Help Guides

Create Your First Case

Add a client, open a matter, and start tracking work in MyLawyerLink — a five-minute setup for new accounts.

Updated June 26, 2026

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Billing

Track Time, Create Invoices, and Set Up Payment Plans

Log billable time on cases, build invoices from unbilled entries, email clients, and configure installment payment plans.

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Creating SMS Templates

Create reusable SMS templates with merge fields, attachments, and categories. Use them from Account settings or the message widget.

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Documents

Using Merge Fields

How merge fields work in MyLawyerLink: placeholder syntax, available client and case fields, firm keys, and tips for documents and SMS.

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Import Clients and Cases from CSV

Validate and import clients, cases, and events from Clio, MyCase, PracticePanther, or a generic CSV export.

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Set Up the Client Portal and Invite Clients

Configure portal features, branding, and document rules, then invite clients to view cases, documents, invoices, and messages.

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Client Reminders (Email and SMS)

Configure automated client reminders for case events using SMS and email templates in team and event settings.

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Documents

Document Templates

Upload Word templates, edit merge fields, and generate filled documents from a case in MyLawyerLink.

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Set Up Twilio Calling and Text Messaging

Connect Twilio, manage phone numbers, place browser calls, send SMS from the message widget, and review call history and voicemails.

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Documents

Connect DocuSeal and Request Client Signatures

Link DocuSeal for e-signatures, map template fields to case data, and send signing requests from case documents or templates.

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Export Case Events to Your Calendar App

Create named iCalendar feeds from Events & Calendar and subscribe in Google Calendar, Outlook, or Apple Calendar.

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