In MyCase, your cases/matters can be assigned to a particular Area of Practice. The list of practice areas can be customized so they work for your unique law firm. This article will teach you how to add, edit, and delete areas of practice.
Click the Cases tab at the top of the screen.
In the sub-menu, click on Practice Areas.
You will be taken to a page that lists all of the Practice Areas in your MyCase account. Let's take a closer look at that screen:
# of Active Cases - This column will let you know how many active cases are assigned to each practice area.
Manage Custom Field - This will allow you to create custom fields for cases you enter into the system.
New Practice Area - Click this button to add a new practice area into MyCase.
Edit Button - Click this button to rename the practice area. Any existing cases that have been assigned to this practice area will be assigned to the new name.
Delete Button - Click this button to delete the practice area from MyCase.
The screen shot below shows the Add Case window. Notice the Practice Area dropdown. This is how you assign a new case to a particular area of practice. To the right of the dropdown, there is a link called Add New Practice Area. This lets you add a new practice area into MyCase without going into the Practice Areas page we looked at earlier.
Note: When you add a new practice area from this screen, it will appear like normal in the Practice Area screen. You can always go back and edit or delete the practice area.