MyCase Overview
Description
Take the stress out of running your law firm with MyCase, the industry-leading legal practice management platform from AffiniPay. MyCase helps legal professionals seamlessly manage both the practice of law and the business of law–all in one place–ensuring the entire firm runs smoothly. Keep cases organized and track new leads, update clients using secure portals and text messaging, and integrate your billing and payments with financial tools such as expense management and legal accounting, making it easier to oversee and manage all firm operations. With bank grade security and IOLTA compliant trust accounting, MyCase also gives you more peace of mind and confidence that your clients’ data is protected, financial information is secure, and your is firm audit-ready. We worry about your data security and compliance so you don’t have to. Start your free trial (no credit card required) today and see how MyCase can simplify your firm’s operations, so you can practice law.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Law Practice Management Suites
Billing and Invoicing
Time Tracking
Calendar Integration
CRM
Document Management
Accounting
Task Management
Client Portal
Contacts Management
Calendar Management
Document Assembly
Budgeting/Forecasting
Conflicts Checking
Native Email Client
Staff Rostering
Custom Client Intake
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Client Portals
Messaging
Mobile App
Group Messaging
Client Reviews
Document Sharing
Task Assignments
Client Intake
CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
Matter Management
Contract Management
Transaction Management
timelines
Matter budgeting
Audit Trail Logging
Task Management
Litigation Management
Payment processing
E-check Payments
Recurring payments
Integrates with third-party platforms
Credit Card Payments
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
Lawyer-to-Client Marketplaces and Directories
Consultation Booking
Law Firm Profiles
Professional Profiles
Messaging
RFP Management
Lawyer Reviews
Matchmaking Services
Court Calendaring
Rules-Based Calendaring
Automatic Calendar Updating
Calendar Synchronization
Deadline Customization
Case Management Integration
Federal Court Rules
State/Local Court Rules
Digital Signatures
Multiple Signers
Audit Trail
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How it Works Demo
See MyCase in Action
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