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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 Quick Start Guide to help you get started as efficiently as possible. ​

This guide gives you the tools you need to start using MyCase immediately. You will find information to manage your practice seamlessly. We encourage you to sign up for a MyCase 101 webinar to ask questions.

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.
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We provide a Help button where you can Chat with an agent, Get Support and Go to our Help Center.

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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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.

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.

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: