MyCase Learning Center
Designed with you, your firm, and your client’s needs in mind, the MyCase learning center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.
Getting Started
From Day One, you can take control of your settings to ensure you never miss a notification or client update. Learn practical skills such as navigating the MyCase dashboard, editing your profile, managing notification settings, user permissions, and accepting online payments.
Account Setup
Data Migration
Lead and Client Management
Say hello to a more efficient way of communicating with clients and making informed decisions about your marketing strategy. Our all-in-one solution streamlines communication, creates leads, and provides insight into how your marketing dollars are spent.
Case and Contact Management
Lead Management
Online Lead and Intake Forms
Client Communication
Financial Management
Learn how to get paid faster by managing your billing and invoicing efficiently. Create, edit, and share invoices with clients and track your time to generate reports on time & billing, trust accounting, and case details.
Billing and Online Payments
Time Tracking
Reporting
Accounting Add-On
Operations and Efficiency
Learn to manage client documents and e-signatures efficiently with MyCase. Save up to 90% of drafting time while ensuring error-free documents. Organize, upload, and share documents, automate basic document tasks, and integrate your favorite apps with MyCase. Stay on top of your caseload and meet deadlines with the MyCase Calendaring feature.
Document Management
Tasks and Calendaring
Workflows
Integrations and Add-Ons
More Courses to Check Out
Discover more about MyCase, including instructions on how to use the client portal if you are a client of a firm using MyCase. The Client Portal provides you with access to crucial information during your case. After logging into the portal, you can securely send messages, comment on case items, share documents, view invoices, and conveniently make payments.
How to use MyCase Client Portal
Como Utilizar el Portal al Cliente de MyCase
MyCase Advanced Tier
Let's revolutionize the way you work
Join lawyers from over 18,000+ firms who trust MyCase to grow their firm while managing their caseload.