Mycase client portal. Auto-sync email communications.

Mycase client portal Let clients access case details, documents, invoices, messages, and more, from a dedicated client portal. 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. Some forms of communication available in MyCase are messages via the client portal, texting, internal chat, email, and more! Oct 1, 2020 · 1. Auto-sync email communications. See how clients can access their dashboard, documents, messages, events, and billing information. If you do not wish to grant them Client Portal access, toggle to button to "DISABLED". . MyCase is the industry-leading legal practice & case management software for lawyers built to streamline your law firm's legal practices | FREE TRIAL Learn how to use the MyCase Client Portal, a secure platform to share case details, billing information, and communicate with clients and contacts. MyCase Client Portal MyCase is a secure cloud-based software system that allows us to organize your case in an efficient manner. Instead of searching different systems and software, MyCase allows us to get you the information you need instantly. The email (pictured below) will contain their login instructions and a link for them to setup their secure password. The Client Portal has an intuitive designed for you clients to navigate smoothly. How do I disable MyCase access for a client/contact? How to view the Client Portal activity for a contact We would like to show you a description here but the site won’t allow us. Access your MyCase Client Portal through the logo or download the app for Android, iPhone or iPad. Updated over 10 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. MyCase will send this person an email on behalf of your law firm welcoming them to your firm's MyCase account. The portal is easy to use, secure, and accessible on mobile devices. 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 The articles in this section explain the client portal. Instead of searching across different systems and software with multiple logins, keep track of it all in MyCase. This website is intended to provide general information. Introducing MyCase. We have created a short video and a course/guide to share with your clients. • Share important dates. MyCase Client Portal MyCase is a secure, cloud-based software that allows us to organize all your case details in one efficient place. The Portal is a secure website made available to you because your law firm has subscribed to MyCase. Enabling the Client Portal when sharing an Invoice, Document, or Event. 2. Feb 19, 2025 · Earlier this week we announced on our blog that MyCase Payments will be enhanced later this year to include a built-in credit card payment gateway. Get updates every time a client sends a message, uploads a document, completes a task or comments. What is the Portal. When you initially give a client/contact access to MyCase, they will receive a welcome email from the system. 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. Find guides and tips for using MyCase features such as e-signatures. Take online payments. Using the Portal. Send this comprehensive course or video to your clients to help walk them through MyCase's Client Portal feature. MyCase offers a client portal that allows lawyers to communicate, share documents, and get paid online with their clients. This means MyCase customers will get paid even faster since their clients will be able to pay via credit card or ACH (eCheck) payments using the client portal. Therefore, we invite all clients to their private, secure, password-protected portal to avoid the cybersecurity risks of random email communications and document sharing. This article walks you through what your client sees after you ENABLE their Client Portal. Tuohy Law Offices uses advanced technology from MyCase for case management and client communications. Set up portals in 1-click anytime a new client is added. This email provides instructions on how to setup their account, along with a link to configure their password. (Click the image below to open the Learning Center Course) The articles in this section outline the various forms of communication available to MyCase users. This website and its content are not intended to create an attorney-client relationship. • Quickly communicate with clients • Keep critical information secure. Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more! Client Portal . It helps you get quickly in touch with them in a formal and informal way. This is an attorney advertisement in compliance with the Rules of Professional Conduct. wvk fprztgaw idi kswrgyw bnhy vslzmuop bdlk kvm caut xlrnh