How to Build Your Own mycase

Send automatic payment reminders to clients for outstanding invoices.

Track retainer balances and automatically deduct time and expenses from retainers.

Customizable expense categories for detailed tracking and reporting.

Record and categorize case expenses for accurate billing and cost management.

Automated invoicing with time entries, flat fees, and contingency matter support.

Real-time log of all actions and changes within cases for audit and accountability.

Powerful search functionality to quickly locate cases, documents, and contacts.

Create personalized dashboards with widgets for quick access to key metrics.

Manage multiple office locations with separate or consolidated reporting capabilities.

Granular permission settings to control what each team member can access and modify.

Integrated calendar with deadline reminders and automatic deadline calculations for critical dates.

Organize and track all case information, deadlines, tasks, and milestones in one place.

Track cases from intake through closure with automated status management.

Pre-configured matter templates with predefined tasks, documents, and workflows.

Create, assign, and track tasks with priority levels and completion status monitoring.

Gather client satisfaction feedback and survey responses directly in the platform.

Secure portal allowing clients to view case status, documents, and communicate with their attorney.

Automated system to check for potential conflicts before taking on new clients.

Centralized database of clients, opposing counsel, judges, and other professional contacts.

Customizable client intake forms to streamline the initial client information collection process.

Secure document sharing and storage specifically for client-shared files.

Merge client data into templates to auto-generate documents with correct information.

Electronically sign documents with full audit trail and compliance features.

Centralized storage and organization of case documents with version control and access permissions.

Library of customizable legal document templates for common practice areas.

Secure messaging system for direct communication between attorneys and clients.

Automatic email capture and organization linked to cases and contacts.

Send SMS alerts to clients about upcoming appointments and status updates.

Customize client portal appearance with your firm logo and color scheme.

Add custom fields to cases, contacts, and other records to match your firm's workflow.

Customize the client portal with your firm's branding and colors.

Generate compliance reports required by bar associations and regulatory bodies.

Export case data and reports in multiple formats for external analysis.

Comprehensive reports including revenue, expenses, aged receivables, and profitability analytics.