MyCase, the premier all-in-one web-based practice management software for lawyers, was built to address the number one complaint across all State Bar Associations... insufficient attorney/client communication.
Thousands of successful legal professionals all over the world rely on MyCase every day to stay incredibly organized, easily communicate and collaborate with their clients while simultaneously managing and growing their practice. Because MyCase offers legal practice management in the cloud, lawyers can work from anywhere at anytime significantly increasing productivity.
With MyCase, you get all of this and more: Mobile access, secure client communication, organized cases and matters, shared calendars and reminders, tasks and to-dos, contact management, bank-grade security, document management and assembly, time and legal billing features, online payments processing, professional invoice creation, scheduled payment plans, outlook and google syncs, QuickBooks integrations.
Primarily, the ability to run my practice as a true solo, and to be able to work from anywhere and be as responsive as my clients need and expect me to be.
I like having everything in one place. Being able to access everything I need about my clients, opposing counsel, documents, billing, etc. makes it so I can follow up with my clients wherever I am. That's invaluable to me.
My clients can pay online, I can send invoicing reminders, and now I can add interest.
Calendaring is really a plus because when I enter it into MyCase it automatically sends to my clients and goes to outlook. One less thing for me to remember to do.
I need to do better with tagging, but clients can send me discovery documents, I can send them documents to review, we can see the changes between versions. I upload the final product, and my clients get their entire case file as it progresses, and have one location where they can view everything that's happened.
I also like that I can tell when a client has logged on, so if they haven't and I need them to respond, I can follow up. That eliminates the "lost in the ether" issues that crop up.
There's nothing I dislike, but there are always room for improvements. I'd love expanded searchability for documents and enhanced sorting. The trust accounting is a bit of a nightmare for me, so that can definitely be cleaned up.
More than anything, I'd like them to maybe partner with some people. I'd love to be able to scan something directly from my ScanSnap to MyCase, or even have a desktop app that I could save documents to that would automatically sync with MyCase.
Last, enhanced time entry would be a godsend. If I'm sending a message, it'd be nice if something popped up when I hit send to ask if I'd like to bill for it. Same for taking notes in the clients file.
Probabilité de recommander le produit
I am able to work at home and at locations and times convenient to clients; I can offer work-at-home opportunities to staff; storage is no longer an issue since my office is almost entirely "paperless"; I have been able to reduce the number of support staff; the return calls I have to make has been greatly reduced because there is no longer a need to locate files and contact others to ensure everything is up to date; I have an efficient means of tailoring case management based on the type of case or client
--I am able to access and update my entire case files from anywhere;
--my staff can view the same information I am, when I am away from the office
--it is easy to adjust to the specific requirements of my practice; for example, I can set up a "case" for all my administrative information ("Office Admin, 2018"), including documents, time, and expenses
--the software allows firm specific information to be input, but is limited on its usefulness; for example, I have a field for travel time as part of a time entry, but the invoice only shows the total time
--the inability to store documents with a contact as opposed to a case; for example, I use a particular therapist on multiple cases but I cannot attach her resume to her contact information; to be rapidly accessible, I must store the same document with every case
--the calendar can only be printed in an agenda format; to print monthly or weekly views, I must go outside the software to a sync'd calendar
Probabilité de recommander le produit
The people are great at customer service, I have had great experiences with Leslie Skelly, Drew, and Cat Allday. I like the Reports function and would like to see more Report options. I also like bulk exporting invoices.
The CMS functionality is great. I would suggest pinning the client to the top of the matter contacts, rather than having them appear at random in a long list. I would also suggest removing the 'Total' column from the Billing -> Account Activity section in the far right-hand column, or allowing the company to reset these figures annually. Seeing such a large 'Total' figure makes my boss angry since it accumulates over the lifetime of using MyCase and it is not helpful. Resetting the 'Total' every year would make it more useful.
While the websites department is a completely different division of Mycase, I found the websites to be expensive for the services received. In other words, I would like to have better access to editing the posts and the ability to delete another user's post. (For example, we have old employees who created posts, but since they are no longer with the firm, and we do not have the logins, there is allegedly no way to delete that former employee's posts.) Each firm should be given one master user account with full privileges to allow editing all posts. Also, we should be given access to the Google Analytics tracking, since MyCase controls the data and does not share it with the client/firm. It is terrible trying to track how many monthly users we have, and we are not able to use several APIs out there due to the non-sharing protocol where we do not know the UA code and have no access whatsoever to user traffic statistics.
