MyCase

Vorteile

I really like the user interface/layout. It feels very organized and non-chaotic. i know where everything is, and can easily locate case information/create new cases and invoices.

Nachteile

No serious cons. It is perfect and easy to use. My clients find it easy and straightforward. I would like it if there were more options to customize invoices. This may already exist in the premium plan perhaps, but I don't want to pay extra for this one little tweak/preference. I would like more flexibility and ease with invoice customization.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

I did trials for all three and I just liked MyCase better. They all offer just about the same form of features and functionality. I also trusted LawPay over the 3rd party services that were being used for payment processing and I liked that LawPay was already integrated into MyCase.

Vorteile

It was good for keeping track of clients and was cheaper than some of the other CRMs.

Nachteile

It didn’t have as many features and integrations as I would have liked.

Vorteile

This program is needed for daily file managements and task follow throughs.

Nachteile

There is no way to implement a workflow in lead. Leads are tomorrow's clients, but, if you fail to follow through on the leads, they will go somewhere else. Just as in cases, there needs to be a way to implement workflows on leads.

Also, there needs to be better reports for accounting. You may enter 10 or 20 or more time entries that are billable in multiple cases. There is no way to run a report on "open time entries that are billable" to see what is pending. The financial reports are convoluted.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

It was touted as a great product from a law firm client.

Vorteile

The reduction in paperwork is worth its weight in gold. We can documents within the firm with absolutely no extra steps. By being able to add or remove staff from each individual case, we can ensure the security of our cases, the notes, the documents, etc.

Nachteile

That you took away the email function that let us draft emails from within MyCase, and attach case documents. That was absolutely amazing. Now we have to download documents to our computer, and send it from Outlook. It was WAY more convenient when we could do it from within MyCase. Also, that ensured that the email was part of the case record with no additional effort.

Vorteile

Secure online portals where we can securely communicate with clients and remotely access online documents

Nachteile

It gets a little glitchy when multiple files are opened.

Vorteile

Billing
Calendar
Time Management
Client Information

Nachteile

We need separate accounts for each employee.

Vorteile

We use MyCase mainly for case management & it is wonderful! We're able to bill all of our legal clients directly onto their related matter making it extremely easy to have them pay directly online with credit cards or even make offline payments & have them saved on the file! We save all of our notes on OneDrive & MyCase as per our compliance standards. MyCase makes it so easy to add notes and make sure all internal users are able to see and use the feature.

Nachteile

It can be quite expensive to have a lot of users added on the law firm side, but it does make up for it with unlimited client add-ons.

Vorteile

I like that MyCase allows me to keep track of my clients in one CRM, that I can separate different practices of law, that it tracks revenue based on each practice of law worked.

Nachteile

I don't like how MyCase does not have a fee for a range of employees such as 1-10 employees at a certain rate.

Vorteile

This helps me stay on top of my case load. Everything is one place and it is user friendly.

Nachteile

Some of the features like document automation seem great but the time it takes to implement is just not available to me.

In Betracht gezogene Alternativen

Clio

Warum MyCase gewählt wurde

Attorney wanted to get organized and we started looking at programs.

Gründe für den Wechsel zu MyCase

Recommended by another law firm who had made the switch.

Vorteile

The sheer amount of features. I have both billable and contingency fee cases and MyCase covers both. It also feels more polished than other CMS's other there. For some reason, the other CMS's I've used feel cheap and bare bones and you have to build everything up. MyCase gets you started quickly because it starts with a default template.

Nachteile

I wish it was a little bit more customizable.

Vorteile

Mycase is easy to work with and loaded with features. It's a great platform for our uses.

Nachteile

There is no ability to pro-rate or divide invoices. In our situation that would be a benefit, as well as having multiple billing contacts on one invoice. I'm hoping it's something that may get worked out into the future.

Vorteile

It's easy to use, new hires, interns can easily learn and adapt to the program. Also it's not over down with too many bells and whistles, it does what it needs to.

Nachteile

Sometimes they seem a bit slower than other programs to add new options or integrations.

Vorteile

I found the interface particularly easy to work with, easy to set up. Very intuitive.

Nachteile

That I have to pay for a seat just for my bookkeeper to pull my monthly reports.

Vorteile

I like the billing program and invoicing the most. It’s easy to use and I love the app on my phone

Nachteile

I don’t like the way documents that clients upload appear in the list of documents.

Vorteile

The program makes my job so easy. I can not forget to do tasks, because it is all right there. It helps create an active case log and we can make sure that we are staying on top of everything.

Nachteile

The billing is the only feature that I am not nuts about. However, I believe it is the operator that is lacking.

Vorteile

All encompassing platform that is user friendly and efficient, overall. Customer service is stellar - above and beyond expectations and always a quick response.

Nachteile

Pricing has been increased significantly in the last few years - I believe my monthly expense has nearly tripled.

Lacks hard backup on the firm’s end.

Vorteile

Everything about MyCase has either impressed me, or been improved, in the last two years. Just insanely responsive and appropriate to our medium-sized firm's needs. We'll never switch.

Nachteile

The cost is not inconsequential, but it works in our budget.

Vorteile

Everything! It is easy to use, customizable, keeps track of my time worked on each file per client, tasks allow me to stay on track. This system made it possible for me to take on more work and as such additional clients. Don't know what I would do without it.

Nachteile

I utilize this system from a different perspective as I am not an attorney. I am a self employed Claim Consultant - Virtual Assistant. My clients are Attorneys. If I want to see which cases are open with which client there is no easy way to do this on my end. I either need to go to my open cases (in which case I am unable to see per client) or go into Contact/People which I can scan all cases for each client but it lists all open and closed cases. I would like to be able to just see open cases per client.

Vorteile

ease of note taking and task management

Nachteile

inability to group files in a customized way

Vorteile

Login from anywhere. Easy billing and invoice system.

Nachteile

The integration of email is clunky. The internal messaging is confusing to clients in the portal if the firm isn't using that function.

Vorteile

MyCase was a great application. It is very user friendly. The invoices allow clients to easily see what their payment plan is, how many payments there are, and what the upcoming payments are.

Nachteile

My issue with MyCase is the Account Management. We left MyCase for Clio because the account manager lied. Our firm was divided and from one account, we created three. The account manager told us the price per account would be a certain amount. We agreed. The work was done to divide the cases and move the documents. Then she came back and said we couldn't have the price agreed on and it would be a different amount. We had proof of the amount and conversation. She admitted she lied, but said her manager wouldn't let us have that amount. With proof of the lie, they did not care. The ethics of MyCase caused us to leave them and go to Clio.

Vorteile

It helps us stay organized and there are so many useful features to manage the cases all in one platform.

Nachteile

I do not like that it times out so fast when I am drafting a message.

Vorteile

Time tracking and billing is made easy with MyCase.

Nachteile

I cannot say I have any gripes about MyCase.

Vorteile

Love the calendar reminders to client, intake forms and easy payment options available.

Nachteile

You have to hunt for the topics when you need supportive assistance. Integrations are not seamless re LawPay or Desktop MyCase. Previously attempts to install don't seem to "stick" therefore unable to fully edit documents in MyCase.

Vorteile

The ease of inputting and finding information about your clients quickly. The ability to track your time is very convenient and efficient.

Nachteile

I really don't have a lot of cons to report. I would say that it is learning all of its uses and functions.

Vorteile

Simply stated, there is really nothing about the product I liked.

Nachteile

The billing does not always show what is in the trust account and when I asked a person to assist on the phone she claimed she was too busy to assist with all my questions so I felt I was on my own to figure it out.

Vorteile

this app is user friendly. I love it! I have recently started using more of the features

Nachteile

Price is a little high, but it makes up for it with everything that can be done

Vorteile

Especially with the continuance of remote work after Covid restrictions have eased, MyCase provides an easy to access platform within our office and with our clients.

Nachteile

Matter verbiage and attorney assignments entered during set up do not carry over to invoices and have to be manually entered or edited.

Vorteile

It is easy to use, and affordable. I love the mobile app it is easy to use when scheduling court dates when in person for court.

Nachteile

MyCase defaults the calendar to Hawaii's time for Apple and Mac users. My clients who has Apple products say that the calendar shows the wrong time for events. They have to go into the system and default the calendar to Eastern standard time.

Vorteile

I love everything about MyCase. Very user friendly & has a client portal!

Nachteile

Medical Provider details and the search feature is a little wonky. If I type in an exact number or name that is the only option I want. It was changed recently and it was better before the change.

Vorteile

The ease of it all. MyCase has allowed us to improve our client communications, especially time managing cases and client contact.

Nachteile

They changed the way you text and it has been complicated since then (have not been able to use text messages).

Vorteile

its ease of use, customer service, user friendliness.

Nachteile

it could be even better than it is if they added some additional items that I have requested.

Vorteile

Easy to use, a lot of features, reasonable processing fees.

Nachteile

Reporting is lacking and issues with e-checks

Vorteile

Portability, upgrades & customer service

Nachteile

Email functionality deletes emails from server or duplicates.

Vorteile

Very user friendly and modern. Client enjoy it as well.

Nachteile

I don't really like the document feature. Also Client Care and invoices do not speak to eachother.

Vorteile

The client portal make interacting with clients very easy and secure. Calendar works with our other programs automatically putting hearings and meetings in a appropriate times. We rely on it daily.

Nachteile

Repetitive data entry when working within a case makes the product somewhat tedious to use. When edits are made to the calendar, the client is notified even when it is simply removing a duplicate entry. Can be very confusing to clients.

Vorteile

All components are obvious and easy to use; and when something does not work, which is rare, customer service does somersaults to serve

Nachteile

No complaints about MyCase; everything I use works well all of the time.

Vorteile

I have all the functionalities I need to run the office in a single location. MyCase erased the mental load of juggling multiple programs to keep everything organized. Not having to think about where to find things is worth the money.

Nachteile

I wish I could customize my invoices more.

Vorteile

I really appreciate the feature in MyCase that allows me to create custom fields for both my case and contact information. It's also really helpful to be able to customize templates for creating documents.

Nachteile

Is it possible to create separate fields for calendars and tasks? The pricing has gone up quite rapidly, but it still remains a good value.

Vorteile

Encrypted client portal; document library; invoicing and trust accounting; secure and straightforward client communications.

Nachteile

Limited document formats - unable to create templates outside of one format.

Vorteile

I have used Amicus, Smokeball, Justware, and Cleo. Hands down this is my favorite software to run my business.

Nachteile

I would like the ability to enter bulk notes. I often have 5+ cases that need the same notation and it's time-consuming to have to enter each case.

Vorteile

texting fatures, invoices, hourly timekeeping,

Nachteile

not sure if there were really any cons. Perhaps Phone App can be better designed.

Vorteile

Time, billing, invoicing , calendar linked to clients files

Nachteile

My Case Calendar needs to be directly linked to Calendly, not through Google Calendar

Vorteile

The ease of use, how simple and streamlined the processes are.

Nachteile

The reports are not always easy to figure out.

Vorteile

I have been using MyCase for my legal practice, and I must say that it has exceeded my expectations in many ways. One of the things I like most about MyCase is its comprehensive feature set. The platform offers a wide range of tools and functionalities specifically designed for law firms, which has greatly improved my efficiency and organization. From case management and document management to time tracking and billing, MyCase has all the essential features I need to streamline my workflow and manage my cases effectively. The user interface is intuitive and user-friendly, making it easy for me to navigate and access the information I need. The customer support provided by MyCase is also outstanding, as they are responsive, knowledgeable, and always ready to assist me with any questions or concerns.

Nachteile

In my experience using MyCase for my legal practice, there are a few aspects that I liked least about the platform. Firstly, I found the pricing to be on the higher side compared to some other similar software options available in the market. While the features and functionalities of MyCase are comprehensive, the cost can be a deterrent for smaller firms or solo practitioners with limited budgets.

Vorteile

Ease of invoicing. The only advantage to the product from the billing and payments side of the practice

Nachteile

Impossible to drill down on any report below the level of their standard reports. Lack of any common sense in reporting functions with billing, payments, etc. Need to hire some accountants to make their reports usable.

Vorteile

I like the unlimited storage and ease of client communication. MyCase allows me to keep everything in one place, making case management and organization a simple and effective.

Nachteile

The email integration doesn't allow enough granular control to make it effective for my use. I liked the old system of forwarding emails to my case and then matching them to the matter. Hoping MyCase evolves the email integration to add more control to how it can be used.

Vorteile

I like how easy it is to use My Case. Its customer service is good and have been very helpful to me every time.

Nachteile

I would like to see an integration with Wealth Counsel because it is part of my practice and would save me time.

Vorteile

I like just about every function on MyCase. I love that they continually find other integrations and functions to make part of the system. Without it, I was a huge mess!! and poor! I am still learning how to use some of the functions, but each one has made the value of MyCase increase exponentially!

Nachteile

More of the alerts for the functions (ie receive message) need to be available for the phone app. I am not always at a computer and I need to get alert notifications when a message is sent to me.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

I really didn't like Clio(had used at a former firm that i worked for) and certainly didn't like the price. As a solo practitioner, the cost is a very important factor. MyCase simply outperforms Clio in the ease of use and learning new functions or integrations. I can say I will never switch form it unless it just disappears from the market!

Vorteile

The calendar is a great feature for staying in track.

Nachteile

Email is difficult to integrate with other emails.