MyCase Basic Tier

Basic case management and end-to-end billing & online payments enables you to be more organized and get paid quickly.

Lisa Myers avatar
Written by Lisa Myers
Updated over a week ago

Basic case management and end-to-end billing & online payments enables you to be more organized and get paid quickly.


OVERVIEW

The MyCase basic tier was created for firms that may not need many of the features MyCase offers like custom fields, client intake, eSignature and more. Please see the list below for all of the features that are not included in the basic package.

Basic will be available March 1st, 2022 but you can request to downgrade before so that you are charged for basic on your March bill cycle date.

Basic Tier Pricing

Monthly subscription: $49/user/month
Annual subscription: $39/user/month

MyCase Basic Tier Feature Breakdown

Feature

Description

Basic

Key Features

Case Management

Compile case-related notes, tasks, events, documents, and relevant contacts in one place

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Contact Management

Create contact groups; store all contact information

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Legal Calendaring

Share calendar firm-wide linking cases to events, see SOL deadlines and due dates for tasks

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Time Entry & Expense Tracking

Easily track time entries and expenses, linking them to cases with built in timers

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Invoices

Effortlessly create invoices from time entries and expenses; share via email, text, and/or client portal

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Trust Ledger & Reconciliation

Display all transactions for trust accounts, and tie transactions to the appropriate receivable

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Trust by Case

Track trust balances per case in addition to per client

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Multiple Bank Accounts

Add & manage multiple trust and operating accounts

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Online Payments

Easily send invoices and collect payments online from your clients

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Basic Financial Reporting

Includes reports for aging invoices, AR, trust account summary/activity, non-trust summary/activity, electronic payments, CC fees, SOL, time entry & expense (user/case)

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Unlimited Document Storage

Unlimited secure document storage with legal-specific document management tools

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Conflict Check Tracking

Track and flag potential conflicts performed by you and/or your firm

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Client Portal

Secure portal access for sharing invoices, documents, events, tasks, and messages

Tasks, events, & invoices

LawPay Integration

Easily collect payment through MyCase via credit card, eCheck, or Pay Later payment methods.

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Automation

eSignature

Robust eSignature with built-in capabilities for multiple signers, text input, and merge fields. Fully automate workflows with eSignature Templates.

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Workflows

Automated workflows to easily streamline redundant tasks, events, and documents.

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Client Intake Forms

Quickly onboard new and existing clients with a customizable form that will auto-generate leads and update contact information.

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Document Generation

Create Word-based templates that automatically fill fields and output documents with necessary case information.

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Smart Time Finder

Tracks any billable time you might miss during the day, keeping you on course to meet billing targets.

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Communication

Chat

Speed up communication using the built-in instant messenger; securely facilitates conversations with colleagues that can be off-the-record or linked to a case

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2-way Texting

A smart texting suite for communicating with clients & leads quickly and efficiently; easily link messaging to cases and contacts for later reference

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Call Log

Easily manage and log all incoming calls so you can track time and quickly reference ones for follow-up

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Messages

Secure client messaging tool to easily communicate with clients via the client portal

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Premium Features

Custom Fields

Keep the information you need in one place by creating custom fields for cases, contacts, and more

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Client Intake Management

All the tools you need to successfully convert your lead into a paying client, including customizable pipeline, consultation fee, retainer fees, agreements, and more

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Advanced Legal Calendar

Powerful additional features integrated within the firm-wide calendar including event type filtering, automated event reminders to clients & leads, and much more

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Advanced Billing

Maximize billing options with subscriptions, universal payment link, LEDES, account statements, and timesheet calendar

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Advanced Invoicing

Includes batch billing, payment plans, auto apply interest

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Advanced Reporting

Includes reports on case revenue, fee allocation, cases, contacts, leads, firm time entry & expense

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Firm Oversight

Includes data insights with graphs and charts for both your cases and financials

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Advanced Document Editing

Directly edit, save, and sync documents in Word without the extra steps of downloading and uploading

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Integrations

Includes Google, Outlook, Quickbooks, Smith.ai, CalendarRules, MailChimp, Dropbox, and more

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Mobile App

Use MyCase on the go with our mobile app for both Apple & Android

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Downgrading to Basic

If you are interested in switching to Basic, we need written confirmation from your admin user to perform the downgrade. Please have an admin user email: subscription.change@mycase.com

In order for this change to be completed for your next billing cycle, you must put in a request at least 2 business days before your billing date. If you have questions about what's included in MyCase Basic, please contact our team at support@mycase.com.

If you have already requested a change to Basic and would like to cancel your request, please have an admin user email billing@mycase.com.

FAQ:

What if I was using features not included in Basic and then I switch to Basic?
You will no longer be able to use these features, but you will be able to see most of the data in the system in read-only mode. You will be able to export all of your data in your full backups. You will not be able to edit or delete this information in MyCase unless you upgrade your account.

Can I have some users in my firm on basic and some not?
No, basic is a firm level tier so all users in your firm must be on the same tier.

What if I want to cancel my downgrade to Basic request?
If you have already requested a change to Basic and would like to cancel your request, please have an admin user email billing@mycase.com.

How do I upgrade from Basic?
After March 1st, you will be able to upgrade from Basic by going to your firm settings page and clicking the edit subscription button.

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