MyCase

Prospect fills out a web-integrated MyCase intake form.

System creates a lead profile and assigns a follow-up task to a paralegal.

Automated text message sent to client to confirm receipt.

Attorney reviews lead and clicks 'Convert to Case' to transfer all data instantly.

Attorneys log time using the 'Smart Timer' while working on documents.

At month-end, the billing manager runs a 'Batch Invoice' for all active matters.

System automatically pulls all unbilled time and expenses.

Invoices are sent via the Secure Portal with a 'Pay Now' link via LawPay.

Lead attorney uploads a draft motion to the case folder.

Co-counsel uses MyCase Desktop to open and edit the file locally.

System automatically creates a version history (V1, V2, V3).

Final version is shared with the client for approval via the Secure Portal.

Attorney enters the 'Trial Date' into the case calendar.

MyCase 'Court Rules' workflow calculates all preceding filing deadlines.

System populates tasks for 30, 60, and 90 days prior to trial.

Automated reminders sent to the legal team 48 hours before each task is due.

Firm uploads a 50MB evidence PDF to the MyCase portal.

Client receives an encrypted link via email to log into the portal.

Client views the document and adds a comment directly on the file.

Attorney receives a notification of the client's comment and responds instantly.

Transcript is uploaded to the case files.

User selects 'Summarize' via MyCase Intelligence.

AI generates a 3-page summary highlighting key contradictions and admissions.

Attorney verifies the summary against the source text and saves it as a Case Note.

Team members use 'Internal Chat' linked specifically to the case file.

All discussions are saved as a permanent record within that case.

New staff members joined to the case can read previous chat history to get up to speed.

Confidential notes are restricted to specific partners via permission toggles.