Attorney Share Integration

Attorney Share streamlines case referrals and helps you grow your client base with its user-friendly referral platform. Easily search high-quality cases in the Attorney Share public marketplace, using filters by state and practice area to discover right-fit opportunities for your practice.

With the integration, you can seamlessly send Attorney Share referrals directly through MyCase. (December 2024)

---

MyCase IQ: Document Summaries AI

Document Summaries save time by generating concise summaries of a document using AI, making it easy to scan and grasp essential information contained within that document. (November 2024)

---

Divide Invoices between Multiple Parties with Split Billing

Split Billing allows you to divide an invoice by percentage between multiple contacts, streamlining the billing process for cases involving multiple payers. The invoice will clearly indicate what each party owes, making payment collection fast and reliable. (October 2024)

---

Update to Client Intake Forms: Upload Documents

Clients and prospects can upload documents when submitting an intake form, speeding up business outcomes for your firm. File types supported: .png, .jpg, .jpeg, .pdf, .docx, .doc, and .csv. (September 2024)

---

Unlink Contacts from Cases in Bulk

When removing contacts from a case, you can select multiple contacts and delete them all at once. (July 2024)

---

Customize Email Message for Bulk Invoice Sends

When sending bulk invoices to clients, you can replace the default email message with a custom email message. (July 2024)

---

Convert a Returning Client from Lead to New Case

You can convert a returning client from a lead to a contact on a new case, using their same email address, even if it’s already in MyCase.

This eliminates the need to use a different email address to get them into the system. The new case contact will be marked as “duplicate” for easy identification (it can be edited). (July 2024)

---

Outstanding Balance Summaries on Invoices

Provide a comprehensive overview for all outstanding invoices for a client directly on new invoices.

This summary simplifies the billing process, helping clients understand their total dues at a glance, thereby facilitating timely payments and reducing the need for balance forwarding. (July 2024)

---

Dynamic Client Intake + Online Lead Forms

Deliver a more personalized client experience with new dynamic client intake forms and online lead forms.

Dynamic forms respond to client input--showing or hiding new questions based on previous answers--customizing your form for each client.

Already have intake forms? Simply edit them to add conditional questions to make them dynamic and even combine multiple forms into one. (June 2024)
​

---

MyCase IQ: Text Editing AI

MyCase IQ is MyCase's version of generative artificial intelligence, to help you and your team work smarter and more efficiently.

With our AI-powered Text Editing feature, you can summarize and organize unstructured text; use advanced grammar, spelling, and style checkers; improve clarity and and engagement; and even adjust the overall tone of your writing. (May 2024)
​

---

Multi-Invoice Payments

Simplify collecting multiple invoices with outstanding balances with Multi-Invoice Payments.

After an invoice is shared with your client, they will have the option to select additional invoices with outstanding balances and make a single payment. (May 2024)

---

Briefpoint Integration

Automate routine discovery response and request drafting tasks with AI. Save up to 3 hours of time per discovery document and reduce much of the tedious data entry work required in responses. (May 2024)
​

---

Online Payments for Puerto Rico

LawPay is proud to now serve Puerto Rico legal professionals as the leading provider of online payments.

Firms can now accept credit, debit and eCheck payments online, while ensuring compliance with ABA and IOLTA guidelines. (April 2024)

---

Legalyze.ai Integration

Legalyze.ai empowers firms to save time using AI to quickly analyze case documents and gain insights into case details.

Easily generate summaries, timelines, and procedural documents using AI and sync to your cases in MyCase. (April 2024)

---

VXT Integration

VXT, a Voice over Internet Protocol (VoIP) phone system designed for law firms, provides a hassle-free solution to ensure streamlined communication regardless of location or device.

With the integration, you can record and transcribe conversations, take notes, automatically capture billable time, and more—all powered by the simplicity of an internet connection—and sync it all to MyCase (February 2024)

---

Time Miner Integration

With Time Mine, firms can streamline the capture of mobile billable time by scanning smartphone bills, with calls and text histories and matching to MyCase contacts.

Time entries then sync to MyCase for case time tracking and expense billing to protect profit margins (January 2024)

---

Bulk Email Invoices

Save time by sharing multiple invoices with associated contacts at one time via email or client portal.
​
Simply select which invoices need to be notified, and send to all associated contacts or only the billing contacts via email or the client portal. (March 2024)

---

Clearbrief

Patented AI-powered software for legal brief writing and review, as well as discovery analysis. Automate tasks such as cite checking and identifying factual weaknesses in opposing counsel's briefs. (January 2024)
​

---

Web Timer Limit Increase from Five to Ten timers

Firms can now track up to ten timers in MyCase to record more billable hours. (January 2024)

---

Hey there,

Invoicing has been updated 🙌. Here at CPACharge, we deeply value your feedback, and in response, we've made a couple of adjustments to our invoicing feature—because your input shapes our continuous commitment to improvement.

• Resending a Quick Bill with no line items will no longer include an invoice PDF in the email.

The Invoice detail screen showing a previously sent QuickBill will not attach a PDF file with the “Services Rendered” line item upon resend

• It is now possible to manage documents attached to Quick Bills and Invoices after they have been sent.

• In the Invoice detail screen displaying a QuickBill: Only the Reference field is shown (e.g., “request to pay 2023 Tax preparation”).

The Number field is no longer displayed.

However, In the Invoice detail screen displaying an Invoice: Both the Number (e.g., 001923) and Reference fields (e.g., “Estate Planning recommendations”) of the invoice are shown as the title of the page.