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Streamline Law Firm Operations With A Unified Legal Practice Management Platform.

Streamline trust and estate workflows with comprehensive document management and task automation.

Streamline criminal defense practices with efficient client communication and flexible payment solutions.

Streamline family law practice with comprehensive management tools.

Streamline immigration processes with status tracking, document management, and task reminders.

Manage bankruptcy cases with secure communications and flexible payment options.

Streamline personal injury case management and improve client service.

Streamline your IP law practice with automated workflows and effective document management.

Enhance efficiency and organization in government legal practices.

Streamline your insurance defense practice with automated invoicing and unlimited document storage.

Efficiently manage all real estate legal processes from documentation to communication.

Streamline trust and estate workflows with comprehensive document management and task automation.

Streamline Your Solo Practice With A Comprehensive Management Solution.

Streamline criminal defense practices with efficient client communication and flexible payment solutions.

Facilitates seamless, secure communication with clients via portal and messaging.

Streamline your general practice with centralized management and workflow automation.

Solo Practitioners And Small Firms

Solo practitioners and small law firms seeking all-in-one practice management.

Geography: North America

Pain points: Disparate tools, manual time tracking, billing friction, client communications, document management, and compliance.

Goals: Streamline operations, improve cash flow, and enhance client service.

Positioning: Provides small law firms with an all-in-one, cloud-based platform that unifies case management, billing, secure client communications, and document workflows to improve efficiency and client service without complex migrations.

Family Law And Estate Law Firms

Family law and estate law firms seeking integrated time tracking, invoicing, and trust accounting.

Geography: North America

Pain points: Managing client communications, trust accounting, document management, online payments, and fiduciary compliance.

Goals: Improve cash flow, automate trust accounting, enhance client experience.

Positioning: For family law and estate practices, a unified platform centralizes case management, trust accounting, and client communications to improve efficiency and client service.

Criminal Defense And Immigration Practices

Criminal defense and immigration firms requiring secure client communications, flexible payments, and remote access.

Geography: North America

Pain points: Secure messaging, remote access to case information, immigration status tracking, reminders, and flexible payments.

Goals: Improve client access, streamline case workflows, ensure regulatory compliance.

Positioning: For criminal defense and immigration practices, a secure, integrated platform unifies case management, communications, and payments to accelerate workflows and enhance client service.

General Practice Real Estate And IP Law Firms

Mid-sized general practice, real estate, and IP law firms seeking unified workflows and robust document management.

Geography: North America

Pain points: Cross-discipline document management, deadlines, and workflow automation; secure client communications.

Goals: Consolidate workflows, improve productivity, ensure compliance and client satisfaction.

Positioning: For mid-sized firms spanning multiple practice areas, a unified platform centralizes case management, documents, billing, and client communications to boost efficiency, profitability, and client satisfaction.

Matter and operations capabilities for managing legal workstreams, optimizing spend, integrating with existing workflows, and enabling secure client collaboration and engagement analytics.

Products: MyCase, General Practice, Solo Firms

Automate generation, management, secure storage, and electronic signing of documents within workflows to improve compliance and cycle times.

Products: MyCase, IP Law, Trust & Estate Law, Bankruptcy Law, Family Law, Real Estate Law

Customer messaging, automated communications, and client self-service portals that provide job status, documents, and payment options.

Products: Client Communication Portal, MyCase, Criminal Defense, Family Law, Solo Firms, Government Attorney

Features for time capture, configurable rate cards, invoice generation, payments and accounting workflows designed for legal billing accuracy and compliance.

Products: MyCase, Family Law, Bankruptcy Law, Criminal Defense, Insurance Defense, Personal Injury Law

Configured case management workflows tailored to specific practice areas (immigration, plaintiff personal injury, insurance defense) supporting forms, deadlines, billing compliance and specialized reporting.

Products: Bankruptcy Law, Criminal Defense, Family Law, Immigration Law, IP Law, Insurance Defense, Personal Injury Law, Real Estate Law, Trust & Estate Law, Government Attorney

MyCase

Cloud-based, end-to-end legal practice management platform that unifies case management, time tracking, billing, secure client communications, online payments, document management, calendaring, and workflow automation. It serves solo practitioners, small firms, and growing mid-sized firms, with mobile access and an open API to streamline processes and improve cash flow while maintaining security and compliance.

