Basic case management and end-to-end billing & online payments enables you to be more organized and get paid quickly.

Overview

The MyCase basic tier was created for firms that may not need many of its features, such as custom fields, client intake, eSignature and more. Please see the list below for all the features not included in the basic package.

Basic Tier Pricing

Monthly subscription: $49/user/month
Annual subscription: $39/user/month

MyCase Basic Tier Feature Breakdown

Feature	Description	Basic
Key Features
Case Management	Compile case-related notes, tasks, events, documents, and relevant contacts in one place
Contact Management	Create contact groups; store all contact information
Legal Calendaring	Share calendar firm-wide linking cases to events, see SOL deadlines and due dates for tasks
Time Entry & Expense Tracking	Easily track time entries and expenses, linking them to cases with built in timers
Invoices	Effortlessly create invoices from time entries and expenses; share via email, text, and/or client portal
Trust Ledger & Reconciliation	Display all transactions for trust accounts, and tie transactions to the appropriate receivable
Trust by Case	Track trust balances per case in addition to per client
Multiple Bank Accounts	Add & manage multiple trust and operating accounts
Online Payments	Easily send invoices and collect payments online from your clients
Basic Financial Reporting	Includes reports for aging invoices, AR, trust account summary/activity, non-trust summary/activity, electronic payments, CC fees, SOL, time entry & expense (user/case)
Unlimited Document Storage	Unlimited secure document storage with legal-specific document management tools
Conflict Check Tracking	Track and flag potential conflicts performed by you and/or your firm
Client Portal	Secure portal access for sharing invoices, documents, events, tasks, and messages	Tasks, events, & invoices
LawPay Integration	Easily collect payment through MyCase via credit card, eCheck, or Pay Later payment methods.
Automation
eSignature	Robust eSignature with built-in capabilities for multiple signers, text input, and merge fields. Fully automate workflows with eSignature Templates.
Workflows	Automated workflows to easily streamline redundant tasks, events, and documents.
Client Intake Forms	Quickly onboard new and existing clients with a customizable form that will auto-generate leads and update contact information.
Document Generation	Create Word-based templates that automatically fill fields and output documents with necessary case information.
Smart Time Finder	Tracks any billable time you might miss during the day, keeping you on course to meet billing targets.
Communication
Chat	Speed up communication using the built-in instant messenger; securely facilitates conversations with colleagues that can be off-the-record or linked to a case
2-way Texting	A smart texting suite for communicating with clients & leads quickly and efficiently; easily link messaging to cases and contacts for later reference
Call Log	Easily manage and log all incoming calls so you can track time and quickly reference ones for follow-up
Messages	Secure client messaging tool to easily communicate with clients via the client portal
Premium Features
Custom Fields	Keep the information you need in one place by creating custom fields for cases, contacts, and more
Client Intake Management	All the tools you need to successfully convert your lead into a paying client, including customizable pipeline, consultation fee, retainer fees, agreements, and more
Advanced Legal Calendar	Powerful additional features integrated within the firm-wide calendar including event type filtering, automated event reminders to clients & leads, and much more
Advanced Billing	Maximize billing options with subscriptions, universal payment link, LEDES, account statements, and timesheet calendar
Advanced Invoicing	Includes batch billing, payment plans, auto apply interest
Advanced Reporting	Includes reports on case revenue, fee allocation, cases, contacts, leads, firm time entry & expense
Firm Oversight	Includes data insights with graphs and charts for both your cases and financials
Advanced Document Editing	Directly edit, save, and sync documents in Word without the extra steps of downloading and uploading
Integrations	Includes Google, Outlook, Quickbooks, Smith.ai, CalendarRules, MailChimp, Dropbox, and more
Mobile App	Use MyCase on the go with our mobile app for both Apple & Android

Downgrading to Basic

If you are interested in switching to Basic, we need written confirmation from your admin user to perform the downgrade. Please have an admin user email: [email protected]

For this change to be completed for your next billing cycle, you must put in a request at least two business days before your billing date. If you have questions about what's included in MyCase Basic, please contact our team at [email protected].

If you have already requested a change to Basic and would like to cancel your request, please have an admin user email [email protected].

FAQ:

What if I was using features not included in Basic, and then I switch to Basic?
You will no longer be able to use these features, but you will be able to see most of the data in the system in read-only mode. You can export all of your data in your full backups. You cannot edit or delete this information in MyCase unless you upgrade your account.

Can I have some users in my firm on basic and some not?
No, basic is a firm level tier, so all users in your firm must be on the same tier.

What if I want to cancel my downgrade to a Basic request?
If you have already requested a change to Basic and want to cancel your request, please have an admin user email [email protected].

How do I upgrade from Basic?
You can upgrade from Basic by going to your firm settings page and clicking the edit subscription button.