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Countersignature voter agreement template

welcome everyone thank you so much for joining us uh on our webinar today we are so excited to have you here whether you've been to our last webinar where we teased this one or you're brand new to my case webinars it's going to be a really fun one um but we want it to be interactive and we want to hear from you guys throughout the webinar so as people are joining i just want to know what the weather is like in your area today um just you know in the chat make sure you send it to panelists and attendees on zoom uh in the little to field select panelists and attendees and let us know where you are and what the weather is like um i personally am in santa barbara and although that sounds really nice and tropical it's actually really cold here uh and my morning walks have been a little bit chilly so let us know where you're from okay monica is in new jersey it's gray and drizzly uh it's super cold for jonathan um jonathan where are you from you didn't say jeanette is in dc balmy and rainy okay so it's it's cold in a lot of places i mean it is you know winter time-ish so that's makes sense um make sure you change your two from panelists to panelists and attendees so everyone else can see your answers and and go ahead and repost a few just sent to panelists okay moore park ventura county nice jonathan i'm just a few miles up the road nice to see you jackson mississippi warm overcast and raining oh my gosh what a combination warm overcast and raining it's like you know it's wet uh wyoming cold windy cloudy that makes sense um la we got florida hot humid uh benson what is it like where you are benson's our our uh panelist here what's going on in texas well hello from fort worth and uh you know it's in the low 70s today which i suppose is fortunate for me because yesterday we found out our air conditioning unit has gone out and it's going to require a replacement so oh my gosh we're without ac for uh maybe a week and i'm glad it's not in the 80s or higher as we're often used to here in texas oh my gosh are you're going to be able to get it it fixed you know in a in a week or so they're they're putting in a replacement order so yes oh my gosh home warranties yeah and at least it's not like august or something you know oh exactly if this had happened in the middle of the summer we'd be at a hotel for sure yeah um we have myra from texas from dallas 70. you're close to benson there frank from west tennessee 65 and overcast from milan oh my gosh uh dark foggy wet cold um wyoming jackson wyoming cherie thanks so much for chatting in six inches of snow but sun is just peeking through that sounds wonderful i have to admit i've been listening to white christmas the christmas music song i know it's way too early for it but i have been and so i've been dreaming of a white christmas sounds like you're going to get it sheree so that's great um thank you all for chatting in make sure again to switch your two button from panelists to panelists and attendees for those just joining so that everyone can see your question and we can make sure we get it answered um so we're going to get started thanks again for chatting in and please continue to chat in your questions and comments so we can address them as we start the webinar and purpose of our webinar is to help legal professionals address the operational hurdles that have come up this year 2020 has you know if you haven't heard has been a little bit crazy and for law firms it's no different um so what we're going to do is have benson here walk through some features in my case that'll help you overcome all those hurdles that you've faced this year hopefully it should be really helpful that's that's our goal is to kind of show you what's available out there and uh quickly this video or sorry this webinar is sponsored by my case my case is a practice management software that helps you um it helps small law firms um predominantly work from anywhere manage their entire practice and benson on the line with me uses my case to manage his practice there in fort worth and we'll get into a little bit more about him in a second my name is casey i'm going to be hosting and kind of moderating today um but benson's going to be doing most of the talking i have worked at my case for over five years and i absolutely love helping law firms um just get more efficient and run better this year has been no exception and in fact it's been kind of thrilling to see how many law firms are adopting software and seeing the benefits of it even though you know it's a little bit of a hard push to kind of make that change it's totally worth it and i love hearing that from our customers and and i want to welcome benson our panelist i hear some of you on the line that are from texas maybe you know benson or have seen his face and he is the founder and managing partner of varghese somerset which is one of the largest businesses in fort worth and the fastest growing not law firms but businesses in general so we're so excited to have him here a little bit more about him on the screen and but benson you know give us the rundown tell us a little bit about yourself well good morning again well good it's a morning for me i suppose uh we might have some folks that are already into the afternoon but good morning for me and uh i started the firm in 2014 and have been with my case ever since i put a lot of thought into the platform i wanted to use to make things convenient for my clients i think that was the number one goal and i really like this idea of keeping everything centralized of one stop for clients when they need information but this year in particular it's been immensely helpful to have a system that my staff can start using from home within a day's notice and has really helped us to operate seamlessly despite the pandemic the lockdown and then the you know the slow return back to work great thank you for that and we'll