MyCase

MyCase

What is MyCase?

MyCase is a legal practice management and CRM platform built for law firms running case management billing client communication and trust accounting from one platform. Three tiers from Basic ($50) to Advanced ($130) annual scale features including AI writing assistance document generation and case discovery AI on higher plans.

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    MyCase Features

    Case management with deadline and task tracking

    Time entry and billing automation

    Trust accounting compliant with state bar requirements

    Client communication portal

    Limited client portal on Basic full portal on Pro+

    AI writing assistance on Pro tier

    View All 18 Features
    Document generation and templates on Pro
    Automated workflows on Pro
    Intake forms on Pro tier
    Texting capabilities on Pro tier
    Case and discovery AI assistants on Advanced
    Advanced automation on Advanced tier
    Desktop file synchronization on Advanced
    Conflict checking on Advanced
    API access on Advanced tier
    Mobile apps for iOS and Android
    8am LawPay integrated payment processing
    10-day free trial no credit card no long-term contract

    MyCase Pricing Plans

    Basic Annual

    $50 /user/month
    • $50/user/month annual billing
    • Case management time entry invoicing trust accounting
    • Limited client portal
    • Verified on 2026-06-19
    POPULAR

    Pro Annual (Most Popular)

    $100 /user/month
    • $100/user/month annual billing
    • Adds AI writing assistance document generation automated workflows
    • Intake forms texting capabilities
    • Most popular tier for law firms
    • Verified on 2026-06-19

    Advanced Annual

    $130 /user/month
    • $130/user/month annual billing
    • Adds case and discovery AI assistants
    • Advanced automation desktop file sync
    • Conflict checking and API access
    • Verified on 2026-06-19

    Basic Monthly

    $60 /user/month
    • $60/user/month monthly billing
    • Same Basic features
    • 20% more vs annual
    • Verified on 2026-06-19

    Pro / Advanced Monthly

    $120 /user/month
    • Pro $120/user/month monthly
    • Advanced $150/user/month monthly
    • No long-term contract or setup fee
    • 10-day free trial without credit card
    • Verified on 2026-06-19

    MyCase Resources

    Description

    MyCase launched in 2010 in Santa Barbara as a legal practice management platform purpose-built for attorneys. By 2026 MyCase is part of the AffiniPay group (which also owns 8am LawPay) and serves thousands of solo attorneys and small-to-mid-size law firms across personal injury, family law, criminal defense, immigration, estate planning, and other legal practice areas. The platform combines case management, time entry, billing, trust accounting, and AI-powered legal workflows on one subscription.

    Who MyCase is right for

    This is a vertical product for legal practice. The clearest fit in 2026 is solo attorneys and small-to-mid-size law firms (1 to 50 attorneys) wanting one platform for legal practice management rather than wiring together Clio plus QuickBooks plus separate billing software. Strongest fits are personal injury firms, family law, criminal defense, immigration law, estate planning, and similar transactional and litigation practices. MyCase is the wrong choice for very large law firms (Clio Manage or Lexisnexis platforms fit better at enterprise tier) or non-legal services businesses.

    MyCase pricing in 2026

    TierAnnualMonthlyWhat you get
    Basic$50/user/mo$60/user/moCase management, time entry, invoicing, trust accounting, limited client portal
    Pro (Most Popular)$100/user/mo$120/user/mo+ AI writing assistance, document generation, automated workflows, intake forms, texting
    Advanced$130/user/mo$150/user/mo+ Case and discovery AI assistants, advanced automation, desktop file sync, conflict checking, API

    Verified on 2026-06-19 against the official MyCase pricing page. No long-term contract or setup fee. 10-day free trial without credit card. Pricing scales by active firm users.

    Hidden costs to know about

    Three watch-outs. First, monthly billing adds 20 percent over annual rates; committed firms should commit annually. Second, AI features are gated by tier; firms wanting case and discovery AI must upgrade to Advanced ($130). Third, payment processing fees through 8am LawPay are separate from MyCase subscription and apply to every client credit card or ACH transaction. Plan total cost including subscription plus payment processing fees plus optional add-ons.

