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MyCase Client Portal Overview [w/ VIDEO]

The Client Portal is a secure environment for you to share case information, billing information, & communicate with clients & contacts… The MyCase Client Portal provides a secure environment for you to share case information, billing information… They can upload documents right into MyCase from their Client Portal

How can clients message me from my website?

The MyCase Client Portal provides a secure environment for you to communicate with clients and contacts… Your client can view and share messages by logging into their client portal through your firm’s MyCase… Here’s how your MyCase website’s integrated client portal will appear when your client logs in to view

Creating a New Client

When adding a new contact, you will have to specify a field called MyCase Client Portal Access… Learn more about the MyCase Client Portal… MyCase Client Portal Overview

How do I ENABLE MyCase Access for a Client/Contact?

This article will walk you through enabling MyCase access privileges for a client/contact in MyCase… Client Portal Overview [w/ VIDEO] How do I DISABLE MyCase Access for a Client/ Contact?… Find the field called MyCase Client Portal Access (pictured below)

What web browser should I use for running MyCase's Client Portal?

Client Portal Guide for Clients [w/ VIDEO]

Send this comprehensive PDF guide or video to your clients to help walk them through MyCase's Client Portal feature… Send this comprehensive PDF guide or video to your clients to help walk them through MyCase's Client… Portal feature

How Do I Give Case Access Through My Website?

With a MyCase Website, your clients can quickly access their case information, pay bills online, and se… All of these client interaction features are available through the MyCase Client Portal… Here’s how your MyCase website’s integrated client portal will appear when your client logs in to view

How can clients pay online through my website?

Your client can access and pay this invoice by logging into their client portal through your firm’s MyCase… Here’s how your MyCase website’s integrated client portal will appear when your client logs in to make… services Increase client portal usage MyCase Website designs are built using best practices

MyCase Websites 101 - Attract and Work With Clients More Professionally

With a MyCase Website, your clients can quickly access their case info, pay bills, and securely communicate with you from your website… All of these client interaction features are available through the MyCase Client Portal… Here’s how your MyCase website’s integrated client portal will appear when your client logs in to view

How can clients receive an invoice through my website?

Your client can access this invoice by logging into their client portal through your firm’s MyCase Website… Here’s how your MyCase website’s integrated client portal will appear when your client logs in to view… After you have shared an invoice with your client, MyCase will automatically send your client an email