MyCase Reviews

10/10 Recommend

Comments: I rave about MyCase anytime a colleague asks my opinion. Admittedly, I do not have experience with any other practice management software, but when I was comparing my options before signing up with MyCase I was most impressed by the completeness of the product as compared to other programs; and the price was by far the most competitive.

Pros:

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.

Cons:

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.

MyCase met all our needs.

Comments: Overall, MyCase met all of our needs for case management and law office management for a small law firm. Our overall experience using MyCase is excellent! I would highly recommend it to other small law firms.

Pros:

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

Cons:

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

Limited functionality, but adequate for a small firm

Comments: One of our attorneys decided CLIO was a combination of more system and more expense than we needed and opted to go with MyCase, which we've used now for the past 4 or 5 years. It's an adequate, low cost case management system for a small firm, but definitely has limitations. Tech support tends to get overwhelmed causing extremely lengthy delays via phone or chat, and inquiries regarding what seems like should be obvious features or functionality get a default auto response of "thank you for that suggestion" and then nothing ever changes. They do seem to attempt some upgrades, but not always with much success. The integration with Outlook will sync the email with a matter, but it's a 50/50 chance on if the time entry will save too, so you constantly have to go double check. We've been told repeatedly to un-sync and re-sync the accounts but that shouldn't really be required on a daily basis. All that said, for a small firm just starting out, it has enough functionality at a decent price point to provide the necessary requirements of proper case management.

Pros:

It's simple enough for new staff to catch on rather quickly.

Cons:

A lot of this is nitpicking, but added together is enough to cause significant frustration with the software: * Requested funds don't appear within the matter or in "recent activity", only in overall firm billing and at the individual contact * No app for client side, and limited functionality on firm side * Can't convert a LEAD to a CONTACT (i.e., auto-generated LEAD via intake form that should be added to existing case has to be manually re-entered) * Admin has limited capabilities over firm users (i.e, can't add photos of staff when creating their profiles) * No option to include office admin time as a billing category * Phone numbers are displayed as a long string (i.e., 12345678901 instead of 1-234-567-8901, which is incredibly difficult to read given the miniscule size of the font they use) * When they recently added the recurring credit card charge billing option, all the notifications sent out specifically stated the client's desire to opt in would have to selected, then the system defaulted to opt in being auto selected with no ability to change the setting * Daily work summary email doesn't include the user being sent to * No ability to configure workflows with LEADS * No ability to configure workflows with an "if/then" setting for TASKS * No ability to integrate with Google Ads * No ability to integrate with Constant Contact * No ability to integrate with Ring Central * The entire interface is just a monotone gray, which I suppose is okay if you're colorblind, but otherwise makes for a blah user experience

Incredibly Useful and Critical Component of my Practice

Comments: The customer service is top notch. Anytime I've needed anything or had questions about the software, staff have been quick to assist.

Pros:

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.

Cons:

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.

Best in business

Comments: I have been staggered by the ease of use, particularly over time, and the connectivity for our clients. It's simply outstanding.

Pros:

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.

Cons:

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

The integration with Docketwise only works on way - From MyCase to Docketwise. The other way around won't work at all.

Comments: I have been using Docketwise for a while. I never used MyCase. The sales representative told me that the integration from Docketwise to MyCase would be super simple. However, it is not true. The integration cannot be done automatically, and it cannot be done by exporting/importing contacts and matters, because Docketwise exports names as "Full names" and MyCase wants to import it as "First Name" and "Last name". So you have to do everything manually. This is a LOT of work. Also, the invoices and payments plans are a little hard to deal with. I mean.. I am putting all the billing info in MyCase, including past and closed cases. But sometimes the client paid a late fee or something and it is super hard to add this info, because the payments must match the flat fee rate.
Also, it would be way better if they could just add the immigration forms and case status updates to MyCasem, instead of making us use two separate softwares.

Pros:

I liked the invoice settings, especially the payment plans. I was using only Docketwise and its invoice setting are terrible. So I signed up for MyCase to use this feature.

Cons:

The integration (especially with Docketwise) and the support.

Definitely recommend

Comments: Our firm loves MyCase. It's user-friendly and packed with amazing features that have helped us achieve a 245% growth rate over the last year. I have been so impressed with MyCase that I became a certified MyCase consultant so I can help other firms experience these game-changing benefits.

Pros:

My favorite features in MyCase are the case management, client management, document management, templates and automation.

Cons:

I don't like that the invoices aren't more customizable and that the billing and invoicing aren't compatible with contingency firms. I also with MyCase would integrate with a VOIP phone system like Ring Central so we can automate some of our calling procedures.

Great case management software

Comments: Great

Pros:

Portability, upgrades & customer service

Cons:

Email functionality deletes emails from server or duplicates.

