MyCase App Overview

MyCase has both an iPhone and Android app that you can download for free on your phone.

C
Written by Crystal Lindsey
Updated over a week ago

MyCase has both an iPhone and Android app that you can download for free on your phone. You can access items like documents, calendar events, timers, messages and comments while you are on the go.

OVERVIEW

Downloading and logging into the app

To download the MyCase app, go to your App Store on your iOS device or to the Play Store on your Android device and search for 'MyCase'. This is a free app and once it is downloaded, simply login using your email address and password that you use to login to MyCase.

Once you are logged in, you can turn on the touch ID lock by going to 'More', then 'Settings'. Once in the Settings, click on 'Security' and then click on 'Enable Touch ID Lock'.

User-added image

The MyCase app will logout automatically after two weeks of inactivity. If you are actively using the app, you will remain logged in, unless you choose to logout manually.

Calendar

In the calendar on the app you'll have two tabs: one for your personal calendar, and one to see your staff’s calendar if you have more than 1 user enabled for your MyCase firm.

User-added image

When on the calendar, you can hit the calendar icon in upper right hand corner to get to today’s date.

User-added image

When adding an event from the floating action button (blue '+' sign) it will default to whatever date you have highlighted on the calendar. If no date is highlighted, it will default to today’s date.

Contacts

In the app you can view, add, and edit contacts by clicking the 'Contacts' icon. To make edits to a contact, click the name of the contact to view their information and then click the edit icon on the top right of the screen to make edits.

User-added image

To add contacts, click the 'contact +' sign in the upper right hand corner.

User-added image

Cases

In the app, you can add case specific items to a case by clicking the three dot menu in the upper right hand corner of the case details page. Some examples of items you can add in this area are case events, notes, tasks, time entries and expenses.

Floating Action button

The floating action button (blue '+' sign) can be used for quick actions throughout the app such as starting a timer or creating an event. This is found at the bottom right side of your screen.

User-added image

Timers

Within the app, you can start or stop up to 5 timers at a time. The timers continue to run in the background even if you close the app or navigate to a different app. To start a timer, you can click on the floating action button (blue '+' sign) and choose 'Start a timer'. You can also choose to click on the 'More' button and then choose 'Timers'.

User-added image

The only way the timer will stop (without manually hitting the stop button) is if you are logged out due to inactivity; it takes two weeks of no activity to be logged out. Timers are unique to the device (I.E. if you start a timer on the phone, it doesn’t reflect on desktop and vice versa).


Messages

On your Home screen, unread message subjects are highlighted in bold. Once the message is read, the subject is no longer in bold. Also, if you click 'More' on the bottom of your screen and there are unread messages, there will be a red notification bubble alerting you.

User-added image

Comments

Comments display on the items that have been commented on (document, task, or events). These can be viewed when you click the item itself and then click the comment icon on the top right of the screen.

User-added image

Another way to view comments is to navigate to the comment on the “recent activity feed”. You can click on the item in recent activity, be taken to the item, and then click the bubble icon in the upper right hand corner to see the comments.

User-added image

You can add comments to document, tasks, or events by navigating to the item you wish to comment on, clicking the comment icon in the upper right hand corner, and by adding a comment in the “add comment” text box.

User-added image
Did this answer your question?