Following along in MyCase is recommended as you read the article.
Updating Payment Information
Log in as an Admin User: Only admin users can make changes to payment information. Ensure you have the required permissions.
Navigate to Settings:
Click on your initials or profile picture in the upper right corner of the MyCase dashboard.
Select Settings from the drop-down menu.
Access Billing Settings:
Go to Settings > Firm Settings > Billing sub-tab.
Edit Payment Information:
Scroll to the bottom of the Billing page.
Click Edit payment information.
Enter New Credit Card Details: Input the details of the new credit or debit card.
Save Changes: Click Save Billing Information to finalize the update.
Please Note: Only the Admin user(s) of your law firm can update the account's payment information. Non-admin users are restricted from updating payment methods.
View Your Current Subscription Plan and Payment Information
To review your MyCase subscription plan open the Settings page. In the left-hand menu, click on Firm Settings. Look for the Billing section to review your current subscription.
At the bottom of the Billing page, you will also be able to view your saved credit card details.
When Payment on File is Declined
When monthly or annual renewal occurs, auto-payment is attempted. If the 1st payment fails, the firm is put in overdue status for 5 days. On the 6th day, MyCase makes another attempt to charge the card on file, and if it fails again, the firm goes to suspension status. Suspension status is a read-only view. The status lasts for 5 days before the system tries to charge the card on file for a 3rd time. If it fails a 3rd time, the firm will be auto-cancelled and data will be queued for deletion.
To avoid any service interruption, please update your credit card information using the steps above or by following the prompts on the banner located at the top upon login.
Overdue Balance: Overdue status does not limit any usability in MyCase. If you have an overdue balance, as soon as you update your card information, you will be billed for the balance due.
"Your account has limited access.": If you find this banner upon login, the firm's account is currently suspended, access is restricted to a "read-only" mode (including MyCase Desktop/Drive). Data can be reviewed but no action can be taken.
Clients can still submit invoices payments, however, they will no longer be able to access their client portal.
Auto-Cancellation: At this stage, access remains restricted to read-only. If your account auto-cancels and you wish to re-activate your account, follow the prompts on the banner or follow the steps above to update your card on file.
If you are having problems updating your firm's payment information, please feel free to contact us at [email protected], or call 800-571-8062. If your account remains suspended after updating payment information, try clearing your browser cache and cookies, then log out and log back in to refresh your session.