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MyCase Legal Accounting

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What MyCase Legal Accounting is

MyCase Legal Accounting is accounting software within the MyCase practice management platform, designed for law-firm case data, client billing, IOLTA compliance, and firm accounting. Trust features include three-way reconciliations, automatic bank reconciliations, and automated IOLTA safeguards. Firms can set a minimum trust balance for each client and receive dashboard and client-level alerts when funds fall below it. MyCase can create invoices from case time-tracking entries and includes an upgraded banking integration with Plaid. Listed integrations include LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook, and Zapier, while an Open API is available to connect other platforms. The cloud-based app is available on Android and iOS with database synchronization. MyCase Accounting costs $39 a month per accounting user as an add-on to a case management plan. There is no free plan, but a 10-day trial is listed. MyCase also describes free onboarding, accounting courses, customer service, tool tips, and a dedicated help center.

Who it suits

It suits law firms that need trust accounting and client billing alongside case management. MyCase describes its audience as ranging from solo attorneys to mid-sized and large firms.

What it does well

  • Three-way and automatic bank reconciliations
  • Client-level low-balance notifications
  • Invoices can be created from case time entries
  • Android and iOS apps synchronize with the database

What to know first

  • No free plan is listed
  • Accounting is an add-on to a case management plan
  • Costs $39 a month per accounting user

Limits

There is no free plan, and the MyCase Accounting add-on requires a MyCase case management plan. The listed trial lasts 10 days.

Plans

PlanBilled and limitsPrice
MyCase Promonthly · per user · everything in Basic · unlimited eSignatures and document generation · automated workflows · 70+ integrations$120 a month
MyCase Advancedmonthly · per user · everything in Pro · Desktop Drive (PC & Mac) · split billing · Open API$150 a month
MyCase Accountingper accounting user · add-on to any MyCase case management plan · three-way trust reconciliations · real-time financial clarity$39 a month
MyCase Basicmonthly · per user · case/contact management · time entry, invoicing and trust accounting · unlimited document storage · limited client portal$60 a month

As mycase.com lists them, read 1 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the MyCase Legal Accounting website.
  2. Start the 10-day trial or choose the paid accounting add-on.
  3. Subscribe to a MyCase case management plan, since Accounting is an add-on.
  4. Set up trust accounting and client minimum-balance alerts.
  5. Connect listed integrations or use the Open API for other platforms.
  6. Install the Android or iOS app for mobile access.

Verdict

MyCase Legal Accounting brings trust accounting and billing into the MyCase practice management platform. Firms should account for the add-on structure and per-user monthly charge when considering it.

Questions

How much does MyCase Legal Accounting cost?

MyCase Accounting is listed at $39 a month per accounting user. It is an add-on to any MyCase case management plan.

Does MyCase Legal Accounting have a free plan?

No. A 10-day trial is listed.

Which platforms are available?

MyCase lists Android, iOS, macOS, web and Windows. Desktop Drive for PC and Mac is included in the Advanced plan.

Which integrations are listed?

Integrations include Plaid, LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier. MyCase also offers an Open API.

Does it support trust-account reconciliation?

Yes. It supports three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards.

Who makes MyCase?

MyCase was founded in 2010 and is headquartered in Austin, Texas, USA.

Facts from MyCase Legal Accounting's own pages

API
MyCase offers an Open API with step-by-step documentation for connecting internal or third-party platforms. · mycase.com, 1 Oct 2026
Banking integration
MyCase Legal Accounting includes an upgraded banking integration with Plaid. · mycase.com, 1 Oct 2026
Billing
MyCase can automate invoice creation from time-tracking entries associated with each case. · mycase.com, 1 Oct 2026
Desktop access
The Advanced plan includes Desktop Drive for PC and Mac with two-way file synchronization between desktop and MyCase. · mycase.com, 1 Oct 2026
Founded
2010 · mycase.com, 28 Sept 2026
Headquarters
Austin, Texas, USA · mycase.com, 28 Sept 2026
Integrations
MyCase lists integrations including LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier. · mycase.com, 1 Oct 2026
Low-balance alerts
Users can set a minimum trust balance for each client and receive dashboard and client-level notifications when the balance falls below it. · mycase.com, 1 Oct 2026
Mobile access
The cloud-based MyCase app is available on Android and iOS, with automatic synchronization across the database. · mycase.com, 1 Oct 2026
Purpose
MyCase Legal Accounting is accounting software built into the MyCase practice management platform for law-firm case data, client billing, IOLTA compliance and firm accounting. · mycase.com, 1 Oct 2026
Security
MyCase says data is protected with 128-bit SSL in transit and 256-bit AES encryption for stored data. · mycase.com, 1 Oct 2026
Support
MyCase provides free onboarding, accounting onboarding courses, personalized customer service, tool tips and a dedicated help center. · mycase.com, 1 Oct 2026
Target firms
MyCase states that it serves solo attorneys, growing teams and firms ranging from solo practices to mid-sized and large law firms. · mycase.com, 1 Oct 2026
Trust compliance
The accounting product supports three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards. · mycase.com, 1 Oct 2026

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