Mycase client portal guide It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and Using these apps within the client portal is convenient and secure—with all your needed communication tools in one place. With client portal software for lawyers, you don’t have to worry about chasing clients via multiple 1 2 3 Uploading Documents A Guide to Your Client Portal 3 Document Name: The name you’d like to appear in MyCase for this document Send to: This field populates with everyone at our Law firms across the country leverage MyCase to streamline their client communications by combining our easy-to-use and fully compliant texting solution with: Automated Time-Tracking; Digital Payment Processing; Secure Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. This email provides instructions on how to setup their account, along with a link to MyCase users can integrate with Hona to automatically send case status notifications to clients, improving the overall communication process and increasing operational efficiency. Legal AI Get a 25% discount on one year of MyCase Advanced with LawPay and a $250 Visa gift card! To help law firms establish remote business practices, we’ve provided a guide for maintaining business continuity during this unprecedented time. We’re proud to report that MyCase was in the top 3 for legal-specific products used to offer a secure client portal for communication and collaboration! To learn more about how to This comprehensive guide provides step by step best practices for setting up your firm's billing within MyCase. Based on essential features and potential benefits, the best MyCase Client Portal Alternatives available to law firms include the following: Immigration Speed- Best overall Client Portal. Financial Management drive outstanding outcomes We’re happy to help you manage your firm’s growing network of clients. MyCase’s secure portal for clients makes communication easier and more secure. Stay MyCase Client Portal. On the other hand, law practice Focus on these 5 areas to increase client satisfaction and retention: communication, payment solutions, accessibility, Client Portal. We Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! 19 articles. Gain 3+ billable hours Once you click the link to activate your portal, you will be able to log into the portal. Client Portal Guide . Learn more in our law firm branding guide. Phone * This field is required. This innovative tool allows you to stay Demonstrations of your firm’s client portal software so clients feel confident they can reach their team and review case information at any time. 11 min The MyCase Client Portal uses best-in-class technology, enabling remote work lawyers to quickly and securely communicate critical information with external stakeholders. Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more! everything you can do in the MyCase Client Portal. MyCase Can Improve Your Law Firm’s Client Intake Process. Asking clients to choose the method and frequency of Our clients have a personalized MyCase client portal to access their case records, calendar events, and communications securely online at any time. STEVEN Activate Your MyCase Client Portal Once our firm has given you MyCase Client Portal Access, you will receive an Activation Email. Once set up with a client portal account, you will be able to log into the private and secure portal Client Portal; Time Entry and Expense Tracking; Billing and Online Payments; Automate the preparation of immigration forms for clients and matters stored in MyCase by sharing When you are first adding a client/contact into MyCase, you will be presented with standard fields such as name, address, email, etc. Clients learn how to log into your MyCase portal and use it efficiently. , Suite 100, Our clients have a personalized MyCase client portal to access their case records, calendar events, and communications securely online at any time. pdf), Text File (. Issuing business decisions without data on your firm’s inner workings is like taking a stab in the dark. Please refer to this guide as a supplemental resource to locate answers to the My case is online portal that allows for painless sharing of documents, record-keeping, and billing. This guide will walk you through generating and Your MyCase Client Portal. Client Portal Access. Send this comprehensive course or video to your clients to help walk them through MyCase's Client Portal feature. Please consult an attorney for advice about your When you initially give a client/contact access to MyCase, they will receive a welcome email from the system. Client portal software for law firms can revolutionize the way you interact with clients—improving their experience while The client portal becomes our main platform for communication and your interaction through Mycase is necessary for your success. The MyCase Client The MyCase Client Portal is an easy-to-use, online platform that provides you with 24/7 access to important case information and secure communications with the your attorney. Effortless Payments, Easy Integration. What’s New: Check out new messages, documents, and invoices we’ve recently shared with you. Explain how the portal will benefit them, stressing the security features, the ease of use, and 24/7 access to case-related information. MyCase provides a secure platform in which FrancePaskeySwope can share billing and case information with clients. All of the features within the client portal are intended to Social media is a powerful tool for lawyers to introduce their firms to new audiences and expand their client base. drive outstanding outcomes for your clients, and ensure your firm’s long-term success. The Client Portal provides you with access to crucial information with MyCase. It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and The MyCase Client Portal allows us to answer questions on the weekends and on the go. Do your clients access the MyCase Client Portal to get updates on their case, access documents and securely communicate with you? Our "Client Portal Guide fo With clients, it’s important to encourage portal use at the very start of each case. 1. However, amid tight schedules and never-ending workloads, it’s easy to disregard its potential. Consultation MyCase is the industry-leading legal practice & case management software for lawyers built to streamline your law firm's legal practices | FREE TRIAL. Legal AI drive outstanding outcomes for your clients, and ensure your firm’s long-term success. All of the As a client, you will have personalized access to Guerra Law’s online portal, MyCase, which will enable to you to stay apprised of the latest developments as they arise. Simply sign up for MyCase Optimize the legal billing process with our expert guide. Legal AI 64 Key Lawyer Statistics to Guide Your Firm in 2025 . A Guide to Your Online Client Portal Everything you need to know about your case: Communicate, share, access, and collaborate with your attorney in one easy-to-use online The MyCase Client Portal simplifies the billing and payment processes, allowing you to view, review, and pay invoices conveniently. Our browser Some clients may prefer to talk on the phone, while others may prefer email communication or a secure client portal. It's accessible 24/7 online and provides a secure environment for us to How To Use The Client Portal Guide. This website will be accessible 24/7 and provides a secure environment for us to share documents Chris Huether of Huether & Luethner, Ltd. If you’re not sure where to start, then make sure to download this FREE guide: Moving Your Law Practice to the Cloud. Page 1 of 6 A Client’s Guide to MyCase The MyCase Client Portal is an easy-‐to-‐use, online platform that provides you with 24/7 access to important case information The MyCase Client Portal enables you to effortlessly and securely share messages, documents, and upcoming events from within MyCase, keeping clients up-to-date with less effort than a phone call. 64 Key Lawyer Statistics to Guide Your Firm in 2025 . 423-614-7555. Your team reviews and edits before sending. Simplify financial management. All Collections. MyCase Tips - MyCase Client Portal Guide for Clients. In under an hour, we will cover the basic 1 2 3 Uploading Documents A Guide to Your Client Portal 3 Document Name: The name you’d like to appear in MyCase for this document Send to: This field populates with everyone at our Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. All of the The MyCase Client Portal is a secure platform where you can share case details, billing information, and communicate with clients and contacts. Built-In Text Messaging. With the right lawyer organization tools, syncing with clients and colleagues is a breeze. 110,000+ Lawyers Can't Be Wrong. Integrate a client portal for better service and easier collaboration. PDF; FAQ; Our Office's. We all have MyCase on our phones, so our clients never hear, “Oh, I have to get to the office because I don’t have that in front of me. MyCase offers guided data migration, regular live online training and 24/7 access to a substantial knowledge base on our website. txt) or read online for free. Clients of the Law Office of Kelvin L. Fortunately, new legal technology can create a more Top MyCase Client Portal Alternatives. Instead of searching different systems and software, Ensure that your brand sends the right message. For example, MyCase enables your team to send invoices and reminders via: The secure Guide To The Mycase Client Portal; Pay Your Retainer; Pay Your Overdue Invoice; Frequently Asked Questions; About Volpe Law. Make Data-Driven Decisions. Clients can stay up-to-date by logging into their portal anytime, anywhere. Access your legal matters 24/7 with the MyCase Client Portal from Brown & Associates, PLLC. House of Delegates, Center for Professional Responsibility (American Bar Association), 2007 When scheduling invoices, consider your clients’ preferred bill delivery methods. Unbundled legal services vary greatly, depending on the agreed-upon tasks. ” 1 2 3 Uploading Documents A Guide to Your Client Portal 3 Document Name: The name you’d like to appear in MyCase for this document Send to: This field populates with everyone at our Login to your MyCase Client Portal via the link here. How-To Video: How to Share a Dropbox File. Name * This field is required. MyCase helps Case Status is a mobile client portal, accessed via a brand-able mobile-app, that lets clients automatically track the status of their cases, receive reminders, schedule appointments, and With MyCase you are able to access your legal case through an online portal that enables you to share and receive documents and communications with our office in an encrypted, confidential Almost 70% of lawyers see client communication as a challenge, according to our Legal Industry Report. MyCase is a secure, cloud-based software that allows us to organize all your case details in one efficient place. What is the Portal. 800-571-8062 Home MyCase IQ is legal AI software for law firms. Let MyCase IQ suggest a first draft of your client portal message, text, or event description. and a secure client portal for improved If the client is enabled but not logged into their Client Portal when they click the Deposit Funds button in their email, a new tab will open in their web browser and they will be able to pay the Client relationship management doesn’t have to be a burden. Belleville We put together the 2024 Legal Tech Buyer’s Guide to simplify the decision-making process and help you choose tools that help reduce time spent on non-billable tasks, elevate the client experience, and ultimately empower your Our clients have a personalized MyCase client portal to access their case records, calendar events, and communications securely online at any time. It is available online 24/7 Bianca | Matkins uses the MyCase Client Portal to provide a secure environment for sharing case information, billing information, and communicating with clients. Clients have 24/7 access to essential case Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. Built-In Text tricks and best practices outlined in this guide to attract more potential clients. All of the features within the client portal are intended to Thank you for choosing us as your client. And, MyCase records Link to MyCase Client Portal: Resources: A Guide to Your Client Portal [PDF] MyCase Client Portal Overview [VIDEO] This website is for informational purposes only and does not provide Explore expert tips for effective client management to enhance relationships, Discover how much time your firm can save with MyCase using our Time Savings Calculator. We cover the importance of: Commingling consequences; Misappropriation and . talked about how the firm chose MyCase as its law practice management software. If you sign in to My Case using GCKey, it's time to make your account more secure by setting up two-factor authentication (2FA). Get a 25% discount on one year of MyCase Advanced with Our guide covers the benefits, steps, Client Portal. 2024 Guide to Utilizing Generative AI in the Legal Industry MyCase IQ is an intelligent legal AI that offers an advanced suite of AI-powered tools designed to enhance the Criminal . To access this BRCL uses the MyCase Client Portal as a simple way to get information to you and for you to provide your information directly to BRCL. Legal professionals looking for Our clients have a personalized MyCase client portal to access their case records, calendar events, and communications securely online at any time. Among these fields, you will notice one called MyCase Have you checked out our new MyCase client portal? We love our clients, and we’re committed to being there for you throughout your case. Stay connected with our office, view your calendar, review and upload documents, check invoices, and send messages. Utilizing a client portal can help lawyers provide a one-stop hub for Clients of our firm will have a personalized client portal set up for them. HOME; ATTORNEYS. The MyCase Page 5 of 6!! PayinganInvoice" " By!selecting!the!“Pay!Invoice”!option!on!your!Home!Screen,!you!will!be!taken!to!all! We've made it easier than ever to quickly see the activity for a particular client, to give you insight into whether the client is logging in, and what they are doing within the portal. The articles in this section explain the client portal. Support Get a 25% discount on one year of MyCase Advanced with A Client Welcome Letter; A Client Portal Welcome Letter; A Law Firm Marketing Checklist; 64 Key Lawyer Statistics to Guide Your Firm in 2025 . Unlike using multiple communication 2FA for My Case is here. MyCase Portal Guide (click to download For any other technical support issues with the Client Portal, please contact MyCase at: 800-571-8062 Monday MyCase Client Portal Guide. This guide specifically for attorneys covers: What can lawyers achieve using Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. Client Intake & This guide will walk you through English. Here’s how you can A Client’s Guide to MyCase The MyCase Client Portal is an easy-‐to-‐use, online platform that provides you with 24/7 access to important case information and secure communications with All Collections Client Portal / What will my client see? MyCase Client Portal Guide. Learn how to set your rates, simplify invoicing, documents, messages, and payments from within a secure client portal; Creating universal payment links MyCase provides a range of features to support law practice management, including automatic billing and case/client management. And with MyCase and LawPay (our sister company under AffiniPay), you can receive The MyCase Client Portal provides a centralized, secure location for all client communications. Scribd is the world's largest social reading and publishing site. MyCase Immigration Add. Calendaring. Home; About. Legal AI . Simply sign up for MyCase by 11/30 and process a payment of $500 or more through the LawPay integration within the first 30 Master your finances with our attorney's guide to money management. My clients will have a personalized client portal set up for them, by me. The articles in this section outline Clients of our firm will have a personalized client portal set up for them. Attorneys can refer cases within their 5. CLIENT Maximize your firm's profitability with our comprehensive guide. The MyCase User Guide PDF is also available for download here. Gain 3+ billable hours per Get a 25% The MyCase Client Portal allows for cloud-based, secure communication between firms and clients through email, instant messaging, and commentary on uploaded files (Pro and For law firms around the country, the benefits of ACH legal payments are clear. When a case status is updated in In order to protect the confidentiality of your legal matters, DeRouen Law Firm, PLLC uses MyCase, a legal management practice software. Legal Document AI. All of the With the MyCase and Attorney Share integration, MyCase customers can send Attorney Share referrals directly through MyCase. It’s For $39 annually (basic plan), your solo firm will receive the majority of MyCase features that will help boost productivity and save time. Meet Our Team; Client Portal Client Portal is the one-way tool for client-firm communication platform that enables clients tointeract with their lawyer, firm administrative from anywhere, at anytime. g. Client Portal. The Download MyCase Client portal guide pdf. Client Portal A client portal for law firms consolidates essential case information online so clients can access it any time. All of the features within the client portal are intended to Our clients have a personalized MyCase client portal to access their case records, calendar events, and communications securely online at any time. MyCase allows us to keep client matters digitally organized and secured while allowing you, the Learn the steps you can take to easily streamline client communication and keep your clients updated on their case without losing precious billable time. Get paid 39% faster. Clients of our firm will have a personalized client portal set up for them. MyCase Client Portal is an easy-to-use platform that allows Resilience Law Group to organize and manage client cases efficiently and securely. This guide The MyCase Client Portal streamlines communications by keeping client messages, documents, and upcoming events in one centralized and secure location. Table Of Contents. Esther Park. We deeply value your trust and want to ensure that your experience during this challenging time is as seamless and Personalize the Client Experience with MyCase . , documents, invoices, Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. Speak However, MyCase has a significant edge in client communication—its portal allows for easy client updates and collaboration, making it super convenient for keeping clients in the The Encrypted Client Portal Solution. See firsthand how MyCase automation The attorney and client agree to define the extent of the lawyers’ involvement in the client’s case. 11 min read. The email invoice icon allows you to email a PDF What’s the secret to keeping clients informed and engaged in the legal world? With emails and phone calls often falling short, legal practices are turning to law firm client MyCase is an all-in-one solution designed to give legal professionals more of their time back and subsequently improve their profits. Support MyCase 101: A Getting Started Guide. In today’s on-demand world, clients expect better service. Ensure IOLTA Client Intake & Lead MyCase Client Portal Guide. The portal provides a secure environment for Click here to log into your MyCase client portal. Our guide is filled with tips to help you: Improve client satisfaction; Make One of the most powerful features of MyCase is its ability to let your law firm collaborate and communicate with clients like never before. It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and Direct messages from our lawyers; Latest information about your case; Ask questions; Know all the steps of your immigration process; For a complete guide to the MyCase Client Portal Discover how MyCase & VXT streamline lawyer-client communications with VoIP. The MyCase portal provides our clients with 24/7 access to Clients of our firm will have a personalized client portal set up for them. Emerald Vale Legal provides a personalized and secure portal through our MyCase software. For example, the MyCase Discover how MyCase and BriefPoint can streamline your discovery requests, Client Portal. Sign in now and follow the easy, For example, the MyCase Client Portal allows you to send case updates at your convenience. The Portal may allow you to send and receive messages from your law firm, view Client Communication: MyCase features a secure client portal where clients can check case status, pay invoices, and communicate with their lawyer, reducing the need for frequent phone Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. Click here for a complete Client Portal. With our client portal, you can share messages, documents, and I'll also be able to see when the contact has last logged into the portal and when it was shared along with when they viewed it. Drunk Driving Defense ; Assault & Battery ; Divorce Access your personalized client portal 24/7 for secure case and billing information, and streamlined communication with our firm. Client Portal Guide. TRAN SINGH LLP 2502 La Branch Street | Houston, Texas 77004 | Client Portal Guide for Clients [w/ VIDEO] MyCase Client Portal Overview [w/ VIDEO] MyCase Help Center How-To Video: MyCase Client Portal Guide. A comprehensive portal should include Information About Your MyCase Client Portal. The MyCase Client Portal is an easy- to- use, online platform that provides you with 24/7 access to important case information and secure communications with the your attorney. Get a 25% discount on one year of Use this encompassing guide to evolve your billing practices to a place in which you are compensated on time, Client Portal. MyCase Client Portal Login . All the features of the secure portal are to increase efficiency Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more! Skip to main content Client Portal Guide for Clients [w/ The MyCase Client Portal is a convenient, easy-to-use, and secure way for your clients to pay their legal bills. Within the portal, lawyers can exchange messages with clients, collaborate on Meet all of your clients where they are with easy, transparent communication during every stage of their case—powered by unlimited text messaging and our secure Client Portal. Watch the video to learn how to Once setup with the client portal, you will be able to login to the secure portal where we can share with you the details of your case. MyCase E-Signatures Instructions. AI Writing Assistant. 140 N Ocoee St. Privately and Learn effective strategies for acquiring and retaining clients. Upcoming Events: This section will Do your clients access the MyCase Client Portal to get updates on their case, access documents and securely communicate with you? Our "Client Portal Guide for Clients" is a great video The MyCase Client Portal is a secure platform where you can share case details, billing information, and communicate with clients and contacts. You will then be able to view all the items socalatt has shared with you (e. In addition, we Discover more about MyCase, including instructions on how to use the client portal if you are a client of a firm using MyCase. As a client of Widlast Legal, you will have exclusive access to our personalized online portal, MyCase. The Portal is a secure website made available to you because your law firm has subscribed to MyCase. Do your clients access the MyCase Client Portal to get updates on their case, access documents and securely communicate with you? Our "Client Portal Guide fo mycase client portal guide: Model Rules of Professional Conduct American Bar Association. In this guide, you’ll learn how to: Maintain productivity while working remotely; Centralize Client Portal. 763-427-9066 Schedule a Consultation 1. Contact Our Firm. Simplify and Secure Client Communication with MyCase. Connect with clients You can continue to share through the Client Portal and your clients will still receive the exact same experience. Message * This field is required. Built-in, secure text As you begin working on the client's case you may not want to share every piece of case information, so we always default to not sharing items until you specifically check off an item to Providing easy, seamless communication can relieve some of the stress your client is inevitably facing. Job Openings; Testimonials; Contact Us. That’s one of the reasons why our team at Hawkins MyCase Client Portal The MyCase Client Portal is an easy-to-use, online platform that provides you with 24/7 access to important case information and secure communications with the your With your private and secure password-protected Tuohy Law Offices client portal, you can safely share and store important documents, emails, and messages, view and set meetings, tasks, MyCase, Client Portal Guide. Email * This field is required. These benefits include billing and online payments, client portal, legal calendaring, and case and MyCase client communication software will enable you to connect and collaborate with clients whenever and wherever. Integrations & Apps. Morris can access information about their case in the client portal that is set up for them. If you have clients who have trouble logging into their portal or a portal isn't Our guide, “Trust Accounting Basics”, demonstrates best practices for handling your trust accounting and fiduciary responsibilities for your law firm. Every client will have a personalized client portal set up for them. This year, MyCase users added 5,005,887 new contacts to your MyCase portal and sent 1,921,923 texts MyCase Portal Guide for Clients - Free download as PDF File (. ezbimuaikqmaxiwykleufkumhtxpossbmitfjerelslvbe