MyCase Reviews

Pros

I love how easy MyCase makes it for me to stay in communication with my clients. I also love the task feature as it gives me the kinds of reminders I need to stay on track with my cases.

Cons

I do not like that what I can access on the mobile app is very different/limited compared to what I can access on my computer's browser. I also do not like how counterintuitive some of the customization features are in terms of where on the platform they can be found or how the options work.

Alternatives Considered

Clio

Reasons for Switching to MyCase

A colleague I trust told me they have had no problems with MyCase and with that, I heard all I needed ot hear.

Pros

This program is needed for daily file managements and task follow throughs.

Cons

There is no way to implement a workflow in lead. Leads are tomorrow's clients, but, if you fail to follow through on the leads, they will go somewhere else. Just as in cases, there needs to be a way to implement workflows on leads.

Also, there needs to be better reports for accounting. You may enter 10 or 20 or more time entries that are billable in multiple cases. There is no way to run a report on "open time entries that are billable" to see what is pending. The financial reports are convoluted.

Alternatives Considered

Clio

Reasons for Switching to MyCase

It was touted as a great product from a law firm client.

Pros

I like that MyCase offers a free trial for you to evaluate the software on your own; it is difficult to come by a CRM that you don't have to speak with twelve different representatives and have someone else manage your demo

Cons

MyCase offers background time tracking which is really great but that is pretty much the only benefit I saw in switching from Clio; overall it seems like MyCase is just more money for less functionality

Alternatives Considered

Clio

Reasons for Switching to MyCase

I did not make the switch. I decided that MyCase was more expensive for less functionality. Even though the service was nice and I love LawPay, MyCase just does not give me anything I am missing.

Pros

Not much to say here. It sounded like it would be a great "all-in-one" fit and would replace 3 other software programs, but we were NEVER able to get the data migrated and therefore was never able to use it.

Cons

The limitations on data migration and then lack of customer service when thngs started to go bad. We are a small law firm that has been in business since 1996. We had used the same CRM during that time, and had made customizations in that CRM. We were intrigued and excited by having an all-in-one law based CRM with associated billing and workflow capabilities. That being said, as we started digging into the work needed to "match" our fileds of data with the MyCase program, and the customization that would be needed - we realized that we would lose about 80% of our data and it was a one-shot data migration shot. While their migration specialist was nice, he did not once respond directly to our CRM IT person to answer very specific questions. Even worse was the customer service we received from the onboarding person - who was aware of our data migration struggles and a COVID outbreak in our office - but kept insisting that the data migration was easy, no big deal, and if we didn't get it completed within the 60 day initial time frame, we were "on our own." It was at this point that we decided the whole MyCase experience was not worth it - as it would essentially mean that we would lose the majority of our CRM data, and/or need to essentially shut down the office for two weeks to have all staff and our IT person configure and/or re-enter the data - and our reasonable assumption, given our treatment, was that we would receive horrible customer service in the future. It was at this point, when I respectfully asked for a partial refund, since we had paid for a whole year in advance - that all communication with our direct MyCase representatives ceased. Extremely disappointing.

Alternatives Considered

Clio

Reasons for Choosing MyCase

The switch did NOT happen, as MyCase could not complete the data migration.

Switched From

Act!, FileCenter and QuickBooks Online

Pros

I really like the user interface/layout. It feels very organized and non-chaotic. i know where everything is, and can easily locate case information/create new cases and invoices.

Cons

No serious cons. It is perfect and easy to use. My clients find it easy and straightforward. I would like it if there were more options to customize invoices. This may already exist in the premium plan perhaps, but I don't want to pay extra for this one little tweak/preference. I would like more flexibility and ease with invoice customization.

Alternatives Considered

PracticePanther Legal Software and Clio

Reasons for Switching to MyCase

I did trials for all three and I just liked MyCase better. They all offer just about the same form of features and functionality. I also trusted LawPay over the 3rd party services that were being used for payment processing and I liked that LawPay was already integrated into MyCase.

Pros

Positives:
-Unlimited storage
-E-signature
-Somewhat open API.
-Case insight menu
-Easy to add users
-Easy to update case status.

Cons

Negatives:
-Very poor customer service. I'm paying for products and services and they have a policy of not calling customers for customer support after 6 months. This is ridiculous. You pay for upgraded features and they won't stand by them other than to link you to a youtube page.

-They seem to be outsourcing coding and software support to third parties who require additional monthly fees and integration pains. I would rather that they increase user monthly fee and provide internal testing, customer support, and a new feature once in a great moon.

-I think they are out of the loop with what firms want and how firms use their software. For example, the dashboard doesn't have a call button, but has a sticky note feature that our firm almost never uses. It is far better to have quick access to a call button than a sticky note.

-In my opinion, they are so focused on Mycase "IQ" and billing that basic features like bulk merging and template setup that integrates well with workflow are put on the backburner.

-The reporting features are very limited and basic things like creating a custom shareable report appear impossible.

-The documents section is an unmitigated disaster. I kid you not, there are 8 types of documents in the dropdown: case documents, unread case documents, firm documents, esignature documents, intake forms, word templates, esignatures, and advanced templates. What a mess.

The advanced templates dropdown menu simple leads you to a screen that says to add the microsoft word add on. It appears to me that the microsoft word add on requires you to login to mycase every time instead of recognizing your machine.

Alternatives Considered

PracticePanther Legal Software and Clio

Reasons for Switching to MyCase

Case insights menu is fantastic. Years ago, my firm received personal attention and people were available to call. The training in the beginning was good. They used to add useful features instead of off-shooting nearly everything for integrations that don't work that well with the software.

Pros

It's simple enough for new staff to catch on rather quickly.

Cons

A lot of this is nitpicking, but added together is enough to cause significant frustration with the software:
* Requested funds don't appear within the matter or in "recent activity", only in overall firm billing and at the individual contact
* No app for client side, and limited functionality on firm side
* Can't convert a LEAD to a CONTACT (i.e., auto-generated LEAD via intake form that should be added to existing case has to be manually re-entered)
* Admin has limited capabilities over firm users (i.e, can't add photos of staff when creating their profiles)
* No option to include office admin time as a billing category
* Phone numbers are displayed as a long string (i.e., 12345678901 instead of 1-234-567-8901, which is incredibly difficult to read given the miniscule size of the font they use)
* When they recently added the recurring credit card charge billing option, all the notifications sent out specifically stated the client's desire to opt in would have to selected, then the system defaulted to opt in being auto selected with no ability to change the setting
* Daily work summary email doesn't include the user being sent to
* No ability to configure workflows with LEADS
* No ability to configure workflows with an "if/then" setting for TASKS
* No ability to integrate with Google Ads
* No ability to integrate with Constant Contact
* No ability to integrate with Ring Central
* The entire interface is just a monotone gray, which I suppose is okay if you're colorblind, but otherwise makes for a blah user experience

Pros

MyCase has been an invaluable tool in streamlining my legal practice. The platform’s intuitive interface makes it a breeze to organize documents, create efficient workflows, and send documents out for e-signatures.

Whether I'm managing client files, tracking deadlines, or facilitating remote document signing, MyCase has consistently exceeded my expectations. Its user-friendly design and robust features have significantly improved my productivity and overall efficiency. Their customer service is great too.

Cons

I don't have any cons to say about MyCase.

Alternatives Considered

Smokeball and Clio

Reasons for Switching to MyCase

MyCase gave me the best bang for my buck. It also integrated nicely with LawPay, which I wanted.

Pros

Simple to use. Easy to access client information and manage billing information

Cons

Some issues with uploading firm documents - batch loading does not load directly to firm files

Pros

The time management and being able to centralize everything to each client. Being able to text directly with clients and the ability for them to fill out the e-forms. The multiple times. The list goes on

Cons

the billing part with creating invoices but I understand that it changes constantly

Pros

Fully covers all areas of practice including billing, calendaring, client & case tracking.

Cons

Calendar requires manual moving of entries. It would be great if it was drag-n-drop as daily tasks have to be rescheduled constantly. Also, they are constantly advertising new products and have become a hub for outside vendors.

Pros

MyCase makes billing, invoicing, and trust accounting easy to manage on a daily basis. It saves me hours.

Cons

Some of the editing functions are not intuitive to me and I find that I must call customer service. I have never found the website support at all useful, but really appreciate how responsive customer service is for day-to-day questions.

