Note: This is for version 16. . Learn how MyCase and LawPay customers streamline workflows to maximize productivity while tracking firm performance with key benchmark KPIs. When you select the Get Help button in the bottom left-hand corner of your MyCase account, you can get help from our Customer Success Team, see the most viewed Knowledge Center articles, or search for a topic you'd like more information about. Sponsored advertising does not imply endorsement by the State Bar of California, Cal Bar Affinity and/or the California Lawyers Association. The MyCase Knowledge Base puts you in control by providing you with 24/7 access to a vast . J L With MyCase mobile app, attorneys can access to all the important documents, send and receive files, send and receive alerts and notification for important events, and keep all the concerned parties updated about any new developments on a specific case. Learn more. Learn more. At MyCase, were always looking for new ways to help you tackle today, tomorrow and beyond. You will continue to receive the amount you are eligible for based on your household size and income. Browse by topic or search by keyword for step-by-step instructions and trouble-shooting. Hide Law Practice Management Software Features -, Show Law Practice Management Software Features +, Legal Document Management Software (2022), Legal Document Management Software (2021). From installation to daily use, all the procedures are easy to use and doesnt require expert level knowledge to run it. Stay in touch with our monthly newsletters with special deals, information and updates! Find related and similar companies as well as employees by title and much more. Where can I see the full history of my law firm's trust account? Limited self-serve resources make it difficult to find the answers you need, when you need them. Applying Filters to These Insights:At the top of the Cases Insights page you have the opportunity to apply three different filters that will change the results of these charts. Our team is dedicated to finding a solution to your problem, offering best-in-class support. With a range of practice areas and varying business needs, attorneys should conduct their own due diligence before purchasing any products or services. AbacusLaw Installation & Setup Guide Guide for new users--covers setup and customization of the software. Terms and conditions | Privacy policy, 2023 Benchmark Report Part 1: Law Firm Productivity, Cybersecurity Tips for Lawyers Working Remotely, Here's How to Conduct Videoconferences Ethically and Securely, Business Continuity and Disaster Planning for Law Firms - Part 4: Choosing the Right Technology, Remove redundant set-up time with a step-by-step guide to streamline your launch, Seamlessly transfer all your existing data without losing any historical records, Easy access to the MyCase support team to iron out any bumps after launching, Rely on the experts to give help you solution your problem, Learn and advance in the ways you use MyCase across your firm, Get real-time answers from the support team, available from 6am 5pm PST, Connect with the support team via live chat, phone or email, Spend less time troubleshooting and more time doing your best work, Watch sessions in real-time or catch up on-demand, Discover how to refresh and revise your workflows as your firms workload evolves, Legal Client Relationship Management (CRM), See how MyCase works for all practice areas. Account Setup & Settings Account Setup & Settings Use the articles in this section to help you setup your MyCase account, adjust your account's settings, edit firm user permissions, and more. Something Has Gone Terribly Wrong. Whether its document management, reporting, billing and invoicing, or collecting payment, MyCase has it covered. If you think this is an error, please chat with us so we can help you. 1-1000+ users. Some features may not be available on mobile devices. Learn more. In order to watch this video you need to have advertising cookies enabled. 11-200 users. MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks. If you hover your cursor over the practice area of your choosing the percentage of total cases that is shown will appear. Through MyCase, appfolio offers a complete practice management solution for attorneys and paralegals. How do I withdraw funds from a client's trust account? Links to webinars, podcasts and other training resources for legal research platforms and other legal software products such as case management, billing, e-discovery and other commonly encountered software. Increased efficiency and online collaboration allows us to reduce the overhead costs associated with additional administrative staff., Al Provinziano, Provinziano & Associates, Beverly Hills, Up to 12% discount on Smokeball subscriptions. Overview and other short videos demonstrating key software features. Can I login to my MyCase account from different computers simultaneously? Elevate your practice with detailed handbooks. Provides full demo along with short videos demonstrating various features of the software. What will my client see when I email them an invoice directly? Client Communications To view an article, select the title. The #1 destination for finding the right software and services. Creating an Invoice (with Custom Options), How to setup firm contact information and upload a logo, How do I edit an existing invoice? Talk with a software expert for free. Being a cloud-based solution, MyCase allows the legal professional to work anytime, and from anywhere; allowing them to do more in less time. CosmoLex falls behind in customer review ratings, ranking #7 on Capterra. Our customer support specialists go beyond any basic call center with generic answers; they are MyCase platform experts who know the software in and out. MyCase is an option for cloud-based