Overview
The MyCase dashboard offers a modern, intuitive interface to streamline your day-to-day law firm operations. With its user-friendly layout, you can quickly access the tools and information you need, minimizing clicks and maximizing efficiency, so you can spend less time navigating and more time serving your clients.
This article explains how each part of the Dashboard is structured. To learn more about using each feature, click the hyperlinks.
Side Navigation Pane
All the information you need is located on the left side of the screen, making it easier to find and organize. It is available on every page unless it is collapsed.
The side navigation pane includes:
The Home tab
Notification counts are displayed next to their respective navigation items.
Pages can be added as Shortcuts.
As you navigate around my case, new shortcuts will pop up.
These are the five pages you most recently visited.
You can pin pages you navigate to frequently
The number of shortcuts you can pin is unlimited.
To remove a shortcut, click the X.
Watch the video to see how it works.
The Smart time finder lets you capture more billable time by passively tracking all activities done in MyCase.
My hours billed are located under Smart time finder on the Open Time Entries screen.
Top Navigation
At the top of the screen, you can:
Collapse the side navigation pane.
Open the date calculator.
Manage integrations.
Get help and Contact our team.
View profile and contact information, including Settings.
Select Settings from the drop-down menu to see:
General
Personal
Firm
Common
Profile Summary
Integrations & Apps settings
Main Navigation Pane
To the right of the navigation panel, you will find:
Quick Actions.
My Timesheet.
My Tasks.
Events.
Financial Overview.
Open Cases.
Leads Over Time.
Alerts.
View Recent Activity.
Install integrations.
