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.

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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.

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Vorteile

I like that MyCase offers a free trial for you to evaluate the software on your own; it is difficult to come by a CRM that you don't have to speak with twelve different representatives and have someone else manage your demo

Nachteile

MyCase offers background time tracking which is really great but that is pretty much the only benefit I saw in switching from Clio; overall it seems like MyCase is just more money for less functionality

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Vorteile

Not much to say here. It sounded like it would be a great "all-in-one" fit and would replace 3 other software programs, but we were NEVER able to get the data migrated and therefore was never able to use it.

Nachteile

The limitations on data migration and then lack of customer service when thngs started to go bad. We are a small law firm that has been in business since 1996. We had used the same CRM during that time, and had made customizations in that CRM. We were intrigued and excited by having an all-in-one law based CRM with associated billing and workflow capabilities. That being said, as we started digging into the work needed to "match" our fileds of data with the MyCase program, and the customization that would be needed - we realized that we would lose about 80% of our data and it was a one-shot data migration shot. While their migration specialist was nice, he did not once respond directly to our CRM IT person to answer very specific questions. Even worse was the customer service we received from the onboarding person - who was aware of our data migration struggles and a COVID outbreak in our office - but kept insisting that the data migration was easy, no big deal, and if we didn't get it completed within the 60 day initial time frame, we were "on our own." It was at this point that we decided the whole MyCase experience was not worth it - as it would essentially mean that we would lose the majority of our CRM data, and/or need to essentially shut down the office for two weeks to have all staff and our IT person configure and/or re-enter the data - and our reasonable assumption, given our treatment, was that we would receive horrible customer service in the future. It was at this point, when I respectfully asked for a partial refund, since we had paid for a whole year in advance - that all communication with our direct MyCase representatives ceased. Extremely disappointing.

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Zuvor genutzte Software

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.

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Vorteile

Positives:
-Unlimited storage
-E-signature
-Somewhat open API.
-Case insight menu
-Easy to add users
-Easy to update case status.

Nachteile

Negatives:
-Very poor customer service. I'm paying for products and services and they have a policy of not calling customers for customer support after 6 months. This is ridiculous. You pay for upgraded features and they won't stand by them other than to link you to a youtube page.

-They seem to be outsourcing coding and software support to third parties who require additional monthly fees and integration pains. I would rather that they increase user monthly fee and provide internal testing, customer support, and a new feature once in a great moon.

-I think they are out of the loop with what firms want and how firms use their software. For example, the dashboard doesn't have a call button, but has a sticky note feature that our firm almost never uses. It is far better to have quick access to a call button than a sticky note.

-In my opinion, they are so focused on Mycase "IQ" and billing that basic features like bulk merging and template setup that integrates well with workflow are put on the backburner.

-The reporting features are very limited and basic things like creating a custom shareable report appear impossible.

-The documents section is an unmitigated disaster. I kid you not, there are 8 types of documents in the dropdown: case documents, unread case documents, firm documents, esignature documents, intake forms, word templates, esignatures, and advanced templates. What a mess.

The advanced templates dropdown menu simple leads you to a screen that says to add the microsoft word add on. It appears to me that the microsoft word add on requires you to login to mycase every time instead of recognizing your machine.

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Vorteile

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

Nachteile

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

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.

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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

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

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 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

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

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.

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Vorteile

Easy implementation, simple, customizable interface, easy to add clients

Nachteile

Billing and invoicing is clunky and time consuming. Invoicing through docketwise is really the gold standard, but I don't use DW anymore. I also hate LawPay, and I recently left them for Gravity. I would LOOOVE a gravity integration.

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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

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

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

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

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

Billing
Calendar
Time Management
Client Information

Nachteile

We need separate accounts for each employee.

Vorteile

MyCase is staying on top of new ad-ins. It works great with Microsoft 365 and syncing.

Nachteile

Doesn't run smoothly with Dropbox. We had to sign on for Dropbox to have an additional back up with MyCase for documents

Vorteile

Configuration and implementation were easy and intuitive. I was able to set up all of my contacts and matters quickly and was using the software actively in my practice almost from day one. Integration with LawPay makes what formerly required spreadsheet data tracking automatic within the MyCase suite.

Nachteile

While much of the software and menus are self-explanatory and I find things where I would expect them I've had to resort to the Support database more than I expected. I could probably have availed myself of more training from the implementation team but chose to figure it out by trial and error.

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.

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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.

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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

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.

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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,

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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

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.

Nachteile

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.

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

User-friendly interface. Lower price than other services for the same features.

Nachteile

While the core platform works well and consistently, the add-ons are hit and miss. The accounting add-on is buggy at times: it periodically refuses to sync with my bank account. It also is difficult to change accounting entries when I discover an error such as categorization. The new gmail add-on stopped working for close to a month.

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Vorteile

The case tracking events and timeline is extremely helpful to see the progression, time tables, and work put into a single matter.

Nachteile

Generating reports can be difficult to complete. The user interface can be difficult to locate at times.

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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.

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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

I like that it is OS neutral. I like the billing.

Nachteile

It's not really that great for anything I do, and it's pretty restrictive on how you can set things up. For instance, there's no field in the user category to put my bar number, which is something that goes into pretty much any pleading that I draft. (1) Why isn't that field available, and (2) why can't I create custom fields? They always seem to be adding "features" that I rarely find any use for, but they won't fix bugs in their system. For four years, now, I can't clear an e-check that a client bounced. It shows up in the "rejected payment in last 30 days" field. They can't be bothered to fix that bug. Ever since COVID customer service has gone way down.

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Vorteile

I absolutely love the calendar and the ease of use for CERTAIN portions of MyCase. The timer is a great addition in order to track your hours. Uploading documents is also easy to navigate.

Nachteile

MyCase is not user friendly. There are certain procedures we try to implement through MyCase that are nearly impossible to do. When we contact a rep for MyCase, they are usually not able to assist us either. We wanted to be able to update the steps of a specific case as we go, to where if someone drops off working on the case, someone can just go into MyCase and see where they left off. But creating that flowchart, with warnings and whatever else, is basically not possible with MyCase. We wanted to have main levels of work flow with sublevels underneath each main level (steps and substeps), and we have not been able to create that. We also dislike that you cannot add multiple people to a Lead, nor can you use the same e-mail for a married couple to electronically send them docs for signature.

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

With no clerical staff I can do everything in one place - no more spreadsheets for time tracking and dibursement tracking. Document management has greater capabilities than I have even found use for all of it. Learning new tricks every day.

Nachteile

I may have overestimated the value but I am not dissatisfied with the value.

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

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

MyCase is a great way to keep track of cases, clients, conflicts, and time. The document template feature has revolutionized our practice. I like the text messaging feature and the consolidation of many features into one program. "Smart" time tracking is a game changer, and we are billing infinitely more time overall.

Nachteile

Navigation between client uploaded files is unwieldy and time consuming. You can't edit today's calendar events directly from the dashboard. If you have a timer running in the app, it doesn't show in the online version until the time is saved.

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

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.