MyCase reviews

Easy and Efficient Case Management

Opmerkingen: I began using MyCase when it was relatively young. As a result it has been easy to master each new feature as it has been introduced. Tech support is responsive and helpful when needed. MyCase continues to add features based on input and suggestions from users and there seems to be a focus on staying current and relevant to demands of law office management.

Pluspunten:

From the beginning, it was easy to use, and as it has evolved, it remains user friendly. It eliminates the need for a paper file. One of the best features is that clients have access to their case, documents, calendar, billing and to their attorney. The messaging function eliminates voice messages and most phone calls. Clients can leave questions at any time of day or night and will have a documented answer without telephone tag. Overall case management is significantly more efficient than paper files.

Minpunten:

The creation of Automated documents has been disappointing. The feature exists but is not as user friendly as the rest of the software. The recent integration with Dropbox is confusing as well but I suppose that may be my lack of familiarity with how it functions.

All Encompassing!

Opmerkingen: Honestly, without MyCase it would be impossible to run my office. I don't have employees perse, I have providers that I contract with, so I am the only one keeping track of everything. That is hard enough to do , let alone being ADHD! MyCase has really helped me manage the office and clients.

Pluspunten:

I like just about every function on MyCase. I love that they continually find other integrations and functions to make part of the system. Without it, I was a huge mess!! and poor! I am still learning how to use some of the functions, but each one has made the value of MyCase increase exponentially!

Minpunten:

More of the alerts for the functions (ie receive message) need to be available for the phone app. I am not always at a computer and I need to get alert notifications when a message is sent to me.

Okay for a very small firm

Pluspunten:

The client portal feature of the software is great. (Although we got a lot of complaints about the app.)

Minpunten:

The company rolls out updates CONSTANTLY and they don't seem to beta test any of them first! There are constantly issues. I can't even pull accurate reports, I informed the company of the issue over a year ago and they still haven't corrected it, so I can't pull accurate income or billable reports. They seem more interested in releasing "the next big thing" rather than focusing on basics and standard functionality, which is disappointing. Such as the calendar- it seems standard to be able to drag an event to a new time frame, have alerts, etc, but features on basics like that are missing. We tried to work with the developers and made the software work as long as possible, but in the end we made the decision to switch.

Good, user-friendly, all-around practice management program.

Pluspunten:

I have been a user of MyCase for about 10 years now. I like how user-friendly the platform is; the look, the feel, are very intuitive. It also has space for tons of useful information regarding your case; a one stop shop! The document automation part of the program saves me quite a bit of time, and so does the streamlined billing and invoicing process, which require almost no learning curve. The ability to electronically sign documents through MyCase is one of the best improvements I have seen throughout the years.

Minpunten:

I would love to have the ability to text through MyCase... but by using my firm's phone number. The calendar sync with Google calendars is good, but has had bugs resulting in duplicates, etc. Also, the email part of the program also has had some bugs, it's not that user-friendly, so I've chosen not to use it. I would love it if MyCase could include a court holiday calculator free of charge. It's just not worth the expense of paying for integration with another program, when you can find good, accurate calculations online for free.

A solo with remote staff makes the leap

Pluspunten:

I love that I don't have to limit my staff to local employees, but between court, time zones, etc., it was hard to keep track of what everyone was doing. MyCase has made worlds of difference!! I can easily assign tasks, follow up, keep track of clients and have their contact information in a single convenient location. I can keep notes about each client in their online file.

Minpunten:

I wish that it was easier to use workflows; they are easy to create, but we don't always necessarily have a calendar event that is required to prompt the use of the workflow. I also with that there was a way to do monthly billing that was not attached to time spent, but rather in installments.

A very good product!

Opmerkingen: The best case managmeent software this firm has ever used! And it continues to get better and better. The MyCase desktop and most recently Outlook integrated apps are game changers for sure. However, the Outlook app only works with Exchange, not IMAP, etc.

Pluspunten:

MyCase is a very good product that is comparable to most other much more expensive options.

Minpunten:

The accounting and invoice features of MyCase are very limited for our kind of practice. I don't like the fact that email attachments are automatically sent and saved to the case file. I'd like to be able to customized the features a little more.

Susie CB

Opmerkingen: Best case management platform I have every used.

Pluspunten:

So easy to use. Set up in minutes and start using right away. Handles my trust accounting. Accepts payments so I don't need to do that manually. Reminds me of tasks. Easy for clients to use. Integrates files through DropBox. Let's client complete forms and docs online.

Minpunten:

Figuring out how to integrate with DropBox is a bit burdensome on the front end but once done it works great.

Mycase Review

Opmerkingen: Mycase is exceptional. If focus is placed on smaller firms particularly the pricing when it comes to the Caribbean firms that are not able to utilise all of the functions because of restrictions, but is still billed the same price as a firm that is able to utilise all of its features then that will shoot up its rating in the eyes of the smaller Caribbean firms and more firms would utilise the product.

