MyCase is updating to a new user interface. Your screen and navigation might look slightly different from what you see in this article.
Following along in MyCase is recommended as you read the steps in the article.
Overview
Adding contacts and cases (and linking the two) are the first steps to working in MyCase.
From the dashboard, Cases tab, or the Quick Actions menu:
Click New Case to display the Add Case Lightbox.
The wizard allows you to enter relevant case information, link the case to firm users and contacts, and specify billing preferences.
This design allows you to:
Add complete contact information for new clients and create a case in one step.
Easily set case-specific billing rates for firm members
Input important case data quickly and efficiently with a streamlined design.
Step 1: Add New or Link Existing Contacts
The first step to creating a case is to add a client and any other contacts or parties associated with the case. Remember, you must have a contact for a case to create invoices and get paid. If you want to import your contacts and cases, please see the article below.
You can create a new contact by clicking the Add New Contact Button or
Search for a contact in the MyCase system.
Input all the contact information for the Contact. You can easily tab through this form using your keyboard.
Click Add More Information to add information such as Date of Birth, Company, Job Title, Notes, And more!
Click on Custom Fields to expand the section to enter custom fields already created for contacts. You can create custom fields for the unique information you want to collect for contacts and cases. Some examples are spouses' name, if the client has children, beneficiaries, etc. Review the Custom Fields Overview to learn more.
Click Save Person to save the contact to the system and return to the Add Case flow.
Then Click the Continue to Case Details button.
Step 2: Input Case Details
Next, You will be able to add important case details:
1. Add a unique Case name and other important case details.
2. Click Custom Fields to input information. Custom fields are already created for cases based on the practice area of the case. Learn more about custom fields here.
3. Click Continue to Billing to go to the Billing step.
Step 3: Input Case Billing
Next, set up the case billing structure by assigning a Billing Contact from the drop-down. The first contact added to the case defaults to the billing contact. A case must have a billing contact to include it in batch billing. You can remove the billing contact or make another contact at any point.
Assign a Billing Method to the case. Your options are Hourly, Contingency, Flat Fee, Mix of Flat Fee and Hourly, or Pro Bono. If you select Flat Fee or Mixed, you will be asked to input the flat fee amount. You will see this amount reflected in invoices.
Add a Revenue Account.
Click Continue to Staff to grant firm member access.
Step 4: Grant Firm Member Access & Set Billing Rates
Finally, give other members of your firm access to the case. Whomever you select will receive automatic e-mail and in-program notifications of additions, changes, and developments that are made to this case.
Select a lead Attorney. By default, you will be selected.
Select the Originating Attorney for the case,
Grant firm members with a MyCase license access by clicking the check box next to their name.
Click the checkbox at the top of the table to select all.
Click Save & Finish.
Once you have completed these steps, you can go directly to the case details page to manage the case.