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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…

Place
#11 of 42
Score
7.1
MyCase Legal Accounting's website

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.

All about pricing
PlanPriceWhat it gives you
MyCase Accounting$39 a monthadd-on to any MyCase case management plan · three-way trust reconciliations · real-time financial clarity · per accounting user
MyCase Basic$60 a monthper user · case/contact management · time entry, invoicing and trust accounting · unlimited document storage · limited client portal · monthly
MyCase Pro$120 a monthper user · everything in Basic · unlimited eSignatures and document generation · automated workflows · 70+ integrations · monthly
MyCase Advanced$150 a monthper 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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