Assistants who work in MyCase

First the diary and the portal: hearings and meetings confirmed, every client message answered or escalated the same shift. Then yesterday's time and expenses, entered against the right cases from calendars, call logs and receipts, with queries sent to the attorney who did the work. Through the day they open cases from signed engagements, file documents, produce letters from templates and move leads along. On your billing cycle they assemble the batch invoices for approval. The end-of-day report shows portal messages handled, hours captured and anything waiting on an attorney.

Assistants on our legal desk are trained on MyCase before they join a firm: cases and contacts, time and expense entry, the client portal, document templates, batch invoicing, calendaring and lead management. That training is internal to AssistBPO. We do not claim MyCase or AffiniPay vendor certification for our staff, and we hold no partner, reseller or affiliate status with either company. The product name on this page identifies the software your firm uses. At match stage we will tell you exactly which areas of the product the proposed assistant has worked in.

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated legal assistant is priced per person for a monthly block of hours in your time zone, not per case or per invoice, so a busy litigation month does not change the bill. Your MyCase subscription and user seats stay on the firm's own account, billed by the vendor directly. Firms that also want phones answered usually add reception hours to the same block rather than hiring twice.

Yes, within the boundaries you set. They answer status questions, confirm appointments, request documents, explain your billing process as written and share invoices and files. They identify themselves by first name as part of your firm's support team. Legal advice, case strategy, settlement discussion and fee negotiation stay with the attorney, and the assistant routes those messages with a summary rather than guessing. We agree the script during onboarding, and the team lead samples portal threads monthly against it on the QA scorecard.

Every assistant signs a confidentiality agreement covering client information before onboarding and works from a managed company device with disk encryption, two-factor authentication and no local downloads unless your policy allows them. Access is limited to the cases and case types they support. Background checks are run before hire. If your firm requires a specific engagement letter clause about support staff or a written data processing agreement, we sign it. Assistants are employed, managed staff of the group, not freelancers, so the confidentiality obligation sits inside an employment relationship.

Create a staff user in your own MyCase account with the permission level your firm uses for legal support: access to the cases they work, time and billing entry, documents and portal messaging, with firm settings and payment configuration left off. They sign in from a managed device with two-factor authentication and never a shared password. Activity is recorded under their name, so you can audit a week in minutes, and the user can be deactivated instantly if anything changes.