MyCase Chat

Integrating MyCase with Kenect

How can I change the case that a message is linked to?

Your system will auto-save your new messages as you type them to ensure your work is never lost.

Message Drafts

How do I create a new note?

Who is allowed to view comments?

Commenting Overview

You can assign the task of resolving your emails to someone else at your firm. This will allow them assign it to a correct contact and case.

How to assign another firm user to resolve your emails

MyCase lets you forward and share messages with other people. Useful for when you would like to invite someone else into the conversation

How do I forward/share a message with other people?

To edit or delete a note, open the Notes Section for the case or contact that the note is linked to...

How do I edit or delete a note?

When an email that contains attachments is forwarded into MyCase, you can save it to a case file or as a firm document.

Attachments - Storing Emails With Attached Files

Learn more about A2P Communication Standards and how to register your firm to enabled text messaging in MyCase.

A2P Communication Standards

Your firm's text messages to clients and leads may be subject to regulation under the Telephone Consumer Protection Act.

Text Messaging Regulations under TCPA

To view stored emails that have been associated with a case file, open the Case Details page for the case you'd like to look at.

Viewing Emails Related to a Case

MyCase allows you to format your Messages, Comments and Notes with a new text editor bar located above the related text entry box.

Text Formatting Options on Comments, Notes, and Messages

MyCase has an internal messaging system that is great for communicating with clients of your firm & the employees who work at your firm.

Messaging Overview

MyCase’s Call Log feature makes it easy to track missed calls and ensure that important messages are returned quickly.

Call Log Overview

The out of office feature sends custom automated message responses to clients when firm members mark that they are out of the office.

Out of Office Messaging

Chat is an internal messaging tool that enables you to communicate on-the-fly with the rest of your firm, without ever leaving MyCase!

MyCase Chat Overview

MyCase's Email Integration features let you easily store emails in a case and/or client file.

Getting Started with Email Integration

No matter your email provider (Gmail, Outlook, Office365, Exchange, or Yahoo!), Mailbox lets you embed your email directly within MyCase.

Mailbox

MyCase text messaging provides your firm the ability to quickly connect with clients & leads through 2-way SMS text messages.

Text Messaging

Ben Q

Clark

Lisa Myers

The articles in this section outline the various forms of communication available to MyCase users. Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! 