Pluspunten:

The ease of access and functionality. Mycase is designed to make legal practitioners life easier

Minpunten:

The fact that it does not adequately consider its usage by smaller firms, especially within the Caribbean

MyCase has everything I need

Opmerkingen: It keeps me organized and I love the ability to have client interaction with the case management aspect.

Pluspunten:

Lots of things come with MyCase including billing, notes, and time tracking and lots of integrations offered. Very intuitive and easy to train new people on.

Minpunten:

Online storage is limited to 1GB file size

MyCase Review

Opmerkingen: Overall it's a great product, we use it daily and it serves its purpose

Pluspunten:

Functionality and ease in use, keeps all staff appraised of what is happening in each case file.

Minpunten:

Too many tabs that I believe can be joined to provide a unified function as opposed to using more than one tab

This software is AMAZING. Yes, AMAZING.

Opmerkingen: MyCase has helped streamline the law practice that I help to manage. It's usability and features have made my life easier, and have made my management of case and client files more consistent, both front and back. Clients all receive the same level of excellent care, and I feel good knowing that by applying my workflows, I'm not missing anything. MyCase task management features are completely worth the cost of the software, even if that was all I was going to use it for. I cannot stress enough how awesome the task management is. I'm so obsessed that I literally ran out of characters above. I also want to give a HUGE SHOUTOUT to MyCase's support team. I have had lengthy conversations with them about various issues that have come up on my end (generally not glitches, but requests I have for making MyCase more disability-accessible, etc.) and the team has never let me down. Everyone I have had the pleasure of working with has been friendly, professional, funny, kind, and knowledgeable. They take good care of me and I can see from updates that they are always working to improve the user experience. I am just SO PLEASED with MyCase. I am a convert and sing its praises to anyone who will listen (and often to those who won't!).

Pluspunten:

I am a huge fan of MyCase. Let me tell you why: 1. MyCase is extremely navigable. It is easy to understand and use. In a world where many attorneys are afraid of technology and change, that is really useful. 2. MyCase has a feature on every page view called "add an item." Unlike competitors, it ACTUALLY allows you to add any item whatsoever (notes, calendar entries, new files, contacts - you name it, it can be done), link it to people or cases, and perform ALL NECESSARY TASKS/FUNCTIONS from basically one screen view. That means, for instance, I can manage most case files without having to actually toggle through each file, saving me loads of time and energy. 3. MyCase has the best workflow management feature I have found to date. First and foremost, MyCase allows for the SIMPLE, INTUITIVE, QUICK creation of a workflow. Within that workflow, it allows you to edit tasks and add subtasks within tasks (BRILLIANT, WHY DOESN'T EVERYONE DO THAT???). I cannot stress this enough - subtasks are necessary, they are useful, and I would die without them. Or at least my pristine file management would. 4. MyCase saves mouseclicks. I cannot express to you, the reader, how important this is over time. I don't want to have to click on a search bar, then click on a case, then wait for the case to load, then click notes, then click add a note, then add my note and click done, and then click something else and something else and something else. SOLID APP. I have run out of characters!

Minpunten:

There isn't much that I hate about MyCase, if anything. 1. My MOST IMPORTANT request has always been that, once a workflow is created, we are given the opportunity to REORDER tasks within the workflow (not just subtasks). If this were provided to me, I'm pretty sure every single request I have ever made (and there are a LOT of them) would have been addressed. 2. My second request would be for the phone app (at least on iOS) to be a little more robust and similar to the web-based version. My current workaround is just logging in on my mobile browser, but it's a little cumbersome. It saves me in a pinch when I need it, but otherwise I tend to avoid using MyCase on the go. 3. Oh, one final thing - MyCase performs maintenance on Tuesdays at 10PM (Pacific), which is a prime time for me to be working, so that sometimes cuts into my productivity. However, I totally get why they have to - that's 1AM on the east coast and they need to be done by the time the east is waking up and working. So, I always try to take the "oops, MyCase is no longer available" as a sign that I should stop working.

Mycase has made billing so much easier

Opmerkingen: The biggest problem it solved for me was prompt invoicing and trust account management.

Pluspunten:

Very intuitive and easy to use. Excellent online tutorials and telephone support. I can put invoices together so quickly and I have all of my contacts and important info at my fingertips. Also, available for use on my iPad. I've recommended mycase to other attorneys.

Minpunten:

I wish it integrated with my automated forms. Unfortunately I'm wrapping up my use of mycase because I found another practice management software which works with my automated forms which means that I only have to enter certain information once. It is unfortunate because I don't like the new practice management software as much.

Ease of Use and Best in Class

Opmerkingen: Without Mycase I don't believe I would have been able to start and build my practice as I have.

Pluspunten:

I love the ability to have all my cases available via digital. I can share the documents with my clients and communicate with them via the client portal. All in one solution.

Minpunten:

I would like them to have more integration, like with Onedrive, Google Drive.

Robust program that keeps improving

Pluspunten:

I've used MyCase since mid-2012 and it keeps getting better. It has helped me be able to grow from a solo practice into a multi-attorney boutique firm. They are constantly adding and improving features, and actively seek customer feedback to provide features that users want. As a business owner, the impact it has had on clients paying on time is tremendous. Clients have a very positive view as well - they love being able to log in at any time of day to get updates, post documents or leave notes for us. Cannot say enough good things about MyCase.

Minpunten:

Nothing comes to mind at the moment......

4 Years and Counting...

Opmerkingen: Legal problems in family law and mediation.

Pluspunten:

What I like most are the E-signature and web payment.

Minpunten:

MyCase continues to improve its software and has been very useful and effective in the legal industry. What I like the least is the 'workflow' - most likely because I don't understand how to use it yet. I prefer to open a new case, set the workflow, and it automatically checks the box on what needs to be done next.

MyCase is the great equalizer

Opmerkingen: I think MyCase is wonderful. I love its presentation, very cheerful. But it covers all your bases as a lawyer. It is a powerful tool. I would be lost without it.

Pluspunten:

It is very easy to use and is comprehensive in scope. It allows small law firms to have a 'big law firm' systems without the big fees.

Minpunten:

When sending a message to another party via MyCase one is unable to click on another MyCase tab, like the calendar for example, without losing what you have typed. (But knowing MyCase they will fix this--they are quick to respond to new ideas for implementation)

Love the system

Opmerkingen: I’m very very happy with mycase.

Pluspunten:

Client management is incredibly easy with this software. Keeps all Court dates, documents, billing, etc. I can select what I want the client to see too, which also keeps them from calling constantly as they can see what’s going on in their case. I can also do weekly billing and see who exactly is overdue. We also do weekly calendar meetings to assess any upcoming conflicts on the calendar. It is all very user friendly and pretty intuitive. This is my favorite client management software.

Minpunten:

The mobile app. Being a litigation attorney, I am in court all the time. So using the app is my saving grace for many things, but it needs some serious updating. You can still see your calendar and still see that people are overdue (but can’t see by how much or when). It’s easy to access the clients information so you can call them if you put their number in the system, etc. However, you can’t open invoices to see the details. I’ve noticed I can’t open signed documents on my phone either (that I’ve had clients sign through mycase) I can only open unsigned ones. Inputting client court dates into the calendar from the phone is tricky too because it is easy to skip over checking the clients box or other attorneys to appear as you have to go into each individual one. Whereas on the computer this process is very easy. So there are some definitely necessary updates in the mobile app part of this.

A Great Product for the Price (Without Bells and Whistles)

Opmerkingen: Great product which covers all the basic requirements of case management software and a price that can't be beat. I'm still using it, but looking at other options as I grow to avoid some of the more time-consuming aspects/cumbersome aspects of the software.

Pluspunten:

Cost is minimal and allowed me to get up and running with case management software immediately upon starting my law firm. It covers the basics - central place for case details, contacts, and documents; repeating task lists and deadlines; calendaring; and integration with quickbooks and email (to an extent). There is an obvious need for this type of product and I'm glad it is/was available.

Minpunten:

The email integration is cumbersome and essentially requires you to forward messages to MyCase and then sort them individually into the correct cases. It does recognize emails/contacts frequently used and suggests a case assignment, but you still have to go through each email one by one and affirm that suggestion to get it to import into the case. With just a small caseload, this is time-consuming and would not be manageable for large volumes of emails. The documents are stored in MyCase and accessible from wherever you are. That's nice, but not as helpful for me since it requires you to download the document onto your computer from MyCase, read it or make changes, and then re-save in MyCase if changes are made. Since I am mostly using the same computer each time, I don't want/need to re-download documents every time. To avoid, I just go to where the document is saved on my computer, but then I'm toggling between MyCase and my desktop. There is no way to work on/view documents WITHIN MyCase, which would make a huge difference. It is nice to know that documents are available just by logging in on any device, but it's not as useful for a solo with one main work computer without the ability to open the document without downloading it.

Great product

Opmerkingen: Mycase provides our clients control and open access to all aspects of their case. It has helped streamline communication, document signing and invoicing. It was easy to set up and continues to be updated with new features that help our practice run smoothly. Highly recommend for a small firm that does not/cannot invest thousands up front in case management software.

