MyCase

Avantages

Easy to use. Love how the clients can pay online. I love how the case and client screens are integrated.

Inconvénients

I absolutely hate that I cannot have my legal staff assist with the billing functions without also having them see the financial condition of the firm. I have lost an employee to them seeing how much the firm brought in and them believing we did not pay them enough. They then shared this information with other staff. I have considered leaving MyCase because of this I hate it so much. I need my staff to be able to send out payment requests for a retainer or a consultation or I need them to be able to answer a client's question about how much they still owe without the firm having to disclose how much we make each month or each year. It is honestly outrageous that this has not been resolved yet.My second largest complaint is that there is not easy way to download a remove (i.e. export) a client's contact, case info, communication and documents in an easy way. We are obligated to keep our client's file for a particular duration of time and best practice is that this information be kept in two locations, in other words, it must be backed up. The reminders pop-up is also very frustrating that I cannot control the default "ignore" time. It is set at 10 minutes and that is that.

Avantages

I have tried other products, which are very good for the attorney, but the clients found too difficult to use. When I started using My Case, my clients and my staff jumped on board immediately. We haven't looked back.

Inconvénients

I believe there should be different pricing for different users; attorneys, paralegals, secretaries, should be priced differently, depending on the hierarchy. When I started with My Case, back in 2016, you had different pricing, and it was more affordable. Since then, the monthly fee has doubled.

Alternatives envisagées 

Clio

Pourquoi choisir MyCase 

Ease of use for the customers.

Logiciel antérieur 

Clio

Pourquoi passer à MyCase

Ease of use FOR THE CLIENTS

Avantages

Document Management, Client Intake Forms, Billing and invoicing, Financial Accounting, and LawPay Payments have been the biggest benefit. It isnt released yet, but after agreeing to meet with the MyCase team to discuss our firm's expense management needs, the product they have in the works looks awesome and we can't wait to add that to our toolbox as well.

Inconvénients

I would like to see the option to add our LawPay QR code to our invoices, and be able to attach expense receipts for our clients to access directly to invoices as well.

Avantages

I like that My Case is very organized and easy to understand. When a new person comes in the office it is easy to explain the layout.

Inconvénients

Only have found two con's. One is the price of the product. Second is the program will not hold certain large files.

Avantages

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.

Inconvénients

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.

Avantages

I love how much it's changed over the years. There are at least 2 new features that i wrote to the developers as a suggestion. MyCase changes with the market and changes to meet users needs. My entire practice revolves around this program

Inconvénients

I wish I had access to my Leads information on the mobile app

Alternatives envisagées 

Clio

Pourquoi passer à MyCase

MyCase proved to be better for a criminal defense practice that doesn't run on billable hours

Avantages

I love the structure and layout. Everything is pretty easy to find and I see overall construction of the platform as intuitive. There are likely more sophisticated users than myself, but the ability to create cases, clients, transfer clients from leads, manage documents and billing, have been great for me.

Inconvénients

I do have some frustration with having to download .docx or .xlsx files. If something could be changed to allow the user to view these files without requiring download would be excellent.

Avantages

The product is very easy to use once you get the hang of it. Very easy to teach to other employees and implement into daily use.

Inconvénients

There are some features that could be added. I have not witnessed any updates in the time that we have been using MyCase. It would be nice if they did regular updates and provided "new" tools to utilize with each update. However, the interface remains the same so you're not having to relearn how to use all of the time.

Avantages

Functionalities all in one program. Billing, invoicing, calendaring, document signing

Inconvénients

It doesn’t give the option of adding an automatic 3% processing fee for credit cards

Avantages

I like that it is very organized and easy to train new staff members on how to use MyCase. I like the alerts for the calendar entries where a deadline will not "fall off". I like that we can communicate solely with clients through MyCase which will lessen phone calls.

Inconvénients

In "new case", I would like to open a new case and add a client that is already entered in mycase as a contact. But when I enter the person, MyCase will not accept their email because it already has it on file.

Avantages

Ease of use. MyCase is definitely user-focused. It was easy to learn to use when i first started with the firm - with minimal training i was able to learn and adapt on my own with relative ease. It also seems very forgiving - if you make a mistake, it is easy to fix with minimal steps.

Inconvénients

MyCase Drive and document storage - clunky. We transitioned from another platform, files didn't move over in the migration process didn't work on MyCase end and the customer service team was unapologetic for failure of their platform. We weren't warned that the files weren't transferring, they simply didn't. There also seems to be persistent syncing issues between the desktop and online system.

Avantages

I like the easy-to-use formats and its adaptability to all devices.

Inconvénients

There is nothing I don't like about MyCase.

