how do i add a lead attorney to mycase

To add or change a Lead Attorney to an existing case: Open the case that you need to edit, and go to the Contacts and Staff section. Click on “Edit Lead Attorney” to select from any active user linked to the case.

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What can MyCase do for your law firm?

Lead Management software enables you to manage and track potential clients while offering insight into your top referral sources. MyCase combines lead management and case management into an all-in-one solution so all of your prospective clients can be seamlessly converted into cases — no third party integration or additional charges needed.

What is the difference between lead management and MyCase?

Mar 17, 2021 · Now you can apply more filters and view more columns, like Practice Area, Lead Attorney, and custom fields when reviewing important SOL information. Add Statute of Limitations Date and SOL Satisfied to the Customizable Case List Report. Make it a "Saved Report" for easy and frequent access. Overdue Balance Notification on Case Details. March 30 ...

What is easy lead management for law firms?

Jan 12, 2022 · How do I add/edit/delete Areas of Practice? In MyCase, your cases/matters can be assigned to a particular Area of Practice. The list of practice areas can be customized so they work for you unique law firm. This article will teach you …

Does MyCase charge for case management?

Jan 28, 2020 · In MyCase, you can create a new time entry literally anywhere you want. Now, that makes sense … and dollars. Try MyCase for free today, and get refreshed on what MyCase can do for you. Attorney at Work’s sponsored Product Reviews and Product Spotlights showcase news and features from legal technology industry leaders.

How do I add a staff to MyCase?

Open the Case Details page for the case that you would like to add the firm user to. Click the Contacts & Staff button (pictured below). You will be presented with a list of all the contacts and firm users that are linked to the case.Mar 17, 2021

How do I link cases in MyCase?

Linking a Contact When Creating a New Case Simply type the name of the contact into the Contact Name search field. MyCase will search through your database of contacts and return matches. Click the contact form the auto-match to link them to the case (pictured below).Mar 17, 2021

Does MyCase have an app?

Whether in the office, in court, or somewhere in between, the MyCase Mobile App provides attorneys with the ability to manage their practice efficiently, take advantage of every moment of their day, and keep up-to-date with critical changes to their caseload. Download the latest version of the MyCase Mobile App today!

How do I run a report in MyCase?

How do I run the Case List Report? To access the Case List Report, click the Reports tab at the top of the screen. In the left-hand menu, click on "Case List Report". You will be taken to a blank version of the report (pictured below).Mar 17, 2021

How do I upload documents to Mycase?

0:133:33How to Upload and Share Documents in MyCase - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd more you can upload a document from the home dashboard. The documents tab or the click add itemMoreAnd more you can upload a document from the home dashboard. The documents tab or the click add item menu. Click add documents then choose the first option for upload documents.

Can clients see notes in Mycase?

Notes are only available to firm users (attorneys, paralegals and staff). They cannot be shared with any clients or contacts outside of the law firm. Therefore, there is no risk of accidentally sharing notes with clients.Mar 17, 2021

How much is Smokeball cost?

Smokeball PricingGet started costFree Trial (30-Days Free Trial)Not ProvidedMonthly cost$39.95/mo.Not ProvidedOnboardingFreeFreePrice TransparencyYesNoUnlimited Clients and MattersYesYes5 more rows•Jun 29, 2021

Does MyCase do accounting?

Mycase also announced the upcoming launch of MyCase Accounting, a legal-specific accounting solution that looks to centralize firms' financial data and eliminate redundancies in data across multiple systems. MyCase Accounting is set to be released in 2022.Nov 9, 2021

How do I bill in MyCase?

2:4320:37The Best Billing and Invoicing Strategies for Law Firms Using ...YouTubeStart of suggested clipEnd of suggested clipFrom the billing dashboard choose request funds then select the contact that you would like toMoreFrom the billing dashboard choose request funds then select the contact that you would like to request funds from select the amount the due dates.

What does MyCase integrate with?

Does MyCase integrate with Microsoft 365? Yes, it has two-way synchronization with Outlook, Outlook Online, and Microsoft Exchange servers. This brings all of your email actions inside the platform so there is no need to install add-ons. It also syncs with Outlook 365 calendars.

What is unique about MyCase Lead Management?

Lead Management software enables you to manage and track potential clients while offering insight into your top referral sources. MyCase combines l...

Does MyCase track consultation fees?

Yes, once you've collected a consultation fee from a lead — via an easily generated invoice in MyCase — you're able to view consultation fees by th...

Does MyCase have customizable intake forms?

Yes, MyCase allows you to build and customize multiple reusable intake form templates for each area of law that you practice. All data collected on...

Potential Case Details

When you select the name of Lead you will be brought to the Potential Case Details page. This is where you can enter specific information based on the your new potential case including: name, status, practice area, value, assigned to, and case description.

Lead Details

After selecting a lead entered into the system you will be brought to the Potential Case Details page. Select Lead Details to see information about your lead including: name, home phone, work phone, cell phone, address, email address, referred by, and lead details.

