Mylo Prime

How can we help?

Guides for everything in Mylo Prime, honest answers to common questions, and a support team that reads every request.

Guides, by topic

Billing & payments

Your subscription, invoicing clients, trust accounting, and QuickBooks.

Mylo AI

What the assistant can do, citation verification, and how your data is handled.

Client portal

Inviting clients to Mylo Loop and sharing documents securely.

Phone & communications

Firm phone lines, the AI Voice Agent, texting, and call records.

Account & security

Two-factor authentication, data exports, and reporting security concerns.

Common questions

Three ways: submit the request form on this page, email [email protected], or — fastest if you’re already signed in — use Contact Support inside the portal, which attaches your firm context automatically so we can start on the problem immediately.

Every request gets a first response within one business day, and usually much faster. Requests are triaged on arrival — reports of a firm-wide outage or anything blocking your practice are prioritized ahead of everything else and routed to our on-call team.

Submit a request with urgency set to High and describe what’s failing — for example "no one at our firm can sign in" or "our main phone line isn’t answering." Firm-down reports are escalated immediately. Include your firm name and a phone number where we can reach you.

Contact your law firm — they manage your portal access, your documents, and your invoices, and they can fix most issues (like re-sending a portal invitation) instantly. We support law firms directly, and we can’t discuss a firm’s matters or records with anyone but the firm.

Support starts with the form or email so the right specialist picks it up with the full picture in front of them — and we get on a call whenever the issue warrants it. Premier and Enterprise firms also have hands-on onboarding sessions with our team included.

Use the request form with the category "Something’s broken." The most useful reports include what you were doing, what you expected, what happened instead, and roughly when — screenshots help enormously. Bug reports go to the engineering-facing side of our support team.

Please do — much of Mylo Prime exists because a firm asked for it. Use the "Feature request" category and tell us the problem you’re trying to solve, not just the button you wish existed; we can often solve it better than the first idea suggests, or show you something that already does it.

Data-access, deletion, and privacy requests go to [email protected], or use the "Data & security" category on the form. Formal commitments are in our privacy policy. Firm data exports are self-service — see the "Exporting your firm’s data" article above.

Email [email protected] — it goes directly to the people who handle security, and good-faith reports are always welcome and never penalized. You’ll get an acknowledgment within one business day.

Yes — Mylo Academy is built into the portal, with short hands-on lessons for each part of the platform and an interactive coach for practicing client-facing scenarios. It’s included on every plan. See "Learning the platform with Mylo Academy" above.

Send us a request

A real person on our support team reads every submission. You'll get a confirmation with a reference code right away, and a first response within one business day — usually much faster.

Firm-wide outage — nobody can sign in, phones down? Choose High and say so in the first line. Those reports page our on-call team.

Don't include confidential client details here — describe the issue and we'll work with you through secure channels if we need specifics.