Select how you want to send the email. • Via MyCaseInfo • Via My Email Program - Copy and paste the information from the provided email to your preferred web based email program to send the invitation email. TIP:If you use a desktop client email program like Outlook, you don’t have to copy and paste. Just send the invitation!
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From the dashboard, cases tab, or the quick add menu, click New Case to display the Add Case Lightbox. This is a four-screen wizard that will allow you to enter relevant case information, link the case to firm users and contacts, and specify billing preferences. MyCase is streamlining how you create cases and clients.Mar 17, 2021
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
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.
The MyCase QuickBooks Online Integration is self-setup, easy and completely free. Add your QuickBooks credentials and select the accounts you want synced with your MyCase legal billing software. The integration provides a simple one-way sync of your law firm's accounting data into QuickBooks Online.
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.
You can also delete invoices from the Invoice List View. Simply click the Red X next to the invoice you want to delete.Mar 17, 2021
On the myCase home page, select the "Services" link....You can send us paperwork by:Fax - 877-313-4717.Mail - PO Box 143245, SLC, UT 84114-3245.Drop off at local office.You can upload your verifications for your case on Verifications Needed page.
0:403:59Setting Up Email Integration in MyCase - MyCase Tips - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen the email integration box opens up click settings. The first field will be entitled that yourMoreWhen the email integration box opens up click settings. The first field will be entitled that your mikey's email highlight. And copy the displayed. Email address to send out live emails into my case.
3:507:16#mycasetips - Document Assembly Using MS Word Templates - YouTubeYouTubeStart of suggested clipEnd of suggested clipBack in my case click the documents tab. Then make sure that you are on templates. Then click theMoreBack in my case click the documents tab. Then make sure that you are on templates. Then click the upload template. Button first name the template.
1:082:34How to Integrate MyCase with Quickbooks - YouTubeYouTubeStart of suggested clipEnd of suggested clipAwesome now to sync over invoices we'll simply just need to open up the quickbooks sync tool we'llMoreAwesome now to sync over invoices we'll simply just need to open up the quickbooks sync tool we'll locate that in the lower left hand corner. And we'll select quickbooks sync our new tool will appear.
Does MyCase integrate with Zapier? No, it does not integrate with Zapier.
Increase Collections - MyCase Payments customers see a 46%* increase in collections on average. Native-Integration - Only MyCase natively automates the entire billing and payment process from time tracking to collections. Transparent Pricing - MyCase pricing is simple and transparent with no hidden fees.