Overview
The new MyCase interface offers a fresh, modern, and intuitive experience that simplifies the management of your law firm. Its cleaner and faster layout is designed to be user-friendly with fewer clicks. You can quickly locate what you need, allowing you to focus more on your clients.
Key Update Info
Nothing changes how you manage cases, billing, tasks or any other aspect of your daily work.
You still have access to all the features you know - just easier to navigate.
What's Changed
The New Sidebar Navigation ensures all the information you need is conveniently located on the left side of the screen, making it easier to find and organize.
Notification counts display next to their respective navigation items.
The Home navigation item is now a single-click rather than a dropdown.
Recent Activity can be accessed from the dashboard.
Pages can be added as Shortcuts.
Calendar
The Calendar is now a single-click rather than a dropdown.
The locations and calendar sync dropdown items are accessible on the calendar page settings gear dropdown.
Cases
The Cases tab is now a single click.
The practice areas and view case insights dropdown items that were removed are now accessible on the Cases page next to the Add Case button.
Reports
Reports are now accessible with a single-click, rather than through a dropdown.
All previous dropdown items underneath Reports are accessible on the Reports page.
Documents
The Documents dropdown has been consolidated.
The Word, eSignature, and Advanced templates have been merged into a single Templates dropdown item. Switching between templates can be done via the Templates page.
Billing
The Billing nav dropdown has been consolidated.
A new Saved Activities button has been added to the time entries and expenses pages.
Smart Time Finder and Hours Billed: Moved to the bottom of the screen.
Other Changes
Hide/Show Sidebar: Collapse the sidebar with one click.
Simplified Top Bar: The search bar, chat, quick actions, and settings are now easier to find and use.
Dedicated Support Tab: All help resources are in one place, so you can quickly find answers.
Quick Actions: Create an Invoice, add an expense, start a case, or take a note without jumping between screens.
Profile and Settings: Profile and Details all in one drop-down.
Old vs. New Interface
New
Old
FAQ
Q: How does this impact my existing workflows?
A: There are no changes to functionality. You have an easier way to use what’s already there.
Q: Is there any extra cost?
A: No, this update is included at no additional charge to enhance your MyCase Experience.
Q: I am new to MyCase. Can I toggle back to the previous interface?
A: No, only pre-existing users can toggle to the old interface.