This week on How it Works, we have a walkthrough of MyCase Accounting software, presented to me by Sales Engineering Manager Lindsay Bushong.

MyCase Legal Accounting, in their words, “is easy-to-use accounting software built seamlessly into the MyCase practice management platform to meet the unique business needs of law firms. An end-to-end solution, MyCase’s legal accounting software allows firms to streamline case data, client billing, IOLTA compliance, and firm accounting work to create a comprehensive, efficient financial operations system.”

Some of the features we discuss in this video are:

  • Chart of Accounts
  • Bills & Expenses
    • Operation Expenses & Firm Overhead
    • Advanced Client Costs
  • Banking
    • Matching/Posting
    • Deposit Slips
    • Checks
  • 3 Way Trust
  • Reports & Dashboards
    • Financial Statements
    • Dashboard visuals

These topics are all outlined with timestamps as chapter markers on YouTube, so click through to YouTube to view specific sections.

About How It Works

How It Works is a sponsored video series that lets you see how legal technology products work. Each episode features a hands-on demonstration, presented by the product’s developer and moderated by me.

See other episodes here or on YouTube, or read this introduction.

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Photo of Bob Ambrogi Bob Ambrogi

Bob is a lawyer, veteran legal journalist, and award-winning blogger and podcaster. In 2011, he was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” Earlier in his career, he was editor-in-chief of several legal publications, including The National Law Journal, and editorial director of ALM’s Litigation Services Division.