MyCase Security, Backup, & Encryption

  • Bank-grade security.
  • Secure client communication portal.
  • Regular backups.
  • You can export all your data to a CSV file and download it.

Security

MyCase runs on Amazon’s EC2 cloud servers, which are protected by military-grade perimeters and strictly control physical access to the computers. MyCase also uses Amazon’s storage for data redundancy and they back up the entire MyCase database there. They also use bank-grade security, which means it secures your connection to MyCase’s servers with SSL, and stores your information, encrypted, on those servers. MyCase also offers two-factor authentication, which you should turn on.

MyCase’s back-end security is robust. However, emails—an unavoidable and ever-present part of any lawyer’s practice—can be intercepted by just about anyone, so front-end security is necessary as well. MyCase has a secure client portal for sending messages and sharing documents with clients.

When you send a message or share a file within MyCase, the system sends out a notice by email, but not the substance of the communication itself.

The client then has to log into MyCase to get the message or document. This makes the client portal a bit more of a hassle to use than email, obviously, but it is essential. If MyCase included the message in the notification email, there goes the security.

Backup

Backing up your data from MyCase is simple. Just go to Settings > Import / Export > Full Backup and download a CSV file with all your data. You can choose to have it export only the cases you are linked to or all firm cases. You can also decide whether you would like to include archived items or not. It doesn’t get much easier than that. According to the MyCase knowledgebase, you can only do this once per day, but that should be more than enough.

Of course, MyCase also backs up your data regularly, but you should definitely take advantage of the option to download your own copy regularly.