We have tried many legal organization and calendar programs. MyCase is very easy to use and basic. Our Firm primarily uses the calendar to keep the consults, deadlines, court schedules for each attorney. The tasks are useful for myself, and I can set up due dates and keep track of what I have to do. I also put payment plan dates in there to remind me to call a client if they have not made payment. We also use the billing feature to make our invoices look better. The way mycase keeps track of incoming money isn't the best or most accurate. For example when we bill out expenses, it still shows as income. Also, when you deposit something into the Trust account in mycase, and use those funds to pay an invoice, there are some quirks. We do not use the "trust account" feature to keep track of the real IOLTA account at all. Everything is very easy to use and someone who isnt tech savvy can catch on easily as well. During the use of it, we found that the name of the event you are putting in you have to list a clients first, last name and it needs to be spelled correctly, or you can not search for it in the search bar. Even if you link a calendar event to a case, it wont show up in the search bar. We do not use the message feature or document feature, we also do not allow our clients access to their online case. We just use the program for our internal use only. Overall I would recommend this to most law firms. Our Firm has grown from 1 attorney and 2 support staff to 4 attorneys and 5 support staff. So the monthly price of the program is starting to not be affordable for a calendar program.
Probabilité de recommander le produit
- Client and case management
- Secured client communications, with no filing necessary; all communications are automatically linked to and stored in the client file
- Document management - easy for clients and legal teams to share documents of any size
- Invoicing - Easy, professional invoices - easy to add/delete/modify/mark as non-billable/or remove from invoice any time entry or expense; Clients can pay through their account via credit card or e-check
- Task Management - Really great workflow feature which allows staff to attach a standard workflow to a file, and the workflow automatically generates checklists and tasks
- Calendaring - Easy for staff to handle calendaring; any firm user can view the calendar of another firm user by clicking his/her color block; Calendar events can be easily shared with clients and other staff
- Easy for clients to find - MyCase is linked to our website, which makes it easy for clients to locate and login
Intuitive, easy to use / multiple ways of accomplishing the same task: I am not technologically savvy, but MyCase makes everything easy. The staff is also U.S. based, friendly, helpful, and knowledgeable. We have never had a circumstance where MyCase did not promptly help us figure out the solution!
Like all software, new features take time to be added, but the team is always willing to listen to suggestions and work them into the updates.
Probabilité de recommander le produit
The key differentiators that MyCase offers customers include:
Easy to use
MyCase is an easy to use platform that requires little time investment to get it up and running, and can be quickly incorporated as the foundation of office processes.
Provides one secure platform for all communication
One of the primary challenges of a small law firm is that there is often a glaring lack of effective communication between attorneys and their clients. MyCase solves this common hurdle by providing a single platform through which client communications can occur. This makes dialogue between both parties faster, easier, and more organized – ultimately resulting in happier clients.
Mobile access allows more control from anywhere
Through the MyCase app for iPhone, attorneys and clients alike have increased access to their case developments and documents. Secure emails can be sent and received from a mobile device, and notifications come directly to the app so all parties are kept apprised of important alerts and appointments, even when in court.
Friendly to small law firms’ budgets
Small law firms are like any other small business trying to stay afloat financially. MyCase is offered at an incredibly affordable rate per month, so that small practitioners can build a strong organizational foundation for their businesses without busting their budgets.
Voici quelques-unes des questions fréquentes sur MyCase.
Types de licences disponibles pour MyCase :
À partir de: $39/mois
Type de licence: abonnement
version d'essai gratuite: disponible
$39/month per user
Fonctionnalités du logiciel MyCase :
Utilisateurs habituels du logiciel MyCase :
entreprises de taille moyenne, PME
Langues dans lesquelles MyCase est disponible :
Types de licences disponibles pour MyCase:
Appareils pris en charge par MyCase :
Android, iPhone, iPad
Applications s'intégrant à MyCase :
G Suite, Google Calendar, Microsoft Outlook, QuickBooks Online
Ressources d'aide disponibles pour MyCase :
FAQ, base de connaissances, support en ligne, support téléphonique, tutoriels vidéo