Account Setup Learning Center
Never miss a notification or client update by handling Settings on Day 1.
Getting Started
In this lesson, you will learn about the MyCase dashboard, how to edit your profile, notification settings, user permissions, and how to accept online payments. It will take approximately 20 minutes to complete this training.
Tier and Permission Overview: Admin users have complete access to firm settings and can manage user accounts. All users can modify their settings and receive notifications.
Here are a couple of tips to get you started:
Everything at the top and bottom of your MyCase account will remain available to you regardless of what page you are on.
Search for anything in MyCase by using the Search bar on the top of the screen, which is available on every page in MyCase
At the bottom of the screen is a ‘Get Help’ button where you can ask questions, see what’s new, and find articles related to specific actions within MyCase.
Training Videos
Watch each video overview to learn the foundations of this module
Dashboard Overview
Navigation Settings
Editing User Permissions
LawPay Payments Setup
MyCase 101
Hands-on Practice
Click to access a guided walkthrough to teach you how to use specific features within MyCase
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