MyCase Knowledge Center

Browse By Topic

Getting Started with MyCase 5 Articles View All MyCase 101: Linking Contacts to a Case Get Comfortable with the MyCase Layout How do I share information with clients ... What if I need help with something? Interactive Getting Started Bar	MyCase Client Portal 8 Articles View All MyCase Client Portal Overview How do I ENABLE MyCase Access for a Clie... How do I DISABLE MyCase Access for a Cli... How do I share a particular item with a ... Sharing Calendar Events
Cases 6 Articles View All Cases Overview Creating a New Case [w/ VIDEO] How do I delete a case from the system? How do I LINK a client/contact to a case... How do I UNLINK a client/contact from a ...	Document Management 8 Articles View All Documents Overview How to Upload a Document Multiple document upload (Batch Document... What are Firm Docs? What are Case Docs?
Document Automation 2 Articles View All Document Automation Overview MS Word Document Templates [VIDEO]	Clients & Contacts 11 Articles View All Creating a New Client How do I edit a contact? How do I delete a contact? Contact Details Page Breakdown How do I add/edit/delete Contact Groups?
Invoicing 14 Articles View All How do I create an invoice? How do I edit an existing invoice? How do I delete an invoice? How do I receive payment on an invoice? How do flat fee cases work?	Trust Accounting 7 Articles View All How do I deposit funds into a client’s t... Refunding a deposit made into a trust ac... How do I pay an invoice with funds from ... Where can I see a client's trust account... Where can I see the full history of my l...
Time & Expense Entries 8 Articles View All How do I create a new time entry? How do I create a new expense entry? How do I EDIT or DELETE a time entry? How do I EDIT or DELETE an expense entry... Billing Activities	Online Payments 4 Articles View All What merchant account providers does MyC... Integrate PayPros, Inc. with MyCase Integrate PayPal Pro with MyCase Integrate Authorize.net with MyCase
MyCase Sync: Google Apps 4 Articles View All How do I link MyCase with Google? Getting Existing Google Calendar Events ... Getting MyCase/Google calendar onto the ... What are Unresolved Items?	MyCase Sync: Microsoft Outlook 1 Article View All Outlook Plugin Installation Guide
Calendar 8 Articles View All Calendar Overview Creating a New Calendar Event Calendar Event Reminders How do I setup default calendar reminder... How do I sync my calendar with a third p...	Messaging & Commenting 3 Articles View All Messaging Overview Commenting Overview Who is allowed to view comments?
Account Setup 11 Articles View All What are firm users? How do I add firm users to MyCase? How do I archive/delete a firm user? Editing User Access Permissions Updating Your Firm's Payment Information	Tasks 4 Articles View All Tasks Overview Creating a New Task How do I assign a task to someone else a... How do I mark all tasks as read?
Email Integration 3 Articles View All Getting Started with Email Integration Attachments - Storing Emails With Attach... Viewing Emails Related to a Case	Tips & Tricks 5 Articles View All Global Search Bar Changing My Automatic Logout Time Add Item Menu - a huge time saver! View all info for a particular case/matt... Conflict Checking in MyCase
FAQs 8 Articles View All How do I log a phone call in MyCase? How much does MyCase cost? How do I start a 30-day free trial? Is MyCase compatible with both PC and Ma... Will I be charged for clients and contac...	Data Migration 4 Articles View All Importing Cases/Matters Importing Contacts from MS Outlook Importing Contacts from Google/Gmail How do I undo a data import?
Custom Fields 3 Articles View All Custom Fields Overview Custom Field Types Creating Custom Field Lists	Reporting 1 Article View All Reporting Overview
Notes 6 Articles View All How do I create a new note? How do I edit a note? How do I delete a note? Where can I view notes for a case? Where can I view notes for a client/cont...