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 39.00 USD per 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 is for
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 is good
- 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 39.00 USD per month per accounting user
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.
Get started with MyCase Legal Accounting
- Open the MyCase Legal Accounting website.
- Start the 10-day trial or choose the paid accounting add-on.
- Subscribe to a MyCase case management plan, since Accounting is an add-on.
- Set up trust accounting and client minimum-balance alerts.
- Connect listed integrations or use the Open API for other platforms.
- Install the Android or iOS app for mobile access.
Limits to know first
There is no free plan, and the MyCase Accounting add-on requires a MyCase case management plan. The listed trial lasts 10 days.
Questions about MyCase Legal Accounting
How much does MyCase Legal Accounting cost?
MyCase Accounting is listed at 39.00 USD per 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.
MyCase Legal Accounting plans and pricing
All plansCompared on trust accounting software
- Free plan
- No
- Three-way reconciliation
- Yes
