MyCase Payments enables you to streamline your case fee collections, save time, and reduce costs. With a variety of online payment options for clients to choose from, it's easy for your clients to quickly and conveniently pay their bills without in-office visits.

MyCase understands the importance of trust accounting compliance and an attorney's ethical and legal obligations regarding their clients' finances. Credit card fees are only deducted from operating accounts to ensure trust account balances remain accurate throughout the lifetime of a case.

MyCase will charge a flat fee on the transaction amount (see "What are the fees and costs related to accepting Credit Card payments" below for details). Fees will be pulled directly from your operating account. You will never have fees debited from your trust account. The reporting in MyCase will break down the individual transactions and fees assessed so that your auditing will be easy.

The only situation where funds might be pulled from your trust account is if the client disputes the transaction with their card issuer. You would have clear records of any debited funds from your trust account. We recommend that you update the language in your client retainer agreement that states that the client will not dispute a charge through their credit card issuer prior to attempting to resolve it with you directly.

If a client initiates a chargeback on a credit card transaction, the MyCase Payments team will immediately contact you to assist you in disputing that chargeback. The funds associated with the chargeback are debited from the original bank account of the deposit, but a provisional credit (if applicable) will deposit back into the original bank account upon document submission to the card brand. If we are successful in the chargeback dispute, the funds will remain in the original bank account.

MyCase users with reporting permissions will have immediate access to the MyCase Credit Card Fees Report. This report gives clear visibility to any credit card transactions that take place within your firm's bank account.

MyCase operates our business and software to ensure we meet PCI requirements. We complete a Self-Assessment Questionnaire (SAQ-D) annually, complete and obtain evidence of a passing vulnerability scan with Trustwave, and we follow strict processes internally to ensure that we are protecting all data. We never store any cardholder data in the MyCase application or on our servers and we require clients to enter their card information via the client portal as an additional security measure. We have also built controls into the software to help firms reduce the effort to validate compliance. To learn more about PCI compliance click here.

MyCase Payments is a platform that includes multiple methods of online payment for your clients. You will not be able to opt out of one type of payment method. If your clients pay online, they will be presented with all our online payment methods. The more options your clients have to pay you, the more likely you are to get paid quickly.

MyCase Payments is only available to paying customers. Once you become a paid subscriber, we would be happy to help you turn on the service!

​Once MyCase Payments has been turned on, you will see a message in the Settings section as a Master User that notes your database is active, and for which accounts the Payments service has been setup.

For ACH/eCheck transactions, MyCase Payments will deposit payments in 4-5 business days.
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For Credit Card transactions, MyCase Payments will deposit payments in the next 2-3 business days if the payment is made before 7pm Pacific time.

MyCase charges a flat fee per transaction. Transaction fees by card brand are: VISA (3%), MasterCard (3%), Discover (3%), AmericanExpress (3.9%). There are no hidden monthly fees, additional transaction costs, or minimums.

For Credit Card transactions, MyCase Payments will pull the related fees from your Operating account on the 3rd or 4th business day (depending on your bank) after the transaction has taken place - ensuring you have the deposited funds from the transaction first. The fees related to transactions on a given day will be batched together as one combined amount. To see which fees are included in each combined fee pull, you can consult the MyCase Credit Card Fees report.

There are no fees for eCheck transactions!
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