MyCase Client Portal – Quick Guide

MyCase Client Portal – Quick Tips

1. Payments
2. Introduction
3. Logging In
4. Home Screen
5. What’s New
6. Upcoming Events
7. Recent Activity
8. Menu Tabs
9. Uploading Documents
10. Secure Messaging
11. Managing Invoices and Payments

1. Introduction

Whether you’re a current client or considering partnering with Kelmansky Law Group, this guide will provide you with all the information you need to navigate the client portal efficiently.

All of our clients should first Download the Mycase App:

2. Logging In and Accessing the Portal

To access the MyCase Client Portal, you will receive a new account link from the law firm. Upon receiving the link, follow the instructions to create a personal password. If you ever forget your password, simply go to the law firm’s website and click on the Client Login. From there, click on “Forgot Password” and follow the prompts to reset your password. For added convenience, MyCase also offers a mobile app for easy access to the portal from your smartphone or tablet. The app is available for both iOS and Android devices, ensuring seamless connectivity on the go.

3. Exploring the Home Screen

Once you’ve logged into the MyCase Client Portal, you’ll be greeted by the Home Screen. This screen serves as the central hub for all your case-related activities. Let’s take a closer look at the key components of the Home Screen:

4. What’s New

The “What’s New” section provides you with a quick overview of any new messages, documents, or invoices that have been shared with you. This ensures that you stay up to date with the latest developments in your case.

5. Upcoming Events

In the “Upcoming Events” section, you’ll find a calendar view of any upcoming events related to your case. This includes court appearances, meetings, or any other important dates that you need to be aware of. Having a clear view of your schedule helps you plan and prepare effectively.

6. Recent Activity

The “Recent Activity” stream offers a chronological feed of updates and actions taken on your case. This includes any new documents uploaded, messages exchanged, or invoices generated. It provides you with a comprehensive overview of the progress made and ensures transparency in your legal proceedings.

7. Menu Tabs

The menu tabs at the top of the Home Screen allow you to navigate seamlessly between different sections of the MyCase Client Portal. These tabs include:

• Home: Takes you back to the Home Screen, providing a quick overview of your case.
• Messages: Provides access to your inbox, allowing you to communicate securely with your legal team.
• Documents: Stores all case-related documents, making it easy to access and review important files.
• Events: Displays a calendar view of all upcoming events and appointments related to your case.
• Billing: Provides a comprehensive overview of your billing information, including invoices and payment options.

8. Uploading Documents

One of the most powerful features of the MyCase Client Portal is the ability to upload and share documents securely. Instead of relying on traditional methods like email or mail, you can easily upload documents directly to the portal. Here’s how:

1. Navigate to the Documents tab in the MyCase Client Portal.
2. Click on the “+” sign to initiate the document upload process.
3. Provide a descriptive name for the document to help you easily identify it.
4. Choose the appropriate case and specify the individuals who should have access to the document.
5. Click on “Choose File” to select the document from your device’s files.
6. Once selected, click “Upload” to complete the process.

Upon successful upload, all relevant parties associated with the case will be notified of the new document. The uploaded document will be securely stored in the designated case folder, ensuring easy retrieval and organization. It’s important to note that you can move documents to different folders within the portal if desired, further enhancing document management capabilities.

9. Secure Messaging

The MyCase Client Portal provides a secure messaging feature, allowing you to communicate directly with your legal team without relying on external email or phone channels. This ensures that all communication remains confidential and protected. To send a secure message, follow these steps:

1. Access the Messages tab in the MyCase Client Portal.
2. Click on the “+” sign to compose a new message.
3. Select the appropriate case from the dropdown menu, ensuring that your message is directed to the relevant legal professionals.
4. Choose the recipients from your legal team who should receive the message.
5. Enter the subject line and compose your message in the designated field.
6. Once you’re satisfied with your message, click “Send” to securely deliver it to your legal team.

By utilizing the secure messaging feature, you can streamline communication, ask questions, seek updates, and share relevant information with your legal team in a centralized and protected environment.

10. Managing Invoices and Payments

The MyCase Client Portal simplifies the billing and payment processes, allowing you to view, review, and pay invoices conveniently. Here’s how you can manage your invoices and make payments:

1. Access the Billing tab in the MyCase Client Portal.
2. In the Invoice List, you’ll find a comprehensive overview of all your invoices.
3. Click on an individual invoice to view the details and review the contents.
4. If your law firm is enrolled with MyCase Payments, you’ll have the option to click on “Pay Now” for online payment.
5. Follow the prompts to enter your payment information securely.
6. Choose your preferred payment method, whether it’s credit card or eCheck.
7. Make a partial or full payment, depending on the invoice amount.
8. Confirm your payment and receive a confirmation receipt for your records.

With the ability to view and pay invoices online, the MyCase Client Portal streamlines the billing process and ensures transparency in financial transactions.

Conclusion

The MyCase Client Portal empowers clients like you to actively participate in the legal process, collaborate with your legal team, and access crucial case information securely. By logging into the portal, exploring the home screen, uploading documents, utilizing secure messaging, and managing invoices and payments, you can make the most of this comprehensive tool. Enhance your legal experience with the MyCase Client Portal and enjoy seamless communication, efficient document management, and transparent billing processes.

Partnering with a law firm that utilizes the MyCase Client Portal demonstrates their commitment to providing you with the best possible legal representation in the digital age.

Remember, should you have any questions or require further assistance, don’t hesitate to reach out to your legal team through the MyCase Client Portal or contact the law firm directly. Together, you can navigate your legal journey with ease and confidence.

Yuliya Kelmansky is an Expert in Criminal Law who has over 15 years of practice defending a variety of criminal cases.