AffiniPay

The articles in this section outline cases and how to best manage them in MyCase. Some topics that are covered are how to add or delete cases, case insights, linking cases to contacts, case stages, numbering, and more!  

Cases

The "List" Custom Field lets you create a list of pre-defined items. Then, you can choose one of those items when creating or editing.

Creating Single Select (List) Custom Fields

Custom Field Types

You have the functionality to customize custom fields for cases based on practice area.

Case Custom Fields by Practice Area

MyCase allows you to create custom fields so you can keep track of important information beyond standard case, contact, and company fields.

Custom Fields Overview [w/ VIDEO]

Custom Fields

You can link a firm user to all active cases by navigating to the firm user's page.

How do I link a firm user to all active cases?

MyCase’s Case Insights page gives your firm actionable intelligence into making smarter, more profitable decisions.

Case Insights

Cases Overview

This article will walk you trough unlinking clients and contacts from existing cases/matters.

How do I UNLINK a client/contact from a case?

You can always link a firm user to a case after it has been created.

How do I LINK a firm user to a case?

If you have more than one attorney linked to a case, it can be beneficial to indicate one Lead Attorney.

Viewing the Lead Attorney for Cases

MyCase has a built-in tool for managing your Statute of Limitations (SOL) dates.

Statute of Limitations Dates

This article will instruct you where to go to view all of the notes that have been linked to a particular case/matter.

Where can I view notes for a case?

In MyCase, your cases/matters can be assigned to a particular Area of Practice.

How do I add/edit/delete Areas of Practice?

The Case Details Page is useful because it will show you all of the information in MyCase for a particular case/matter.

Case Details Page

Never let a case slip through the cracks. Use the Case Status Dashboard on the Cases Tab to regularly see a snapshot of what needs to happen

Case Status [w/ VIDEO]

Case stages lets you easily track the lifecycle of cases and view how your cases are progressing at a glance.

Case Stages

It is important to understand the concept of linking Cases and Contacts to each other.

MyCase 101: Linking Contacts to a Case

Adding contacts and cases (and linking the two together) are the first steps to working in MyCase.

Adding a New Case [w/ VIDEO]

Your firm can set up a specific numbering scheme and have your cases automatically increment as you create them.

Automatic Case Numbering

This article will walk you through closing, reopening and fully deleting a case within the system.

How do I close, re-open, or delete a case from the system?

In MyCase, you can create Intake Forms that you can then send to potential clients that will auto-populate within MyCase for you!