Tech riderRev. 1 Oct 2026

MyCase Legal Accounting

Ch 037.2of 41Trust Accounting Software

1Runs onAndroid, iOS, Mac, Web, Windows
2Costsfree trial · paid from $39/mo
3Three-way reconciliationYes

3 lines stated Written from the maker's own pages: mycase.com

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Overview

MyCase Legal Accounting is accounting software built into the MyCase practice management platform for law-firm case data, client billing, IOLTA compliance, and firm accounting. It supports three-way trust reconciliations, automatic bank reconciliations, and automated IOLTA safeguards. Firms can set a minimum trust balance for each client and receive dashboard and client-level alerts when it falls below that amount. The service can create invoices from case time-tracking entries and includes an upgraded banking integration with Plaid. Listed integrations include LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook, and Zapier; an Open API is available for connecting platforms. The cloud-based app is available on Android and iOS with automatic database synchronization. MyCase Accounting costs 39.00 USD per month per accounting user as an add-on to a case management plan. There is no free plan, and a 10-day trial is listed. MyCase describes support including free onboarding, accounting courses, customer service, tool tips, and a dedicated help center.

Who it is for

This accounting add-on suits law firms that need trust accounting, billing, and client-level balance alerts within MyCase. MyCase says it serves solo attorneys, growing teams, and firms from solo practices to mid-sized and large law firms.

What is good

Supports three-way trust and automatic bank reconciliations
Automated IOLTA safeguards are included
Creates invoices from case time entries
Plaid banking integration and an Open API are listed
Android and iOS apps synchronize with the database

What to know first

Requires a MyCase case management plan
No free plan
10-day trial

Verdict

MyCase Legal Accounting brings trust and firm accounting functions into the MyCase practice management platform. The 39.00 USD monthly price is per accounting user and is an add-on to a case management plan.

MyCase Legal Accounting plans and pricing

All plans

MyCase Accounting $39/mo per accounting user add-on to any MyCase case management plan · three-way trust reconciliations · real-time financial clarity mycase.com · 1 Oct 2026

MyCase Basic $60/mo monthly per user · case/contact management · time entry, invoicing and trust accounting · unlimited document storage · limited client portal mycase.com · 1 Oct 2026

MyCase Pro $120/mo monthly per user · everything in Basic · unlimited eSignatures and document generation · automated workflows · 70+ integrations mycase.com · 1 Oct 2026

MyCase Advanced $150/mo monthly per user · everything in Pro · Desktop Drive (PC & Mac) · split billing · Open API mycase.com · 1 Oct 2026

Compared on trust accounting software

Free plan: Nomycase.com
Three-way reconciliation: Yesmycase.com

Facts

Purpose: MyCase Legal Accounting is accounting software built into the MyCase practice management platform for law-firm case data, client billing, IOLTA compliance and firm accounting.mycase.com · 1 Oct 2026
Trust compliance: The accounting product supports three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards.mycase.com · 1 Oct 2026
Banking integration: MyCase Legal Accounting includes an upgraded banking integration with Plaid.mycase.com · 1 Oct 2026
Billing: MyCase can automate invoice creation from time-tracking entries associated with each case.mycase.com · 1 Oct 2026
Low-balance alerts: Users can set a minimum trust balance for each client and receive dashboard and client-level notifications when the balance falls below it.mycase.com · 1 Oct 2026
Integrations: MyCase lists integrations including LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier.mycase.com · 1 Oct 2026
API: MyCase offers an Open API with step-by-step documentation for connecting internal or third-party platforms.mycase.com · 1 Oct 2026
Security: MyCase says data is protected with 128-bit SSL in transit and 256-bit AES encryption for stored data.mycase.com · 1 Oct 2026
Support: MyCase provides free onboarding, accounting onboarding courses, personalized customer service, tool tips and a dedicated help center.mycase.com · 1 Oct 2026
Mobile access: The cloud-based MyCase app is available on Android and iOS, with automatic synchronization across the database.mycase.com · 1 Oct 2026
Desktop access: The Advanced plan includes Desktop Drive for PC and Mac with two-way file synchronization between desktop and MyCase.mycase.com · 1 Oct 2026
Target firms: MyCase states that it serves solo attorneys, growing teams and firms ranging from solo practices to mid-sized and large law firms.mycase.com · 1 Oct 2026