All Features
Manage Your Firm
myCase365 cloud-based practice management software keeps everything organized, giving you the flexibility to work wherever you need without compromising your productivity.
Managing cases effectively means having every matter in one place—documents, deadlines, tasks, activities and more—organized and accessible at anytime, anywhere.
Billing and Payments
Use flexible invoicing options that reaches your clients—Make billing & invoicing as seamless as possible—Ensure that invoices reach your clients in a formal and informal way by sending them through a variety of channels including the portal, WhatsApp, text message, payment links, email directly from the platform—Quickly and easily sync your client billing information into QuickBooks or Xero at no additional charge, therefore eliminating manual entry.
Spend less time on papers and more time with your clients and their cases. Record time entries for each case, then automatically create and send invoices to collect payment.
Integrations
Connect and sync with your favorite applications—Navigate thru the Help Center and find our documentation and guidance how to use these integrations with myCase365.
- Accounting: QuickBooks, Xero, etc.
- Document Storage: Google Drive, OneDrive, Box, and more
- Calendar: Microsoft and Google Calendar
- E-Signature: DocuSign
- Contacts: Google Contacts
- Video conferencing: Jitsi Meet
Resources & additional features
Get the most out of myCase365 with free self-guided tutorials and short videos training. If you cannot find your way through our Help Center with the technical documentation, Chat with an Assistant immediately or send us a message.
Learn about your support options, file a support ticket, and check the status of open tickets.
Get customized help with your account and access to the message center to solve any transaction, and account related issues.
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- Customer Support
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