MyCase and Firm Manager Get Better at Managing Documents

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4-Step Computer Security Upgrade

Learn to encrypt your files, secure your computer when using public Wi-Fi, enable two-factor authentication, and use good passwords.

Folders and files usually go together, but until recently the major cloud-based practice management software has forced all files into a single folder with only tags or categories as an option for sorting.

This week, Bob Ambrogi reported that MyCase added the ability to create top-level folders, and LexisNexis Firm Manager followed quickly in its footsteps (probably just by coincidence).

Folders aren’t big news. After all, MS-DOS had folders too, and Dropbox has been around since 2007, with folders the whole time.

But what I hope it portends is the eventual inclusion of real, useful document management within cloud-based practice management software. After all, it’s clunky to use one service for files and another for all your other case information. Hopefully, folders are just the first step to adding Dropbox-like functionality with the security and particular features needed by lawyers.

Featured image: “Folder icon” from Shutterstock.

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  • Allen Landerman

    I have been a MyCase user for almost four years. When I went solo, I tried every LPM software on the market, including Clio, Rocket Matters, and Houndini. The one thing that set MyCase was their outstanding support and certain features that none of the others had at that time. Over time that commitment to support has not changed at all.

  • Tony

    I’m happy with MyCase overall, but no easy way to backup GBs of files still scares me. MyCase continues to tell me: “we don’t share roadmap timelines.”

    • Check out our MyCase User Guide. MyCase doesn’t have a way for you to automatically back up your data, but you can export it once a day. Does the size of your account make this impractical (or impossible)?

      • tswartz

        It only backs up some case data. Any uploaded files aren’t included, unfortunately. Their response in the past has been to keep in mind you retain read-only access even after canceling an account (which is good, until they disappear one day).