Complete Law Practice Management Software

MyCase Features for Unparalleled Productivity

Manage firm cases from client intake to billing and everything in between. MyCase law practice management software keeps critical case details organized, streamlines standardized processes, and allows you to deliver an exceptional client experience.

MyCase legal case management dashboard homepage

Client Intake & Lead Management

Client Intake Forms

Customize client intake forms for every area of your practice, at every point in the lead lifecycle. Connect to a prospective client case file, so you never have to worry about data duplicates.

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eSignature

Sign important documents from any device and any location, at any time. Built directly in MyCase, eSignature is included with your subscription at no additional cost.

 

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Law Firm CRM

Improve your firm’s efficiency and become more profitable with our  streamlined lead management software.

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Law Firm Websites

We can build a website for your firm that seamlessly connects with MyCase. Your business will be ready to go with embedded client intake forms, client portal connections, and more.

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Case Management

Calendaring

Never miss a case deadline or meeting with MyCase calendaring and available integration with Google Calendar and Outlook.

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Workflow Automation

Automate the creation of tasks, events, and documents, ensuring nothing ever slips through the cracks.

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Document Management

All documents, case files, and internal templates are centralized, secure, collaborative, and easily accessible. Your team and clients can access documents in the cloud wherever they are. Execute documents with unlimited eSignature.

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Case Analytics

Gain data insights that will help you learn and adapt and track the status of all your cases so nothing slips through the cracks. 

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Billing & Payments

Time and expense tracking

Keep track of everyone’s activity, and with seamless and accurate tracking, your firm can stay on top of your billable time and get insightful reports on every case in a single dashboard.  

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Billing and invoicing

Spend less time pushing paper and more time on what matters. Record time entries for each case, then automatically create and send invoices to collect payment. Reduce the hours spent on invoicing by generating multiple invoices at once, then immediately share them with clients.

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LawPay Payments

Collect all legal payments in the same place that you track prospective clients, manage cases, and more while ensuring compliance with ABA and IOLTA guidelines. It really is that simple.

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MyCase Accounting

An end-to-end accounting solution that helps law firms keep their finances on track: Three-way trust reconciliation, keep all your financial data in one location, financial data insights and performance.

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Quickbooks integration

MyCase makes all your tools work together by letting you quickly and easily sync client billing information with QuickBooks. Keep everything you need at your fingertips and avoid double entries, at no extra cost. 

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Financial reporting

Develop a deeper understanding about how your law firm is performing and make informed decisions by utilizing MyCase financial insights. Keep everyone that needs-to-know in the know through customizable access settings and financial reports.

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Client Communications

Client portal

Share messages, documents, and upcoming tasks and events  with clients in just a few easy clicks. It’s the simplest way to keep your clients up-to-date.  Automatically save a record of all messages, so your team can see an up-to-the-minute overview of all communications at any time.  

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Built-in text messaging

Communicate with clients wherever they are. Quickly connect with clients and leads with integrated text-messaging and save records of every communication in their case. 

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Document Automation

Woodpecker

Integrate with Woodpecker’s robust document automation and save 90% of drafting time. Use your MyCase data to generate documents from MyCase using Woodpecker templates.

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