Pluspunten:

Quick and easy to set up. If you can navigate facebook or social media, you can navigate mycase. Client's ability to have secure access to their electronic file, all appointments, court dates etc. cuts down on calls/emails asking for documents or to confirm when an appointment is leaving staff time open for more meaningful (and billable) work. Interface allows clients to upload their own documents to the file as well. Invoicing, tracking tools for billable hour goals, online payments and easy to create reports brings valuable information to the firm. Also love that they are constantly updating features based on user feedback. For example - we have the ability to text message with clients now, which is a great way to communicate with those client's who wouldn't otherwise use email etc.

Minpunten:

Some of the integration features we are not using. I prefer to keep my quickbooks separate for example. Some of the clients have brought concerns about being able to access from a mobile device. The app for users needs some updating as not all features are available or user friendly.

MyCase

Opmerkingen: Use for all billing and time keeping. Remote/on-line payments have been a great benefit for my company.

Pluspunten:

That they are constantly improving and adding to the product. Customer support has been great at answering question.

Minpunten:

More flexibility for types of bills that one can produce; ability to print "pre-bills" or draft bills to review before finalizing.

Great Platform

Opmerkingen: I have checked out other systems over the years and MyCase checks all of the boxes except the integrations/virtual receptionist ability of other CRMs - so far I am still on board with MyCase hoping they will upgrade their ability to integrate otherwise a competitor is likely to get my business the moment they can check those other boxes for me.

Pluspunten:

I love that this software is being continuously updated. The new texting feature is fantastic. It is very user friendly and intuitive. I use it for my estate planning practice and it has become the backbone of my practice. The client portal is also important to me and my clients use it regularly to access their documents.

Minpunten:

I do not like that there are not more integrations. There should at least be some open API integrations so things like Zapier can hook into the software. It currently lacks the ability for virtual receptionists (I use Smith.ai) to build a lead or leave notes in the system - a huge minus that seems like it would be a relatively easy fix.

User Friendly and Always Improving

Opmerkingen: MyCase makes my practice manageable!

Pluspunten:

The software is extremely user friendly, even for a non-tech person like me. I particularly love having the ability to have client messages, file notes, documents, workflows, task lists, time, expenses, and billing in one place. All actions are intuitive, and there are often multiple ways to do the same thing. For example, I can click a button on the home page to add a new expense and then attach it to a file or once I am in a file, I can click a file button to add the expense directly. I have found the MyCase staff to be extremely helpful in explaining the software and helping me best use new features. The software is also very cost effective in that I pay for firm seats, not client seats, so I can add hundreds or thousands of client files with no additional cost. The very best thing, however, is that they are constantly upgrading and adding new features. Many of the "wants" for which I have asked over the years have already been implemented.

Minpunten:

I would like more ability to pull reporting from the Workflows (e.g. pull a client list of all files at a particular status point in a workflow).

I would be lost without MyCase!

Opmerkingen: This software has allowed me to keep in constant contact with clients as well as better organization of files and time utilized in each. In addition it has allowed me to be prompt with billing and has give our clients a vast array of ways to pay for their services as well as interact with our office.

Pluspunten:

I absolutely love that you can interact with your client daily - updating his/her file within seconds. It is convenient to have past cases, documents, invoices accessible at the touch of a key. I also think the report feature is a great feature. This site has made my job so much easier.

Minpunten:

My only "gripes" per se would be that you cannot enter a reoccurring meeting in the calendar. Instead you have to do so individually even if every Wednesday at 9am you have the same meeting. I would love to see this feature implemented. I would also like to see the "closed cases" appointments remain on the calendar, even if they turn a different color to clarify instead of them being removed.

Better Options Exist

Opmerkingen: For absolute sure -- stay away from their website rip-off. I had to provide all of the content. Now, they decided to double their monthly fee from $50 to $100 even though they do almost nothing for me. Even worse, they are pretending like they own their "themes" so that I cannot simply migrate my website to an affordable site. I haven't made a lot of mistakes in life, but MyCase was one of them.

Pluspunten:

The graphic interface is okay. That's about all I can say.

Minpunten:

The product does not appear to have been designed by someone who would have to use it. Many aspects are clunky. For example, go to the Invoicing page and send one invoice. To send a second invoice requires you to back out and enter the invoicing function over again. Most importantly, it requires you to use Quickbooks for your checking account and then you get a whole new set of potential problems. One integrated software is the way to go.

You will not be disappointed

Opmerkingen: We have been very happy with MyCase and are now on year 7 with the product. We are able to generate documents, track and collect payments, and correspond in numerous ways directly with our clients. It has greatly improved the productivity of our small firm.

Pluspunten:

The efforts to fully integrate MyCase with other platforms and the continued efforts of the MyCase staff to provide more functions at the request of its users is the thing I enjoy most about MyCase. It is definitely not a static product.

Minpunten:

The thing liked the least is there is a bit of a learning curve on some functions.