Mycase download to new pc

Information Overview. When ready, click the Create Backup button. All payments made in MyCase are listed here, whether deposited into operating, operating as credit, or trust. Appointments- This is a full list of all appointments since the beginning of your MyCase account. Cases- This is a comprehensive case list.

Clients- This is a comprehensive list of all contacts in all contact groups. Companies- This is a list of all company contacts. Documents- This is a list of all documents that have been uploaded into your MyCase account. Expenses- This is a list of all expenses added since the beginning of your MyCase account. Flat fees- This is a list of all flat fees added since the beginning of your MyCase account.

Invoice discounts- This is a list of all adjustments discounts, taxes, interest, additions found on all invoices in your MyCase account. Invoices- This includes all invoices in your MyCase account broken into spreadsheet form. Locations- This is a list of all calendar locations in your MyCase account. Messages- This is a list of all messages sent and received using MyCase.

Tasks- This is a list of all tasks added since the beginning of your MyCase account. Time entries- This is a list of all time entries added since the beginning of your MyCase account. Trust activity- This is a list of all trust activity added since the beginning of your MyCase account. All of these files open into individual Excel files and can be great for instances when you need full lists of your appointments, tasks, account activity, etc.

How do I get my data out of MyCase? URL Name. Chatter isn't enabled or the user doesn't have Chatter access. Don't see what you're looking for? Ask a Question. Contact Support.

Why MyCase. Happy Customers. By clicking sign up, I agree that I would like information, tips, and offers about Microsoft Store and other Microsoft products and services. Privacy Statement. MyCase File Sync. See System Requirements. Available on PC. Description Seamlessly edit documents using the software of your choice and sync saved changes back to MyCase instantaneously with MyCase File Sync - no download and re-upload required.

Show More. People also like. What's new in this version - Refined authentication flow - Bug fixes. Additional information Published by MyCase Inc. Published by MyCase Inc. You need to be confident that your Case Management software is reliable, secure, and has a track record of success.

MyCase is an all-in-one case management software for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, an entire case file is in one place, particularly the billing and payments.

Our clients love communicating with us, seeing calendar events, and paying their invoices — all from one location. Keep cases on track with centralized document storage, calendaring, streamlined processes, and status reports. From time tracking to collecting payment, MyCase simplifies an otherwise complicated process with end-to-end billing, saving time month after month.

MyCase Payments streamlines law firm payment processing, helping attorneys collect more fees faster while providing a convenient, modern client experience.

Track, manage, and convert more prospective clients into business for your law firm with MyCase lead management software features. The MyCase Client Portal and other communication tools enable your law firm to efficiently reach clients and collaborate with them so you can exceed expectations with ease.

From all things design to all things technical, MyCase builds sophisticated, custom websites so you can focus on building a successful law firm. Our success is your success.