It’s been a little over a month since we started looking at various case management sites for our firm. At first we considered only testing Clio because we liked it so much. Then we decided it would be a good idea to test some of the other online options, such as Rocket Matter, MyCase, and Total Attorneys. It was pretty clear to us up front that Total Attorneys wasn’t for us. But now we’ve made a final decision on our practice management software.

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Several members in the LAB are going into very in depth discussions about the practice management software options. Herbert Wilson is spear heading the discussion, and doing a terrific job reviewing each software option. I won’t repeat all of those observations here.

I’ve discovered that case management software, not unlike legal research software, is about personal preference. The competitors mostly boast the same set of features. For instance, after Rocket Matter added document assembly, Clio and MyCase quickly followed suit. Clio and Rocket Matter both have Dropbox support, and now MyCase is rolling the same out shortly.

As a result of these similarities, it was almost impossible to make a final decision based on which features one site offered. There were a few small things that worked in favor or against each site. But in the end, you’ve gotta go with your gut.

After all, the purpose of practice management software is to help your practice run more smoothly. The bells and whistles are nice, but like anyone else, there were only a few features we really needed in the software. I was personally split over Rocket Matter and MyCase. Clio’s more database-like setup did not appeal to me at all. I found it slightly counter-intuitive and tricky to navigate.

In the end, we decided on MyCase. It’s just as easy to use as Rocket Matter, and almost the exact same features. But most importantly, my partner strongly preferred it.

Now we have been using MyCase for over six weeks and really enjoying it. The software has helped us avoid missing deadlines, and made it very easy to keep track of our billables. Over all I’m extremely satisfied with our choice.

Do you use practice management software? Have you found that it’s worth the price?