MyCase Review
Last reviewed October 2026. MyCase is part of AffiniPay, which also owns the LawPay payment service. This overview is based on the vendor's public materials and industry reporting, not hands-on testing of every feature. Features, ownership and pricing change often — confirm details with the vendor before buying.
MyCase is a cloud-based practice management software designed specifically for small law firms. With its intuitive interface and built-in client portal, MyCase helps legal professionals manage cases, communicate with clients, and streamline billing processes efficiently.
Overview
MyCase offers a comprehensive yet user-friendly solution for small to mid-sized law firms looking to modernize their practice management. The platform emphasizes simplicity without sacrificing functionality, making it an ideal choice for firms that want powerful features without a steep learning curve. Its standout client portal feature enables secure communication and document sharing, significantly reducing phone calls and emails.
Key Features
- Client Portal: Secure messaging, document sharing, and case updates accessible to clients 24/7
- Case Management: Centralized case information, contacts, calendar events, and documents
- Time Tracking: Built-in timers, manual entry options, and expense tracking
- Billing & Invoicing: Customizable invoices, online payments via MyCase Payments, and trust accounting
- Document Management: Cloud storage with version control and document templates
- Calendar & Scheduling: Shared calendars, court rules integration, and statute of limitations tracking
- Task Management: Assign tasks, set deadlines, and track progress
- Mobile Apps: Full-featured iOS and Android applications
- Reporting: Financial reports, productivity metrics, and case analytics
- Lead Management: Track potential clients and convert leads to cases
Use Cases
- Solo practitioners seeking affordable practice management
- Small firms (2-20 attorneys) requiring collaboration tools
- Firms prioritizing client communication and satisfaction
- Practices transitioning from desktop to cloud-based software
- Common practice areas: Family law, personal injury, criminal defense, estate planning
Pros
- User-friendly interface with minimal learning curve
- Excellent client portal included at no extra cost
- Affordable pricing for small firms
- Strong mobile apps for iOS and Android
- Built-in payment processing with competitive rates
- Responsive customer support
- Regular feature updates and improvements
- Good value for money
Cons
- Limited advanced customization options
- Reporting features less robust than enterprise solutions
- Fewer integrations compared to larger platforms
- Document automation capabilities are basic
- Not ideal for very large firms
Integration Capabilities
MyCase offers essential integrations for small firms:
- QuickBooks Online for accounting synchronization
- Microsoft Office 365 and Google Workspace
- MyCase Payments for credit card processing
- Dropbox and Box for document storage
- Gmail and Outlook for email integration
- Zapier for connecting with 1000+ apps
- LawPay for payment processing
- TextExpander for document creation
Security & Compliance
Vendors in this category commonly hold certifications such as SOC 2 Type II or ISO 27001, but scope and dates vary and we have not verified MyCase's current certifications. Before sending client data, ask for the latest SOC 2 report or ISO certificate, data-residency options, encryption and retention terms, whether customer data is used to train AI models, and the sub-processor list. Our vendor due-diligence guide has a full checklist.
Frequently Asked Questions
What is MyCase?
MyCase is a cloud-based practice management software designed specifically for small law firms. It includes features for case management, time tracking, billing, client communication through a built-in portal, and document management, all accessible from any device with an internet connection.
How much does MyCase cost?
MyCase does not publish a single price for every customer, and list prices change often. What you pay depends on seats, modules, contract length and any implementation services, so check MyCase's current pricing page or ask for a written quote. We deliberately do not reproduce list prices here.
Does MyCase include a client portal?
Yes, MyCase includes a built-in client portal at no additional cost with all plans. The portal allows secure messaging, document sharing, invoice viewing and payment, and case status updates. Clients can access it 24/7 from any device.
Is MyCase suitable for solo attorneys?
Yes, MyCase is ideal for solo attorneys. Its affordable pricing, intuitive interface, and comprehensive features make it perfect for individual practitioners. The software scales well as your practice grows, and you can add users as needed.
What payment processing options does MyCase offer?
MyCase offers integrated payment processing through MyCase Payments, which allows clients to pay invoices online via credit card or eCheck. The system is IOLTA compliant and automatically deposits funds into the correct operating or trust accounts. Processing fees are competitive with industry standards.
Does MyCase offer a mobile app?
Yes, MyCase provides full-featured mobile apps for both iOS and Android devices. The apps allow you to access cases, track time, communicate with clients, view documents, and manage your calendar from anywhere. All data syncs in real-time with the web version.
Can MyCase handle trust accounting?
Yes, MyCase includes IOLTA-compliant trust accounting features. You can manage trust accounts, track client funds, generate trust ledgers, and ensure compliance with state bar regulations. The system includes safeguards to prevent trust account violations.