MyCase Legal Accounting

Overview

MyCase Legal Accounting adds law-firm accounting to the MyCase practice-management platform, making it a fit for firms that want trust controls and client billing connected to their case records. Its appeal is the combination of trust reconciliation and case-based invoicing; the key drawback is that accounting is an add-on to a MyCase case-management plan, not a standalone option.

Key features

Trust accounting and billing

Three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards give firms a substantial set of controls for client funds. Compliance reports and per-client minimum balance settings add oversight: dashboard and client-level alerts can flag when a balance drops below the threshold a firm chooses. These tools are relevant for practices handling trust funds, though they do not remove the need for sound accounting procedures.

MyCase can generate invoices from time entries associated with each case, linking recorded work to billing. Its upgraded banking integration uses Plaid. Listed integrations include LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier; an Open API with step-by-step documentation offers another way to connect internal or third-party platforms.

Security, support and access

MyCase says it uses 128-bit SSL to protect data in transit and 256-bit AES encryption for stored data. Support includes free onboarding, accounting courses, personalized customer service, tool tips and a help center, a useful package for firms adopting accounting within a broader practice-management system.

The cloud-based app runs on Android and iOS and synchronizes automatically across the database. Desktop Drive, with two-way file synchronization between a computer and MyCase, is included only in the Advanced plan and supports PC and Mac.

Pricing

MyCase Accounting costs $39 a month per accounting user and is an add-on to any MyCase case-management plan. It includes three-way trust reconciliations and real-time financial clarity. That entry price suits firms already using MyCase that need its accounting functions; it does not represent the full cost for a firm that must also buy case management. There is no free plan, and the trial lasts 10 days.

The broader plans are billed monthly per user:

MyCase Basic: $60 a month per user. It includes case and contact management, time entry, invoicing, trust accounting, unlimited document storage and a limited client portal. It is the baseline bundled option, but the portal is limited and it lacks the higher-tier workflow and integration features.

MyCase Pro: $120 a month per user. It adds unlimited eSignatures, document generation, automated workflows and more than 70 integrations to Basic. Firms that need those functions may find the upgrade worthwhile; firms that do not can avoid paying for them.

MyCase Advanced: $150 a month per user. It adds Desktop Drive for PC and Mac, split billing and an Open API to Pro. It is the tier for firms that need desktop file synchronization, split billing or API access.

Choosing the accounting add-on rather than a bundled plan means paying for a MyCase case-management plan as well. The listed monthly prices are per user, so the total scales with the number of users on the relevant plan.

Platforms

MyCase supports Android, iOS, macOS, web and Windows. The mobile app is cloud-based and synchronizes across the database; Desktop Drive is a separate Advanced-plan feature for PC and Mac.

Who it's for

MyCase Accounting is best suited to solo attorneys and growing or larger firms that already want MyCase for practice management and need trust accounting tied to case billing. Its trust safeguards, reconciliations and case-based invoice creation address concrete law-firm workflows. Firms seeking a standalone accounting product, or those unwilling to pay for a case-management plan alongside the add-on, should look elsewhere.

Pros and cons

Pro: Three-way and automatic bank reconciliations, IOLTA safeguards and compliance reports support trust-account oversight.

Pro: Client-level balance thresholds and alerts can surface low trust balances without relying only on routine manual checks.

Pro: Invoices can be created from case-associated time entries, and integrations plus an Open API provide routes to connect other tools.

Con: The 39.00 USD monthly accounting price is per accounting user and requires a MyCase case-management plan, so it is not the whole cost for new customers.

Con: Desktop Drive and the Open API require the 150.00 USD monthly Advanced plan; firms needing those capabilities face a substantial step up from Basic.

Con: There is no free plan, and the 10-day trial is brief for firms evaluating accounting workflows across a team.

Alternatives

CosmoLex is worth considering for firms seeking trust accounting, time tracking, invoicing and online payments in a paid product with a 49.00 USD monthly per-user Launch plan; it also offers a free trial.

LeanLaw may suit firms prioritizing time and expense tracking, e-payments, reporting and IOLTA trust accounting, with a 55.00 USD monthly per-user Core plan and a free trial.

BHL Insight is another paid option for firms comparing legal trust-accounting software across Android, iOS, macOS, web and Windows.

Smokeball is an alternative for firms seeking invoicing, time and expense tracking, online payments, trust accounting and reporting, with a Bill plan from $59 a month per user, excluding GST, and a free trial.

Wise Owl Legal offers a monthly subscription priced by simultaneous users, with all modules included.

LegalClaw is a free, self-hosted alternative with a free plan and web access.

MatterX offers a free web-based Good Minutes plan capped at five matters.

Open Practice is another paid option, with Android, iOS, web and Windows support.

For a broader shortlist, see Trust Accounting Software and Legal Trust Accounting Software.

Verdict

Choose MyCase Legal Accounting if your firm already uses MyCase or is prepared to adopt its case-management platform and wants trust accounting, client-balance alerts and case-linked billing in one system. The trust controls are its strongest reason to choose it. Look elsewhere if you need accounting without a MyCase case-management commitment or want a free plan.