    MyCase vs alternatives at a glance

    ToolBest forAnnual startingWhy pick it
    MyCaseSolo to mid-size law firms$50/user/moAffiniPay-owned, LawPay integrated, fast setup
    Clio ManageMid-size to large law firms$59+/user/moLarger ecosystem, deeper enterprise features
    PracticePantherSmall law firms$59/user/moDirect SMB competitor with similar features
    SmokeballSmall law firms wanting deep automation$59/user/moStrong automation, automatic time tracking
    LawmaticsLegal CRM (pre-engagement)Contact SalesMarketing CRM for client intake

    Integrations

    Native LawPay payment processing (same AffiniPay parent). QuickBooks Online integration. Microsoft Outlook, Google Calendar, and Gmail integration. Document tools including Word and Adobe PDF. Zapier for the long tail of integrations. REST API on Advanced tier for custom integrations. Industry-specific integrations through partner ecosystem for court filing, legal research, and case management.

    Pros and cons

    What works: Purpose-built for legal practice with trust accounting compliance out of the box. AffiniPay parent provides LawPay integration that handles legal payment compliance. Fast setup compared to enterprise legal platforms. AI features on Pro tier deliver productivity lift. Mobile apps work for attorneys in court and meetings. 10-day free trial without credit card. No setup fees or long-term contract requirements.

    Where it strains: Per-user pricing climbs for larger firms; a 10-attorney firm on Pro pays $1,000/month base. AI features and case discovery AI gated to higher tiers. Smaller third-party app ecosystem than Clio. Less suitable for very large firms (50+ attorneys) where Clio Manage Enterprise typically fits better. Limited customization compared to generic CRM platforms.

    What real buyers say

    Operator reviews on SoftwareAdvice, SelectHub, and the r/LawFirm subreddit cluster around three wins: trust accounting compliance out of the box eliminates compliance worry that generic CRMs create, LawPay integration handles legal payment complexity, and AI writing assistance on Pro tier delivers measurable time savings on document drafting. Common pushback is on AI gating to higher tiers, per-user pricing climb for larger firms, and the cost of payment processing fees in addition to subscription.

    Field guide

    FieldDetail
    HeadquartersSanta Barbara, California, United States
    Parent companyAffiniPay (also owns LawPay)
    Founded2010
    Industry focusLegal practice (law firms)
    MobileNative iOS and Android
    Free trial10 days, no card required, no contract
    Free planNone
    Payment processingLawPay integrated for trust-compliant payments

    Buyer action plan

    Start with the 10-day free trial on Pro tier (the most popular starting point for law firms). Add real clients and cases. Test case management, time entry, and trust accounting against your real practice workflow. Connect LawPay for payment processing. Test AI writing assistance for document drafting. Decide between Basic, Pro, or Advanced based on AI feature needs, automation requirements, and case discovery AI value. Plan annual billing for 20 percent savings.

    2026 updates

    The headline 2026 capabilities are the expanded case and discovery AI assistants on Advanced tier that automate document analysis and discovery review workflows. AI writing assistance on Pro tier deepened. Texting capabilities expanded. LawPay integration matured. Desktop file synchronization on Advanced improved for firms managing large document collections.

    Security and compliance

    Cloud platform with TLS in transit, encryption at rest, SOC 2 Type II, state bar trust accounting compliance, role-based access controls, two-factor authentication, audit logging. PCI-compliant payment processing through 8am LawPay. AffiniPay parent provides additional compliance documentation for legal industry buyers. EU data residency available for international firms.

    Customer support

    Email, in-app live chat, knowledge base, MyCase Help Center training content, phone support. Response times during US business hours are fast. r/LawFirm and legal LinkedIn communities have active MyCase peer support discussions. The Lawnext community publishes legal technology evaluations including MyCase.

    Who can use MyCase

    Best fit: solo attorneys and small-to-mid-size law firms 1 to 50 attorneys across personal injury, family law, criminal defense, immigration, estate planning, and similar practices. Reasonable fit: any law firm wanting integrated practice management plus billing plus trust accounting. Not a fit: very large law firms 50+ attorneys (Clio Manage Enterprise fits better) or non-legal services businesses.

    Mobile app

    Native iOS and Android apps support attorney workflows including case access, time entry, document upload, client communication, and billing from mobile. Solo attorneys and small-firm partners working from court, client meetings, or home get a polished mobile experience that ranks among the best in the legal practice management category.

    How to get started with MyCase

    Sign up for the 10-day free trial at the official MyCase pricing page. Add real clients and cases. Connect LawPay for payment processing. Test case management, time entry, and trust accounting against your real workflow. Test AI writing assistance on Pro tier. Decide between Basic, Pro, or Advanced based on AI feature needs and case discovery AI value.

