MyCase Drive enables fast and secure file management that seamlessly integrates your desktop with MyCase. MyCase Drive is a virtual drive that can be installed on both PC and Mac computers. It works similarly to the desktop experience for OneDrive or Google Drive. All documents continue to be stored in the MyCase cloud and can be accessed, organized, and managed directly from the computer's File Explorer on your PC or Finder on your Mac. Any changes in MyCase Drive are automatically synced to the MyCase cloud and vice versa in a system designed for law firms.
​
​You must install MyCase Desktop on your computer to use MyCase Drive.

To learn more about MyCase Drive take the Document Management course in the MyCase Learning Center.

Following along in MyCase is recommended as you read the article.

Please Note: MyCase Drive works best with one account per device. If you must switch between MyCase accounts on the same device, you must reinstall Drive on the second account and vice versa when switching between the two.
​
Other helpful topics related to MyCase Drive:

MyCase Drive is included in the MyCase Desktop application for Advanced subscribers.

NOTE: The installation steps are different for PC and Mac computers.​

You will be directed to the Microsoft App Store Page to download and install the app. Click "Get" to download and install the app. Follow the steps to install MyCase Desktop on your computer.

You may have already installed MyCase Desktop. If this is the case, the Windows App Store page button will say "Update" or "Open" the app. Open MyCase Desktop, log in, and follow the rest of the steps in this guide to get started using it!
​
​NOTE: If you are unable to install MyCase Desktop from the Microsoft App Store Page, please contact MyCase Customer Support for assistance.

Watch the video to learn how.

The app downloads via your browser. Open the MyCase Desktop installation package once the download is complete. Follow the Steps to Install MyCase Desktop onto your computer.

Once successfully installed, you will be able to access the app from Task Bar (Windows) or Menu Bar (Mac) near the clock. This is where you can Send Feedback, Log In, Log Out, Quit the App, and access the help article.
​
​Windows:

Mac:

If you are not automatically signed into MyCase Desktop, you will need to sign in. This window can be opened by clicking "Log In" from the MyCase icon in the Task Bar (Windows) or Menu Bar (Mac) near the clock (above).
​
​Windows:

Mac:

If you are already logged into MyCase in your browser, you will automatically be logged into MyCase Desktop. If not, you will need to enter your email address and password for MyCase to log into MyCase Desktop.

​NOTE: You must be logged into the same account on both mycase.com and MyCase Desktop. If you want to use MyCase Desktop for another account, you must install MyCase Desktop again.
​

If this is your first time using MyCase Drive, a walkthrough guide will display detailing the simple steps to get started.
​

The uninstallation experience is different for PC and Mac users:

After you complete the walkthrough guide, MyCase Drive will automatically open in your File Explorer (PC) or Finder (Mac).
​
On PCs, MyCase Drive is accessed from the File Explorer, where you currently manage files on your computer. MyCase Drive is in the Drive section, mounted on the M drive.

On Mac computers, MyCase Drive is available in the Finder (Mac) in a folder under the "local host."

Please Note: MyCase Drive will use storage on Mac devices. This is done to allow the search of folders within Drive using Finder.
​

​Pro Tip: Drag the MyCase Drive Folder into the Favorites section of your Finder View.
​

To easily log into and manage MyCase Desktop, the app where MyCase Drive lives, add MyCase Desktop to the tray on your PC.
​

or the quick start bar on the Mac to easily log into and manage MyCase Desktop in the future.
​

MyCase Drive is a virtual drive installed on both PC and Mac computers. It works similarly to the desktop experience for OneDrive or Google Drive. All documents continue to be stored in the MyCase cloud and can be accessed, organized, and managed directly from the computer's File Explorer (PC) or Finder (Mac). Any changes made from MyCase Drive are automatically synced to the MyCase cloud and vice versa.

MyCase Drive is a feature in MyCase Desktop, a desktop application that must be installed on each computer. MyCase Drive is only available to MyCase Advanced subscribers. Admin users can upgrade to Advanced in the Billing section of your MyCase settings. Click here for more information on installing and first using MyCase Desktop.

MyCase Drive is as secure as our web application with bank-grade encryption. All documents are synced over TLS 2.0, and all data in transit has 256-bit encryption.

