Overview
MyCase is a powerful legal case management software designed for the modern law firm. Features include contacts, calendars, cases, documents, time tracking, and billing. Once connected, your firm will have access to all of these features while using LawPay as your payments processor.
Integration Steps
If you are not a MyCase customer, you may sign up for a free trial here. Once you have an account, proceed with the following steps:
In MyCase, click the Manage integrations button to go to the Integrations & Apps page.
Then, click Connect to LawPay on the LawPay integration card.
Click Connect on the dialog box, then login to your LawPay account by entering your username and password.
Designate which of your accounts in LawPay are trust or operating in MyCase. Then, click Connect.
Please Note: If you have more than one trust and/or operating account in LawPay, you will need to contact [email protected] to add these additional accounts to MyCase.
You're all set! You can now leverage various features, workflows, and reports in MyCase for billing and invoicing, all while your LawPay account processes these transactions.
Watch the video below to see this process: