MyCase

Vorteile

I love how easy MyCase makes it for me to stay in communication with my clients. I also love the task feature as it gives me the kinds of reminders I need to stay on track with my cases.

Nachteile

I do not like that what I can access on the mobile app is very different/limited compared to what I can access on my computer's browser. I also do not like how counterintuitive some of the customization features are in terms of where on the platform they can be found or how the options work.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

A colleague I trust told me they have had no problems with MyCase and with that, I heard all I needed ot hear.

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

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

MyCase has been an invaluable tool in streamlining my legal practice. The platform’s intuitive interface makes it a breeze to organize documents, create efficient workflows, and send documents out for e-signatures.

Whether I'm managing client files, tracking deadlines, or facilitating remote document signing, MyCase has consistently exceeded my expectations. Its user-friendly design and robust features have significantly improved my productivity and overall efficiency. Their customer service is great too.

Nachteile

I don't have any cons to say about MyCase.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

MyCase gave me the best bang for my buck. It also integrated nicely with LawPay, which I wanted.

Vorteile

The time management and being able to centralize everything to each client. Being able to text directly with clients and the ability for them to fill out the e-forms. The multiple times. The list goes on

Nachteile

the billing part with creating invoices but I understand that it changes constantly

Vorteile

MyCase makes billing, invoicing, and trust accounting easy to manage on a daily basis. It saves me hours.

Nachteile

Some of the editing functions are not intuitive to me and I find that I must call customer service. I have never found the website support at all useful, but really appreciate how responsive customer service is for day-to-day questions.

Vorteile

Fully covers all areas of practice including billing, calendaring, client & case tracking.

Nachteile

Calendar requires manual moving of entries. It would be great if it was drag-n-drop as daily tasks have to be rescheduled constantly. Also, they are constantly advertising new products and have become a hub for outside vendors.

Vorteile

MyCase is so user friendly for client management and document transfer. It is incredibly user friendly for time entries, billing and uploading documents. It is also intuitive for finding contacts and documents. Additionally, the key word search capabilities are wonderfully easy and intuitive.

Nachteile

Making the view of folders and documents compact

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

This software is very easy to set up and use and offers alot of functions for a reasonable fee.

Nachteile

We have the LawPay integration but for initial payments, it seems to function as two separate systems where trust account payments must be processed in LawPay and reentered into MyCase. Also we get our email through GoDaddy and the email integration app does not work. I really miss this feature as it made billing for email correspondence seamless.

Vorteile

Client tracking system, the ability to communicate with my clients through the portal, the ability to bill and track my time spent through the portal, the ability to produce invoices, and the fact that my clients can pay their invoices through the system.

Nachteile

There is not yet anything that has occurred that fits this category.

Vorteile

The calendar, notes, and dashboard features.

Nachteile

I wish that the documents opened up in a new browser window.

Vorteile

I had never used it before and it was easy to figure out.

Nachteile

I really don't have any complaints about using this product.

Vorteile

I LOVE THE INVOICING, THE ABILITY TO TRACK PAYMENTS AND REVENUE (SIMILAR TO QUICKBOOKS) AND THE ABILITY TO TAKE PHYSICAL PAYMENTS.

Nachteile

I WISH THAT MYCASE PROVIDED A 1-1 DEMO TO EXPLORE ALL OF THE FEATURES THAT THE SOFTWARE HAS TO OFFER.

In Betracht gezogene Alternativen

Clio

Vorteile

Billing
Calendar
Time Management
Client Information

Nachteile

We need separate accounts for each employee.

Vorteile

I love that we can easily keep track of every aspect of each individual case and not leave anyone hanging.

Nachteile

There are a few areas that can be complicated to navigate.

Vorteile

The features I liked best about MyCase are client billing, the client portal, keeping track of billable time, and document storage.

Nachteile

The feature that I liked the least was archiving emails to individual client matters. The interface never seemed to work as seamlessly as expected.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

I chose MyCase over Clio because it better fit a law practice that concentrated in Personal injury and Family Law matters. It also was less expensive.

Vorteile

MyCase was simple to start using. It is intuitive and once you get it's design, it works very nicely. The internal reminders and messages features help my team keep every case moving.

Nachteile

MyCase could needs to be more forgiving on a mistake and allow a Note to move from the wrong case file. It also needs to allow for a capture of time for LEADS so they may be billed when they convert.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

Better pricing and integrations were available for a new start-up.

