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Use the articles in this section to help you setup your MyCase account, adjust your account's settings, edit firm user permissions, and more. This section will help you ensure that your MyCase account is configured properly so that you can begin utilizing the rest of the features we offer.

Account Setup & Settings

Use the articles in this section to learn how to migrate data from your previous system into MyCase

Data Migration

The articles in this section will help you with all things billing in MyCase. This will include invoicing, entering billable entries, managing your financial data, and more! 

Billing

The articles in this section address MyCase Payments, our in-house payments processor. Topics covered include enabling online payments, saving credit card information, processing fees, and more! 

Online Payments

The articles in this section outline cases and how to best manage them in MyCase. Some topics that are covered are how to add or delete cases, case insights, linking cases to contacts, case stages, numbering, and more!  

Cases

The articles in this section explain the client portal. Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more! 

Client Portal / What will my client see?

The articles in this section outline calendaring in MyCase. Topics covered include adding & editing calendar events, event reminders, calendar filtering, and more! 

Calendaring

The articles in this section outline the various forms of communication available to MyCase users. Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! 

Communications

The articles in this section provide an overview on contacts in MyCase. Topics that are covered include adding & editing contacts, archiving contacts, linking contacts to cases, and more! 

Contacts 

The articles in this section outline documents in MyCase. Topics include uploading & sharing documents, eSignature, editing documents with Desktop, document organization with Drive, and more! 

Documents

The articles in this section outline and explain the functionality and frequently asked questions regarding Advanced Document Automation. 

Advanced Document Automation

The articles in this section cover all of the integrations offered with MyCase! Utilize our integrations to streamline calendar management, virtual receptionists, tracking financial data, and more.

Integrations & Apps

The articles in this section describe lead management in MyCase. Topics include consultation fees, contact us form, requesting funds, and more! 

Leads

Each article in this section will correspond with a report offered within the Reports tab in your MyCase account! 

Reports

The articles in this section outline task management in MyCase. Topics covered include adding & editing tasks, task reminders, marking tasks as read, and more! 

Tasks

The articles in this section explain how trust and credit accounting are managed in MyCase. They cover topics such as retainers, requesting funds, applying payments from trust/credit, and more!  

Trust & Credit Accounting

MyCase's Websites Team is happy to build, host, and manage your firm's website! The articles in this section will answer any questions you may have regarding this added service. 

Websites

The articles in this section outline workflows in MyCase. Topics include adding & editing workflows, viewing workflows, and more! 

Workflows

All articles in this section explain the in's and out's of MyCase's Accounting platform. Use the articles within to help you import your chart of accounts, enter journal entries, report on Accounting, and more!

Accounting

Smart Spend offers financial peace of mind by providing real-time insights and control over monthly expenses.

Smart Spend

Immigration Add-On

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