Pros

I found the interface particularly easy to work with, easy to set up. Very intuitive.

Cons

That I have to pay for a seat just for my bookkeeper to pull my monthly reports.

Pros

The ease of use. And the app which makes life easy when out of the office.

Cons

A little expensive. I feel that as the firm has grown it’s become costly and there should be a better rate for over 10-20 users.

Alternatives Considered

Clio

Switched From

PracticePanther Legal Software and NetDocuments

Reasons for Switching to MyCase

Felt it was easier to use. Liked the overall feel and layout.

Pros

Easy implementation, simple, customizable interface, easy to add clients

Cons

Billing and invoicing is clunky and time consuming. Invoicing through docketwise is really the gold standard, but I don't use DW anymore. I also hate LawPay, and I recently left them for Gravity. I would LOOOVE a gravity integration.

Alternatives Considered

Clio

Reasons for Choosing MyCase

Change in primary practice areas, for the most part.

Switched From

Docketwise

Pros

The reduction in paperwork is worth its weight in gold. We can documents within the firm with absolutely no extra steps. By being able to add or remove staff from each individual case, we can ensure the security of our cases, the notes, the documents, etc.

Cons

That you took away the email function that let us draft emails from within MyCase, and attach case documents. That was absolutely amazing. Now we have to download documents to our computer, and send it from Outlook. It was WAY more convenient when we could do it from within MyCase. Also, that ensured that the email was part of the case record with no additional effort.

Pros

This software is very easy to set up and use and offers alot of functions for a reasonable fee.

Cons

We have the LawPay integration but for initial payments, it seems to function as two separate systems where trust account payments must be processed in LawPay and reentered into MyCase. Also we get our email through GoDaddy and the email integration app does not work. I really miss this feature as it made billing for email correspondence seamless.

Pros

The software is easy to use and has every function you would ever need. You can manage documents, deadlines, and Client invoices/Trust Accounting all in one place, and more. If there is a function you need and don't see, not to worry. MyCase is the only software I have ever used that actually responds to customer feedback. They will update the software, if you point out a flaw or an area that they can improve, the latter being more likely, but still uncommon. MyCase does it all!

Cons

The monthly fee, but it's worth it. I just hope MyCase doesn't realize they could charge me more.

Pros

The ability to update client information, call clients, update billable hours in real time instead of having to wait to get home, or to the Office, to update billing.

Cons

Cost keeps going up. It is worth the value, but my cost has almost doubled since I began using My Case

Pros

It's easy to keep track of everything. Although the panel has many functions available, it doesn't look overflowed or difficult to use. The design is really well structured, loading time is amazing and the app interaction is really comfortable.

Cons

It would be useful to be able to access more information about other people on the Law Firm. Also, client filtering while searching for them, sometimes it shows other people first that doesn't match much the name on the input. Lastly, it would be good if there could be a way to see a log of searched clients or actions done from my account.

Pros

Everything! It is easy to use, customizable, keeps track of my time worked on each file per client, tasks allow me to stay on track. This system made it possible for me to take on more work and as such additional clients. Don't know what I would do without it.

Cons

I utilize this system from a different perspective as I am not an attorney. I am a self employed Claim Consultant - Virtual Assistant. My clients are Attorneys. If I want to see which cases are open with which client there is no easy way to do this on my end. I either need to go to my open cases (in which case I am unable to see per client) or go into Contact/People which I can scan all cases for each client but it lists all open and closed cases. I would like to be able to just see open cases per client.

Pros

MyCase allows me to do my work on one platform. I know it's secure and provides a place for clients and their related contacts to all stay in the loop. But the ability to template documents is my favorite feature.

Cons

I wish that it had more apps that could be integrated.

Pros

I like the billing program and invoicing the most. It’s easy to use and I love the app on my phone

Cons

I don’t like the way documents that clients upload appear in the list of documents.

Pros

Billing
Calendar
Time Management
Client Information

Cons

We need separate accounts for each employee.

Pros

MyCase is staying on top of new ad-ins. It works great with Microsoft 365 and syncing.

Cons

Doesn't run smoothly with Dropbox. We had to sign on for Dropbox to have an additional back up with MyCase for documents