MyCase is a good fit and a great value for firms looking for a full-featured, affordable Law Practice Management Software. It includes some features, like e-signatures and a full email client, that aren’t easy to find built-in. Additionally, although the system is robust, it isn't overly complex. Project management and workflows are straight forward, accounting reports are easy to run, and internal communication is simple. If you want the majority of your law office to work out of one application, MyCase is definitely worth a review.
For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Based on 20 Reviews
As a cloud-based law practice management platform, you can access your files from any modern web browser. Additionally, MyCase has both iPhone and Android apps for users on the go.
MyCase has a one log-in, one price billing model. There are no separate tiers to review, no enterprise options, or "freemium" upgrades to review. If you pay annually, they charge you $49.00 per-user-per-month, whereas, a monthly billing package price will run you $59.00 per-user-per-month. Each user gets all the features MyCase offers.
MyCase software is built on Amazon’s EC2 cloud servers. These are in anonymous locations in the United States, and are protected by military-grade perimeters. As you can imagine, Amazon also strictly controls physical access to these sites. MyCase utilizes these servers for storage, data redundancy, and information backup. Your data, and your client information, is secured in-transit (moving from computer to computer) and at-rest (sitting on the data servers) with “bank-grade” encryption, and the option of two-factor authentication (2FA).
Yes, it has two-way synchronization with Outlook, Outlook Online, and Microsoft Exchange servers. This brings all of your email actions inside the platform so there is no need to install add-ons. It also syncs with Outlook 365 calendars.
Yes, there is a two-way sync with both Gmail, and Google Calendar.
Yes, the application can handle all but the most complex trust accounting. Although, attorneys who are subject to frequent audits will want to review MyCase's capabilities carefully.
MyCase Payments lets you charge for consultations, take payments in your office, and set up payment plans with auto-billing (or reminders, if you prefer).
No, it does not integrate with Zapier.
Yes, law firms can use MyCase Document Writer to create documents and templates that can be populated using merge fields within the software application.
MyCase is cloud-based software. Mac, PC, or even Linux users should be able to use it with ease. All your law firm needs is a modern web browser.
Integrated Leads Management. Although it may not be as robust as some stand-alone products, MyCase ships with a client relationship management (CRM) system already built into the application. Which means you don’t have to spend any time setting up the integration or choosing a system that works-and-plays-well with your other software.
Intake forms and appointment scheduling. Attorneys, or their staff, can build intake forms from within the system. They can then embed them directly on your website and allow potential clients to enter their contact information directly into your system for you. Additionally, you can set up your website to let clients schedule consultations and other appointments without the need to call your office.
Client Portal. The MyCase Client Portal allows for cloud-based, secure communication between your firm and your clients through email, instant messaging, and commentary on uploaded files. It may not be the easiest thing to get your Clients to use (which is the case for most Client Portals), but it offers much of the ease of texting without the additional security risks.
Email. MyCase now includes a full email client. It syncs up with just about any email provider, so you can continue to use Gmail, Office 365, etc. However, you can also use the built-in MyCase email client and associate your emails with matters. Additionally, MyCase is also smart enough to remember those associations, so the same contacts will automatically be associated with the relevant matter without further review.
Shared Documents. Although you can integrate with DropBox, MyCase will also allow you to store your client documents within the system. You can then share these documents with your clients, make commentary on them, or even allow your clients to upload their own documents.
E-signatures. MyCase includes built-in e-signing for retainer agreements and other documents. You can increase your efficiency without adding any third-party software or integrations.
Smart Time Finder. If you bill by the hour, MyCase’s Smart Time Finder will help you keep track of your time. Whenever you take an action in the system, the software automatically creates a draft time entry, so your attorney billing is simplified. Ideally, you’ll simply need to periodically review what MyCase has documented in order to track your time.
Backup. As a standard cloud-based security measure, MyCase regularly backs-up your data to its own servers. However, it is always good practice to have your own back-up protocol. To that end, you can download a .CSV file once-a-day. This can include all of your firm’s data, and all of your firm’s open files. Or, it can just include cases linked to a particular user. This gives you the freedom to set-up different data management based on specific users, and with your own storage limits in mind.
Migrating. MyCase offers self-service and assisted data-migration at no additional cost to new customers. This is extremely helpful, however, as with most practice management software, you probably won’t be able to import all your data. This new system may not have the same fields as the software from which you are importing. But, with its assisted support, mapping and importing your data into MyCase isn’t as daunting as it may seem. MyCase, for its part, recommends importing a maximum of 2000 records at a time, so you may want to build in some time to transfer all of your data.