• Manage All Aspects Effortlessly
  Centralize your practice management with robust tools that handle everything from client intake to billing, ensuring seamless operations.
• Manage Cases Effectively
  Access all case details, deadlines, and documents from a single dashboard, enhancing organization and workflow efficiency.
• Collect Essential Client Information
  Easily gather necessary details to streamline the client onboarding process.
• Manage Client Relationships Effectively
  Utilize a dedicated CRM to engage and nurture client relationships throughout their lifecycle.
• Automate Document Creation
  Generate documents for client cases automatically, reducing manual entry errors and saving time.
• Centralize Document Storage
  Maintain all case documents in one place for easy accessibility and sharing.
• Gain Financial Insights
  Access detailed reports to analyze your firm's financial health and make informed decisions.
• Streamline Billing Processes
  Effortlessly track billable hours, generate invoices, and accept payments, ensuring faster cash flow and improved financial management.
• Enhance Client Engagement
  Facilitate secure communication with clients through dedicated portals and integrated messaging, improving collaboration and transparency.
• Consolidate Financial Oversight
  Enjoy comprehensive financial management capabilities, including accounting, budgeting, and reporting for better decision-making.
• Streamline Document Signing
  Facilitate quick and secure signing of important documents without the need for physical copies.
• Streamline Case Processes
  Automate routine tasks and notifications, improving efficiency and reducing delays.
• Engage Effectively With Clients
  Facilitate smooth communication with clients via built-in messaging and updates, keeping all parties informed.
• Automate Processes Seamlessly
  Utilize built-in automation capabilities and API integrations to synchronize workflows, saving time and reducing manual errors.
• Leverage AI For Efficiency
  Use AI-driven insights and automations to reduce administrative work and enhance document management, case tracking, and client interactions.
• Enhance Client Communication
  Facilitate better communication with clients through secure access to case information.
• Ensure Compliance Checklists Are Followed
  Manage checklists to ensure that all necessary steps and compliance requirements are met throughout the case.
• Analyze Case Performance
  Access insights into case progress and performance metrics to inform decision-making.
• Simplify Client Interactions
  Engage clients easily through built-in text messaging for quick updates.

Trust & Estate Law

Trust and estate law solution with robust document management, templates, and task management.

• Efficient Document Organization
  Store, manage, and retrieve all necessary documents pertaining to trust and estate cases securely and efficiently.
• Use Pre-Built Templates
  Easily create necessary trust and estate forms by using pre-designed templates that ensure compliance and save time.
• Streamlined Workflow Management
  Assign, track, and manage tasks related to estate planning to ensure timely completions and client satisfaction.
• Enhance Client Interactions
  Facilitate seamless communication with clients through integrated messaging features within the platform.

Criminal Defense

Criminal defense software solution enabling secure access, client communication, and flexible payment options.

• Access Information Anytime
  Securely access case files and updates from any location, enhancing flexibility for lawyers and clients.
• Engage Effectively With Clients
  Facilitate smooth communication with clients via built-in messaging and updates, keeping all parties informed.
• Offer Convenient Payment Methods
  Empower clients with various payment methods that fit their needs, such as installment plans and online payments.

Family Law

Family law solution with time-tracking, invoicing, online payment, trust accounting, and document management.

• Track Billable Hours Effectively
  Accurately track time spent on each case and generate invoices seamlessly to improve billing efficiency.
• Organize All Legal Documents
  Store, manage, and access essential family law documents efficiently, ensuring compliance and organization.
• Manage Client Trust Accounts
  Facilitate the proper management of client funds, ensuring compliance with legal standards.
• Enable Secure Payment Processing
  Allow clients to make payments easily and securely online, enhancing cash flow management.
• Enhance Client Engagement
  Use integrated communication tools to keep clients informed and engaged throughout their cases.

Immigration Law

Immigration law solution with immigration status tracking, document management, reminders, and task tracking.

• Manage Immigration Documents Efficiently
  Easily organize and access all immigration documents in one place, ensuring compliance and efficiency.
• Track Immigration Status Progress
  Keep track of your client's immigration status at every step, ensuring timely updates and actions.
• Receive Timely Event Notifications
  Stay on top of critical deadlines and events in the immigration process to avoid delays.
• Manage Tasks Seamlessly
  Assign, track, and manage tasks efficiently within each immigration case to ensure nothing is overlooked.

Bankruptcy Law

Bankruptcy law solution with secure communication, flexible payments, and payment plans.

• Ensure Secure Client Interaction
  This feature provides a secure channel for clients and attorneys to communicate, ensuring confidentiality and safety during sensitive bankruptcy discussions.
• Facilitate Payment Plans
  Clients can opt for structured payment plans, which help manage their financial situations more effectively during bankruptcy proceedings.
• Offer Flexible Payments
  This feature allows clients to choose various payment methods, making it easier for them to manage financial obligations related to their bankruptcy processes.
• Streamline Document Management
  Organize all relevant documents systematically, making them easily accessible and manageable throughout the bankruptcy process.
• Monitor Case Progress
  Keep clients informed about their bankruptcy case status, enhancing transparency and trust.

