MyCase
Legal practice management for small and mid-sized law firms
Executive Summary
MyCase is used primarily by small to mid-sized law firms and legal teams to centralize case information, client communications, calendaring, and document management. It streamlines operational workflows from intake through invoicing and payment collection, reducing administrative overhead and missed deadlines. Built-in billing, online payments, and client portal features help firms improve cash flow and client experience. The platform also supports collaboration across staff with tasking, automation, and reporting to track firm performance.
Use Cases
- Run day-to-day law firm operations (matters, tasks, calendaring, documents) from a single system
- Streamline invoicing, online payments, and collections follow-up
- Improve client communication through a secure portal and matter-linked messaging
- Standardize intake-to-matter workflows and reduce administrative work through templates and automation
Features
Visibility
- Matter & Case Management: Centralized matter records with contacts, notes, documents, tasks, and key dates linked to each case.
- Calendaring & Task Management: Firm-wide and personal calendars, task assignment, reminders, and deadline tracking to reduce missed events.
- Document Management: Store, organize, and share documents by matter with permissioned access and client-facing sharing.
Support
- Client Portal & Secure Messaging: Provide clients a secure portal to view invoices, make payments, exchange messages, and receive documents.
- Intake & Lead Management: Capture prospective client information, track lead status, and convert intakes into matters.
- Templates & Automation: Standardize repeatable workflows with templates for tasks, documents, and billing processes.
Intelligence
- Time Tracking & Billing: Capture time/expenses, generate invoices, manage receivables, and track billing performance by matter and attorney.
- Online Payments: Accept client payments online (e.g., credit card/ACH where available) and tie transactions to invoices and matters.
- Reporting & Firm Insights: Business and financial reports for productivity, billing, collections, and operational oversight.
Technical Specifications
- Architecture
- Cloud-native SaaS practice management platform
- Deployment
- Cloud / SaaS
- Authentication
- Username/password with configurable access controls (SSO availability depends on plan/vendor offering)
- API Available
- Yes
Infrastructure
- Multi-tenant SaaS
- Web application with mobile access options
Integrations
- Briefpoint
- Clearbrief
Security & Compliance
Encryption: HTTPS/TLS in transit; encryption at rest is typically expected for modern SaaS but specific algorithms/certifications may vary by published disclosures
Pricing
- Model
- Subscription SaaS (per-user tiers vary by plan)
- Starting Price
- Varies by edition; check vendor site for current pricing
- Target Customer
- Small to mid-sized law firms
- Contract Type
- Monthly or annual subscription (varies by plan)
- 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.