MyCase

Open MyCase in the morning and run your day from a single workspace. New inquiries arrive through your intake channels and land in a trackable pipeline. Assign the lead, set a follow‑up date, and send a quick text to confirm a consultation—no switching apps. When a prospect is ready to move forward, create a matter in one click. Share a welcome packet and request documents through the secure client portal so everything you need is collected before the first meeting.

Once the case is active, keep progress visible. Store key files, notes, and messages on the matter timeline so anyone on the team can get context fast. Use two‑way texting to answer simple questions and reduce phone tag, while reserving the portal for longer updates, document exchange, and status summaries. As you work, capture billable activity and expenses directly on the matter, keeping billing prep straightforward at the end of the month.

When it’s time to bill, draft professional invoices from the work you logged. Send them by email or through the portal with a payment link powered by MyCase Payments, allowing clients to pay online in seconds. Follow up with a short text nudge instead of another letter. Payments post back to the matter automatically, making it easy to see who is current and who needs attention.

Firm leaders can monitor health without spreadsheets. Build reports that show open matters by stage, fees billed vs. collected, receivables aging, and lead conversion over time. Filter by attorney or practice area to balance workloads and spot bottlenecks early. With every conversation, invoice, and file tied to its matter, audits are simpler and handoffs are cleaner—whether you’re a solo or coordinating across multiple offices.