Messaging Overview

MyCase has an internal messaging system that is great for communicating with clients of your firm & the employees who work at your firm.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

MyCase has an internal messaging system that is great for communicating both with clients of your firm and the employees who work at your firm.

How to Send and Receive Secure Messages in MyCase


Some of the benefits of the internal messaging system include:

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Staying Organized

Messages can be linked to a case/matter which makes it easy to view all correspondence for a particular file. Also, every message is time and date stamped (which cannot be altered). Messages in your inbox can be archived, printed, as well as marked as sent or unsent. You can also invite more users to a message too.

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More Secure Than Email

Conducting confidential conversations with contacts and clients through email poses serious risk. A major benefit of MyCase Messaging is that all communications are kept within the secure framework of MyCase. Clients will not be able to forward messages to parties outside of MyCase and in the event their email address gets hacked, sensitive information will not be exposed.

Send Global Messages

Easily send messages to all of your contacts or all of your staff - with the push of one button. When sending a new message, click box next to 'Send a global message'.

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From there, you can choose to send a global message to all contacts AND/OR all firm users.

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MyCase messages can be archived at any time. This allows you to move older messages into a folder where they can accessed when you need them. To archive a message, simply click the message itself and then click the Archive button pictured below.

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Message Permissions

By default, users can only see messages or message threads in which they directly participated or to which they were manually invited. As an administrator of the account, you have the ability to grant access to all messages related to cases that they can access. The “All Messages Permission” will allow an individual much greater Messages access, including:

  1. The ability to view/respond to all messages pertaining to any case/contact to which they have access in the platform.

  2. View a new Message Folder in their Messages Tab called “Firm Inbox.” This folder will display, in chronological order (most recent first), all messages pertaining to cases/contacts to which they have access, as well as all messages that are not linked to an individual case.

How Do I enable the “All Messages Permission”?

Any user who has permissions to edit other user's permissions (learn more HERE) can navigate to the Settings tab > Firm User Permissions > Choose edit under the permissions column for the relevant user > Choose the checkbox “Allow access to all messages."

How do I enable the "Can delete messages" permission?

Any user who has permissions to edit other user's permissions (learn more HERE) can navigate to the Settings tab > Firm User Permissions > Choose edit under the permissions column for the relevant user > Choose the checkbox "Can delete message."

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How will this affect my Messages notifications?

It won’t! We will not notify you of new messages unless you are directly a part of the conversation.

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