Following along in MyCase is recommended as you read the article.
Table of Contents
Overview
To update your firm's contact information and logo that appears on your invoices, you must be an admin user of your account.
Admin users can independently update the firm name, office details, and contact information. Updating the firm name does not automatically change the URL or subdomain. For URL modifications, a firm admin must reach out to [email protected], this will also update the URL of the Client Portal.
Navigate to Firm Settings
Click on the Settings tab towards the top right corner of your MyCase to bring down the Settings Dropdown.
Click Settings from the dropdown.
On the settings menu towards the left, click Firm Settings underneath the Firm category.
Updating Contact Information
Once you have navigated to the Firm Settings page, you will be defaulted to the Contact Information tab of that page. On this tab you can edit your:
Firm Name
Offices
Navigate to Settings > Firm Settings.
Click the pencil icon next to the firm name.
Make the necessary changes and save.
Note: Updating the firm name does not automatically change the URL or subdomain. For URL modifications, a firm admin must reach out to our support team at [email protected].
Updating the Firm Logo
Once you have navigated to the Firm Settings page:
Click on the Preferences tab, which is two options to the right of Contact Information. On this tab you will see various firm preferences, including the firm logo.
Click Edit Preferences in the bottom right-hand corner of the page.
If you already have a firm logo, you will see the options to either Update or Remove the firm logo.
If you don't have a firm logo, you will see the option to select one by clicking Choose File.
Learn more about Updating your Firm's Payment Information.