No, documents are not stored locally on the computer and do not take up disc space until they are opened on a computer. A user must remain online in order to access documents and sync them to MyCase. If a user loses internet access and tries to save changes back to MyCase, Drive will not re-attempt to sync the file once a user regains internet connection. We plan to make improvements to this functionality.

The case folders (with the name of the case) are automatically generated by MyCase. All open cases will have a case folder in Drive. When a new case is added, a new folder will be created for it in MyCase Drive. Please note that the case folder may take up to two minutes to appear. These folders cannot be moved or deleted by a user.

Only active cases are currently synced to MyCase Drive. We plan to release Dynamic Folder Structure where the firm can access files in Closed Cases in a separate folder from Open Cases.

MyCase Drive leverages the same case access permissions established in MyCase web. A user can only see case folders in MyCase Drive that they can see on MyCase web.

If a user does not have the add or edit permission in MyCase, any new or updated document will not be synced to MyCase (but their change will be reflected in their own MyCase Drive). If a user does not have the delete permission, any deletion action will not be synced to MyCase (but the file will be deleted from their own MyCase Drive).

Changes made from MyCase Drive are synced within seconds to the MyCase cloud so that everyone in the firm can see the change from MyCase web, their own MyCase Drive, or MyCase mobile.
​
Changes that are made from MyCase web, other firm members' MyCase Drive, or MyCase Mobile are synced to MyCase every two minutes.

MyCase Drive will not prevent two firm members from working on the same document at the same time. Each user will save their own version of the document back to MyCase. Only the last version will be available in MyCase Drive. All versions of the document will be available to download on the Document Details page in MyCase web, which will allow users to manually merge changes across multiple versions.

Unlike most document management systems, MyCase allows users to upload files with the same name. File Explorers / Finders do not support files with the same name. Therefore, MyCase Drive will append the document ID to the end of the file name when it is displayed in MyCase Drive. This does not change the actual file name.

Files will be added to the MyCase Trash Bin, where firm members with the Document Restore permission can restore them if desired. Deleting folders in the app will add all files to the Trash Bin, but the folders will remain. Deletion of folders themselves is currently not supported in MyCase Drive.

MyCase File Sync has been renamed MyCase Desktop. MyCase Desktop is a desktop application that works for firms in the Pro and Advanced tiers. Basic subscribers cannot use MyCase Desktop.
​
Pro and Advanced subscribers can use MyCase Desktop (the feature previously called MyCase File Sync) to edit an existing document from MyCase web using the software of your choice. The changes you make to the document will then sync back to MyCase as a new document version. MyCase Desktop removes the need to upload/download documents to MyCase during editing. To learn more about MyCase Desktop, please visit our help article here.
​
MyCase Advanced subscribers can utilize a more seamless connection to their desktop with MyCase Drive, providing fast and easy desktop access to all case documents in one centralized cloud-based platform. MyCase Drive removes the need to manually upload or download case documents to MyCase again.

If you already have MyCase Desktop installed on your computer, no installation is needed. Upgrading to the Advanced tier will unlock features on the current application to access files via MyCase Drive.

We need to prevent users from editing documents that have been sent for signature in order to preserve the document being signed. This allows us to maintain compliance with related eSignature laws.

While the Dropbox folder may be visible on the case level, files will not populate here due to limitations to the software. Dropbox folders and files need to be viewed directly on MyCase via web browser.

We do not limit the number of cases or documents in MyCase Drive. However, we know that top-level Case Folders can take longer to load when the firm has 2,000+ active cases on weaker computers.

Files larger than 4GB cannot be uploaded via MyCase Drive.

In some instances, you might have two desktop applications by MyCase on your desktop. They could both be MyCase Desktop, or one could be MyCase File Sync. This happens when the application was installed both via an installer (e.g., Drive beta app) and via the app store. This should not cause any issues, but if it causes you concern, you can uninstall both apps and reinstall from the app store.

MyCase Drive offers the ability to drag'n'drop folders full of documents into MyCase in bulk, significantly simplifying the document migration experience. You can learn more about our suggested best practices for migrating documents here.

Windows 10 or higher

You can easily have the rest of your firm using MyCase Drive by following the steps outlined in this help article. Share this help article with them today.
​
Other helpful topics related to MyCase Drive:

​