be learning a lot more about benson's firm as he shows us the features that we'll be talking about today um my case has been busy just like all of you building the features that law firms need to kind of survive and thrive this year and benson who uses my case every day along with his firm is going to be showing us how he uses those specific features so as we do this i want to emphasize that this is interactive we want you to chat in please so please feel free to chat me directly if you don't want to chat in the general um chat or if you want everyone to see your question go ahead and toggle to panelists and attendees on your chat and ask away and we'll get you some answers or we'll have been some direct uh directly address them here if they're relevant to the broader group so you know keep your questions coming and keep them flowing in so as i mentioned we're going to talk through five features today benson's gonna i'm gonna turn the floor over to him um and first we're gonna talk about e-signature which is i i hope everyone's slightly familiar with what this is but it basically replaces a wet signature in the office so you're able to send a document to a client or even co-counsel to have them sign and then counter sign as well um which in a lot of places is being adopted by federal and local courts um as just as legitimate as wet signature and just because of the the strains of this year so i will turn it over to benson and we'll have him share his screen and show you how he uses this all right so let me share my screen real quick and as that's pulling up i'll just kind of walk you through first of all how i use e-signature it's one of the newer features in my case and and that is something i've loved about my case over the years is the introduction of new features um and as soon as they sent out the survey saying hey would you guys be interested in e-signature i was all over it because as you guys can imagine it just simplifies life so much and of course it's been especially helpful this year when lots of clients aren't even coming into the office before they hire us so uh i usually operate from a case basis so when someone calls me or i'm talking to them i generally pull up their case within my case because that's a centralized location for everything to do with their case you can get to pretty much anything any document in my case multiple ways you can access e-signature multiple ways and um casey give me a thumbs up if my screen is showing oh yeah it looks great good so you could get to documents and use your e-signature through this tab at the top where you can go into e-signature templates but i'm going to show you primarily how i use it because i think as an end user this is most intuitive uh but again there are multiple ways to get to things so we're going to use casey as our client and she's going through a home purchase which even though i'm a criminal defense attorney i know nothing about home purchases i'm going to use this example uh to walk you through what we might expect so i kind of by uh almost second nature i clicked over to the communications tab but let me walk you through what you see um you'll see multiple tabs here at the top once you get into a case um and of course i just clicked that from the home page but you could let's say casey calls you on the phone you can just go in here type her name and then find the case that way once you've pulled up the case you'll see all these main tabs and each tab has i'll call them sub tabs where you can access different things so right now we're going to talk about a new feature which is the ability to get documents signed through the e-signature process and casey and i are going to go through this live and so you'll get to see what your client would receive how easy it is for them to sign it and how easy it is for you to then counter sign a document so let's just go through that let's say i have a client i want to send a document to and that document really only requires a signature so this is perfect for um a a standard form that you have that you need your client to sign so that you have it in your file um and or perhaps one that you need them to sign and you're going to counter sign as well so i'm going to walk you through that the way i would do this is just go to the add button so right now we're within items and info the sub tab of documents and there's a blue button over here that says add add an e-signature from template and so you would potentially have a number of templates here in your actual practice so you can create as many templates as you want uh for this demo we've got a payment agreement set up you can see that it's set up for a client to sign it and then someone at your office to counter sign pretty intuitive so far just hit save document you will i generally don't fill out these but if you are a firm that uses tags to help you find similar documents or if you wanted to add a description in this field right here you could when you create your template you'll have the ability to kind of put in the default name so payment agreement but if you wanted to add that it was for paterson you can just change the name of the document you don't have to they can just keep it as payment agreement and then hit next and again very intuitive you pull down the menu or you can start typing if you have a large number of individuals associated with the case which is what's going to pull up right here so i'd like casey to sign this document it automatically pulls up her email address because that's previously been saved in my case and i'm going to put myself down as the person at the firm who's going to counter sign the document so this will once we create the document it will let you use a drawn signature so if you want to scribble with your finger or if you want them to just type their name both are available as options for them if you leave this box or radio button not pushed over but if you wanted to force them to use their finger to