Avantages

From the first email I sent inquiring about their program until today, I can't say enough about the ease of working with the MyCase team. Their customer support is timely, courteous, and most of patient with people who may not be as technical. They offered tutorials to begin the transition and are there every step of the process.

Inconvénients

As of now we have no real complaints.

Avantages

The MyCase features I appreciate most are: time and expense tracking; case deadline calendaring (especially the Workflow feature), and billing/invoicing. I really like the timer, which I use to track how much time I spend working on a case/matter. I also like to e-signature function, which I use when I need a client to sign a document.

Inconvénients

The thing I like lease about MyCase is that I have often have to click through multiple screens to get where I want to go. For example, if I want to find my time entries for a particular case/matter, I have to search for that case in the search bar, select the case from the drop down menu of search results, then click on the "time and billing" tab within that case, then click on the "time entries" tab.

Avantages

The software is incredibly intuitive and user-friendly, equipped with an intelligent design that anticipates user needs. It simplifies complex tasks, ensuring a seamless and efficient experience. With this remarkable approach, the software empowers users to achieve their goals effortlessly, even without extensive training or technical expertise.

Inconvénients

Price. It is expensive, but all great softwares are!

Alternatives envisagées 

Clio

Pourquoi passer à MyCase

Price- it was more affordable than Clio at that time.

Avantages

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.

Inconvénients

I wish I could customize my invoices more.

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

Reporting is lacking and issues with e-checks

Avantages

MyCase allows us to have all of the information that we need about a case - both the evidence, calendar and financial in one place

Inconvénients

Some times the reports are not as intuitive as I would like but I can usually modify them so they get me the information that I would like. I would like to be able to have a clear report that show profitability for each practice area.

Avantages

I like the fact that you no longer need to go around looking for files, they are right at your fingertips. Documents no longer get lost as they are scanned into a file upon receipt for everyone in the office to view.

Inconvénients

I honestly cannot think of anything I don't like about My Case.

Avantages

I like the help section and tutorials because it helps improve my case management skills.

Inconvénients

There isn't anything I can think of at this time.

Avantages

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

Inconvénients

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.

Avantages

I like this software. Manage legal files, ensure good management of family rights, ensure legal invoicing, and manage legal documentation: This software is an ALL IN ONE!

Inconvénients

Everything is excellent with MyCase. Nothing to complain about, nothing abnormal on my side

Avantages

I like the ease and simplicity of use. It covers most of my case management needs.

Inconvénients

I feel that there needs to be more automation. Workflows should be available for Leads. The "zaps" available on Zapier are even limited and should be expanded.

Alternatives envisagées 

Clio

Pourquoi passer à MyCase

MyCase fit my needs better and was easier to use

Avantages

We found extremely useful the feature of Digital signature. We have been able to use it for immigration forms and Retainers, for out of state clients, who can now sign no matter where they are. Also, generating monthly statements with payment and outstanding balances that our customers can see whenever they want, and send automatic payment reminders has been very helpful to improve collections.

Inconvénients

I have submitted several times the suggestion of improving the financial information to include some sort of "monthly" cash flow for all the customers. This is not possible with the current reports.

Avantages

Its ease of use, comprehensive tools, client portal, and the ability to e-sign contracts.

Inconvénients

Its add-on for Google Calendar does not work.

Avantages

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

Inconvénients

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

Avantages

MyCase is user-friendly, case/client information is easily accessed in one place and invoicing is much easier and less time-consuming than our previous case management program. The ability to link emails directly to a client's matter is a bonus plus the ability to have access through the App while out of the office is quite convenient.

Inconvénients

It would be nice to be able to have deposit slips, void checks rather than having to delete them and have the ability to update notes/descriptions on checks.

Avantages

its ease of use, customer service, user friendliness.

Inconvénients

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

Avantages

My Case was incredibly easy to set up and use. I self taught myself how to use it with occasional questions to the help / customer service. Excellent help in customer service. It pretty much handles all the needs of our law firm.

Inconvénients

I believe there should be a spot to create an alert note. A pop up that comes up anytime you call up a case. A place that could hold important to know information before doing particular things on that case etcI had that feather on legal software for the state I worked for and it was used all the time.

Avantages

i truly enjoy the functionality and the integration of other things like text, email, lawpay, smith.ai, etc. i enjoy that there is no extra fee for that and i hope they keep it that way.

Inconvénients

i don't like that when i close a case, the tasks associated with those cases are also "closed." in immigration practice, tasks help to continue servicing a client from green card to citizenship to sponsoring other family members. having a task associated one, two or even three years later truly helps. the work around is to unlink the account from the task, but that is not very practical. that is the true thing i miss from CLIO.

