The articles in this section outline cases and how to best manage them in MyCase. Some topics that are covered are how to add or delete cases, case insights, linking cases to contacts, case stages, numbering, and more!
By Ben and 4 others5 authors19 articles
Integrating MyCase with DecisionVault
How do I link a firm user to all active cases?
How do I UNLINK a client/contact from a case?
How do I LINK a firm user to a case?
Viewing the Lead Attorney for Cases
Case Custom Fields by Practice Area
Statute of Limitations Dates
Where can I view notes for a case?
How do I add/edit/delete Areas of Practice?
Case Details Page
Case Status [w/ VIDEO]
MyCase 101: Linking Contacts to a Case
Adding a New Case [w/ VIDEO]
Automatic Case Numbering
How do I close, re-open, or delete a case from the system?
Intake Form Overview