sign for some reason then you could you could force the the signature field to do that i'm just going to leave it as it is and hit preview and send so i'll be able to confirm within this document uh first of all that it's exactly what i wanted it to be and we're going to scroll down here to the bottom and make sure in blue i see that i've requested casey to assign it and that when i get it back i'm going to counter sign it and you can have multiple fields obviously within the same document that you want signed or counter signed and in this example document we've got casey signing it in two different places and i'll be counter signing as well but hopefully that was um as intuitive to you as it seems to be to me it's it really walks you through the process and um there's also a default message in here so you can you can set that up at the time that you're creating your template so you know that i'm asking casey to sign this document at her earliest convenience and then all i have to do is hit send now and what i'll see before i turn it back over to um casey to kind of tell you what she's seeing on her end i've got an orange button right here that says um i've sent it to casey as i hover over her name or the pending rather it shows me who i sent it to uh and that it's pending in a moment you'll see how this gets updated but casey tell us what you see yeah so i just got an email you can see at the top there 11 14 am they come came to me almost instantly as soon as benson sent it and you can see my payment agreement that benson just sent right here again this can be done on my mobile phone or you know on my desktop but we just chose to show it on a phone here's what the signature looks like so i can scribble there type my name and there is a check box that says i'm i am casey patterson i consent to be legally bound by this e-signature now i'm i'm making sure that this uh this document is just a fake one um and then i am going to sign in both of those places uh and then send it back to benson so that you can see what happens on his end so give me one second hit the buttons sign the things all right so i just submitted it and if you refresh benson you can see the next step okay so i just refreshed my screen and you see that the orange button here that said pending signature has now changed to a green button that's asking me to counter sign the document so all i have to do is hit sign now same thing i can click there let's just say my scribble looks like that i can agree that i've signed the document do the same thing down here or as i said you could just type in your name if you'd like and i want to quickly mention as you do that benson monaca asks a question can clients sign on their phones yes they can and this is all accessible through email so i just got an email that said your signature is requested on a document and was able to click through and sign that way so thanks for that question monica so i'm just hitting submit and now you'll see we're still in the document sub tab and i have a green light here that says it's been signed so that quickly the document's been signed if i pull up that document now i'll be able to see the signed document complete with our little scribbles or as i said you can type in your name if you'd like and should the signature ever come into question you've got the e-signature details added on as a final page to the document so everything you need is right there pretty seamlessly that document has been updated so anytime you go back into the case under items and info documents that document's right there and you can see that it's been signed perfect and janette i see your question about counter signature that um a lot of the times you don't require a count of sigma counter signature you don't not have to have a counter signature you can customize the way that your templates are set up to have you know several signers and one counter signer no counter signers etc so thanks again for that question jeanette all right any final thoughts on this one benson um there is a way so if a user wants to set up a form where they want any signature but certain fields are going to be populated based on what you've entered into my case already so you want a custom document with their name in it you can do that you would just set up a document from a template and then send it over for a signature and in that case you would use this little pen icon to send something over for a signature so you can do it as we did it today which is a standard form without customized fields other than the signature or you can do it as a completely customized document that's run through the forms and you can send it over it probably takes 30 additional seconds but it's it's very similar awesome thank you benson i see there are more questions about um e-signature and we have someone on the back end who's gonna um answer those as they come up um but in just to keep time going we're gonna move on to the next uh feature thank you all so much for chatting in your questions please keep them coming um our next feature that we're going to showcase is called intake forms so i'm sure everyone is familiar with what an intake form is this is going to be a virtual intake form where uh you know clients can fill it out either on their phone i'll show you how that looks or um you know on their on their desktop and this just kind of keeps the first of all it keeps you virtual so you don't have to have clients coming into the office physically to sign forms and second of all it's just convenient it's convenient for you it's convenient for the client and it also allows you to have the most up-to-date information on clients so benson why don't you show us how you use intake forms yeah absolutely so again because i operate mostly out of cases i'm going to stay within this case um so we were in casey patterson home purchase kind of the default tab would be info when you first pull up the case and right there under that first main tab you