Introducing the Modernized MyCase Billing Dashboard
The new MyCase billing dashboard is designed to provide your firm with clearer visibility into billing, payments, and trust activity—all in one centralized location. This update helps you quickly identify what needs your attention, track payment trends, and take action with confidence.
Key Benefits
The modernized dashboard enables you to:
See what needs attention sooner: Get a clear view of unpaid invoices, outstanding balances, and overdue items without having to dig through multiple reports.
Forecast payment activity at a glance: Track payment volumes, methods, and failed payments to better anticipate your firm's cash flow.
Manage billing and payments in one place: Access billing actions, payment insights, and trust information from a single, unified dashboard.
Stay ahead of trust requirements: Identify low trust balances early and request funds directly from the dashboard to maintain compliant workflows.
New Capabilities
Centralized Hub: Your billing activity, embedded payments, and trust insights now live in one dashboard.
Analytics and Trend Tracking: Built-in views surface payment volume, trends by payment method, and failed payments.
Action-Oriented Views: Clearly see the status of invoices and fund requests to prioritize follow-ups efficiently.
Trust Alerts: Receive alerts for low trust balances and take immediate action with direct funding requests.
Who is this for?
Attorneys: Assess billing status and trust balances quickly without running manual reports.
Billing and Office Staff: More efficiently follow up on unpaid work, manage scheduled payments, and reconcile activity.
Legal Professionals: Maintain shared visibility across the firm with clear billing and payment guardrails.
For a hands-on look at these new features, you can view the product demo.