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MyCase Client Portal Overview

Your Dashboard

The screenshot below shows the Client Dashboard. This is what you will first see when you login to your MyCase account. Let’s take a look at the elements of this page…

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1. Navigation Tabs & Notification Bubbles

  • You have access to 6 sections: Home, Calendar, Documents, Billing, Messages, and Comments. In the screen shot above, notice the red bubbles over the Calendar, Billing, and Messaging tab. This lets you know you have new calendar events, invoices, and messages waiting for you. Anytime a new item is shared with you, a red notification bubble will appear for you.

2. Recent Activity

  • You get your own Recent Activity stream that gives updates related to your case.

3. Upload Document, Send Message & Pay Invoice

  • These are the main actions that you can perform in MyCase. Upload Documents lets you choose a file from your hard drive and upload it into MyCase. We will be notified when you upload a new document. Send Messages lets you write a new message and send it to the firm. Finally, you can pay your invoices through your MyCase Client Portal using a credit or debit card.

4. Calendar & Recently Uploaded Documents

  • The calendar box will show you what upcoming events and deadlines are soon. The documents box will show you the most recently uploaded documents that have been shared with you.


YOU CAN UPLOAD DOCUMENTS

You no longer have to use email or traditional mail to send you documents. You can upload documents right into MyCase from your Client Portal. When you click the Upload Document button, you will be taken to the Add Document Window (pictured below). The Add Document feature provides a secure communication for your case.

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1. Case Link

  • You will be given a dropdown menu that contains all of your cases. You will choose which case you are uploading the document into.

2. Doc Name

  • You will name the document you are about to upload.

3. Source

  • This is where you can choose the file you would like to upload into MyCase.

4. Description

  • This is where you can describe any details or notes that you would like to include with the document.

    When you upload the document, we will be notified that you have uploaded a new document.


YOU CAN SEND SECURE MESSAGES

Instead of emailing or calling us, you can send secure messages from MyCase. When you click the Send Message button, you will be taken to the New Message window (pictured below).

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1. Case Link

  • You will be given a dropdown menu that contains all of your cases. You will choose which case your message should be associated with.

2. Send To

  • When you select a case from the Case Link dropdown, the Send To field will populate will all of the members of the firm. In the example above, the firm users Alex, Chris, Matthew, and Mike are all listed firm members. You check the box next to the people you would like to send the message to.

3. Subject

  • You can enter a subject for the message.

4. Message

  • You can enter the message/body that you would like to send.

    When you send the message, everyone that was checked in the Send To field will receive a notification that you have sent them a new message.


YOU CAN UPDATE CONTACT INFORMATION

You can update your contact information in MyCase. Of course, you can still call us to change your information as well. When you click your Account link, select the Settings option (pictured below).

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1. Account Link

  • You will be given a dropdown menu that contains account options. Choose the Settings option.

2. Contact Information

  • Click the Contact Information button in the My Profile menu to the left of the screen.

3. Edit Contact Information

  • Click the Edit Contact Information button to update your contact information.
    Be sure to click the Save Info button when you are done.

Client Portal

At Corley Legal

Existing clients can access their case records by logging into the MyCase client portal. Once logged in, you can make online payments, see court date calendars, and engage in secure communication messaging with me.

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