MyCase - Approaching Perfection with One Major (personal) Issue

Comments: Very positive. While I am transitioning away from MyCase due to the file size cap, I would enthusiastically endorse the program for anyone looking for a fully featured program that has really embraced integrations with other legal-related service providers that expands the features (like Woodpecker for document automation, Case Status for communication, among others).

Pros:

MyCase is fully featured, approachable, and easy to get right to work - especially if you are starting fresh and don't need to transfer files/matters over. I did transfer with (relatively) ease from Smokeball. I like that the application makes quick access to information easy (typically, its the calendar, but can be case details like confirming the courtroom number, quick access to client's contact information, etc.) I thought the layout was largely very intuitive and clean.

Cons:

The biggest issue is the file size limitation that can be uploaded to a file (capped at 1GB).Another issue that I ran into was that if I logged into MyCase on another tab or browser, I would be logged out of the first tab/browser (meaning I couldn't have two open at the same time), which was frustrating when it came to doing some data entry.

The Case for Mycase

Comments: Overall, it’s a good product and very reasonably priced. I didn’t like (or couldn’t figure out) document automation, and since that is critical to me, I ultimately went in a different direction.

Pros:

The default reminders are excellent, and the price can’t be beat.

Cons:

Document automation is very clunky, or at least I couldn’t figure it out.

Best Case Management Software Out There and I've Tried Almost All of Them

Comments: Best that's out there for sure. I've used at least 6 different Case Managment Systems in the past but this is by far the best.

Pros:

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.

Cons:

I wish it was a little bit more customizable.

MyCase is worth look at.

Comments: We have been using for many years and are satisfied with the workability of the product and mobile app

Pros:

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

Cons:

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.

My loyal assistant

Comments: I have used MyCase for years, leaving it only for a time when I went to a firm that used a different product for time tracking. As soon as I could, I returned because I have found MyCase the most intuitive and rich program.

Pros:

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

Cons:

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.

Excellent case management

Comments: Highly recommend it’s an easy application and works great to keep organized workload

Pros:

The way to stay organized with tasks and due deadlines- it’s a great way to keep your caseload organized

Cons:

That if I choose a contact to be an attorney for the child, in one case I cannot change that contact to be an adversary on another case.

Hard to Use program

Comments: My experience was terrible and I felt I was left on my own to try to figure out this complicated system.

Pros:

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

Cons:

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.

My Case management made easy!

Comments: My overall experience with MyCase is that it is an amazing tool. Since I was not trained for this type of office work, it really made learning to get things finished in an acceptable order.

Pros:

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

Cons:

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

Wow!! How easy is this.

Comments: Overall, after finally convincing myself to take advantage of the full capabilities of MyCase I can't live without it.

Pros:

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

Cons:

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.

We don't know what we would do without it

Comments: MyCase has made us much more efficient we use it for time tracking, clients contacts, invoicing and calendaring.It is a very cost effective management tool plus very helpful in that clients can see what is happening in their cases.

Pros:

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

Cons:

It gets a little glitchy when multiple files are opened.

Easy Billing and Time Tracking

Comments: I like it and it makes my life so much easier!

Pros:

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.

Cons:

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.

MyCase and its role on a Law Firm that helps Victims of Domestic Violence

Comments: It has been amazing. There're few platforms on the industry that are as useful as MyCase is. MyCase is full of functions that don't require users in the industry to constantly look for third party platforms.

Pros:

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.

Cons:

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.

Recommended Changes

Comments: It's OK. I feel like it has room for improvement. I don't like that I can no longer email from MyCase portal. That makes it hard and more work for me to connect my emails to cases on MyCase.

Pros:

I like cloud storage and time tracking. I like that I can download all of my case documents.

Cons:

I wish it would link cases to emails via Thunderbird and other apps. Also, wish it links incoming and outgoing emails, not just outgoing. Wish it can do drag and drop or ctrl+select instead of clicking on each document that i want to select to do things with. Practice Panther has a better interface than MyCase in that regards.

MyCase review Kansas

Comments: Very pleased, good customer service and functional product.

Pros:

All of the functions and ability to tailor to my needs. Customer service, ability to make suggestions for improvements/changes.

Cons:

Changes to email system that are coming, not being able to scan directly into the system to maintain documents in a faster time frame.

Solid Timekeeping System

Comments: Very good and accessible timekeeping system.
There are many reports available, and it's not clear what they all are.

Pros:

Running reports is very fast and easy. My Case makes it easy to look ahead to upcoming deadlines.

Cons:

The calendar function does not compute in weeks, which is critical for me. Some reminders pop up every time I open the program, and I can't do anything until I dismiss them...which means they are just annoying and I ignore them.

Overall Review of MyCase

Pros:

Billing Calendar Time Management Client Information

Cons:

We need separate accounts for each employee.

Great solution for small firms

Comments: I have been very satisfied with MyCase and have recommended to other attorneys.

Pros:

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.

Cons:

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