Vorteile

The ability to track everything just as I would if using a paper file, and calendar is great.

Nachteile

I find it a bit of a nuisances that I cannot past into the search bar. If I copy a name or case number, I have to type a character in the search bar then highlight it and paste my search. I would rather just paste my info and go.

Vorteile

Cloud based so it can be accessed from any computer or device connected to the internet. Mobile app for iPhone is very useful.

Nachteile

Subscription cost for support staff to assist in calendaring and entering case and client information.

Vorteile

M Case is user-friendly and needed if you are a law firm or solo practitioner. I find this helpful for those attorneys/paralegals who work with multiple attorneys in different states. It is also super helpful for PI cases such as soft tissue, litigation cases.

Nachteile

At this time I don't have any Cons, as our firm grows and the usage for My Case becomes greater, I may have some suggestion for improvement.

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

TEcnical Support. It is invaluable to have a live, English speaking person who will instruct me on how to resolve an issue when one arises. The day MyCase stops this feature is the day I start shopping for a different provider. When I can't figure a solution out related to MyCase, they are always responsive and proficient. They answer your questions immediately and are the biggest selling point for your company.

Nachteile

LawPay being the only merchant service provider integrated with MyCase. They are charging too much and I have thought about canceling MyCase because I can not use the merchant services provider I want because they don't integrate with MyCase.

In Betracht gezogene Alternativen

Clio

Warum MyCase gewählt wurde

Because MyCase is superior after considering all factors such as cost, services and support.

Zuvor genutzte Software

Clio

Gründe für den Wechsel zu MyCase

Because MyCase is superior after considering all factors such as cost, services and support.

Vorteile

I like all of our clients, forms, documents in one place, easily searchable, easier for conflict checking, reports are great. MyCase is always improving and updating.

Nachteile

I don't like that reports do not have a total count of the case, I would like search options of how cases are listed in the client, currently there are not options and they are listed in abc order,

In Betracht gezogene Alternativen

Clio

Warum MyCase gewählt wurde

Firm Central was very rigid and not user friendly

Gründe für den Wechsel zu MyCase

MyCase offered more options, and was more user friendly than Clio, close to same price, but maybe lower at the time

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

MyCase es una plataforma muy completa. Me gusta poder manejarla sin problema alguno y que los clientes puedan utilizarla.

Nachteile

Lo menos que me gusta es que no se puedan mover "folders" a Mycase. Tiene que ser documento por documento.

Vorteile

The software is easy to use and has every function you would ever need. You can manage documents, deadlines, and Client invoices/Trust Accounting all in one place, and more. If there is a function you need and don't see, not to worry. MyCase is the only software I have ever used that actually responds to customer feedback. They will update the software, if you point out a flaw or an area that they can improve, the latter being more likely, but still uncommon. MyCase does it all!

Nachteile

The monthly fee, but it's worth it. I just hope MyCase doesn't realize they could charge me more.

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

Easy to login and use. Clients never call saying they need help figuring it out.

Nachteile

Document building is sometimes difficult.

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

The ability to update client information, call clients, update billable hours in real time instead of having to wait to get home, or to the Office, to update billing.

Nachteile

Cost keeps going up. It is worth the value, but my cost has almost doubled since I began using My Case

Vorteile

It's easy to keep track of everything. Although the panel has many functions available, it doesn't look overflowed or difficult to use. The design is really well structured, loading time is amazing and the app interaction is really comfortable.

Nachteile

It would be useful to be able to access more information about other people on the Law Firm. Also, client filtering while searching for them, sometimes it shows other people first that doesn't match much the name on the input. Lastly, it would be good if there could be a way to see a log of searched clients or actions done from my account.

Vorteile

My Case is very user friendly; however, I feel the template portion should be streamlined as it is very confusing. Also, I wish it had an internal medical timeline for injury cases, where I could include pertinent information like dates of doctor's appointments, the doctor's name/location and the outcome of visit and then be able to print it in a timeline form. No other software has this and we manually prepare a medical timeline for each one of our WC and personal injury cases. More than 300 plus cases!!

Nachteile

We referred My Case to a friend and never received the $500.00 referral bonus.