have this sub tab that says intake forms and again a form is something you can create to get the information that you want and as casey mentioned it's gonna sync automatically with the information that's stored within my case so a lot of times if you have a client who needs to update their contact information or the contact information has changed since they were first put into the system this intake form is great because it's going to update with the most recent information again going over to the far right you've got a blue button that kind of tells you cause your or calls your attention to the fact that you can add a new form by just hitting that intake form button and then you once again can choose the intake firm form that you want to use so we're here going to use the home purchase intake form again i'm going to use casey for example and once again the subject line and the message is already pre-populated based on how we set up the intake form so pretty similar to sending out the document for an e-signature all i have to do is hit save and send and all of a sudden i see that i have a sent form i'm in casey you can show us what that looks like on your end yes all right so let me go back to my email i by the way i have an email that says my completed signed document from the last uh feature okay so i have an intake form from benson pllc here is my intake form it's my home purchase intake form it has really easy fill fields um sorry for the resolution there we go a little bit more focused but i can update all my information um yeah benson's showing what it looks like on his end and let me fill all this out yeah okay so while you're doing that these are the so when you're setting up the form you'll have a whole list of fields and even custom fields that you can put in so my case by default gives you very commonly used fields uh but for instance in my criminal practice there are certain pieces of information that we need that might not be needed across the board and so i can just go in and create a custom field save that form and let's see casey have you submitted anything yet yes i did submit it perfect so i'm going to refresh my screen here and look at that we have your form it's been submitted and this information has been updated in my case so if you had changed for instance your email address then it would have actually updated your contact as well which is a really nice feature that all of this is syncing so you can get to that document at any point that intake form at any point but you can also see the fields as they've been updated okay great um appreciate you jonathan she said or jonathan said it looks like i had a dui case i did not but i appreciate the concern i understand the intake form was for a dui very observant there um okay great so again this allows you to quickly update anything um in the case i actually talked to another customer who said um you know this is helpful in terms of like who's responsible for things because if a name is spelt wrong or something along those lines it's actually the client who put it in and it's not you so if you have some kind of data integrity issues this will be really helpful because the client will be responsible for putting in the correct information um i'm sure that's a concern especially for like these high volume um practice areas yeah i could see that coming in very useful for titles are sometimes where we have a third party calling in to hire us to represent someone and if for whatever reason you know we don't know that their title is doctor or something other than the standard you know titles it's always good to give them that option that way you know immediately and maybe we should be addressing this person a certain way exactly okay great um so let's move on to two-way text messaging this one is one of my faves um and show us how you would do that benson okay sorry i jumped ahead a little bit here but let's go back to our main screen just to uh kind of give everyone some bearing um going into the case there's a communication main tab so i would click over to the communications tab and i'll i'll just before i get into text messages say i absolutely love that everything related to my client is in one place so i don't have to go digging through to find emails if you're sending them messages through the portal just general messages not text messages they're secure and they remain in the cloud which is really important for me as a as a criminal defense practitioner where i see phone dumps and not my clients but other folks who have um privileged information that gets in front of prosecutors that you know hopefully they'll do the right thing and ignore those privileged communications but it's it's much nicer to have it to where things reside on the cloud so within that communication main tab you see all these sub tabs and so if we go into text messages obviously we've got um a number for casey in here that we got either at the time of intake or [Music] through one of those intake forms so we've got a phone number for her we did some test messages but let me just show you from scratch how you would send a message so you hit the compose button up here you can find the person that you want to send a message to so i'm just going to pull down the menu click on casey and i'll just send out a message that would be common for me perhaps courtroom is on the fourth floor so that would be a perfect instance for me to use a text message i'm not sending anything that's privileged or that i might not want other people to see it's timely i think they would appreciate knowing where to go within the courthouse once they got there so this text feature it's it's not what i'm going to use primarily for all my communication but it's a great way to get that instantaneous response yep and let me pull up my phone here oh you can see my cat courtroom is on the fourth floor it says and i can just text benson back thank you very much and send should populate without you even