Avantages

Case management and time tracking are easily the best components. Most management tools have this, but the ability to receive documents from the client and communicate with the client via the portal is a game changer.

Inconvénients

I wish there was more robust reporting for billing and showing overdue balances and monthly billing, broken down by clients/cases.

Alternatives envisagées 

Clio

Pourquoi choisir MyCase 

MyCase was much more robust.

Pourquoi passer à MyCase

I enjoyed the demo more.

Avantages

Easy to use for the firm and the clients. Keeps almost everything about each case in one accessible place. Features being added regularly to make it even better.

Inconvénients

Some functionality could be improved such as the tasks view (please add kanban view option!)

Avantages

I love that it functions as a legal assistant for me in setting up and managing my cases. My Clients love their portals.

Inconvénients

I don't like that I can no longer integrate my emails through the website.

Avantages

Salesperson was great. She was kind and understanding.

Inconvénients

Clunkiness for our areas of practice and poor customer service after purchase.

Avantages

Nearly all. I like the case management, the document management, the client control, the ease of time tracking and billing.

Inconvénients

I really don't have anything to say at this point about the least thing that I like. I really like all features that I'm using and will be exploring the implementation of other features that I'm not using like syncing my email account to mycase.

Avantages

The calendar is a great feature for staying in track.

Inconvénients

Email is difficult to integrate with other emails.

Avantages

Intuitive firm management. The interface is easy to understand and allows us to organize what we do.

Inconvénients

I would like to be able to assign a workflow to multiple people and not be forced to choose between all the users with whom the case is shared or a single user. I would also like a Zapier interface.

Avantages

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

Inconvénients

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

Avantages

Terminating the Agreement. Although it was as entertaining as a trip to the dentist, it was the one glimmer of sunshine in an otherwise dreary software experience.

Inconvénients

We spent months with their support staff trying to implement MyCase. Failure after failure, it finally came became clear that they were unable to service our firm and that it was time to terminate the agreement and they continued to charge us monthly. It turned out that somewhere in the fine print it stated that you had to terminate via their online software. The problem we ran into was that even after months of banging our heads against the wall, we still didn't have access to the online software. We pointed this out to their support staff and they didn't care. We ended up paying over $10,000 and never used the software for a day. We ended up going with Clio. Maybe it was just in comparison to the agony of working with MyCase but we found our transition to Clio to be a dream.

Alternatives envisagées 

Clio

Pourquoi choisir MyCase 

We wanted features that Amicus promised but never delivered in the seven years we were with Amicus.

Pourquoi passer à MyCase

MyCase has a slick sales force. We are now kicking ourselves for making the wrong call in originally going with MyCase. Save yourselves some agony, skip MyCase and go straight to Clio.

Avantages

The case management and the status update section and the calendar, the billing reports, and the ability to create invoices.

Inconvénients

You recently changed the time clock's appearance and some functions. I don't like the changes. It was easier to use before and I have stopped using the time feature since.

Avantages

I like that MyCase Is easy to use and has tons of tools to make working more efficient.

Inconvénients

The least thing I like about MyCase is the reports tab. Although it is very useful, and we use it all the time, it could help to be be able to refine things a lot more for extracting certain cases.

Avantages

Our firm loves My Case and how user friendly it is.

Inconvénients

The reports that generate for the firm are at par, I do wish you could filter a little bit differently .

Avantages

Progress reports are the most helpful. Also, there are several different options to see how you are progressing.

Inconvénients

There are some features that I have not used-only because I have not taken the time to review a particular feature.

Avantages

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

Inconvénients

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

Avantages

ease of use, and being able to track my time as I complete tasks.

Inconvénients

The bills can be confusing to client as there is not a section to inform the client what will remain in trust after the transfer is completed. It has resulted in clients not understanding their bill or paying their balance while they have funds in trust.

Avantages

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.

Inconvénients

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.

Avantages

Setting up files in MyCase is simple and easy to maintain.

Inconvénients

Everything is simple with MyCase...nothing difficult at all. You can upload files, name them, and access them when needed.

Avantages

Easy to use - fantastic for keeping track of case progress and billing time.

Inconvénients

Needs a QR code for payment link. Document upload areas are a bit slow. Same for e-mail; I like the idea of tracking time spent on e-mails but the interface is too slow.

Avantages

MyCase is easy to use. It allows you to streamline everything. It allows you to upload large documents and share with parties.

Inconvénients

Overall I like everything. MyCase is always coming out with something new to improve. I wish that we could save file folders into MyCase rather than just individual documents.