Your attorney is using MyCase because they want to offer you the highest level of security and encryption, which email does not provide. Using the client portal means you will have access to your confidential case information 24/7. This software is completely mobile-friendly for your convenience.

The client portal allows you to send secure messages, comment on case items, share documents, as well as access your invoices and easily make payments. Something important to note, if your attorney has yet to share information with you, your home page will not include any events or recent activity. Upon login, you will see the different features tab at the top of the screen. You’ll want to use these menu tabs for easy access to the Home Screen, inbox, documents, events, and invoices. When an attorney shares new items with you, you will be notified under the ‘What’s new’ section along with receiving an email notification. Once an event has been shared with you, you’ll see that listed under upcoming events. You’ll also notice the recent activity, which is a real time stream showing any recent communication and case activity updates that have been shared with you.

Let’s go ahead and navigate through these tabs, beginning with the Inbox. Here you will be able to view all correspondence you have received or sent regarding your cases. If you would like to send a new message, simply click the red ‘add’ button at the bottom right hand corner. This will bring up the names of everyone associated with your case, and you can select who you want the message to be sent to, and you can add multiple people. Finally, enter the subject in body, and then hit send. Under the documents tab, you will have access to your important case documents.

If you have more than one case with your firm, you will see that the documents are separated by case folders. Once you click into a document, you can then go ahead and hit download. You will also notice the comment section, where you can review or add comments that are specific to this document.

In order to add a new document to send to your attorney, you will click into the appropriate case folder, and then click the red ‘add’ button at the bottom right hand corner. It will ask you for a document name, you can choose if you would like to add a description, and then select ‘add document’.

Under events, you can click on any upcoming calendar event, so that you can see any specific details. This includes the date and time, if your attendance is required, and the case link, location, and additional details that were provided. You’ll also have the ability to edit your personal reminders for the event. You’ll notice the comment stream is located right below that, so if you would like to

make a remark regarding the event you can do so here.

Under billing, you’ll see that the law firm is able to send both a trust request or invoice with you through the portal. MyCase will automatically send an email notification, which will include a direct link to review the request or access to your MyCase account. Navigate to the billing tab to view the details of the request, export the document, or make a payment. If your attorney allows for online payments, you will simply click into the request, and hit the ‘pay now’ button in red. It’s easy to pay via credit card or e-check. To make an e-check payment, you will need your bank account and routing number, which you can find online or on your checks. (Please note: To see the full detailed invoice please download)