having to refresh yeah my hands are up i didn't do anything on my screen it came up just like your text messages would come up on your phone i didn't have to refresh or do anything different to the page um which is again a great feature um so that you know the client's gotten the message immediately yes and um i've heard other benefits around this and ben said and let me know if this resonates with you but uh you know this feature means that you don't have to give away your private cell phone number it also allows you to kind of mute your text messages to some degree so that your actual text message inbox where you do your personal and family and you know other texting is isn't intermingled with your client text yeah within the firm you know i've got um attorneys with a wide variety of um i guess technical backgrounds and uh when we first started the firm and i brought on some very seasoned attorneys they had a temptation to use their personal cell phones and the and the problem isn't really the communication aspect it's if you need to go find a message in the future now you're digging through your personal cell phone trying to find those messages whereas if you're sending a message through my case it's always going to remain under that communications tab everything you've ever sent them whether it's an email you synced up a secure message you sent them or a text message all in one place and and you know when you're looking for something how convenient that ends up being that it's all in one place but yeah not giving out your personal cell phone number is wonderful i imagine a lot of people don't want to do that and maybe get a call in the middle of the night or you know when you're trying to take care of your kids so that is yeah it's just been a great add-on for us once they once you guys um offer this feature that's awesome and i know that you use it to talk to leads as well as clients so that can be a good kind of demand gen tool as well um just some questions from the audience really quick frank said is there any way to capture time when you send a text message and i just wanted to point out benson you already know where i'm going the send plus time button could you show us that now if i want to reply and put in my point one instead of hitting send i hit send plus the that little icon that looks like a clock and i can put in my point one and it all the descriptions already in there it said i sent a text message to casey and um these are not my usual fields but there's probably one in here that says something like text message let's just um there you go right there so there you go the point one's already in there and if i go back to my time in billing time entries right there so i didn't even have to you know come back to my invoice or billing side put in a separate time entry you can do that from all your communication fields so where i use where i end up using or doing a lot of communication with my clients is through this message secure message feature and there or within the text as you just saw you can hit just instead of send right next to it to the left send plus enter your time and it's it's a breeze and we've gotten much better at time keeping since that was implemented love it um and really quickly some folks have asked about the text feature from the my case app and yes this is newly released in the app so uh it's rolling out as we speak um so check the the my case app and if you have more in-depth questions and i know that there's a ton of questions coming through so we're trying to get them as fast as we can we will have an option at the end of this to get a more personalized look at my case if you're not already a customer and needs some just just have some curiosities about the product and if you are a customer we'll we'll talk to you about that too just to make sure you know exactly what features are available so yeah keep the questions coming in and we'll also do a little bit longer um addressing them at the end okay great um any more on this bunsen any more thoughts we can move on the next one um i'm just going to build on something you mentioned very quickly and that is um you know because of the practitioners who are listening to this obviously you want to convert as many leads as possible as casey said i love and this is primarily where i use text messages let's say i had a lead come in so this is under leads this is what a lead form or populated section looks like let's say i've contacted them once by phone i'll move it over to this tab and it my firm if they're about to move over to the second contact we're gonna go in there and so again within the actual lead i can go to communications i can hit text message so for jane doe i would have gotten a phone number and i can just send a text message very quickly because if you're trying to get back to a lead if you have left a message i have found instead of emailing sending that text message just to say hey we're available right now if you want to talk or do you still need representation gets a lot more phone calls back rather than them perhaps getting off work and by that time you've left the office so using texts and leads is also fantastic that's great thank you um rick shouted in and said what do clients see as the originating number um it is a randomized number populated by my case um it can be altered if you would like to and so just that's that's the answer rick thanks so much for chatting that in um and it does remain constant throughout the time that you're texting your client um and for your firm in general so that same number will always be associated with the text messages that you're sending and if your client just saves it in their phone as you know law firm or varghese pllc and they'll have that consistency and know exactly who they're texting thanks again benson for the the look into leads i know that um leads are something we are super stoked about in my case and just tracking all of that and kind of having a a