How to Chat with Your Staff Using MyCase
What is Chat?
Chat is an internal messaging too that enables you to communicate on-the-fly with the rest of your firm, without ever leaving MyCase!
How do I access Chat?
Simply select the green "Chat" icon in the bottom left of your MyCase account.
How do I start a chat with my colleagues?
In order to start chatting, simply click the (+) icon next to either Channel or Direct Messages. (Note: read below to learn the difference between a Channel and a Direct Message.)
When adding a new Channel, you will be prompted to create a name for the channel and add a description for the Channel's topic:
Once a channel is created, simply click the Add icon (+) in the upper right hand corner of the relevant channel to add users:
When adding a new direct message, you will be asked to select one or more individuals to include in the conversation. Then, select "Go" to start the conversation.
What's the difference between a Direct Message and a Channel?
A named and persistent conversation among a group of individuals that is generally used to facilitate conversations for a particular team or topic. For instance, you could create a channel named Smith v. California to discuss all matters pertinent to that particular case.
One can invite new users to a channel at any time.
There are no limits to the number of users in a given channel.
A direct message is a simple conversation that can be among one or more individuals. One cannot invite users to a direct message after it has been created. This is to maintain privacy among the existing individuals.
You may have up to 5 users per conversation (the creator and four others).