Status Tab

Once a lead is added, they will be housed under the Status tab. The Status tab allows you to:

Active Tab

The Active tab shows a list of all active leads that haven't been marked as Did Not Hire or Converted. Here you can:

Did Not Hire Tab

The Did Not Hire tab shows a list of all leads that have chosen not to retain the services of your firm. Here you can:

Converted Tab

The Converted tab allows your firm to have a deeper understanding of the leads that you have converted from Lead status. Here you can:

Lead Insights Tab

The Lead Insights tab shows analytics related to the health of your leads. Here you can:

Keep track of what's happening with your law firm's leads

The MyCase Lead Status Board allows you to track a lead from Prospect to Client - ensuring that no opportunities slip through the cracks. As leads advance from one stage to the next, every touchpoint is recorded for reference. Plus, staff can be assigned to-dos, reminders, and even consultation appointments.

Fully understand your sales pipeline - end to end

MyCase gives you clear optics into your firm's top referral sources, your entire touchpoint history with your legal leads, and ultimately what's converting them into cases. Armed with this information, you're able to focus your efforts on promoting steady growth in your business over time.

Convert more leads into paying clients and eliminate duplicate data entry

Grow you client base with ease, MyCase eliminates busy work by connecting lead, client and case information in a single solution. You can even sync your MyCase lead database with your Mailchimp account for effortless email campaigns.

Can you create a lead document in Mycase?

July 1, 2020#N#Now you can automatically generate a lead document, like a Retainer Agreement, using Word Templates in MyCase. Insert merge fields from a lead or potential case in the same way you already can for contacts and cases. Go to the Templates section in the Documents tab to create a Word Template for a Lead.#N#Learn more about document automation

Can you associate a case to an originating attorney?

October 23, 2019#N#Now you can associate cases to an Originating Attorney and filter the Case Revenue Report by the field to determine how much revenue they brought in. Assign the Originating Attorney when creating a case or from the Contacts & Staff tab in the Case Details page.

Can I save my credit card information for future payments?

After clicking Record Payment, make sure to choose the correct contact , then check the "Save this card for future payments" option when entering card details.

Can I accept credit card payments in office?

You can now accept in office credit card payments for deposits into a credit account. Simply click on the "Deposit into Credit" option from our Billing tab, and enter your client's credit card information.

Can you assign tasks to clients?

You can assign tasks to clients via the Client Portal! You can now assign, review, and approve client tasks, enabling you to easily gather case information from your clients. Learn more here.

Can you incorporate document templates into workflows?

You can now incorporate document templates in your workflows! This ensures all relevant documentation and forms are available at your fingertips as soon as they need to be completed. Read more about workflows here.

Can you save a case list report?

When using the Case List Report, you can save your custom filter configurations for future use. Rather than continuously rebuilding your Case List Report, this new functionality will enable a one-click generation. Read more about saved reports here.

Where can I view notes for a case?

This article will instruct you where to go to view all of the notes that have been linked to a particular case/matter.

Statute of Limitations Dates

MyCase has a built-in tool for managing your Statute of Limitations (SOL) dates. You will never have to worry about missing a Statute of Limitations deadline ever again. This help article will show you how to create and monitor Statute of Limitations dates for your cases.

Task Reminders

Never forget another important task or to-do item ever again! MyCase lets you add reminders to tasks in the form of Email Reminders and/or Pop-Ups.

Viewing the Lead Attorney for Cases

If you have more than one attorney linked to a case, it can be beneficial to indicate one Lead Attorney.

Intake Form Overview

In MyCase, you can create Intake Forms that you can then send to potential clients (or have them fill out in office) that will auto-populate within MyCase for you! Streamline collecting case and contact information during the intake process and stop wasting time manually entering information collected on intake forms.

How do I close, re-open or delete a case from the system?

This article will walk you through closing, reopening and fully deleting a case within the system.

What is mycase software?

MyCase has traditionally chosen to build out its own features, rather than integrate with other software providers to supplement what its software does. In some ways, that bucks an industry-wide trend. The philosophy is meant to support a “one-stop” option for law firms. So, if you want one software that does pretty much everything you need (without the additional costs associated with integrated tools), then MyCase represents a tremendous value.

Do you need a separate payment tool for Mycase?

MyCase Payments are another recent in-house development from the MyCase team. With MyCase, you don’t need a separate payment tool, either. Just use the built-in program. (You see a theme developing here?)

What is Mycase marketing?

MyCase recognizes that modern law firm marketing is largely based on engagement. So, the case management product has also been steadily adding marketing-related, CRM-style features. The latest innovation in this area is the release of client intake forms, which users can now build and launch from MyCase. A sample template is included in the system, but users have massive flexibility in creating, really, whatever they want in terms of web forms. That includes intake forms, of course, but users can also generate web forms for existing clients, including for acquiring status updates. Fields are easy to implement and change — they can be set as required or elective and form drafts can be previewed at any time.