You will be asked what type of contact you would like to add: an individual or a company.
For now, choose Individual.
The Add Contact window (pictured below) is where you can enter all of the contact information for the person. Most of the fields are self-explanatory (such as name, phone numbers, address, birthday, etc.). There are a few unique fields that will be explained in further detail.
When adding a new contact, you will have to specify a field called MyCase Client Portal Access. This lets you designate whether or not this person should have access to their client portal. Learn more about the MyCase Client Portal.
If you would like to give this person access to their client portal, choose the option ENABLED.
If you don't want them to have access to their client portal, choose DISABLED.
You can also assign the contact to a Group. This is useful for organizing your database of contacts into groups (such as clients, co-council, experts, judges, etc.). MyCase comes with some pre-configured groups, but you can add, edit, and delete contact groups to your liking.
You can add as many Custom Fields to a contact as you'd like. This is a very useful feature because it allows you to keep track of all the information that is important to your firm. You can add items like text fields, date pickers, dropdown lists, and checkboxes.
Below is the e-mail clients receive when their MyCase Client Account has been created.