- Home
- Trust Accounting Software
- MyCase Legal Accounting
MyCase Legal Accounting
Austin, Texas, USA
What it is
MyCase Legal Accounting is accounting software within the MyCase practice management platform for law-firm case data, client billing, IOLTA compliance and firm accounting. Trust features include three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards. You can set a minimum trust balance for each client and receive dashboard and client-level notifications when it drops below that threshold. MyCase can create invoices from time-tracking entries associated with each case, and its banking integration uses Plaid. Listed connections include LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier; an Open API is also available. The cloud-based service has Android and iOS apps with automatic database synchronization. MyCase Accounting is an add-on to a case management plan and costs $39/user/mo. There is no free plan, though a 10-day trial is listed. MyCase also describes free onboarding, accounting courses, personalized customer service, tool tips and a help center as support options.
For and against
For
- Supports three-way trust reconciliations.
- Automates bank reconciliations and IOLTA safeguards.
- Creates invoices from case time entries.
- Includes client-level low-balance notifications.
- Android and iOS apps synchronize with the database.
Against
- Accounting is an add-on to a case management plan.
- No free plan is listed.
- Costs $39 per accounting user per month.
- Free trial lasts 10 days.
The verdict
MyCase Legal Accounting brings trust accounting, billing and firm accounting into the MyCase practice management platform. Its per-user add-on pricing and lack of a free plan are worth weighing before choosing it.
Who it suits
MyCase Legal Accounting suits solo attorneys and law firms seeking accounting tools alongside MyCase practice management. The stated customer range includes solo practices through mid-sized and large firms.
Plans and prices
MyCase Accounting
add-on to any MyCase case management plan · three-way trust reconciliations · real-time financial clarity
Read 1 Oct 2026 · mycase.com
MyCase Basic
per user · case/contact management · time entry, invoicing and trust accounting · unlimited document storage
Read 1 Oct 2026 · mycase.com
MyCase Pro
per user · everything in Basic · unlimited eSignatures and document generation · automated workflows
Read 1 Oct 2026 · mycase.com
MyCase Advanced
per user · everything in Pro · Desktop Drive (PC & Mac) · split billing
Read 1 Oct 2026 · mycase.com
On the record
- API
- MyCase offers an Open API with step-by-step documentation for connecting internal or third-party platforms.mycase.com · read 1 Oct 2026
- Banking integration
- MyCase Legal Accounting includes an upgraded banking integration with Plaid.mycase.com · read 1 Oct 2026
- Billing
- MyCase can automate invoice creation from time-tracking entries associated with each case.mycase.com · read 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 · read 1 Oct 2026
- Integrations
- MyCase lists integrations including LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier.mycase.com · read 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 · read 1 Oct 2026
- Mobile access
- The cloud-based MyCase app is available on Android and iOS, with automatic synchronization across the database.mycase.com · read 1 Oct 2026
- 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 · read 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 · read 1 Oct 2026
- Support
- MyCase provides free onboarding, accounting onboarding courses, personalized customer service, tool tips and a dedicated help center.mycase.com · read 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 · read 1 Oct 2026
- Trust compliance
- The accounting product supports three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards.mycase.com · read 1 Oct 2026
