Organize your contacts, cases, appointments, and tasks including court dates, and secure all communication with clients in one location!
Billing & Payments
Track your time and expenses. Easily bill your flat fee or contingency cases. Generate invoices and send via email. Clients have the ability to pay their invoice online with a credit card or trust funds. Clients with payment plans can pay a portion of their bill every month. Easily check the status of your invoices: Unsent, Sent, Paid, Partial, Overdue and more. And yes, Trust accounts are included along with LawPay online.
MyCase has an optional accounting module designed for law offices. Enter your chart of accounts, get your journal entries in and reconcile your accounts. Get your Profit and Loss and Balance Sheet reports. Avoid double entries and get peace of mind with three-way trust reconciliation to stay compliant with BAR regulations.
MyCase has a sophisticated built-in reporting system: Looks at all the billed time by timekeepers with a productivity report, Trust activity, Fee allocation, Aging Invoices, Profit and Loss, Balance Sheet, Cash Flow and more.
Send secure messages to clients through a portal. Send text messages and save the chats. Track phone calls, notes, and email messages. Send an auto generated retainer from a template, complete with a request for signature and track when the document is signed.
Lead forms and Lead Management
MyCase has the ability to send out links to forms or have the links on your web site pages. Then as interested leads fill the form out you get all the information, and you can start moving the leads through the different customizable statutes to convert them into clients.
Integrate with Your Apps!
MyCase integrates with Outlook 365 and Google Calendar. If MyCase Accounting is not what you want, you still can connect MyCase with QuickBooks online. Some other integrations available are Mailchimp Contacts, LawPay, Dropbox, LawToolBox and more.