Onboarding for MyCase

Congratulations on choosing MyCase for your business! We understand that as a legal professional, time really does equal money - that is why we created this Onboarding for MyCase Guide to help you get started as efficiently as possible. ​

This guide focuses on general firm setup and case management; for financial workflows, please refer to the MyCase Accounting Quick Start Guide.

We also encourage you to visit our Learning Center, which is designed with you, your firm, and your client’s needs in mind; the MyCase learning center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.

Review the 8am MyCase 101 course to walk through a case's lifecycle to help you get started quickly.
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This guide is designed with you and your firm in mind. Training is on demand and can be viewed anywhere at any time.
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You can review each section in order or jump to a specific topic. There are links within the guide that take you outside of this guide, like our Knowledge Center, a video or a Product Tour in the app.

Once you complete the sections in this guide, you will be ready to use MyCase. Remember that with every new experience, repetition is your greatest learning tool. Feel free to follow along in MyCase while watching the videos and exploring help articles. Feel free to come back here for information.
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Save hours of manual work by quickly uploading case and contact data with the Data Migration Learning Center course.

Learn all about the MyCase Dashboard in the MyCase Account Setup Course.

Setup your firm’s practice areas, case stages and custom fields for cases and contacts. While MyCase has some basic fields set up, you can personalize your account with information relevant to your practice.

Learn how to handle 38% more cases through seamless case and contact with the Case and Contact Management Course in the MyCase Learning Center.

These courses will help you understand Integrations, Workflows, and Document Management.
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​Add-ons and Integrations

​Workflows

​Document Management
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Start the MyCase Account Setup Course to never miss a notification or client update by handling Settings on Day 1.

Review the 8am MyCase Billing and Invoicing 101 course to to streamline your law firm’s billing and invoicing process and get paid 39% faster.
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Learn how to get paid 39% faster by managing billing and invoicing in just a few minutes with the Billing and Online Payments course in the MyCase Learning Center.
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Take the Time Tracking course to learn how to track time spent on a case.

Learn how to Setup LawPay to accept online payments.

Learn about the different reports you can generate in MyCase with the Reporting course in the MyCase Learning Center.

This link takes you to the MyCase Support Center, where you can search for additional information or review sections relevant to you and your firm, such as setting up Accounts and Settings, Accounting, Reporting and Workflows.

The MyCase Certification equips you with the skills to manage legal cases using MyCase's features. The course covers navigation, client management, financial oversight, and additional topics. After completing all lessons, you will take a certification test. A passing score of 80% or higher earns you MyCase certification.

Click here to begin your MyCase Certification.

If you find you need assistance, please don’t hesitate to reach out to our Customer Success team, available Monday-Friday from 6 AM-5 PM PST: