Mycase client portal The document will then be stored in the case file for easy retrieval. Lawcus is a visual legal practice management software that enables attorneys to automate consistent processes to help deliver more with transparency and less effort. 2820 Porter Street Soquel, California 95073. If you need immediate attention, please send a message to your attorney via your MyCase client portal. Your privacy is a top priority. INVOICING & PAYMENTS. Your team reviews and edits before sending. You can put a client intake form directly on your website or send it out via email to prospective clients, enabling you to collect the information you need to make informed decisions about whether they’re a good match for your law services or firm. S. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience 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. See firsthand how MyCase automation features, including a client portal and intake forms, can increase your productivity and impact your bottom line with a risk-free 10-day free trial. 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. This powerful combination sets your firm’s client portal apart by offering an engaging and informative experience for your clients. Access your client portal account on Best Case to manage cases and legal practice. MyCase is a secure, cloud-based software system that allows us to organize your case in an efficient manner. Phone * This field is The MyCase Advanced package includes all features in the Basic and Pro packages, PLUS MyCase Drive, Advanced Document Automation, and Full Text Search. In Client Portal, you have your entire file at the tip of your fingers on any device, including documents, court dates, notes, invoices, and more. “The Client Portal is a good option for people who don’t have secure means of email or phone communication, like in the case of domestic violence victims,” Wansley explained. Aug 10, 2022 · MyCase is an all-in-one solution designed to give legal professionals more of their time back and subsequently improve their profits. Automatically create invoices from tracked time with support for multiple billing rates. Discover more about MyCase, including instructions on how to use the client portal if you are a client of a firm using MyCase. Instead of relying on scattered channels of communication (email, phone, text message, traditional mail), the MyCase Client Portal will become your direct platform for INSTANT Oct 28, 2024 · MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and Robust Reporting. MyCase law practice management software keeps critical case details organized, streamlines standardized processes, and allows you to deliver an exceptional client experience. That’s one of the reasons why we use MyCase and give you access to our online portal to keep you constantly up-to-date and share critical case information with you. With our client portal, you can share messages, documents, and events in one secure location. Any document upload by the client automatically You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox. Jul 11, 2024 · Clio is a strong alternative to MyCase client portal due to its robust client portal features. Fortunately, new legal technology can create a more engaging client experience—without additional administrative overhead. With a MyCase website, your website is also a valuable communication tool for you and your clients, and is an easy way to elevate the client experience with your firm. Instead of relying on scattered channels of communication (email, phone, text message, traditional mail), the MyCase Client Portal will become your firm’s one-and-only platform for This link will appear on the invoice when you download or print it, or when you email it from within MyCase. tel. Your client can access and pay this invoice by logging into their client portal through your firm’s MyCase Website. For $39 annually (basic plan), your solo firm will receive the majority of MyCase features that will help boost productivity and save time. 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. //TRY MYCASE FREE Use this link to Optimize your law firm’s website: Discover how law firm websites, like those built by MyCase, affect lead conversion rates and improve client service by streamlining communications and simplifying payments. CRM; Client intake forms Time tracking Calendaring Document management Expense tracking Financial reporting; Law firm website design; Billing and invoicing MyCase Payments Client Portal Sep 29, 2022 · One of the most common client complaints is a lack of communication from lawyers. We are the Leading Client App Portal & Messaging Platform for Law Firms. Working in law means facing different challenges, tasks and cases everyday. Our integration with MyCase transforms how law firms interact with clients. Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! With MyCase practice management software, your firm is equipped to maximize productivity and profits with features that simplify and improve client intake, document management, billing and payments, and more. 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, via web or the MyCase App. If you decide you don't want the contact to have access to the Client Portal, you can click the X to be brought back to the previous screen: Bianca | Matkins uses the MyCase Client Portal to provide a secure environment for sharing case information, billing information, and communicating with clients. It includes market-leading features such as integrated Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely. Easily implement split billing for multiple parties, allowing you to divide invoices accurately. This information Client's Guide To MyCase Portal Our firm utilizes Mycase which is a private and secure platform for tracking calendars, billing, communication and document storage. Send invoices to clients via text, email, or the MyCase client portal. We have created both a short video and a PDF document you can share with your clients. We have also built controls into the software to help firms reduce the effort to validate compliance. Log in to your MyCase account to access comprehensive law practice management software for legal professionals. The MyCase Client Portal allows us to answer questions on the weekends and on the go. mail. With MyCase texting, conversations are stored within the designated case file, keeping everything organized and in one place. On this page. Sep 20, 2022 · Almost 70% of lawyers see client communication as a challenge, according to our Legal Industry Report. MyCase client communication software will enable you to connect and collaborate with clients whenever and wherever. At MyCase, we’re always looking for new ways to help you tackle today, tomorrow and beyond. Our clients can stay connected with us and their matter with our secure online client portal, MyCase. Learn more about the MyCase Client Portal. 2872 MyCase | Hona Integration Keep your legal clients in the know with automated updates. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience MyCase Client Portal. And, MyCase records and stores all messages (including emails, text messages, and call logs) so that you have a complete and always available record What is the MyCase Client Portal? Clients have access to personalized, secure encrypted access and a communications tool that is accessible online 24/7 to share case information, documents, invoice, and messaging. eCheck processing will not be included due to authentication regulations required by NACHA. Streamline communication, share documents securely, and enhance collaboration. MyCase Client Portal Login. Client management tools and processes keep clients engaged with your firm for a better experience. Instead of searching different systems and software, MyCase allows us to get you the information you need instantly. MyCase Features for Unparalleled Productivity. Private Storage With your private and secure password-protected Tuohy Law Offices client portal, you can Get a 25% discount on one year of MyCase Advanced with LawPay and a $250 Visa gift card! Simply sign up for MyCase by 11/30 and process a payment of $500 or more through the LawPay integration within the first 30 days of use. Streamline Your Bookkeeping Hona offers innovative client-updating software purpose-built for law firms. Consider it done. 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. Lead management; Custom intake forms; Collect consultation fees; Law firm websites; CRM for legal client relationships; Pricing. 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. This article shows you the client's or potential client's experience when you request an eSignature from them. All important documents associated with your case are stored in one secure area and accessible online from anywhere. This website will be accessible 24/7 and provides a secure environment for us to share documents and case information. We understand the importance of communication and being well-informed at all times. When adding a new contact, you must specify a field called MyCase Client Portal Access. MyCase offers features such as time-tracking, invoicing, document management, workflow automation, and more. Enabling the Client Portal when sharing an Invoice, Document or Event How do I DISABLE MyCase Access for a Client/Contact? How to view the Client Portal activity for a contact 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. To access this section, simply search on a contact's name using the global search in the upper-right corner of MyCase - clicking on their name will take you to MyCase E-Signatures Instructions TRAN SINGH LLP 2502 La Branch Street | Houston, Texas 77004 | Phone: (832) 975-7300 | Fax: (832) 975-7301 | Email: [email protected] The articles in this section outline the various forms of communication available to MyCase users. Search for anything in MyCase by using the Search bar on the top of the screen, which is available on every page in MyCase At the bottom of the screen is a ‘Get Help’ button where you can ask questions, see what’s new, and find articles related to specific actions within MyCase. Sep 9, 2021 · In this video, you'll learn how to quickly and securely share legal documents with clients using the MyCase Client Portal. Using the Portal. Among these fields, you will notice one called MyCase Client Portal Access (pictured below). What web browser should I use for running MyCase's 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. Access your legal matters 24/7 with the MyCase Client Portal from Brown & Associates, PLLC. Intelligent Translations 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 Advanced tiers). If the email address isn't valid, the client will be prompted to enter the correct one. This field lets you designate whether or not this person should have access to their client portal. Click here for a complete guide to the MyCase Client Portal or please contact our office at 225-925-2877 if you need further assistance. It includes market-leading features such as integrated MyCase Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely. Milestones is now Hona: Hona offers innovative client-updating software purpose-built for law firms. Website developed in accordance with Web Content Accessibility Guidelines 2. ” Get a 360-degree view of your law firm ’s prospective client pipeline. Feb 21, 2024 · Maximize Efficiency and Client Satisfaction With MyCase + VXT. MyCase Drive is a document management solution that provides fast and easy desktop access to all your firm’s documents in one centralized cloud-based platform. Click here to continue using this web page. MyCase Client Portal MyCase is a secure, cloud-based software that allows us to organize all your case details in one efficient place. Our client portal is different than the iCourt Portal. Aug 1, 2022 · Try MyCase risk-free with a 10-day free trial (no credit card required), and experience what an end-to-end solution can do for your law firm. and collaborate with your attorney in one easy-to-use online portal! We love our clients, and we’re committed to being there for you 24/7. Streamlined workflows, more billable hours, and happier It's important to keep the due date field blank. MyCase allows clients 24/7 access to communicate directly with our firm, view upcoming events, upload documents relevant to your case, and pay invoices. These benefits include billing and online payments, client portal, legal calendaring, and case and contact management. Our firm uses MyCase, an online case management system that allows for instant sharing of calendars, documents, and streamlined communication (much like many social media websites) all within a private. Keep track of your bankruptcy matters and securely communicate and collaborate with clients using MyCase’s built-in Client Portal. Within the portal, lawyers can exchange messages with clients, collaborate on documents, and even share billing information. Serving North Carolina and South Carolina. Our cloud-based technology gives your firm the flexibility to work wherever you need without sacrificing efficiency or productivity. Let MyCase IQ suggest a first draft of your client portal message, text, or event description. By logging into the portal, exploring the home screen, uploading documents, utilizing secure messaging, and managing invoices and payments, you can make the most of this a Brief Guide To The Volpe Law Client Portal Through Mycase Clients of our firm will have a personalized client portal set up for them. In addition, we communicate with clients about the status of their cases on the MyCase platform. Updated over 7 months ago This article shows you the client's experience when you email them an Intake Form. Record and store all messages (including emails, text messages, internal chat messages, and call logs), so that you have a complete and always available record to reference. Feel free to give us a call if you have any questions regarding payment 1-888-297-6203. It includes market leading features such as integrated LawPay Payments, built-in text messaging, and the MyCase Client Portal to centralize client communication and share files securely. Built-in, secure text messaging; Client portal; All client communications and client notes in one searchable platform Case Link - Select the case that you would like to associate the document to. Even better, the flexible payment options and payment plans available in MyCase make it easy to get paid. Manage firm cases from client intake to billing and everything in between. Donoghue & Picker’s “MyCase Client Portal” provides a secure environment for you to access and upload case information and documents, communicate with us, and view and pay your invoice. We would like to show you a description here but the site won’t allow us. 3 hours per month. Finally, 5. New clients should receive a welcome email with instructions for setting up a secure login for the Client Portal. Every client will have a personalized client portal set up for them. Avoid faxing, emailing and snail mail by simply uploading your case documents into the client portal, where you and connected staff members will be able to view and access them. The best legal client communication platform allows attorneys and clients to communicate efficiently and effectively. And because the MyCase Client Portal is a secure, password-protected form of communication, Easterling Family Law can provide clients with peace of mind. This cloud-based program allows the client and firm to share all information about each specific case via app, laptop, ipad or computer in a secure, 24/7 portal. Bankruptcy law software helps your firm build trust and alleviate client anxieties by streamlining communications. Learn how our end-to-end platform simplifies several of your daily tasks. Efficiently and securely share messages, documents, and upcoming events from within MyCase so you can exceed client expectations with ease. Send this comprehensive PDF guide or video to your clients to help walk them through MyCase's Client Portal feature. Instead of searching across different systems and software with multiple logins, keep track of it all in MyCase. Privately and securely collaborate with your attorney: • Exchange confidential messages • View important case events and deadlines • Upload and access case documents 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 please watch this video or please contact our office at (857) 218-0400 if you need further assistance. Our clients have a personalized MyCase client portal to access their case records, calendar events, and communications securely online at any time. You will never be charged for the clients and contacts that you give MyCase Client Portal Access to. Legal Case Studies Case Studies for Law Professionals. Enjoy a free 10-day trial of MyCase and a free demo of VXT. We accept all credit cards listed below, including MasterCard, Visa, American Express, Discover and more. 0. Feb 16, 2024 · MyCase’s industry-leading legal case management software is designed by legal professionals for legal professionals to improve client communication, organization, and more. If you have any questions, concerns, or problems with Client Portal, contact the Administrator at 404. It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and communicate with you, our clients. My Case is a secure, online application that allows you to view case information on any active cases you have before the Immigration and Refugee Board You will be logged off in seconds due to inactivity. The best part? It’s all under one solution. Client Portal. They can pay via eCheck if they click the 'Pay with eCheck' hyperlink and log in to their Client Portal (see below). MyCase has two billing subscriptions, month-to-month and annual. If your client doesn't have a portal set up, the requested funds will be sent to their email address, as long as it's on file. Client portal software for law firms can revolutionize the way you interact with clients—improving their experience while streamlining yours. The link will not appear within the client portal, as there is already a "Pay Now" button which allows the client to pay by eCheck and Credit Card. Instead of relying on scattered case status emails, the MyCase client portal is our main platform for communication. Insights on running a successful law firm with case management, client intake, billing and payments, tech innovation, and more. ), check the box for This document is not linked to a case. All the features within the client portal are designed to save you time and reduce stress, while providing opportunities to enhance attorney/client communication. The Portal may allow you to send and receive messages from your law firm, view certain documents made available by your law firm, pay your law firm and more. Oct 1, 2020 · 1. At Old City Law, we provide a “Modern Approach to an Old Practice” through the use of cutting-edge legal technology. Create scheduled payments. MyCase offers 3 pricing plans: Basic: $49/user/month, $39 when billed All important documents associated with your case are stored in one secure area and accessible online from anywhere. The client portal allows you to view or download any invoices associated with your case, and also make secure online payments via credit card or MyCase Client Portal is an easy-to-use, cloud-based platform that allows us to organize your case efficiently. More on MyCase for Bankruptcy Law Monitor all staff purchases to ensure client-related expenses are accurately recorded and reimbursed. Find out how simple it is to use the MyCase client portal by watching the video demo below. We invite all clients to their private, secure, password-protected portal to avoid the cybersecurity risks of using random email communications and document sharing. Ensure that invoices reach your clients by sending them through a variety of methods including the client portal, text message, email directly from MyCase legal invoicing software, or send using U. When you initially give a client/contact access to MyCase, they will receive a welcome email from the system. The MyCase Mobile App makes it convenient to keep on top of work, whether you’re at home, in court, or on the road. The MyCase Client Portal empowers clients like you to actively participate in the legal process, collaborate with your legal team, and access crucial case information securely. This can also lead to more referrals—the ultimate lead generation strategy. For example, the MyCase Client Portal allows you to: Sep 30, 2024 · When scheduling invoices, consider your clients’ preferred bill delivery methods. It allows seamless integration with other legal software, advanced document management, secure messaging, easy billing and payments, and sending reminders on a single platform with an intuitive user interface. The Client Portal provides you with access to crucial information during your case. With support for images, you can have clients send a picture of a driver’s license or traffic ticket without having to upload it to the client portal or email it. Contact Our Firm Name * This field is required. For example, the MyCase Client Portal allows you to send case updates at your All RAD and RPD correspondence will be sent by courier or fax to counsel who are not registered in the My Case portal. MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and robust Reporting. What is the Portal. The MyCase Client Portal solves this problem by providing a secure environment for you and your attorney to share case information, documents, and communications. SAMANTHA FARREN LAW. . The articles in this section explain the client portal. In today’s on-demand world, clients expect better service. To register, see My Case portal registration and submission of documents . * Username: Client Portal gives you and your client the ability to manage tasks, events and send secure messages. Here’s how your MyCase website’s integrated client portal will appear when your client logs in to make an online payment: We never store any cardholder data in the MyCase application or on our servers and we require clients to enter their card information via the client portal as an additional security measure. 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 request via credit card. 2. Stay connected with our office, view your calendar, review and upload documents, check invoices, and send messages. All split contacts will receive the same invoice, as well as automated payment reminders when applicable. ” Page 1 of 6!! AClient’sGuideto"MyCase"! TheMyCaseClientPortalisaneasy 1to1use,!online!platformthat!provides!you!with! 24/7!access!to!important!case!information!and This link will appear on the invoice when you download or print it, or when you email it from within MyCase. 244. Offer payment plans. If you are uploading a more general document that shouldn't be associated with a particular case (such as a retainer agreement template, motion/pleading template, etc. Access documents, tasks, and your MyCase calendar from your phone Sep 9, 2022 · Personalize the Client Experience with MyCase . Whitney Thomas. Our browser-based portal is easy to navigate on any device with a modern user interface. From weekly training to live support with product experts, MyCase is committed to delivering the best support to your firm. Case Management Systems and Client Portals Working Together The MyCase client portal is pivotal to managing her firm’s ever-increasing caseload. You can share a split bill like you would any other invoice: via text, email, or the client portal. One of the most powerful features of MyCase is its ability to let your law firm collaborate and communicate with clients like never before. Privately and securely collaborate with your attorney: • Exchange confidential messages • View important case events and deadlines The MyCase Client Portal streamlines communications by keeping client messages, documents, and upcoming events in one centralized and secure location. If you'd like to give your client the option to pay by eCheck, please feel free to continue sharing your invoices through the Client Portal. Legal AI Get a 25% discount on one year of MyCase Advanced with LawPay and a $250 Visa gift card! 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. and secure portal. Integrated directly with MyCase, Hona allows you to automate client updates, educate on case progression, send mass messages, auto-request reviews, and more. Instead of searching across different systems and software with multiple logins, we keep track of it all in MyCase. Explore MyCase's secure client portal software designed for law firms. Who can register; How to register; Delegating case access and document submission; Submitting documents to the IRB; Who can register A client intake form captures important client information before meeting them to reduce time spent on data entry. Accept credit, debit, and eCheck payments. With MyCase, case-related emails never get lost and are easy to find since all messages are located in one place. Schedule Phone Meeting Now. Make billing & invoicing as seamless as possible. Client Login; Make a Payment; 312-869-9484. We often find information and documents can be difficult for clients to find if it is scattered throughout email. 3 hours are added to this number based on an analysis of anonymized MyCase customer data, which found that MyCase customers who used the Smart Time Finder feature captured an additional 64 hours per year, or an average of 5. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience We would like to show you a description here but the site won’t allow us. Aug 25, 2023 · The MyCase Client Portal provides a centralized, secure location for all client communications. 2004. Customize web-based client intake forms for any area of your practice; Handle the client intake process from start to finish MyCase Client Management System. The MyCase Client Portal provides a secure environment for you to share case information, billing information, and communicate with clients and contacts. To learn more about PCI compliance click here. With your own personal login, you can send us secure messages, comment on case items, share documents with us, access your invoices, and easily make payments. 312-869-9484. Updated over 4 months ago Once you’ve granted access to a contact, MyCase sends an email on behalf of your law firm welcoming them to their MyCase account. Ready to streamline your firm’s communication and deliver exceptional client service? Experience the transformative power of the MyCase and VXT integration today. This email provides instructions on how to setup their account, along with a link to configure their password. Client Portal has industry-leading security protocols. : (831) 688-2026 fax: (831) 316-1620 Quickly reach clients wherever they are, any time of day. Introducing MyCase Tuohy Law Offices uses advanced technology from MyCase for case management and client communications. 227. Family Law. Phone * This field is required. Contact us at (704) 542-2525 for assistance. This is a service that we provide during the pendency of your case. The MyCase Client Portal is a secure platform where you can share case details, billing information, and communicate with clients and contacts. Your MyCase Client Portal. Please note that this process does not activate the client portal. It may not be the easiest thing to get clients to use (which is the case for most client portals), but it offers much of the ease of texting without the MyCase Client Portal MyCase Client Portal provides a secure environment for sharing case information, billing information, and communicating You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature. Prior results do not guarantee a similar outcome. Law firms across the country leverage MyCase to streamline their client communications by combining our easy-to-use and fully compliant texting solution with: May 16, 2022 · MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and robust Reporting. All your important case information is centralized. The articles in this section outline the various forms of communication available to MyCase users. Client Portal Guide for Clients [w/ VIDEO] MyCase Client Portal Overview [w/ VIDEO] MyCase Help Center MyCase firms can radically transform Client Engagement with Case Status. Get in Touch Hours: Mon-Fri 6am-5pm PST Login Welcome to Recovery Law Group - Need Help or Have Questions? Call 323-320-4747 Monday Through Friday - 9:00 AM - 9:00 Case Status is a mobile client portal, Get a 25% discount on one year of MyCase Advanced with LawPay and a $250 Visa gift card! Secure Client Portal: Ensure client confidentiality with a secure client portal; Cloud-Based Solutions: Work from anywhere with our secure, cloud-based platform; MyCase IQ: Leverage AI built into MyCase for enhanced efficiency and time savings; Tool Integration: Integrate with all your apps to streamline workflows; Explore Practice Management MyCase Client Portal MyCase is a secure cloud-based software system that allows us to organize your case in an efficient manner. 763-427-9066. 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. With those extra billable hours freed, you can build a more efficient and profitable firm. For example, MyCase enables your team to send invoices and reminders via: The secure MyCase Client Portal; Text message; Email; U. In addition to case information, you will find the following on MyCase: Client Portal / What will my client see? How to Use the Client Portal. Apr 3, 2024 · Kimbrough Legal, PLLC uses MyCase, a legal management practice software, to keep client matters digitally organized and secured. Discover how successful law firms are using MyCase to streamline billing and payments, client intake, time tracking, and more. It also helps to share files and make payments in a secure and encrypted way. Current Clients Information About Your MyCase Client Portal. The MyCase Client Portal is designed to help you do just that. Among these fields, you will notice one called Enable Client Portal (pictured below). Tess House. Clients can access their secure client portal directly from your site to share information, submit essential documents, make payments, and communicate with the firm. Our Integration with MyCase will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth. You will have 24/7 access to all of your essential case details — documents, contacts, calendars, emails, tasks, and invoices, along with secure communications with your attorney Apr 10, 2018 · 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 My Case is a secure, online, self-service portal that allows registered users to send forms and documents to the IRB as well as receive correspondence from the IRB. With the Client Portal, you can: Securely share documents (between colleagues and with clients) Store client contact information; Accept online payments To pay outside of the Client Portal, your client will only have the option to pay by Credit Card. Stay connected with your clients anytime, anywhere Get what you need quickly Clients can send and receive files using their unique access into the portal—Update their personal information—View and paid their The MyCase Client Portal gives you access to critical case information at any time during your case. If you encounter any issues while using this site, please contact us: 877. Attorneys and staff can track leads from first contact through to signing, and see exactly where there’s room to grow. According to Gordon, it’s her favorite feature: “The client portal is revolutionary and completely ahead of its time. MyCase provides a secure platform in which FrancePaskeySwope can share billing and case information with clients. Built-In Text Messaging. Click here to log into your MyCase client portal. Clients can make online payments through the portal and upload documents. Billing; Court date sharing; Document sharing; Invoicing; Note sharing; Secure direct messaging; Secure payments; Client Intake. Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! This article walks you through what your client sees after you ENABLE their Client Portal. Mail; Afterward, utilize financial software for an overview of all accounts receivable debt owed to your firm. Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more! Mar 17, 2016 · Your clients can login to the client portal using any Internet-enabled device and quickly and easily pay their legal bills. The MyCase Client If you check the box next to a contact that does not have access to the Client Portal, you will be prompted to grant access. Keep clients confident and up-to-date with a secure client portal for providing case updates and sharing documents; Send automated reminders to ensure deadlines aren’t missed Nov 11, 2022 · The MyCase Client Portal uses best-in-class technology, enabling remote work lawyers to quickly and securely communicate critical information with external stakeholders. When you are first adding a client/contact into MyCase, you will be presented with standard fields such as name, address, email, etc. Keep All Your Work in One Place Directly add and manage expenses within MyCase, facilitating their inclusion in client invoices without the need to juggle multiple software applications or manual spreadsheets. The Portal is a secure website made available to you because your law firm has subscribed to MyCase. iuwnur yqlruu mygriky tlrlwc kcgubeuj pvomkh bhwr ctge avgj vjlv