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MyCase’s Call Log feature makes it easy to track missed calls and ensure that important messages are returned quickly.

Call Log 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!

MyCase Chat Overview

The articles in this section outline the various forms of communication available to MyCase users. Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! 

Communications

How do I create a new note?

To edit or delete a note, open the Notes Section for the case or contact that the note is linked to...

How do I edit or delete a note?

MyCase allows you to format your Messages, Comments and Notes with a new text editor bar located above the related text entry box.

Text Formatting Options on Comments, Notes, and Messages

Notes

Who is allowed to view comments?

Commenting Overview

Comments

Learn more about A2P Communication Standards and how to register your firm to enabled text messaging in MyCase.

A2P Communication Standards

Your firm's text messages to clients and leads may be subject to regulation under the Telephone Consumer Protection Act.

Text Messaging Regulations under TCPA

MyCase text messaging provides your firm the ability to quickly connect with clients & leads through 2-way SMS text messages.

Text Messaging

How can I change the case that a message is linked to?

Your system will auto-save your new messages as you type them to ensure your work is never lost.

Message Drafts

This is a Legacy Service, meaning MyCase will no longer provide updates for this service.

How to assign another firm user to resolve your emails

MyCase lets you forward and share messages with other people. Useful for when you would like to invite someone else into the conversation

How do I forward/share a message with other people?

When an email that contains attachments is forwarded into MyCase, you can save it to a case file or as a firm document.

Attachments - Storing Emails With Attached Files

To view stored emails that have been associated with a case file, open the Case Details page for the case you'd like to look at.

Viewing Emails Related to a Case

MyCase has an internal messaging system that is great for communicating with clients of your firm & the employees who work at your firm.

Messaging Overview

The out of office feature sends custom automated message responses to clients when firm members mark that they are out of the office.

Out of Office Messaging

MyCase's Email Integration features let you easily store emails in a case and/or client file.