MyCase Practice Management Software

byMyCase

MyCase is a comprehensive legal practice management software designed to streamline law firm operations, enhance client communication, and improve financial management. It offers a suite of tools to manage cases, track time, generate invoices, and facilitate secure client interactions, all within a unified platform.

Features

  • Client Intake Forms: Customize forms for various practice areas to capture essential client information efficiently.
  • eSignature: Sign documents electronically from any device, included at no extra cost.
  • Law Firm CRM: Manage leads and client relationships to boost firm efficiency and profitability.
  • Calendaring: Consolidate individual and firm-wide events, sync with Google Calendar and Outlook, and set automatic reminders.
  • Workflow Automation: Automate task creation, events, and document generation to ensure consistency and reduce manual errors.
  • Document Management: Centralize all case documents with unlimited storage, enabling sharing, tagging, and real-time collaboration.
  • Case Analytics: Generate reports on revenue, expenses, billable hours, and case statuses to inform decision-making.
  • Time and Expense Tracking: Monitor billable time and expenses, providing insightful reports on each case.
  • Billing and Invoicing: Create and send invoices automatically, reducing administrative time and improving cash flow.
  • LawPay Payments: Collect payments securely within the platform, ensuring compliance with ABA and IOLTA guidelines.
  • MyCase Accounting: An end-to-end accounting solution offering three-way trust reconciliation and financial performance insights.
  • QuickBooks Integration: Sync client billing information with QuickBooks to avoid double entries and maintain accurate financial records.
  • Client Portal: Share messages, documents, and upcoming tasks with clients, keeping them informed and engaged.
  • Built-in Text Messaging: Communicate with clients via text, with records saved within their case files.

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 San Diego, United States
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