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

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

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

I love that clients get automatic reminders of appointments, court hearings and meetings. The billing side is so much better than Timeslips and is very user friendly

Nachteile

That we are not able to let one user only receive or invoice on selected cases. (they don't need access to all cases, just mediations)

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

I spoke with people who used Clio and I had previous experience from a prior firm with MyCase and decided it was a better fit for our firm

Vorteile

The ease of use. And the app which makes life easy when out of the office.

Nachteile

A little expensive. I feel that as the firm has grown it’s become costly and there should be a better rate for over 10-20 users.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

Felt it was easier to use. Liked the overall feel and layout.

Vorteile

MyCase is easy to use. The basic functions are intuitive and a new user can navigate the program without much instruction. As a user becomes more advanced, MyCase offers training and tutorials, and has a plethora of add-ons available, allowing a user to really customize the program to their needs. For me, the most valued features are the ability to accept online payments, the communication and notes features, the time tracking and billing features, and the leads tracking.

Nachteile

The email integration is not seamless. I wish that there was a way for emails send to/from a connected email to automatically synch with any client who has a matching registered email address.
Additionally, my rate has consistently gone up; I don't use a lot of the add-on features that are the justification for the price increases.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

The price and robustness of the product was superior. I felt that - at the time - I was getting the most "bang for my buck."

Vorteile

I started my practice with another software, but quickly realized that only MyCase had all the functions and features I needed to manage a small, one-attorney law firm. My Case allows me to spend less time on case management and document coordination and more time defending my clients.

Nachteile

The billing between trust and operating accounts can be somewhat confusing, but I also recognize that I likely need more specific training on this aspect of the software.

Vorteile

MyCase allows me to do my work on one platform. I know it's secure and provides a place for clients and their related contacts to all stay in the loop. But the ability to template documents is my favorite feature.

Nachteile

I wish that it had more apps that could be integrated.

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

MyCase is easy to access and always accessible. It it easy to find the prompts in the system to enter new information and it is really easy to track down information on each of the cases like time billed, what the expenses are. I like that it is flexible in when you do something, it is easy to see how it connects to other data screens in the system.

Nachteile

There are three main things that I dislike:
1. I wish that when you start typing a party in the search box and they have several matters that cascade down for you to pick from, I wish you could hover over the different options and the entire case title would pop up. I often have to refer to a hard copy cheat sheet because I'm not always sure which matter I am selecting, so I am forced to have to reference a log that has our matter number referenced at the beginning of the case.
2. In reports, I wish you could run a report for true past due balances (that consisted of jobs that had balance forwards only). Right now, our invoices are set up as "Due Upon Receipt". But they are immediately categorized a past due in all the reports. If I pull an aging report after I batch out the invoices, it includes ALL of my invoices because of our payment terms. I can't, or I haven't figured out yet, how to pull a report that just reflects my jobs with 'balance forwards' which are the real past dues. I wish there were more options and simplicity overall in customizing reports with that data we are entering.
3. When entering time, I wish you could default the type of activity. 99% of the time, I am entering 'Services'. I have that I have to type S or scroll down to get to it on every entry. That's annoying.

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

Love the simplicity of tracking time and expenses and generating a billing statement from that time. This was the #1 feature I needed from it. Second key feature is client contact information and case status information. I use the "status updates" tab constantly to keep track of where I'm at in a case and key notes.

Nachteile

Billing feature needs improvement. They don't allow you to post a QR code or photo on the billing except your main logo, and they don't pass on credit card fees (the 3% fee) to the client, which is HUGE for a small firm, despite their claims that they are fully interfaced with lawpay. This is a huge inconvenience. I use the mycase to generate the bills but use a different software to bill so we don't incur hundreds of dollars of credit card fees.

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

Simple to use. Easy to access client information and manage billing information

Nachteile

Some issues with uploading firm documents - batch loading does not load directly to firm files

Vorteile

MyCase is very easy to use for billing and practice management, including case management and document organization and storage. It is very simple to use. It is one-stop shopping that accomplishes with one tool which often takes more than one. I especially like the feature that allows me to text and invoice a client.

Nachteile

The cost keeps creeping up. At some point, as great as the product is, the cost could make it prohibitive.

Vorteile

Great product. Easy to learn how to use. Great and responsive customer service that will add features upon request.

Nachteile

More expensive than some other options. Some of the cost tracking can be confusing.

In Betracht gezogene Alternativen

Clio

Gründe für den Wechsel zu MyCase

Chose MyCase because it was more cost-effective than some and had more options than others.