Overview
The Basic Tier is designed for firms that prioritize core case management and billing without the need for advanced automation or intake tools.
Pricing
Monthly Subscription: $49 /user /month
Annual Subscription: $39 /user /month
🛠️ Included Features
These core tools are available to all users on the Basic Tier:
Case & Contact Management: Centralize notes, tasks, events, documents, and contact groups.
Legal Calendaring: Firm-wide calendar with SOL deadlines and task tracking.
Billing & Payments: Time entry, expense tracking, trust accounting (by case/client), and online payment collection via LawPay.
Document Storage: Unlimited secure storage with legal-specific management tools.
Conflict Checking: Track and flag potential conflicts across your firm.
Client Portal: Secure access for clients to view events, tasks, and invoices.
🚫 Features Not Included
If your firm requires the following, you may need to consider the MyCase Advanced Tier:
Category | Missing Features |
Automation | eSignatures, Workflows, Document Generation, Smart Time Finder |
Communication | Internal Chat, 2-way Texting, Call Logs, Portal Messaging |
Premium Tools | Custom Fields, Intake Management, Mobile App, Advanced Reporting |
Integrations | Outlook, Google, QuickBooks, MailChimp, and Dropbox |
🔄 Subscription Management
How to Downgrade to Basic
To switch your firm to the Basic Tier, an Admin User must provide written confirmation.
Email [email protected].
Timing: Requests must be submitted at least two business days before your next billing date.
Cancellation: To cancel a pending downgrade request, email [email protected].
How to Upgrade from Basic
You can upgrade at any time directly within the app:
Navigate to Firm Settings > Edit Subscription.
❓ Frequently Asked Questions
What happens to my data if I downgrade?
You will lose access to premium features, but your data remains in the system in read-only mode. You can view or export this data via full backups, but you cannot edit it unless you upgrade.
Can I put only some users on the Basic Tier?
No. Tiers are applied at the firm level; all users must be on the same plan.
Need help? Contact the team at [email protected].