MyCase Legal Accounting
MyCase Legal Accounting is accounting software within the MyCase practice management platform, designed for law-firm case data, client billing, IOLTA complia…
What MyCase Legal Accounting is
MyCase Legal Accounting is accounting software within the MyCase practice management platform, designed for law-firm case data, client billing, IOLTA compliance and firm accounting. Its trust-accounting functions include three-way reconciliations, automatic bank reconciliations and automated IOLTA safeguards. Firms can set a minimum trust balance for each client and receive dashboard and client-level notifications when the balance drops below it. MyCase can also create invoices from time-tracking entries associated with a case, and its upgraded banking integration uses Plaid. Listed connections include LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier; an Open API is available for linking other platforms. The cloud-based app is available on Android and iOS with database synchronization. MyCase Accounting costs $39 a month per accounting user as an add-on to a case management plan. There is no free plan, though a 10-day trial is listed. MyCase describes its customers as ranging from solo attorneys to mid-sized and large firms.
Good
- Supports three-way trust reconciliations.
- Automates bank reconciliations and IOLTA safeguards.
- Creates invoices from case time entries.
- Offers client-level alerts for low trust balances.
- Android and iOS apps synchronize with the database.
Watch out
- Requires a MyCase case management plan as an add-on.
- No free plan is listed.
- Costs $39 a month per accounting user.
- Trial lasts 10 days.
Who it suits
It suits solo attorneys and law firms that need trust accounting and billing within a practice management platform. Firms can use it alongside MyCase case management plans.
Verdict
MyCase Legal Accounting brings trust-accounting controls, billing and bank connections into the MyCase platform. Its add-on pricing and required case management plan are important considerations for firms evaluating it.
Plans and prices
From MyCase Legal Accounting's own pricing page, checked 1 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| MyCase Accounting | $39 a month | add-on to any MyCase case management plan · three-way trust reconciliations · real-time financial clarity · per accounting user |
| MyCase Basic | $60 a month | per user · case/contact management · time entry, invoicing and trust accounting · unlimited document storage · limited client portal · monthly |
| MyCase Pro | $120 a month | per user · everything in Basic · unlimited eSignatures and document generation · automated workflows · 70+ integrations · monthly |
| MyCase Advanced | $150 a month | per user · everything in Pro · Desktop Drive (PC & Mac) · split billing · Open API · monthly |
The facts
Each one read from MyCase Legal Accounting's own pages, with the date it was checked.
What it does
- API
- MyCase offers an Open API with step-by-step documentation for connecting internal or third-party platforms.checked 1 Oct 2026
- Banking integration
- MyCase Legal Accounting includes an upgraded banking integration with Plaid.checked 1 Oct 2026
- Desktop access
- The Advanced plan includes Desktop Drive for PC and Mac with two-way file synchronization between desktop and MyCase.checked 1 Oct 2026
- Integrations
- MyCase lists integrations including LawPay, QuickBooks, Dropbox, Google Calendar, Microsoft Outlook and Zapier.checked 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.checked 1 Oct 2026
- Mobile access
- The cloud-based MyCase app is available on Android and iOS, with automatic synchronization across the database.checked 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.checked 1 Oct 2026
- Security
- MyCase says data is protected with 128-bit SSL in transit and 256-bit AES encryption for stored data.checked 1 Oct 2026
- Support
- MyCase provides free onboarding, accounting onboarding courses, personalized customer service, tool tips and a dedicated help center.checked 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.checked 1 Oct 2026
- Trust compliance
- The accounting product supports three-way trust reconciliations, automatic bank reconciliations and automated IOLTA safeguards.checked 1 Oct 2026
Money
- Billing
- MyCase can automate invoice creation from time-tracking entries associated with each case.checked 1 Oct 2026
The company
- Founded
- 2010checked 28 Sep 2026
- Headquarters
- Austin, Texas, USAchecked 28 Sep 2026
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