Following along in MyCase is recommended as you read the article.
What is Chat?
Chat is an internal messaging tool that enables you to communicate on the fly with the rest of your firm, without ever leaving MyCase.
How do I access Chat?
Simply click on the Open Chat icon in the upper right-hand portion of your MyCase account.
How do I start a chat with my colleagues?
To start chatting, click the (+) icon next to either Channel or Direct Messages. (Note: read below to learn the difference between a Channel and a Direct Message.)
When adding a new channel, you will be prompted to create a name for the channel and add a description for the Channel's topic. Once a channel is created, click the Add icon (+) in the upper-right corner of the channel to add users.
When adding a new direct message, you will be asked to select one or more individuals to include in the conversation. Then, select "Go" to start the conversation.
What's the difference between a Direct Message and a Channel?
Channel:
A named and persistent conversation among a group of individuals that is generally used to facilitate conversations for a particular team or topic. For instance, you could create a channel named Smith v. California to discuss all matters pertinent to that particular case.
One can invite new users to a channel at any time.
There are no limits to the number of users in a given channel.
Direct Messages:
A direct message is a simple conversation between one or more individuals. One cannot invite users to a direct message after it has been created. This is to maintain privacy among the existing individuals.
You may have up to 5 users per conversation (including the creator and 4 others).