marketing plan and even a more custom marketing plan like a text message is just awesome i don't know i'm sure everyone got some text messages around election season and they're super effective you know it makes you feel like you have a connection with whoever you're talking to so um this is no different all right let's go to the next one another text message uh feature text message reminders and we're going to do it for invoices although there are other ways you can use text message reminders so benson take it away okay so as you see i'm going back to just the main case screen we're going to switch over this time the time and billing pull up our invoices and let's see here let's pull up the more recent one and get this pulled out of the way so this is what an invoice looks like once you've pulled it up and look at that casey's overdue on her payment and so sorry rather than picking up the phone and harassing her about it a gentle way to remind her that there's a balance outstanding that's past due is just to send her a text message and we'll see exactly what she gets um it's not a text message uh from our communications tab that you have to type out this will actually send her the invoice and give her the opportunity to pull up the invoice and and pay for it so all you do within the invoice is go up here to the fourth icon which is a little the little phone you say send link once again it's pre-populated love that they don't have to log in to actually click on this link and the billing contact we'd already set up as casey so all of this is really pre-populated you're you're literally just hitting one button and you can hit send and let's see what case you get all right got a very friendly reminder to pay online no login required um my invoice is ready for payment and it pulls up my little payment page there so you can see i'll just whip up my credit card pay my bill and then it'll actually come back to benson and reconcile with this invoice um we're not going to show that part just because i would have to put in my actual credit card and i'm not sure i'm i'm ready to do that you know i love you benson but gotta gotta actually hire you first um but uh yeah so that is the what the client would see perfect i'll make it i'll make a note in the case that you haven't paid yet how about that delinquent person dui overdue okay awesome so again this is uh you can either do this on a one-time basis that benson just showed or you can do an automated reminder where you actually set up a schedule for text messages to go through so thanks so much for that one benson absolutely um okay the last one and then we will answer some questions and do a little bit of wrap up is payment plans um so this is for firms who want to offer their clients the flexibility of paying an invoice and installments and during you know this year it's it's a compassionate way to offer your clients um you know the ability to pay kind of spread out over time but you're not sacrificing your business needs either so let's see what a payment plan looks like okay so going right back into the case and we're going to jump into time and billing go to our invoices and let's just pick this one because it has a easier to work with number i can actually edit the invoice if i'd like so let's say in addition to my flat fee of 300 we've decided to add um a late fee ah something well then now i've got to decrease my number but let's say we had a 200 fee that we were going to add on and that it would be an exorbitant late fee all i do now is come down and say look you need more time to pay we've discussed this click the button under this payment plan option say it's enabled and as a starting point it tells me the outstanding balance on this invoice is 500 so you'll know what the amount is um let's just say you've been doing hourly billing and it was some weird number here that you couldn't remember it's going to be right there and you get to set up the payment plan essentially however you'd like for it to be at our firm we often do half down so i would just say i want my first payment to be 250 and uh casey how long do you think you need to pay off the remaining 250 balance uh i would like three months please all right so let's say we're gonna do three and well that's actually gonna be three additional months so including my first month of 250 let's see if i did that right yeah oh no i've got to say not weekly but monthly so what it's done there is casey told me she wanted three additional months to pay the balance off i wanted to start with the 250 as my first month's payment so that's the first month total of four payments are going to be made and we want it done on a monthly basis and um let's try that again well if i hadn't messed this up by putting in the wrong number to begin with we would actually have it show up as what you could always do manually let's make these both the same number sorry that my screen is jumping around a little bit okay so what it would have done if i set this up correctly to begin with is giving us four equal monthly payments um can apply it wouldn't it wouldn't do that if i'd done it correctly but uh essentially it's created a payment plan now let's just pretend those numbers were the same all i have to do is hit save invoice and um i we could share it through the portal we could send it by a text message and you do have the option when you're creating the invoice to decide if your money is going to go into the trust account or into your operating account depending on how you want that set up yeah could you go back into the edit and just show that really quickly um the so if you have automatic or online payments set up in my case benson's showing you that you know you can decide if you want a payment to go into operating your trust account and then actually once you select that so say you selected operating if you scroll down you can hit this little toggle button that says automatic payments and down near the payment plan and it