Overview
In addition to creating individual contacts, MyCase allows firm users to create Companies. This helps you group and organize related contacts under a single corporate entity.
How to Create a Company
You can add a company using either of these two quick methods:
Method 1: Using Quick Actions
Click the Quick Actions (
+) button at the top of the page.Select Contacts, then click Company.
Method 2: From the Contacts Tab
Navigation panel (left side) $\rightarrow$ Select Contacts.
Go to the Companies tab.
Click Add Company.
Linking Employees to a Company
Once a company is created, you can link individual contacts to it as Employees. These are the specific individuals your firm interacts with directly (e.g., HR representatives, legal team members, insurance adjusters).
No Limits: You can link an unlimited number of contacts to a single company.
Organized View: Linking employees ensures all primary contacts for an organization remain grouped together across cases.
đĄ Important Note: Client Portal Access
Companies cannot be granted Client Portal access as an entity.
Only individual contacts can have Client Portal access enabled to view their assigned case dashboards.