Previously, users could see only their own calendars in the app. Staff calendars can now be viewed in the mobile app.M圜ase has made three notable changes to its mobile app: By clicking on the Dropbox icon next to a document, they can open the document in Dropbox Online for viewing and editing.ĭocuments can also be accessed and edited directly within Dropbox, either in the cloud or using the desktop app, and any changes will be reflected in M圜ase. Within that folder, users will be able to see all the files and folders for that case stored on Dropbox. Once they do, all of their open cases in M圜ase will have a Dropbox folder. M圜ase users can now link their Dropbox accounts. M圜ase introduced lead tracking just this month and continues to build it out based on customer feedback, Black told me. Analytics can also be set to show the last 30 days instead of the current month. For active leads, you can see various analytics, such as how many have been converted this month versus all time, how many have been added this month versus all time, your top-three referral sources, and the number of leads associated with each of the top-three sources. When you add a lead, you can identify its source and then track its status. If the lead becomes a client, then the information can be converted to a contact. This feature allows users to enter information on a lead, much like they would for a contact, and then track and follow-up with the lead. Here are the major changes to M圜ase since April.Īmong the most-recent changes to M圜ase is the ability for firms to track prospective client leads. Many of these most-recent changes came about through customer suggestions and interviews, they said. In a recent call to brief me on these changes, Nicole Black, legal technology evangelist at M圜ase, and Matt Walton, director of marketing, said that the company’s product development roadmap continues to be heavily influenced by customer feedback. Since then, M圜ase has continued to add new features and capabilities.
#DROPVOX BILLING UPGRADE#
If you have 500GB worth of data in the account, you'll still have access to all the files and you'll be able to download them from your account, but you won't be able to make any changes to the files in your account until you either upgrade again, or remove enough data from the account to put you back below your storage quota.I last wrote about M圜ase in April, after I was given a briefing at ABA Techshow on updates and enhancements to the cloud-based practice management platform.
#DROPVOX BILLING PLUS#
So if you were on the Plus plan with 2TB of space, and you downgrade back to Basic, you'll go back to 2GB of space. When your account is downgraded you'll lose the extra storage space, but not the files in it. Basically, if your account renewed yesterday and you cancel today, you'll keep your account benefits until the next renewal, and at that point it will downgrade. When you cancel, the account will be downgraded to a Basic account at what would have been your next billing period. It doesn't close the account completely (unless you later delete the account as well). Canceling a subscription only cancels the recurring billing for your account. If I cancel my subscription, where does the folder go? Do I then lose access to it? Thank you Rich! I appreciate your prompt reply and explanation.
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