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Advice and Answers from the MyCase Support Team
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How do I LINK
a
client/contact to
a
case?
Linking
a
Contact When Creating
a
New Case When you add
a
new case/matter to the system, you will be… the "Add
a
new contact" or "Add
a
new company" buttons to create
a
new contact record… Linking
a
Contact to An Existing Case
How do I LINK
a
firm user to
a
case?
You can always link
a
firm user to
a
case after it has been created… You can always link
a
firm user to
a
case after it has been created…
a
specific attorney, first filter your cases list by
a
Lead Attorney, then use the select all button
Creating
a
New Task
If it is
a
more general task that is not associated with
a
case/matter or lead, check the box for "This… To add
a
time entry to
a
task, click the name of the task from your Tasks tab to open the task information… When you create
a
task and assign it someone, that person will be notified that
a
new task has been added
Creating
a
New Client
When adding
a
new contact, you must specify
a
field called MyCase Client Portal Access…
A
few unique fields will be explained in further detail… You can also assign the contact to
a
Group
Adding
a
New Case
Remember, you must have
a
contact for
a
case to create invoices and get paid…
A
case must have
a
billing contact to include it in batch billing… MyCase is updating to
a
new user interface
Manually creating
a
field
If
a
field has
a
default value, and
a
custom value hasn’t been specified for the field, the field will… To simply create
a
field and insert it into
a
template, follow these steps: On the Dashboard,… select Build
a
New Template
How do I UNLINK
a
client/contact from
a
case?
Unlinking someone from
a
case does not delete that person in MyCase… They will still be listed as
a
contact in your contact database… MyCase 101: Linking Contacts to
a
Case
Quick Invoicing Without
a
Case
or to bill clients who need
a
basic task done that isn’t necessarily associated with
a
case or matter… When an invoice is being created and not linked to
a
case, the invoice will default to have
a
flat fee… Separately,
a
link to
a
payment page can be copied and sent via text or email if you have online payment
How to Write
a
Check from Operating Account for
a
Firm Expense
Write
a
Check from Operating Account for
a
Firm Expense Without Entering
a
Bill… Enter and Pay
a
Firm Bill by Writing
a
Check
Completing Questionnaires as
a
Client
flag next to
a
question… Select Translate to see
a
list of available languages… Select
a
language to translate the form