will actually along the payment plans lines it will auto charge a card so you can just input a card here if i had my credit card set up it would already be there and that way the client actually doesn't have to think about it and they'll get a text message reminder an email reminder that says hey your invoice is going to be charged is going to be paid tomorrow for the amount of 62.50 just so you know um and then both you and the client don't really have to worry about it it's just kind of set up and um that's i think that's a really exciting feature that we have yeah to set it and forget it is fantastic yep awesome okay cool any questions please keep them coming in um and benson would you mind flipping back to me really quick so we can do a quick recap um for those who may be joined halfway sure um i i suppose in the past it's worth showing before i switch over that um once you've set up those payment plans you can see what your firm is expected to bring in particularly if you've set up the automatic payments um really unless their card is declined or they decide they don't want to be on automatic payments um you're you have a very good idea of what's coming into the firm so it even breaks it down by what's set up on autopay and what you're going to be doing manually but you can get a really good forecast of what's coming in the door um in the next uh several months very quickly by just going over to now we're in the main billing tab under payment plans as opposed to being within one case but now you get the general overview of where you stand so casey i'm going to switch back over to you yes i love this page thank you for showing it um quickly in the chat we've got a couple of questions and comments um mr hollington mr j edward hullington asked does my case integrate with lawpay so my case actually has its own built-in payments platform and it's all a part of the software so as you get set up with my case you can get set up with online payments and that way there's like a seamless integration between the two and you also have just one login and one place to call if you should run into an issue with either the software or a payment it's one number um and jonathan donner says uh you know he has a client that he doesn't want to give his cell phone number to and the ability to text is a great feature also having text message um in the system is great as more people are texting so i assume that it's talking about you know firm members collaborating on a text chat and oh or just more people are texting in general uh you know texting is like adopted you know almost worldwide and so great thank you so much for those um those comments and let me quickly wrap up with a summary um so today we covered e-signature which replaces wet signature allows you to stay safe and allows you to also um help clients just sign documents easier and intake forms which allows you to get the most up-to-date information on a case and two-way text messaging which as we talked about is super convenient for your clients and for your firm to communicate uh all in one place and in the way that's most convenient for them text message reminders for invoice and so this can be done for invoices this can be done for um calendar events so if you have a court date coming up you're able to text a client about that and then payment plans which is a really compassionate way to help clients pay over time instead of having one lump sum and also allows you to keep your business goals in mind and keep your business running and so if you are interested in a personalized demo of my case if you're not in my case user today as we exit this webinar we will be asking if you want a demo um please flag and say hey i want one i have more questions about this we're happy to give you a call and oblige and just quickly 96 of customers benson included would recommend my case to a friend or colleague which is great and 83 say that my case helps improve their client experience and you can probably see why as benson mentioned he adopted my case primarily to make sure his clients were being served in the best way possible and you know these new features are all about client interaction and client convenience as well um and we just want to say thank you so much to benson uh have as you wrap up and send any final thoughts or words to the audience about my case you know we've barely scratched the surface that first off you're welcome i'm pleased to be a part of this and uh you know just just so folks know this is something i do because i'm pleased with the product and for no other reason um there are so many features that will make your life easier the fact that it's cloud-based allows you to be potentially in a non-pandemic world on a beach responding to client messages or at home it's as i said been really a useful tool um so that even though you know our office at times was on a skeleton crew our clients never felt um that responses were any different from our firm and that's been just tremendous this year for us to be able to do that so as i said we've just scratched the surface i could talk about my case all day and the things that we do with it it's very customizable i suppose is the other thing i'll point out we have added a lot of custom fields and just tweaked it so that it works for our practice and so that's a great part about uh feature of my case rather that's awesome thanks so much um okay great and for those on the line i see there are more questions coming through we're gonna go ahead and end the webinar please say that you want a demo or a personalized kind of outreach if you have more questions and we'll continue to kind of answer our questions jonathan says thanks ben's an excellent job teresa says thank you dante says thank you everyone is saying thank you love it um we're so excited that you guys are all all here thanks monica thanks sarah and and until next time we will talk to you all later thank you casey thank you so much benson bye everyone bye