Mycase client portal

New client forms

WE USE MYCASE TO KEEP YOU IN THE LOOP.

My case is online portal that allows for painless sharing of documents, record-keeping, and billing.

Clients of our firm will have a personalized client portal set up for them. It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and communicate with you, our clients. Instead of relying on scattered channels of communication (email, phone, text message, snail mail), the client portal becomes our one-and-only platform for communication.

Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendars, documents, and billing details regarding your case. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience associated with your case.

  • CALENDAR. Accessible by both you and your attorney, the integrated calendar lists all upcoming events relevant to your case. Important dates such as court hearings can be scheduled, along with any other details including a map to the courthouse.

    DOCUMENT SHARING. All important documents associated with your case are stored in one secure area and accessible online from anywhere. Avoid faxing, emailing and snail mail by simply uploading your case documents into the client portal, where you and connected staff members will be able to view and access them.

    INVOICING & PAYMENTS. The client portal allows you to view or download any invoices associated with your case, and also make secure online payments via credit card or eCheck.

    SECURE COMMUNICATION. Sensitive and privileged information no longer needs to be sent to an unsecure email address. You can easily send secure messages to your attorney or their staff from within the client portal and all messages will be organized and filed for you.

  • After our office emails a client an e-signature request, they will receive an email with a link to review and sign the document. They will be able to see if we added a custom message to the email.

    Once our client clicks the link to View & Sign Document, they will be prompted to review the document and then sign in the designated spaces.

    ​Note: This email will come from MyCase's No-reply email address.