How to Master MyCase

Use this guide to get your firm's account up and running in no time!

Written by Crystal Lindsey
Updated over a week ago


Register for Our Complimentary Training Sessions:

All firm users should take advantage of our trainings which help with navigating the software and teach users how to incorporate our power features like Workflow and Document Automation. We offer sessions that include time for Q&A, as well as pre-recorded trainings that you can review at your own convenience.

Import Your Contacts and Cases Right Away:

MyCase makes it easy for you to utilize our simple spreadsheets in order to transfer your previous information into our software. Click these links to learn how to Import Contacts and Import Cases with our help articles, templates and short video clips. *Please note: Linking contacts/cases is not a part of the import but is necessary in order to move forward with MyCase features. Click here if you want to review how to link a contact and case together.

Manage Your Firm's Settings:

This is an important step to begin as soon as possible. Settings allow you to add/remove firm users and set their permissions, manage your payment information, set up your notifications and preferences, add custom fields, and create new workflows. Please click here to gain a deeper understanding of all account settings. Custom Fields will also be necessary before you begin document automation.

Securely Communicate with Your Clients:

The MyCase Client Portal is one of the most powerful features in MyCase. Click here to see a full overview of the client portal and how it can benefit your firm. You’ll also find that MyCase gives your clients the ability to pay online, which is an essential part of giving them a great experience with your firm. In order to help you assist your clients with using your firm’s Client Portal, we have provided a few beneficial resources below:

  • You may want to incorporate a video training we designed specifically for your clients. We recommend embedding this video to your website as a resource for your clients. If you do not currently have a website or you are interested in a revamp, let MyCase do the heavy lifting! Get a modern, law firm website that integrates directly with your MyCase account. Click here for more information.

Take Advantage of the Integrations:

  • If your firm is using Quickbooks Online, please review the help article on how to install our free QuickBooks plugin here.

  • If your firm is currently using Google Calendar, please review the help article on how to install here.

  • If your firm is currently using Microsoft Outlook, please review the help article on how to install here.

  • If your firm would like to use our Email Integration feature, please review the help article here.

*If you need help with anything along the way, please don’t hesitate to contact us at 800-571-8062x1 or

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