Track and manage documents, deadlines, tasks, and more, from one dashboard.
Track all client and contact info in one place. Add pre-built forms to your website to capture new leads and automatically follow up.
Track leads as they move through each stage of the pipeline. View signature requests. Assign open tasks to team members.
Automatically create invoices from tracked time with support for multiple billing rates. Easily implement split billing for multiple parties, allowing you to divide invoices accurately. Send invoices to clients via text, email, or the MyCase client portal.
Accept credit, debit, and eCheck payments. Create scheduled payments. Offer payment plans. Let clients pay in 1-click.
Track time and expenses across cases. Add expenses to invoices. Get prompts to track time when you log a call, send an email, save a note, and upload a document.
View an itemized list of common billable activities you’ve performed in MyCase for a given day. Instantly add any missed time entries to client invoices.
Communicate with leads and clients via text message. Get a dedicated number.
Send automatic reminders for invoices, upcoming events, meetings, and appointments. Pre-built templates for common messages.
Send customizable online intake forms to new clients. Sync with your CRM. Create your own or use our pre-built templates. Enable e-signature.
Generate new client documents. Populate every document for the same case at once. Store all documents in one place and share with clients through their portal.
Create dedicated client portals that let clients view case updates, invoices, upcoming dates and information, and more. Share documents. Store communications.
Create automated workflows that trigger when a new case is created, task is completed, and more.
Automatically generate case documents and task lists when intake forms are submitted. Create calendar events and court rules when cases are created. Schedule client calls before and after any important date or deadline.
Get instant reports on growth, time and expenses, accounts receivable, and more. View billable vs non-billable hours. Track trust balances. Drill down into details.
