MyCase Legal Accounting review
A mobile trust accounting add-on with reconciliation, compliance safeguards, and firm reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
MyCase Legal Accounting is a cloud-based accounting add-on for law firms using the MyCase legal practice management platform. It connects case files, invoices, payments, and client trust balances with accounting workflows, supporting trust accounting, IOLTA compliance, billing, bank reconciliation, transaction matching, and financial reporting. Legal teams that need mobile access to trust activity can use the product on the web, iOS, and Android.
Trust accounting is the product’s clearest strength. The published plan includes three-way trust reconciliations, financial reporting, and integrated firm financial management. Core features add automatic bank reconciliation, automatic transaction matching, client-level trust records and ledgers, minimum trust-balance alerts, customizable financial reports, and case revenue allocation. IOLTA compliance safeguards and role-based permissions further support firms that need structured oversight of trust-related financial activity. Integrations with Plaid, LawPay, and QuickBooks Online extend its fit across banking, legal payments, and accounting workflows.
Pricing is straightforward but tied to the broader MyCase ecosystem. MyCase Accounting costs $39 per user per month, billed monthly, and includes a 10-day free trial. It is an add-on that requires a MyCase case-management plan, so firms should consider the combined platform requirement when evaluating total fit. Legal teams already working in MyCase and wanting trust accounting across web and mobile devices should find the feature set well aligned with daily financial management. Firms seeking a standalone trust accounting product, or teams that do not want a MyCase dependency, should consider an alternative instead.
MyCase Legal Accounting pros and cons
- Where it wins
- Three-way trust reconciliation with automatic bank matching
- IOLTA safeguards, trust ledgers, alerts, and financial reports
- Web, iOS, and Android access with role-based permissions
- Where it doesn't
- Requires a MyCase case-management plan
- Costs $39 per accounting user each month
- Focused on law firms using the MyCase platform
MyCase Legal Accounting fact sheet, pricing and score →
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