Note: You must be an admin user to update your firm's subscription.
MyCase subscription tiers operate on a firm-wide structure, ensuring that all users within an account are on the same tier. Individual user upgrades or different tiers assigned to specific users are not permitted. For instance, upgrading to the Advanced tier applies to the entire firm, ensuring consistent features and functionality for all users.
Select Settings
Click Firm Settings in the left-hand menu.
Select the Billing sub-tab in Firm Settings.
Click the Subscribe Now button. This will take you to the subscription selection page.
Note: The Subscribe Now button will say Edit Subscription if you're already subscribed!You will then have the option to select Buy Advanced amongst the upgrade options.
Customize optional add-ons
Review Purchase Summary
Proceed to Check Out
Add Payment Information unless you have a card on file.
Agree to the Terms of Service
Click Confirm & Pay
Alternatively, you can also upgrade by navigating to 'Settings > Subscription' and selecting the Advanced tier option.
Once you complete these steps, you have successfully upgraded to the Advanced tier. Your MyCase subscription will immediately update to the Advanced tier, so you can start using Drive, Full Text Search, Open API, and Advanced Document Automation immediately. Your account will be charged the pro-rated amount for the remainder of your monthly subscription or yearly contract. The MyCase Advanced Tier Feature Overview in the Learning Center provides more information about the Advanced Tier. To address common misconceptions, note that upgrades are account-wide and cannot be applied to individual users. Additionally, while upgrading mid-subscription, a prorated fee ensures fair billing for the remaining cycle.
Can individual users operate on different tiers within the same account?
No, MyCase requires all users within a firm to operate on the same subscription tier.
Can firms test Advanced tier features without upgrading all users?
Testing Advanced tier features necessitates a full-tier upgrade for the firm, as partial upgrades aren't supported.