Personal Injury Law

Personal injury practice management with web intake forms, lead management, workflow automation, and expense tracking.

• Streamline Daily Tasks
  Enhance efficiency by automating repetitive tasks and workflows specific to personal injury cases.
• Monitor All Expenses Effectively
  Easily document expenses and automate invoicing to ensure accurate billing for all personal injury cases.
• Simplify Client Intake
  Collect essential case information from clients through user-friendly online forms.
• Capture New Clients Effortlessly
  Efficiently handle incoming leads with dedicated management tools for tracking and follow-up.
• Accurately Track Costs
  Gain insights into case expenditures to optimize financial planning and management.

IP Law

IP law solution with deadlines tracking, workflow automation, and document management.

• Track Important Deadlines
  Stay compliant and on top of your IP cases by effectively tracking critical deadlines.
• Automate Your Workflows
  Streamline daily processes and improve efficiency with automated IP case workflows.
• Organize IP Documents
  Easily store, retrieve, and manage all IP-related documents in one centralized location.
• Create IP Documents Efficiently
  Save time by streamlining the creation of essential IP documents through predefined templates and automation.

Government Attorney

Government attorney solution to streamline communication, track case status, and manage documents with automation.

• Enhance Communication
  Engage stakeholders with effective communication strategies tailored for government attorneys.
• Monitor Progress
  Use tracking tools to keep abreast of case developments and timelines.
• Share Documents Easily
  Facilitate seamless collaboration and information exchange via structured document access.
• Improve Workflows
  Utilize automation to streamline tasks and reduce time spent on manual processes.

Insurance Defense

Insurance defense solution with time capture, automated invoicing, and document storage.

• Accurately Track Billable Hours
  Ensure all billable time is captured automatically, optimizing revenue generation for the firm.
• Store All Case Documents Securely
  Access and manage unlimited documents related to all insurance defense cases securely, ensuring organization and retrieval ease.
• Streamline Billing Processes
  Reduce manual billing effort and errors by automating invoicing, ensuring timely payments and accuracy.

Real Estate Law

Real estate law solution with centralized documents, task management, and streamlined communications.

• Enhance Document Access
  Easily manage and share all real estate documents in one secure location.
• Streamline Task Execution
  Create, assign, and track tasks related to real estate transactions effectively.
• Simplify Client Interactions
  Facilitate clear and organized communications between clients and legal teams.

Trust & Estate Law

Trust and estate law solution with robust document management, templates, and task management.

• Efficient Document Organization
  Store, manage, and retrieve all necessary documents pertaining to trust and estate cases securely and efficiently.
• Use Pre-Built Templates
  Easily create necessary trust and estate forms by using pre-designed templates that ensure compliance and save time.
• Streamlined Workflow Management
  Assign, track, and manage tasks related to estate planning to ensure timely completions and client satisfaction.
• Enhance Client Interactions
  Facilitate seamless communication with clients through integrated messaging features within the platform.

Solo Firms

All-in-one solution to streamline and simplify solo practice.

• Manage All Aspects Effortlessly
  Centralize your practice management with robust tools that handle everything from client intake to billing, ensuring seamless operations.
• Protect Sensitive Information
  Utilize secure messaging and document sharing features to maintain the confidentiality and security of client information.
• Work Remotely With Ease
  Stay connected and productive on the go. Access case files, manage documents, and communicate with clients from anywhere.

Criminal Defense

Criminal defense software solution enabling secure access, client communication, and flexible payment options.

• Access Information Anytime
  Securely access case files and updates from any location, enhancing flexibility for lawyers and clients.
• Engage Effectively With Clients
  Facilitate smooth communication with clients via built-in messaging and updates, keeping all parties informed.
• Offer Convenient Payment Methods
  Empower clients with various payment methods that fit their needs, such as installment plans and online payments.

Client Communication Portal

Client portal and built-in text messaging for secure communications with clients.

• Enhances Client Engagement
  The client portal allows clients to view case updates, documents, and invoices, enhancing their engagement and trust in your services.
• Streamlines Communication
  This feature offers unlimited text messaging with a dedicated number, enabling quick and efficient communication with clients.

General Practice

General practice solution with centralized documents, communications, tasks, and deadlines, supported by workflow automation.

• Manage All Case Documents In One Place
  Easily access and organize your case documents from a single source, improving efficiency in your practice.
• Enhance Team Collaboration
  Facilitate secure and efficient communication between team members and clients directly within the case management system.
• Automate Repetitive Tasks
  Reduce time spent on administrative tasks through workflow automation, allowing your team to focus on more critical legal work.
• Stay On Top Of Case Deadlines
  Effectively manage tasks and deadlines to ensure nothing falls through the cracks, enhancing accountability and organization.