In order to bill for a contingency case in MyCase, you will first need to set up your case billing structure to be a Mix of Flat Fee and Hourly, making the flat fee the entire amount of the settlement.
Then, you'll need to deposit the entire amount of the settlement into the client’s trust account.
Use the Withdraw from Trust option in the upper right-hand corner of the client’s Trust History page to withdraw each payout to a third party.
You may include a note on each withdrawal stating what payout each withdrawal is for.
Once this is done, you should be left with the amount that is owed to your firm remaining in the client’s trust account.
You will then need to invoice for the total amount of the settlement.
Add a flat fee to an invoice for this amount.
Then, add a adjustment/discount to the invoice for each third party payout, much like you did when withdrawing from trust for each payout. You may include a note for each discount stating what payout it is for.
Once this is done, you can see your invoice, and you should see that the amount due is the amount that is owed to the firm.
Finally, click Record Payment in the upper right-hand corner of the invoice’s page, and record a payment from the client’s trust account.
This will remove the funds from the trust and mark the invoice as paid.
