MyCase365 Help Center

How can we help?

Getting Started

Learn how to create a trial account, subscribe to a plan and set up your company.

Case management

Discover how to manage customers, attorneys, cases; manage activities; assign tasks; and upload files securely.

Billing and Payments

Learn how to capture online payments with the major payment providers: Stripe, PayPal, Square, and more.

Integrations

Follow detailed steps with interactive tutorials and connect to your favorites calendar, storage, and accounting tools.

Client Portal

Learn how to enable your customers accessing their cases online at anytime, anywhere in a few steps.

Reports

Learn how to run your reports on-demand or scheduled and share with stakeholders at your company.

Popular docs

Frequently Asked Questions

Getting started

Is my Legal Practice covered?
Whether you’re a solo practitioner, small firm, mid and large firm – We got you covered. And, if you believe your firm requires customized and tailored features, contact our sales teams to guide you with your special needs.
With personalized support to assist your administrative personnel, you will be ensuring the firm is always productive.
How can I subscribe to MyCase365?
We recommend that you start with a 10-free trial, then switch to a monthly or annual plan. The subscription is free and does not require to enter your payment information.
Which payment methods are available to my firm?
MyCase365 enables you with a range of payment gateway available, secure and compliant in your country. We partner with the best in the industry to ensure that there are no hidden fees, and you get the best service and secure experience.
Explore this online documentation to find out which payment providers are available in your state, and country amongst PayPal, Stripe, Square, and more.
How can I transfer my existing data: customers, cases, etc.?
With Google Contacts Integration, you can bring your client directly to MyCase365 with a 2 ways sync integration.
You can also transfer your data from CSV files. Simply choose your data format and follow the detailed instructions.
What data does MyCase365 sync with QuickBooks, Xero?
MyCase365 syncs service catalog, customers, invoices, expenses, and payments.
How can I get support?
This online documentation gives you detailed instructions how to Get started and perform all your day-to-day tasks. You can also contact our support team at any time, Contact Us or Join Mycase365 Community.