law practice management software that offers many of the same tools as CosmoLex but lacks several key features that can impact a law firm's productivity and profitability. MyCases Case Insights page gives your firm actionable intelligence into making smarter, more profitable decisions. How do I reactivate a deactivated firm user? ", "Access to important reports and ease of time entry. Make data-driven decisions using industry knowledge. MyCase is an affordable, intuitive and powerful legal case management software designed for the modern law firm. You need to be confident that your Case Management software is reliable . Recordings of past webinars along with additional videos and product tips. View MyCase (www.mycase.com) location in California, United States , revenue, industry and description. Frequently asked questions along with links to video tutorials of various product features. What web browser should I use for running MyCase? Whether youre a new customer, or you want to ensure youre getting the most from MyCase, theres no better resource to find what you need. Legal professionals can easily incorporate MyCase within their office practices. Overview videos and other short videos demonstrating various product features. The solution has been built by appfolio, a company that develops cloud-based software solutions for small and medium-sized businesses to help them grow. Is searchable. If you would like to get a list of the specific cases in this stage, click on the stage that you would like to see and you will be brought to the Case List Report with this specific stage used as a filter. Search for instructions on using various features and trouble-shooting issues. Get up and running with MyCase quickly and successfully. Website. Revenue. Browse by topic or search by keyword/issue. Improve the efficiency of managing and growing your firm with Centerbase. Is MyCase compatible with both PC and Mac? The My Case . How do I access my account settings page? Case Management The time reflected in this chart will show data from the previous 12 months. Reviews, Copyright 2023 MyCase. Must register to access but the videos are free. Limited self-serve resources make it difficult to find the answers you need, when you need them. Thanks to its bank-grade law firm security, you dont have to worry about keeping your confidential client information and correspondence protected. Get a list of software thats great for you in less than 15 minutes. Webinars are offered each weekday. Links to frequently asked questions as well as a user guide with chapters covering various features, customization, search tips and trouble-shooting. Consultants Case studies & User stories Browse list of topics or search by keyword. Grec form. These stages will be reflective of all time. Description. MyCases Case Insights page gives your firm actionable intelligence into making smarter, more profitable decisions. Short videos covering many different functions and features of Rocket Matter. Explore tips for running your law firm efficiently. Affinity contracts with various insurance companies and insurance brokers to provide for your insurance needs. . How can clients receive an invoice though my website? Access from anywhere, client communication, flexible payment options, Time-tracking and invoicing, online payment, trust accounting, robust document management, Immigration status, powerful document management, event reminders, trackable tasks, Capture billable time, automate invoicing, unlimited document storage, expense tracking, Secure a communication and collaboration, flexible payment options, payment plans, Web intake forms, lead management, workflow automation, track and invoice expenses, Workflow automation, streamlined document creation, robust billing, invoice customization, Centralized and shareable documents, robust task management, streamlined communications, Streamline communication, track case status, access and share documents, automation, Robust document management, document templates, task management, Centralized documents, communications, tasks, and deadlines, workflow automation, Track deadlines, workflow automation, streamline document creation, document management. Careers Contact Sales: (800) 462-8173, Client Intake & Lead Management Offers various guides, "help" articles and a frequently asked questions section. CalBarConnect.com is a website (Website) managed by Cal Bar Affinity (Affinity) that makes quality products and services readily available to licensed California lawyers and California Lawyers Association (CLA) members. Learn more. Searchable only by keyword, no subject/topic index. MyCase also includes a first of its kind integrated . Related forms. ", "It was a flexible and reliable system. MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. Browse the list of topics or search by keyword in the search box at the top of the page. Have some questions? To navigate to the Case Insights page click on the Cases tab at the top of your account and then select the sub-tab of Insights (pictured below). MyCase also provides Android and iOS apps for its users. Webinars, About us Join lawyers from over 15,000 firms who trust MyCase to grow their firm while managing their caseload. Click to My Cases or enter the case number in the search bar. Get immediate answers to your MyCase questions with our 24/7 Knowledge Base. Next, you can search for help articles or see suggested articles. MyCase provides US-based support for all customers via phone, chat or email. Webinars, About us Short articles exploring functionality of mycase along with practice tips. Working in law means facing different challenges, tasks and cases everyday. Short tutorials and overviews of product features. . MyCase. CosmoLex lacks essential features and will cost you $79/month with unstated tiered pricing above 10 users. Help Center Account & Subscription - Clio Manage Account Management What's the Benefit of Using Clio vs. MyCase? 