Legal financial software

Oversight on your finances like you’ve never seen before

Make informed decisions based on real-life data, designed to help you grow. We’re making sure the best legal financial software is available to you, helping lighten the load.

The firm oversight you’ve been looking for

The financial insights you’ve been longing for are no longer out of reach. Our reports are designed to provide a holistic view of your firm, its growth, and its performance, providing you with support to make bigger and bolder decisions.

“Once we started running financial reports in MyCase, we saw a significant increase in revenue.”  

Jason Kohlmeyer, Kohlmeyer Hagen Law Office Chtd

Extensive insights, exceptional reports

With MyCase legal financial software, you get robust reporting options so you can gain valuable insight into everything from fee allocation to aging invoices. 

  • Fee allocation reports provide a clear and accurate picture of each employee’s financial contribution to each matter at your firm
  • Electronic payment reports provide a quick summary of all online payment activity at your firm, which is helpful for tax time.
  • Aging invoices reports show a complete overview of outstanding balances owed to the firm.

All about the data

Multiple analytics reports in MyCase law firm financial management software identifies areas where you need to improve. Use powerful filters to show you exactly what you’re looking for.

  • Time and expense reports show all billable and non-billable time and expenses and line item invoice status for all cases and employees at your firm.
  • Trust account reports track trust balances to reconcile trust retainer accounts and stay in compliance with state laws.
  • Accounts receivable reports show your firm’s total receivables so you can understand the exact status of  invoices and take prompt action towards collection and reconciliation of accounts.
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