MyCase law firm financial management features make it easy to track law firm spending and transactions, get a full view of your firm’s financial health, and manage legal accounting while maintaining compliance. MyCase offers spend management, allowing you to effortlessly pay for expenses and track purchases using the LawPay Visa card. You can assign staff virtual or physical cards with specified spending limits for easy tracking. All spending is recorded, and you can easily store corresponding receipts and link expenses to cases or client invoices. With MyCase reporting, you can run reports specific to time and billing, trust accounting, or case details. See an overview of case revenue, fee allocation, accounts receivable, and aging invoicing. Get full insight into flexible payment options such as payment plans and scheduled payments. MyCase’s law firm practice management software includes built-in accounting features made with legal professionals in mind. With this end-to-end solution, you can enjoy comprehensive case data viewed alongside your firm’s financial data, centralized financial data (including client’s trust transactions and reconciliations) in one secure location, three-way trust and Automatic Bank Reconciliation that helps law firms comply with state bar regulations, peace of mind knowing your firm is IOLTA compliant, and user-friendly accounting onboarding courses and dedicated 1-on-1 ongoing expert assistance.

Features:

Spend Management Make managing law firm finances a cinch with MyCase Smart Spend. This integrated financial solution gives you complete visibility over where your firm’s money is going.

• Using the LawPay Visa card, you can effortlessly pay for expenses and track purchases
• Assign staff their own virtual or physical cards with specified spending limits for easy tracking
• All spending is recorded, plus you can easily store corresponding receipts, and link expenses to cases or client invoices

Financial Reporting Make informed financial decisions based on real data. With MyCase reporting, you can run reports specific to time and billing, trust accounting, or case details.

• See an overview of case revenue, fee allocation, accounts receivable, aging invoicing, etc.
• Get full insight into flexible payment options such as payment plans and scheduled payments
• Enjoy peace of mind and decide when and how to scale your firm with detailed insight into your revenue and cash flow

Legal Accounting: Focus on Clients, Not Numbers Let us handle the numbers so you can focus on clients. MyCase’s law firm practice management software includes built-in accounting features made with legal professionals in mind. With this end-to-end solution, you can enjoy:

• Comprehensive case data viewed alongside your firm’s financial data
• Centralized financial data (including client’s trust transactions and reconciliations) in one secure location
• Three-way trust and Automatic Bank Reconciliation that helps law firms comply with state bar regulations
• Peace of mind knowing your firm is IOLTA compliant
• User-friendly accounting onboarding courses and dedicated 1-on-1 ongoing expert assistance