MyCase is legal practice management software that helps small law firms solve their most critical business problems. Spend less time on monthly billing, get paid faster, and stop losing hours of your week to tedious administrative tasks with the most intuitive cloud-based solution for attorneys. Whether you’re in the office, in court, or on the go, MyCase’s robust feature set lets you manage all cases, oversee day-to-day operations and delight your clients with ease. Try MyCase for free at mycase.com - no credit card required.
Avantages
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.
Inconvénients
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.
Hi Meredith, thank you for the honest feedback. With regards to document storage, we now offer an integration with Dropbox, which will allow you to easily view and edit documents stored in Dropbox through MyCase, without the need to download and re-save - any updates will be immediately reflected in MyCase. Also, we're actively exploring ways to improve our email integration with the goal of making it less time-consuming to save a large volume of emails to your cases. We take customer feedback very seriously and can assure you that your review is taken into consideration moving forward. If you have any questions or further feedback, please do not hesitate to reach out to our Customer Success team! Thank you again for your review.
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
Avantages
--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
Inconvénients
--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
Hi Grace, thank you for your feedback. There is a way to store documents as part of a contact, and a member of our product team has reached out to help you through the process. We have also taken note of your thoughts on calendar printing and invoicing, and will be taking it into consideration for improvements in the future. If you have any questions, feel free to reach out to our customer support team! Your continued support and feedback is appreciated.
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.
Avantages
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.
Inconvénients
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.
Avantages
It provides an easy means of secure client communication and collaboration for those clients who have a computer and know how to use it. MyCase's payment system is affordable and hassle-free (no monthly fees and no worries about CPI compliance), and encourages faster payment by clients.
Inconvénients
Not as beefy and versatile as in-house case management software. Files are sometimes hard to find. (A Windows Explorer-style interface would be faster and easier to look through. Suggest speeding up file list display and searching by chaching the file list and associated details to user browser.) File tagging is easy to do...but not that useful in practice. The new redesign of the client portal, while great for tiny screens, is not as user-friendly as the previous design. Clients sometimes miss new messages and comments. (Please don't change my dashboard to look like that!) One little request for the iPhone version of the client software for lawyers: Please add an alert button so I know when I have a new message/document/comment waiting, without having to fire up the app to check for these things.
Thank you for taking the time to share your experience, Will. It is great to hear that your firm is enjoying easy client communication and payments. We'll take your constructive feedback into account as we make updates moving forward. If you have any questions or would like to provide more detail about your mobile app experience, please email us at [email protected] We welcome any additional comments you may have about the app!
Avantages
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.
Inconvénients
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.
$39/month per user
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 :
anglais
Types de licences disponibles pour MyCase:
Abonnement
Appareils pris en charge par MyCase :
Android, iPhone, iPad
Applications s'intégrant à MyCase :
Dropbox, 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
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.