9201 Spectrum Center Blvd Ste 100, San Diego, California, 92123, United States. Contact us via email or phone at 1-888-858-2546 ext 1. Open Cases: MyCase was founded in 2010 by a practicing lawyer and a . Essential features like intake forms, SMS alerts, unlimited e-Signature are not available. Law firms looking for an easy-to-use practice management software to manage case details, documents, contacts, time tracking, billing, and invoicing all in one place. Oups. How do I correct an erroneous transaction on my trust account? This chart shows the amount of cases that have been opened and closed on a line graph during a particular month. All Rights Reserved. To reduce the view, select the arrow next to the title. Videos video intake form mycase contact us form mycase document automation mycase workflows mycase custom fields mycase knowledge center. Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Modern legal professional expectations require modern solutions. Give your law firm the advantage of a complete case management software solution - get organized with contacts, calendars, cases, documents, time tracking, and billing. Modern legal professional expectations require modern solutions. We help your organization save time, increase productivity and accelerate growth. With a centralized document storage in a single platform, you can ensure files can be accessed with ease with transparency and visibility. Migrating Data from a Previous System into MyCase, How to Import Outstanding Bills (Firm Expenses). Consultants I receive an error that my email is already in use? Please Try Later. CoCounselor is practice management software designed specifically for personal injury attorneys. Law firms looking for an easy-to-use practice management software to manage case details, documents, contacts, time tracking, billing, and invoicing all in one place. What will my client see when I share an invoice with them? Caring hearts program. Some videos explore the features of Clio while others focus on legal technology and practice generally. Consider it done. So you can deliver the profitability your firm needs. All Features . MyCase takes care of your client experience through a client portal where you can communicate, collaborate and share files with your clients easily. Guides 9201 Spectrum Center Blvd . When you select the Get Help button in the bottom left-hand corner of your MyCase account, you can get help from our Customer Success Team, see the most viewed Knowledge Center articles, or search for a topic you'd like more information about. Your firm can also use the quick links located on the left hand side to see Open and Closed cases year to date and last 12 months to be taken directly to the Case List Report. Best for. Use the articles in this section to help you setup your MyCase account, adjust your account's settings, edit firm user permissions, and more. If your organization uses a previous version of Time Matters, try a Google or other browser search for "Time Matters User Guide version x" and insert the correct version number. By calling MyCase a comprehensive practice management solution might sound like a complex software that requires special technical knowledge to handle, but it is not the case. Eligibility for SNAP benefits has not changed. Equal Opportunity Employer Program Auxiliary aids and services are available upon request to individuals with disabilities by calling (801) 526-9240. Browse articles by topic or search by keyword to find step-by-step instructions and trouble-shooting guidance, Videos demonstrate various features of the product. Grec form. Make data-driven decisions using industry knowledge. Log in to the Online Service Center. Short videos demonstrating product features and providing some testimonials/practitioners discussing their use of the product. View overviews, short videos demonstrating various features and archived webinars. In the news July 13, 2021 16:44 Thinking about trying Clio? Please refer to this guide as a supplemental resource to locate answers to the most frequently asked questions by MyCase customers. This graph lists your firms top five stages and the amount of cases in each stage. Where can I see a client's trust account activity? How do I EDIT or DELETE a time or expense entry? From weekly training to live support with product experts, MyCase is committed to delivering the best support to your firm. Phone Number (800) 571-8062. Apply competitive strategies used by successful lawyers. Short tutorials demonstrating product features. In addition, this chart will also show the amount of new cases that you have opened in the last 30 days, cases closed in the last 30 days, and the amount of cases that have changed stage in the past 30 days. Unlimited free award-winning customer support, Free access to knowledge center resources and trainings. Limited Support. The MyCase Knowledge Base puts you in control by providing you with 24/7 access to a vast library of helpful articles, feature descriptions and training videos. The insurance information on this Website is provided for your convenience and is for general information purposes only. You first see the option to start a conversation by selecting the Send us a message button. How do I manage outstanding requested funds? You need to be confident that your Case Management software is reliable, secure, and has a track record of success. How to Export Data from Tabs3 with Practice Master. Beginning in March 2023, households receiving SNAP benefits will no longer receive the federal SNAP emergency allotment (the second monthly payment that has been in place since May 2020). Rated #1 - MyCase is the best rated Law Practice Management Software on Capterra