--- title: "Assistants who work in MyCase" description: "Bring in a MyCase virtual assistant for client intake, document uploads and invoicing. Our head office is in Vancouver, Washington. See the details." url: https://assistbpo.com/software/mycase/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in MyCase AssistBPO's MyCase virtual assistant is an employed legal assistant who works inside your firm's MyCase account. Opening cases, logging time and expenses, filing documents, messaging clients through the client portal, preparing invoices and keeping the lead pipeline warm. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Your subscription, your data, your approvals. We supply the person, a trained backup and a team lead. In short - Cases opened with contacts, case type and billing set the same day - Client portal answered daily so clients stop calling for updates - Named legal assistant, trained backup, team lead reviewing the work MyCase Legal practice management by MyCase, Inc. (AffiniPay) · US, UK, CA, AU MyCase is a product of MyCase, Inc. (AffiniPay). The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do MyCase users need a virtual assistant? The client portal is the reason many firms chose MyCase, and it is also the first thing that slips. Clients message on a Tuesday, nobody answers until Friday, and by then they have called twice and left a voicemail. Behind that, the familiar backlog: time not entered, expenses on a paralegal's desk, documents sitting in email instead of the case, invoices going out late because assembling them takes an afternoon nobody has. None of this is difficult work. It is just work that competes with billable hours and loses. An assistant takes it on as their actual job: portal answered every day, time captured while memories are fresh, documents filed, invoices drafted on schedule and leads followed up before they hire the firm down the street. ## What can a virtual assistant do inside MyCase? **Cases and contacts** : Opens cases with client and related contacts, case type, assigned staff and billing arrangement, and links related matters so the file reads properly from day one. **Time and expense entries** : Enters time from calendars, calls and emails daily, records expenses and advanced costs with receipts attached, and chases the entries staff have not submitted. **Client portal messaging** : Answers portal messages in your firm's voice, shares documents and invoices with clients, and escalates the questions that need an attorney. **Documents and templates** : Files documents into the right case folder with your naming rules, builds letters and forms from your document templates, and prepares packets for signature. **Invoicing and payments** : Prepares batch invoices for your approval, applies trust and retainer balances as your rules allow, sends approved bills and follows up on unpaid invoices. **Calendar, deadlines and reminders** : Keeps court dates, statutes of limitation and internal deadlines on the firm calendar with reminders, and confirms hearings and consultations the day before. **Lead management** : Works new leads through your stages, sends intake questionnaires and engagement letters for signature, books consultations and records referral source. **Reports** : Pulls weekly and monthly reports on billable hours by staff, unbilled time, aged receivables and cases opened or closed, with a short written note on each. ## Integrations we handle - MyCase and [QuickBooks Online](https://assistbpo.com/software/quickbooks-online/) Invoices, payments and client ledgers synced for your bookkeeper; mismatched names and duplicate customers cleared before month end. - MyCase and [Google Workspace](https://assistbpo.com/software/google-workspace/) Gmail and Calendar connected under your own accounts so email files to the case and hearings sit on the firm calendar. - MyCase and [Microsoft 365](https://assistbpo.com/software/microsoft-365/) Outlook and OneDrive linked for firms on Microsoft, with document filing handled from the case rather than from someone's inbox. - MyCase and Dropbox Legacy case folders mapped to the matching MyCase case so older files stay findable during and after migration. - MyCase and [Zapier](https://assistbpo.com/software/zapier/) Website and directory enquiries created as leads with the correct source; zap failures checked each morning before intake calls start. ## Which MyCase admin tasks can you delegate? - Open new cases with full contact and billing detail - Enter daily time and expenses for attorneys and paralegals - Answer client portal messages before the end of each shift - File and rename documents into case folders - Generate letters and forms from document templates - Prepare batch invoices and send after approval - Chase unpaid invoices on your schedule - Record retainer receipts for the bookkeeper - Calendar court dates, deadlines and reminders - Send intake questionnaires and engagement letters - Book and confirm consultations - Pull weekly billable hours and receivables reports ## Roles that work in MyCase Front desk & phones ### Intake specialist Dedicated intake specialist - Warm, structured phone manner that puts anxious callers at ease - Script discipline with judgment on when to slow down or escalate - Accurate capture of names, dates, facts and the caller's own words Works in Hire a remote intake specialist [Intake specialist](https://assistbpo.com/roles/intake-specialist/) Executive & admin ### Administrative assistant Dedicated administrative assistant - Accurate data entry with a habit of double-checking - Strong document formatting in Word, Google Docs and PDF tools - Spreadsheet skills: lookups, filters, pivot tables, basic formulas Works in Hire a remote administrative assistant [Administrative assistant](https://assistbpo.com/roles/administrative-assistant/) Data & back office ### Bookkeeping assistant Dedicated bookkeeping assistant - QuickBooks Online and Xero day-to-day operation, including bank rules and reconciliations - Double-entry basics: knowing which side an entry belongs on and why - Accuracy and attention to detail with receipts, amounts and dates Works in Hire a remote bookkeeping assistant [Bookkeeping assistant](https://assistbpo.com/roles/bookkeeping-assistant/) ## Services delivered in MyCase - [Client intake services for small business](https://assistbpo.com/services/client-intake/) - [Document management outsourcing](https://assistbpo.com/services/document-management/) - [Data entry services](https://assistbpo.com/services/data-entry/) - [Bookkeeping virtual assistant](https://assistbpo.com/services/bookkeeping-assistant/) ## Other legal practice management tools we work in - [Clio](https://assistbpo.com/software/clio/) - [All tools](https://assistbpo.com/software/) ## Frequently asked questions ### What does a MyCase virtual assistant do day to day? 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. ### Do you have MyCase certified assistants? 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. ### How much does a MyCase virtual assistant cost? 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. ### Can the assistant message our clients in the portal? 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. ### How is client confidentiality protected? 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. ### How do we give the assistant access safely? 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. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/mycase/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt