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Account Setup Learning Center

Never miss a notification or client update by handling Settings on Day 1.

 

Getting Started

 

In this lesson, you will learn about the MyCase dashboard, how to edit your profile, notification settings, user permissions, and how to accept online payments. It will take approximately 20 minutes to complete this training.

Tier and Permission Overview:
Admin users have complete access to firm settings and can manage user accounts. All users can modify their settings and receive notifications.

Here are a couple of tips to get you started:

  1. Everything at the top and bottom of your MyCase account will remain available to you regardless of what page you are on.
  2. Search for anything in MyCase by using the Search bar on the top of the screen, which is available on every page in MyCase
  3. At the bottom of the screen is a ‘Get Help’ button where you can ask questions, see what’s new, and find articles related to specific actions within MyCase.

Training Videos

Watch each video overview to learn the foundations of this module

 

Dashboard Overview

 

Navigation Settings

 

Editing User Permissions

 

LawPay Payments Setup

 

MyCase 101

Hands-on Practice

Click to access a guided walkthrough to teach you how to use specific features within MyCase

MyCase makes it easy to integrate legal payments software

 

Additional Resources

Review relevant articles to address specific questions

Get a 25% discount on one year of MyCase Advanced with LawPay and a $250 Visa gift card! Simply sign up for MyCase by 11/30 and process a payment of $500 or more through the LawPay integration within the first 30 days of use.

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