Case Management

Affordable and comprehensive, cloud-based, user-friendly solution to manage your firm matters.

Why do I need a case management for my firm?

myCase365 management software for attorneys eliminates outdated paper files. This software contains everything your law firm needs to manage routine tasks. Administrators and partners can easily create and complete tasks, organize files with legal document automation, communicate with team and customers, invoice clients, accept payment, and more—all in one system.

How are firms using legal case management?

How are firms using legal case management?

Through available training, dedicated customer support, and onboarding assistance, myCase365 provides your firm with all the support you need to get started. Your firm is typically up and running with our cloud-based legal management software in no-time.

Your firm management system will be your go-to for all—your firm’s leads, contacts, matters, tasks and events, documents, invoicing, and more—with integrations of apps you are familiar with.

Legal case management benefits

Automation

  • Sync all documents with Google Drive, OneDrive, Box, or Dropbox.
  • Easy workflow to sign documents.
  • Form intake from various data sources.
  • Generate repetitive documents in seconds

Increase productivity

  • Sync calendars and get reminders.
  • Know deadlines, important dates and eliminate no-shows.
  • Customize workflows of your practice areas.

Analytics

  • Monitor the company financial health.
  • Generate in-depth reports on revenue, expenses, etc.
  • Track performance for the entire firm.

Powerful Integrations

Calendar

Choose the best calendar apps in the industry—Google Calendar or Microsoft Calendar.

Document storage

Integrate your existing tools with a 2-ways sync for your documents—OneDrive, Google Drive, Box, and Dropbox.

Payment providers

Get paid from various source of providers—PayPal, Stripe, Square, and more.

Client intake

Integrate custom forms from your website into myCase365—Sync your contacts from Google, Outlook and more.

Accounting

Facilitate consolidation work from your accounting partners by syncing your invoices directly into QuickBooks, Xero.

WHAT YOU WILL GET

  • Cloud access
  • User-Friendly interface
  • Cost effective solution
  • Customized support service

SAVING YOU TIME

By reducing paperwork, you spend more time on clients and cases.

HELPING YOU GROW

By increasing productivity and reducing error rates.

BUSINESS PARTNER

By providing you with a world-class training and assistance.

Ready to eliminate manual task and Get more productive

Try it yourself and see how easy it is to get started with myCase365