MyCase

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.

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.

What I love the most about this software is that it's always updating features and areas of needed interest. I love that the MyCase team is always there to take a concern, suggestion or edit that may be needed or wanted. I love that it's ALMOST an all in one system. I love that you can do customizing within the software on the end user side as well, without having to contact MyCase for most of them. I love that this is easy to learn, use and contact support. I love that MyCase is always willing to update to stay current.

What I like least about this software is the inability to filter OPEN and CLOSED cases in the Trust Account Activity and Trust Account Summary. We use this section for a quick check on which cases has a balance and which cases don't, but it shows EVERY case we have in MyCase without a way to filter out Closed. We have far too many cases open to check one by one. I also like least about this software that you have to request engineering to re-add Contact Groups that you delete, when it was added by the end user in the first place. An accidental delete of a contact group takes too much involvement to have re-added and we end up creating new ones. I also like least about this software that the App and the Desktop version are so much different in a few areas that are used most in our office.

The time recording, case/contact data storage, docusign, billing features are what I started using. I used abacus before cloud based practice mgt software was available. I have used Clio. Mycase is more intuitive than other practice mgt software programs with which I have experience. It is easier to use.

I was slow to use some of the better features like templates. I realized that I could distinguish my firm by completing tasks quicker than average for the industry. Using electronic data forms allows us to obtain relevant data from customer and swiftly prepare the pleadings necessary to initiate case or respond to case and to prepare pleadings for requesting temporary relief orders from the court. We are continuing to explore the use of templates. Our goal is to have the petition or response, the declaration regarding minors, the income and expense declaration, the request for orders all template based.

Having calendar synced is good. Having email synced is great. Ensures all time is considered for billing.

Slightly more detail on creation of templates from judicial council forms would be helpful. I imagine CA is a big market. CA has court approved forms for civil litigation and family law. Family law is the most form driven area of CA state litigation. Why not pre-load Petition FL-100, Summons FL-110, Response FL-120, Declaration re Minors FL-105, Income and Expense Declaration FL-150, Request for Orders FL-300, Responsive Decl Request for Orders FL-320, Asset and Debt Declarations FL-142 and FL-160 into mycase? If you do you will have a marketing tool for family law attorneys.