This article walks you through the process to update your bank account(s) information in MyCase.
If you would like to update the bank account where your deposits are being made, please have the owner of the account contact our support department at (800) 459-5798 to discuss next steps.
There are only two things that you need to submit to update your accounts:
Bank Change form, supplied to you by our team via email
Supplemental Document
We will have you complete the Bank change form and provide voided checks for each bank account to verify the payment information you provided.
Please note that the processing time for updating your bank account information is typically 3–4 business days after submission.
Supplemental Document needed:
Voided checks for each bank account you wish to deposit payments into. Please ensure that the checks have the firm's name printed on them.
If you are still waiting on new voided checks, we will accept, in their place:
The account set-up document that your bank provided you with.
The first page of your online bank statement (if your account number is not partially redacted).
FAQ
How do I add Multiple Bank Accounts?
Contact our Payments team using the email or phone number provided above to add multiple bank accounts. After updating your bank account in LawPay, go to MyCase > Manage Integrations > LawPay tile > Edit account setup to link the updated account.
Is there a limit to the number of bank accounts- operating or trust- that I can connect? No.
How many fee taking accounts can be designated? Right now, only one "fee taking account" (the account from which credit card transaction fees are pulled) can be designated. Fees for all credit card transactions across your connected bank accounts will be pulled from the designated fee taking account.
Do I need to have Online Payments enabled to add multiple bank accounts? No. You can use MyCase to keep track of billing, if you wish. To connect offline accounts, contact our payments team.
Can I designate which firm members can access a connected account? If a user has billing or payment permissions in MyCase, they will be able to view each connected account. MyCase does not currently have granular permissions built around multiple bank accounts.
Can I Change the Deposit Account for a Pending Payment? No, it’s recommended to wait until the payment is completed before requesting a bank account change to avoid disruptions.
What Happens to Funds During a Bank Account Change? Funds may be placed on hold until the bank account change is completed.
How Do I Update Scheduled Payments? Navigate to Payments > Scheduled Payments in MyCase, select the payment, and update the bank account details.
Can I Change the Deposit Account for Received Payments? No, once a payment is received, the deposit account cannot be changed. For offline transactions, you can delete and re-record the payment with the correct account.
Tips
Please ensure that the entire account number is displayed on the bank verification document. If this is not the case, then we will need a letter from your bank, including the firm's name and address, routing number, and account number, for each of your new accounts. Please note: We recommend you leave your previous accounts open until we take your new accounts live, and that we have ensured all processing payments have cleared. Ensure that the new bank account is under the same Tax ID and that there are no changes to the business’s legal name or ownership.