AffiniPay

The articles in this section describe lead management in MyCase. Topics include consultation fees, contact us form, requesting funds, and more! 

Leads

The Leads feature in MyCase allows you to easily add and track your leads.

This article will cover how to request funds or retainers from leads, what the lead will see, and how you or the lead can make a payment.

Automatically include a client’s outstanding balances on new invoices, even across cases. No balance forwarding required!

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Track the progress of all tickets related to your company.

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