When an attorney closes a case in MyCase and the client remains active (not archived), the client’s portal access and visibility change across several areas.
Notifications & Dashboard Activity
Recent Activity: The client’s dashboard feed updates with the message: "(User) closed case (Case Name)."
Email Notification: The client receives an automated email letting them know their case has been closed.
Portal Access by Feature
Billing & Invoices: You can still create, share, and send invoices for a closed case, and clients can continue paying outstanding balances online. All shared invoices remain visible in the client portal unless you manually unshare them.
Documents: Files are removed from the main Documents tab, though clients can still access them via the Recent Activity feed (marked as Archived). From there, clients can view file history and comments, and download all versions. (Note: There is no single view to see all archived documents at once.)
Events: Scheduled items are removed from the main Calendar tab, though clients can still view them through the Recent Activity feed.
Messages: All message threads remain accessible under the main Messaging tab.
Comments: All existing comments remain visible under the main Commenting tab, and clients can navigate directly to the item a comment is attached to. However, commenting becomes read-only, preventing new replies.
Reopening a Case
If you unarchive a case while the client is active and enabled, the client automatically receives an email notification letting them know their case has been reopened.
