This article will show you how to add an attorney, paralegal, or staff user to your account.
Your subscription fee is based on the number of firm users on your account. You will be charged for adding firm users based on your subscription plan:
Annual Subscription Plan: You will be charged a prorated amount immediately for additional users at a rate of:
$468 per user/year if your firm is subscribed to the Basic tier
$828 per user/year if your firm is subscribed to the Pro (default) tier
$1068 per user/year if your firm is subscribed to the Advanced tier
Monthly Subscription Plan: You will be charged on your next monthly subscription renewal for additional users at a rate of:
$49 per user/month if your firm is subscribed to the Basic tier
$79 per user/month if your firm is subscribed to the Pro (default) tier
$99 per user/month if your firm is subscribed to the Advanced tier
When adding a new firm user to replace someone that is leaving your firm, please be sure to deactivate the user who is leaving first. Then, add the new user that is replacing them. It is important to deactivate the user who is leaving first so that your firm is not billed for additional users in error.
To add a new user, click Settings in the top right corner of your account and select Add Firm User from the drop-down menu.
You may also select All Settings from the drop-down menu. In the left-hand column, click Firm Users.
Then, click the Add New User button (pictured below).
MyCase will then display the Add New User lightbox. Enter the contact information, user type, and default billing rate for the person you'd like to add. Once finished, click the blue Create User button to add this person to your MyCase account. This person will receive a welcome email from MyCase (on behalf of your law firm). It will contain a link for them to activate their account and setup their password.
You will then be taken to the Link to Cases page where you can set up their access to no cases, all active cases, or one certain case. You also can control their Sharing Settings by adding all case events to their calendar or sharing all open and completed case tasks with the user.
The last two steps are giving them Firm Level Permissions and Access Permissions. This will allow you to restrict what the user can add, edit and view. Learn more about user permissions here.
Once the new firm user is saved and logs into their account, the firm user will then be able to update their information, upload their photo, etc.
Don't confuse Firm Users with Clients & Contacts. You can have an unlimited amount of Clients and Contacts in MyCase without getting charged more for your monthly subscription.
When adding a new firm user to replace someone that is leaving your firm, we recommend deactivating the departing user first to avoid being billed for two licenses.