    Top alternatives to MyCase

    Clio Manage is the larger competitor with deeper enterprise features and broader ecosystem. PracticePanther is the direct SMB competitor with similar features. Smokeball is the SMB alternative with strong automation. CASEpeer is the personal injury vertical alternative. Lawmatics is the legal CRM for pre-engagement client intake. Filevine is the larger case management platform alternative.

    How to cancel MyCase

    Cancellation is self-serve from account settings. Monthly subscriptions cancel at end of billing period without long-term contract obligations. Annual subscriptions cancel at renewal with prorated refund where applicable. Data export available via CSV. No cancellation fee or setup fee.

    Bottom line

    MyCase is the right pick for a solo attorney or small-to-mid-size law firm 1 to 50 attorneys wanting one platform for legal practice management with trust accounting compliance, LawPay integrated payments, and AI features on higher tiers. Pro tier at $100/user/month annual is the most popular starting point with AI writing assistance and automation included. For very large firms, Clio Manage Enterprise fits better. For solo and small firms wanting fast setup and reasonable pricing, MyCase is competitive in the legal practice management category in 2026.

    Verified on 2026-06-19. Pricing verified from the official MyCase pricing page.

    Frequently Asked Questions

    What is MyCase used for?
    MyCase is a legal practice management and CRM platform that law firms use to run case management, time tracking, billing, trust accounting, client communication, and document management from one platform. The product is purpose-built for attorneys and replaces the typical multi-tool stack of Clio plus QuickBooks plus separate billing software with a unified legal-vertical platform.
    How much does MyCase cost in 2026?
    MyCase has three tiers, all per-user. Basic is $50/user/month annual ($60 monthly) with case management and trust accounting. Pro is $100/user/month annual ($120 monthly, most popular) adding AI writing assistance, document generation, automated workflows, intake forms, and texting. Advanced is $130/user/month annual ($150 monthly) adding case and discovery AI assistants, advanced automation, desktop file sync, conflict checking, and API access.
    Is there a free trial?
    Yes. MyCase offers a 10-day free trial with no credit card required at signup and no long-term contract or setup fee. The trial includes full feature access at the chosen tier so law firms can test case management, billing, and trust accounting workflows against real client work before committing.
    Who is MyCase best for?
    MyCase is built for solo attorneys and small-to-mid-size law firms (1 to 50 attorneys) wanting one platform for legal practice management. Strongest fits are personal injury firms, family law, criminal defense, immigration law, estate planning, and similar transactional and litigation practices. Less of a fit for very large firms (Clio Manage or Lexisnexis platforms fit better) or non-legal services businesses.
    What is the AI feature set?
    MyCase AI capabilities scale by tier. Basic tier does not include AI. Pro tier includes AI writing assistance and document generation. Advanced tier adds case and discovery AI assistants for case research and discovery document analysis. AI features are positioned as productivity multipliers for attorneys, not replacements for legal judgment.
    Does MyCase include trust accounting?
    Yes. Trust accounting is core to MyCase and is included on every tier including Basic. The trust accounting features are compliant with state bar trust account requirements, which is essential for any legal practice management platform. Trust accounting compliance is one of the table-stakes features that distinguishes legal-vertical platforms from generic CRMs.
    How does MyCase compare to Clio?
    Clio is the larger competitor in legal practice management with deeper enterprise features and a broader ecosystem. MyCase is generally considered more affordable and easier to set up for solo and small-firm attorneys. For solo and small firms wanting fast onboarding and AI features at lower price, MyCase is competitive. For larger firms or firms needing the Clio ecosystem of partners and integrations, Clio fits better. Both are mature legal-vertical platforms in 2026.
    What is LawPay integration?
    8am LawPay is the payment processing platform integrated into MyCase for trust-account-compliant credit card and ACH payments. LawPay handles the compliance complexity of processing legal payments without commingling trust funds, which is a state bar requirement that generic payment processors do not address. LawPay is part of the same AffiniPay parent company that owns MyCase.
    Does MyCase have a mobile app?
    Yes. Native iOS and Android apps support attorney workflows including case access, time entry, document upload, client communication, and billing from mobile. Solo attorneys and small-firm partners working from court, client meetings, or home get a polished mobile experience that ranks among the best in the legal practice management category.
    What are the hidden costs?
    Three watch-outs. First, monthly billing costs 20 percent more than annual billing; committed firms should commit annually. Second, AI features are gated by tier; firms wanting case and discovery AI must upgrade to Advanced tier ($130). Third, payment processing fees through LawPay are separate from MyCase subscription and apply to every client payment. Plan total cost including subscription and payment processing fees.
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