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MyCase Learning Center

Designed with you, your firm, and your client’s needs in mind, the MyCase learning center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.

Getting Started

From Day One, you can take control of your settings to ensure you never miss a notification or client update. Learn practical skills such as navigating the MyCase dashboard, editing your profile, managing notification settings, user permissions, and accepting online payments.

Account Setup

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Data Migration

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Lead and Client Management

Say hello to a more efficient way of communicating with clients and making informed decisions about your marketing strategy. Our all-in-one solution streamlines communication, creates leads, and provides insight into how your marketing dollars are spent.

Case and Contact Management

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Lead Management

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Online Lead and Intake Forms

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Client Communication

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Financial Management

Learn how to get paid faster by managing your billing and invoicing efficiently. Create, edit, and share invoices with clients and track your time to generate reports on time & billing, trust accounting, and case details.

Billing and Online Payments

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Time Tracking

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Reporting

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Operations and Efficiency

Learn to manage client documents and e-signatures efficiently with MyCase. Save up to 90% of drafting time while ensuring error-free documents. Organize, upload, and share documents, automate basic document tasks, and integrate your favorite apps with MyCase. Stay on top of your caseload and meet deadlines with the MyCase Calendaring feature.

Document Management

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Tasks and Calendaring

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Workflows

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Integrations and Add-Ons

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Advanced Document Automation

Get Started: 101 Course

Get Started: 102 Course

More Courses to Check Out

Discover more about MyCase, including instructions on how to use the client portal if you are a client of a firm using MyCase. The Client Portal provides you with access to crucial information during your case. After logging into the portal, you can securely send messages, comment on case items, share documents, view invoices, and conveniently make payments.

How to use MyCase Client Portal

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Como Utilizar el Portal al Cliente de MyCase

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MyCase Advanced Tier

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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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