This article walks you through the process to update your bank account(s) information in MyCase.
You must contact Payment Solutions to complete the change to your bank account.
If you are using LawPay, please contact us at support@lawpay.com or at (800) 459-5798.
If you are using MyCase Payments, please contact us by email at payment.support@mycase.com.
There are only two things that you need to submit to update your accounts:
Bank Authorization Form
Supplemental Document
We will have you complete the Bank Authorization Form and provide voided checks for each bank account to verify the payment information you provided.
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
The following section covers frequently asked questions regarding our Multiple Bank Accounts functionality.
How do I add Multiple Bank Accounts?
Contact our Payments team using the email or phone number provided above to add multiple bank accounts.
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 be a MyCase payments customer 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.
Tips
Please ensure that the entire account number is displayed on the statement. 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.