MyCase

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.

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.

Great Potential, Falls Short

Comments: Overall MyCase is just average. It could be so much better. I have asked MyCase to address these issues for over a year but they seem focused on adding bells and whistles like Zapier integration, document assembly improvements... all very good things, but neglecting the basic features that would make user experience so much better. If I was contemplating moving to MyCase I would think long and hard. If it wasn't for the client portal features, I would ditch MyCase.

Pros:

MyCase has great potential. It plays nicely with other apps and the MyCase team has worked to make it more connective with zapier and other automation apps. It is headed in the right direction. It has a usable client portal feature and auto notification system that makes it valuable for our business in keeping clients updated on their files (cutting down on emails and redundant communications). It is stable-- very few glitches, outages, crashes, etc... Coming from the Amicus platform, it is far more reliable. It is relatively easy to set up and use.

Cons:

Now for the bad news. 1. MyCase is frustratingly vanilla in ways that should be easily fixable. For example, MyCase allows almost *no* user customization for any of the meaningful ways users interact with the platform like events. Whereas most platforms allow calendar events to be listed by most recent or oldest, MyCase forces users to only view oldest to most recent (with an on/off toggle that lets you only view events in the future or the full list of events from oldest to newest). This means you have to endlessly scroll down the screen for any typical file with more than a handful of events. Worse, the main navigation bar at the top of the MyCase screen does not stay there when scrolling down, so if you want to navigate anywhere else or add a new event etc... you must scroll all the way back up to see that main bar and then scroll back down again to see the event you just added. Very annoying. 2. MyCase does not allow a user any control over what case information you see on a given file, so you wind up having to have multiple windows open to display the information you want rather than customize it for your practice. 3. MyCase forces an annoying amount of mouse clicking on users. For example, adding a new task to MyCase file requires 7 or 8 mouse clicks because MyCase does not allow for a user to set certain default settings that would avoid repetitious selections. 4. MyCase billing is just average. Again, creating bills and applying payments requires way too many clicks and selections. And it's needless. There's no reason MyCase cannot allow an Admin to set firm defaults for billing that would pre-fill in most of the data fields by default. Instead the user has to fill in each one manually over and over.

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.

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.

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.

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.

Great case management software

Comments: Great

Pros:

Portability, upgrades & customer service

Cons:

Email functionality deletes emails from server or duplicates.

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.

Every Paralegal Needs this Program

Comments: Love mycase. It is the easiest part of my job.

Pros:

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

Cons:

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

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 changed our Firm

Pros:

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

Cons:

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)

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.

Very functional and helpful, but there is a learning curve for some clients.

Comments: Overall, our experience has been positive and we found it to be pretty much "plug and play". There are features we are still working on implementing and/or upgrading our existing infrastructure to be able to use more efficiently but we are very happy with MyCase.

Pros:

We love the ease of time tracking, the mobile app and organization features.

Cons:

We have had client complaints that the client-side is confusing when they are looking for documents that have been shared or upcoming events. It would also be more efficient if we could share entire file folders rather than individual documents. Finally, a notification or icon when a new note has been posted to a case would make that function more useful.

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.

Great CRM for Legal Firms

Pros:

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.

Cons:

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.

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 is great for our uses

Comments: Fantastic product with good support and additional offerings. The new features that keep getting added, only improve the experiance.

Pros:

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

Cons:

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.

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.

Going on 10 years, still happy!

Comments: Overall I'm very happy, I've been with them since 2015 and I still find their pricing reasonable.

Pros:

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.

Cons:

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

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.

Love MyCase, but there is room for improvement.

Pros:

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.

Cons:

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.

A friend to small firms

Pros:

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

Cons:

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.