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Mycase Billing Tutorial

July 19, 2021

Set up your sync in less than 5 minutes. When your clients pay via MyCase Payments the payment is automatically reconciled with their account reducing the administrative work required to keep accounts current and eliminating the need for multiple solutions to complete your law firm invoicing and online payment processing.

Legal Management Software Training Mycase

The legal billing tools make it easy for you to track your time send out invoices and get paid even faster.

Mycase billing tutorial. Leads look similar to Contacts in that you can add their personal information and later choose if they should be made a Contact or not. The Leads feature in MyCase allows you to easily add and track your leads. You can even access MyCase Draft on an iPad giving you full word processing capabilities from virtually any location.

In this way much of legal billing is about optics. You can also track information on the potential case by adding a lead to the system. MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks.

The MyCase QuickBooks Online Integration is self-setup and completely free. Consumers and law firm clients both have the notion that legal billing rates are too high. A comprehensive look at MyCases billing features including timeexpense tracking invoicing trust accounting online payments and more.

QuickBooks makes keeping track of payments and taxes into an online tool for anyone willing to spend some of their time learning the system. Once you input your QuickBooks credentials and select the accounts you want synced the integration provides a simple one-way sync of your accounting data into QuickBooks Online. The MyCase client portal allows clients to log in to a special section of MyCase where you can leave notes for them keeping them informed on the case without having to constantly call them to give updates.

MyCase has a really simple tutorial to. MyCase takes it. With Workflow you can create templates that contain groups of.

MyCase Draft is a web-based word processor that lets you create and edit documents right within MyCase. Learn how to use the MyCase WorkFlow feature a very powerful tool for saving time and increasing everyday efficiency of your law firm. If this is your first time using MyCase here is a great place to start.

Whether its document management reporting billing and invoicing or collecting payment MyCase has it covered. MyCase Payments is a built-in payments platform that streamlines the online payment process for law firms. This comprehensive guide provides step by step best practices for setting up your firms billing within MyCase.

Streamline day-to-day firm processes in one easy to adopt solution -- lead tracking client intake case management eSignature billing payments and more. With Draft you can even create document templates and merge those templates with information in MyCase. MyCase is a top-rated end-to-end legal case management software that helps firms run efficiently from anywhere provide an exceptional client experience and easily track firm performance.

MyCase is an all-in-one case management software for your law firm providing the tools you need to improve organization increase efficiency and scale your firm operations. MyCase Quick Start Guide 2 Introduction Congratulations on starting your MyCase trial. MyCases easy-to-use legal billing features eliminate the tedious aspects of time-tracking billing invoicing and online payments offering a simple straightforward approach.

We understand that as a legal professional time really does equal money thats why we created this guide to help you get started as efficiently as possible. Please refer to this guide as a supplemental resource to locate answers to the. Billing Invoicing Guide.

MyCase Workflow is a very powerful tool for saving time and increasing the everyday efficiency of your law firm. As a lawyer its your job to either combat that idea or to present clear value for the services you provide.

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