compared to PracticePanther's #4 rating. Law firms looking for an easy-to-use practice management software to manage case details, documents, contacts, time tracking, billing, and invoicing all in one place. Covers a variety of features and questions. Watch educational content crafted specifically for attorneys. The MyCase 101 is an overall training tool to get you started in your MyCase account. Infant sleep chart daycare. Caring hearts program. MyCase frequently adds new and better tools like lead management and reporting so you can better manage your practice from consult to close. CosmoLex is a leading law practice management software solution, but how does it stack up against the competition? . Free to view but must register. Elevate your practice with detailed handbooks. The MyCase onboarding and data migration teams will make the the adoption process seamless, ensuring you get the most from our software from day one. With thousands of customers, spanning virtually every practice area, you can be sure that MyCase will not only meet your firms needs, but take your practice to the next level of success. Az5000a. Please note: This chart only shows your open cases. This video will cover all of the major features and functions of MyCase. We also provide live training and a 24/7 knowledge center, no extra cost. Client Communications There are five different aspects to Case Insights that will allow you to have a quick snapshot of what is happening at your firm: Total cases open & what has happened in the past 30 days, Open Cases by Practice Area, Cases by Stage, Average Duration Spent in Each Case Stage, and Cases Opened & Closed over time. This section will help you ensure that your MyCase account is configured properly so that you can begin utilizing the rest of the features we offer. What's the difference between an admin user and a regular user? View link above for schedule. MyCase provides the legal professionals with an all-in-one platform to manage the contacts, scheduling, document management, case management, online billing and invoicing, time tracking, and calendar management. Case studies & User stories Videos demonstrating the main functions and features of AbacusLaw. Each is 30 minutes in length--do not need to be a subscriber to access but must register in advance. Procedure. Through MyCase, appfolio offers a complete practice management solution for attorneys and paralegals. For all UtahID related password resets, go to. Try it for free! Explore tips for running your law firm efficiently. If you hover your cursor over a specific month you will be able to see exact data for that specified month. ", "The reports could be easier to follow/understand. The data visualization helps to tell your datas story and provides an easy snapshot of what is happening within your firm. Yes. At a lower tier, you'll receive 1 live training session . Terms and conditions | Privacy policy, 2023 Benchmark Report Part 1: Law Firm Productivity, Legal Client Relationship Management (CRM), See how MyCase works for all practice areas. How do I switch to an annual subscription? . How to change firm contact information and upload a logo. Case Management PracticePanther's support level is dictated by how much you pay. Contact Support: (800) 571-8062 Browse questions and answers and post your own to feedback and advice from other users. Your email might be associated to another case or account. MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks. In your total open cases chart you will be able to see the total amount of open cases that your firm has at the current time. Access from anywhere, client communication, flexible payment options, Time-tracking and invoicing, online payment, trust accounting, robust document management, Immigration status, powerful document management, event reminders, trackable tasks, Capture billable time, automate invoicing, unlimited document storage, expense tracking, Secure a communication and collaboration, flexible payment options, payment plans, Web intake forms, lead management, workflow automation, track and invoice expenses, Workflow automation, streamlined document creation, robust billing, invoice customization, Centralized and shareable documents, robust task management, streamlined communications, Streamline communication, track case status, access and share documents, automation, Robust document management, document templates, task management, Centralized documents, communications, tasks, and deadlines, workflow automation, Track deadlines, workflow automation, streamline document creation, document management. Billing & Payments Youll also see all your conversations by selecting the link. You first see the option to start a conversation by selecting the Send us a message button. There were more features to take advantage of regarding Centerbase. Also includes a few testimonial videos about the product. Our customer support specialists go beyond any basic call center with generic answers; they are MyCase platform experts who know the software in and out. This chart will also respect the page filters, showing average duration for case stage by practice area, lead attorney and office if filtered. Pricing, Bar associations All Features Short PDF covering basic setup and functions. Keep your law firm humming regardless of what challenges you face with tailored and personal support from the MyCase customer success team. In the news You can also continue to go to the MyCase Knowledge Center by selecting Get Support in MyCase or the MyCase website. https://libguides.law.villanova.edu/softwaretrainings, Amicus Attorney Video Tutorials (YouTube), mycase How-To Videos & Recorded Webinars (YouTube), Practice Panther Frequently Asked Questions, Rocket Matter Frequently Asked Questions & Videos.
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