MyCase Accounting

Essential accounting for law offices, ensuring BAR compliance with trust reconciliation.

by MyCase, Inc. · Legal Practice Management

MyCase Accounting screenshot

Executive Summary

MyCase Accounting is an optional, specialized accounting module designed specifically for law offices. It provides a comprehensive suite of financial management tools, including a robust chart of accounts, streamlined journal entries, and efficient account reconciliation. A key differentiator is its three-way trust reconciliation capability, which is crucial for maintaining BAR compliance and ethical handling of client funds. The module empowers law firms to take control of their finances by automating transaction matching, eliminating the need for manual spreadsheets. Users can easily create and print checks for firm expenses or disburse trust balances. It integrates seamlessly with MyCase's broader platform, facilitating online payments and accelerating billing by instantly adding client and non-case expenses to invoices. Beyond basic bookkeeping, MyCase Accounting helps firms review profitability and performance, offering insights into their financial health. It is part of the larger MyCase ecosystem, which also leverages AI tools (8am IQ) to speed up workflows across documents, billing, and case management, further enhancing productivity for legal professionals.

Use Cases

  • Ensuring BAR compliance with three-way trust accounting
  • Streamlining firm expense management and client billing
  • Automating account reconciliation and transaction matching
  • Reviewing firm profitability and financial performance
  • Managing online payments and trust balance payouts

Features

Intelligence

  • AI-Powered Workflow Acceleration: Leverages 8am IQ to speed up workflows across documents, billing, and case management, potentially enhancing financial data processing.

Technical Specifications

Architecture
Cloud-based integrated legal accounting within MyCase
Deployment
SaaS
API Available
Yes

Integrations

  • QuickBooks
  • LawPay

Security & Compliance

Certifications: IOLTA Compliant

Pricing

Model
Per user, per month
Starting Price
$39 per month per accounting user
Target Customer
SMB,Mid-Market
Free Trial
Yes, 10 days

About MyCase, Inc.

MyCase provides cloud-based legal practice management software for small and mid-sized law firms, covering the entire client lifecycle from lead management to case management, billing, invoicing, and robust reporting. The platform integrates features such as MyCase Payments, 2-way text messaging, and a client portal to streamline operations and enhance client communication.

Founded: 2009 · Headquarters: Austin, Texas, United States · Employees: 201-500 · Private

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