Following along in MyCase is recommended as you read the article.
Overview
You can create an unlimited number of clients in MyCase. Clients may include individuals or companies, and once you create both, you can link an individual to a company as needed. Below, you will see how to add an individual client.
Adding a Client
You will be asked what type of contact you would like to add: a person or a company.
To add an individual client, choose Add Person.
The Add Contact window is where you can enter all of the contact information for the person. Most fields are self-explanatory (name, phone number, address, birthday, etc.). A few unique fields will be explained in further detail.
Enabling/Disabling Client Portal Access
When adding a new contact, you must specify a field called MyCase Client Portal Access. This field lets you designate whether or not this person should have access to their client portal. Learn more about the MyCase Client Portal.
If you want to give this person access to their client portal, choose ENABLED.
If you don't want them to have access to their client portal, choose DISABLED.
Below is the e-mail clients receive when their MyCase Client Portal has been enabled.
Assigning Contact Groups
You can also assign the contact to a Group. This is useful for organizing your database of contacts into groups (such as clients, co-council, experts, judges, etc.). MyCase comes with some pre-configured groups, but you can add, edit, and delete contact groups to your liking.
Contact Custom Fields
You can add as many Custom Fields to a contact as you'd like. This is a very useful feature because it allows you to keep track of all the information that is important to your firm. You can add items like text fields, date pickers, dropdown lists, and checkboxes.
