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MyCase Chat Overview
MyCase Chat Overview

Chat is an internal messaging tool that enables you to communicate on-the-fly with the rest of your firm, without ever leaving MyCase!

Updated over 7 months ago

How to Chat with Your Staff Using MyCase

What is Chat?

Chat is an internal messaging too that enables you to communicate on-the-fly with the rest of your firm, without ever leaving MyCase!

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How do I access Chat?

Simply select the green "Chat" icon in the bottom left of your MyCase account.

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How do I start a chat with my colleagues?

In order to start chatting, simply 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:

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Once a channel is created, simply click the Add icon (+) in the upper right hand corner of the relevant channel to add users:

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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.

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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 that can be among 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 (the creator and four others).

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