Contents:

Congratulations on choosing MyCase for your business! We understand that as a legal professional, time really does equal money - that is why we created this Onboarding Quick Start Guide to help you get started as efficiently as possible.
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This guide gives you the tools you need to start using MyCase immediately. You will find information to manage your practice seamlessly. We'd like to encourage you to sign up for a MyCase 101 webinar to ask questions.
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​At the bottom of the application, we provide a Get Help button where you can ask questions, see what's new and find articles related to specific actions within MyCase.

This guide is designed with you and your firm in mind. Training is on demand and can be viewed anywhere at any time.
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Each section contains a video, a helpful article, or a product tour. Please note you must be logged into your MyCase account to engage with product tours.

You can review each section in order or jump to a specific topic. There are links within the guide that take you outside of this guide, like our Knowledge Center, a video or a Product Tour in the app.

Once you complete the sections in this guide, you will be ready to use MyCase. Remember that with every new experience, repetition is your greatest learning tool. Feel free to follow along in MyCase while watching the videos and exploring help articles. Feel free to come back here for information.

At the bottom of the application, you can ask questions via the Get Help button, see what's new and find articles related to specific actions within MyCase.
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Data Migration
​Importing Cases
​Importing Contacts
​Importing Time Entries & Expenses

Basic Navigation Article & Video

Basic Navigation Product Tour

Setup your firm’s practice areas, case stages and custom fields for cases and contacts. While MyCase has some basic fields set up, you can personalize your account with information relevant to your practice.

How do I add, edit, and delete Areas of Practice?

Setting up your areas of practice Product Tour

Custom fields overview

Custom field types

Custom fields by practice area

Custom fields by practice area Product Tour

Customize case stages

Integrations Overview

Intake Form Overview

Embed a “Contact Us” form on your website

Workflows

E-Signature

Word Templates

Default auto reminders for clients

Navigating Settings

Review user permissionsResetting Passwords

Updating Your Time Zone

Billing Tab

Batch Billing

Batch Billing Product Tour

Adding an Invoice

Request funds into your trust account

How to Represent an Open Balance from a Previous System

Reporting Overview

This link takes you to the MyCase Support Center, where you can search for additional information or review sections relevant to you and your firm, such as setting up Accounts and Settings, Accounting, Reporting and Workflows.

Advice and Answers from the MyCase Support Team

If you find you are in need of assistance, please don’t hesitate to reach out to our

Customer Success team, available Monday-Friday from 6 AM-5 PM PST: