Securely Upload, Share, and Manage Documents in MyCase
The MyCase Client Portal provides a secure, efficient method for client communication, document management, and file sharing. Below, we explain the portal's features, how to perform key document-related tasks, and address common questions about its use and limitations.
Introduction to the MyCase Client Portal
The Client Portal is a secure, encrypted space where clients can:
Upload sensitive documents directly to their case files
Share completed forms securely
Access shared case documents, invoices, and other relevant files
MyCase ensures security through bank-grade protection methods, including 256-bit AES encryption for stored data and 128-bit SSL encryption for data in transit. All document exchanges are managed under these protocols.
Using the Portal for Document Uploads and Sharing
Client Document Uploads
Clients can upload documents securely through the Client Portal. Here are the instructions for a standard upload:
Navigate to the Documents section on the portal. If you have more than one case, select the appropriate case.
Click Upload Documents.
Choose the file(s) from your device.
Upload to finalize.
Bulk Uploads
To upload multiple files, compress the folder into a .zip and upload it, however, the firm will need to download the folder, unzip it and reupload the files to access them.
Third-Party Access
Grant third-party users upload access by:
Adding them as a contact.
Enabling portal access.
Sharing specific files or folders with clear permissions.
Document Sharing by Firm Users
How to Enable the Portal for Clients
Enable the portal by:
Opening the client’s contact record.
Toggling on the Client Portal setting.
Sharing Documents
Share a specific document: Use the vertical three-dot menu beside the file name and select Share.
Share multiple documents: Use the checkbox to select several files, click Actions, and then Share.
To share an entire folder, open the folder and select all documents.
Subscriptions and Access Restrictions
Plan Tiers:
The Basic Plan allows portal use for tasks, events, and invoices only—client file uploads are not included.
The Pro Plan supports full document sharing and upload access for both clients and firm users.
Upgrade for Full Features: If document uploads or sharing are unavailable, upgrading your subscription tier may resolve these limitations.
Notifications for Document Uploads
Enabling Notifications: To ensure no client upload is missed:
Navigate to Settings and click My Notifications.
Click Individual Notifications, and enable the notification Client Uploads a Document.