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MyCase

Last Updated: October 20th, 2022


MyCase Overview

Description

MyCase is a top-rated, end-to-end legal case management software that helps firms run efficiently from anywhere, provide an exceptional client experience, and easily track firm performance. Streamline day-to-day firm processes in one, easy to adopt solution -- lead tracking, client intake, case management, eSignature, billing, payments and more. Start your free trial (no credit card required) today!

Product Snapshot

Parent Company
MyCase, Inc
Year Founded
2010

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
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
Show more

Learning Resources

Videos


Screenshots

Lead Insights
Lead Insights
Billing Dashboard
Billing Dashboard
Home Dashboard
Home Dashboard

Product Snapshot

Parent Company
MyCase, Inc
Year Founded
2010

How it Works Demo

See MyCase in Action

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